Getting Started

Welcome! You're about to transform your Perfex CRM into a powerful multi-tenant SaaS platform. This section will walk you through everything - from checking your server requirements to having your first tenant sign up.

Before You Begin

Make sure you have:

1. A valid Perfex CRM license - You need an active Perfex CRM installation (version 3.0 or higher recommended).
2. A valid purchase of the SaaS Module - Purchase it on CodeCanyon if you haven't already.
3. Access to your web server - You'll need to upload files and (in some cases) edit server configuration.
4. As little as 5 minutes - On shared hosting or cPanel, you can be up and running in just 5 minutes! More complex dedicated server setups may take 15-20 minutes.

Installation Path - Choose Your Setup

Depending on your hosting environment, you'll follow a slightly different path:

Do you have cPanel/WHM?
├── YES → Follow the cPanel/WHM Automatic Setup guide (easiest!)
└── NO  → Do you have another control panel? (Plesk, VirtualMin, CyberPanel, etc.)
          ├── YES → Follow the Manual Server Setup guide (panel-specific tweaks may apply)
          └── NO  → Follow the Manual Server Setup guide
                    ├── VPS with root access (Apache/Nginx)
                    └── Cloud server (DigitalOcean, AWS, etc.)

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Using Plesk, VirtualMin, CyberPanel, or another panel? Our automatic setup currently integrates with cPanel/WHM. If you're using a different panel, follow the Manual Server Setup guide - the process is very similar, but you'll use your panel's interface for DNS and database tasks instead.

Step-by-Step Order

Here's the recommended order to follow these guides:

Step	Guide	Time	Difficulty
1	Requirements	5 min	Easy
2	Installation	10 min	Easy
3	DNS & Domain Configuration	10 min	Medium
4a	cPanel/WHM Setup	5 min	Easy
4b	Manual Server Setup	15 min	Advanced
5	SSL Configuration	10 min	Medium

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Don't worry if this looks like a lot! On shared hosting or cPanel, most people finish in about 5 minutes. Even on a dedicated server with advanced configuration, you'll be done in under 20 minutes. And if you get stuck at any point, our Troubleshooting guide has solutions to every common issue.

Watch the Full Installation Video

Before you start, we recommend watching our complete installation walkthrough:

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Feeling overwhelmed? If you'd rather have an expert handle the setup for you, we offer a professional installation service. We'll configure everything on your server and hand it back to you fully operational. But honestly - most people find the setup straightforward with this guide!