Welcome to Perfex CRM SaaS Module
Your tenants get a beautiful, professional landing page out of the box
What Is This Module?โ
Perfex CRM SaaS Module lets you turn a single Perfex CRM installation into a multi-tenant SaaS platform. That means you can sell Perfex CRM as a service - each customer (called a "tenant") gets their own isolated CRM workspace, complete with their own data, users, and settings.
Think of it like this: Instead of selling Perfex CRM as a one-time product, you can now offer it as a monthly/yearly subscription service - just like Salesforce, HubSpot, or any other SaaS CRM.
Why Does This Matter?โ
| Traditional Model | SaaS Model (With This Module) |
|---|---|
| Sell once, earn once | Earn recurring monthly/yearly revenue |
| Each customer needs their own server | One server hosts all your customers |
| You manage dozens of installations | You manage ONE installation |
| Complex setup for each client | Clients sign up and start in 60 seconds |
Why 400+ Businesses Already Trust Usโ
Trusted by Perfex CRM themselves - Our module is featured in the official Perfex CRM's recommended modules list, making it the go-to choice for anyone looking to add multi-tenancy to their Perfex CRM.
Here's what sets us apart:
- Recognized by Perfex CRM - Featured in the official Perfex CRM suggested modules list. When the core product trusts you enough to recommend you, you know you're getting a rock-solid, fully compatible solution.
- Battle-Tested - Over 400 businesses across 50+ countries are already running their SaaS platforms with our module.
- Complete Solution - Subdomain routing, custom domains, usage limits, subscription billing, landing pages, module control, REST API - everything you need is included.
- Beautiful Landing Pages - Choose from 3 built-in themes or build your own with our drag-and-drop Landing Page Builder.
- No Wildcard SSL Required - Unlike competitors, our module works with standard SSL certificates. No expensive wildcard certificates needed.
What Can You Do With This Module?โ
Here's a quick taste of what's possible:
For You (The Platform Owner)โ
- Create subscription plans with custom pricing (monthly, yearly, or custom billing cycles)
- Control exactly which Perfex modules each plan can access
- Set usage limits per plan (max customers, invoices, projects, staff, etc.)
- Automatically provision isolated databases for each tenant
- Monitor all tenants from a centralized admin dashboard
- Offer a branded landing page where customers can sign up
- Accept payments through multiple gateways (Stripe, PayPal, Bank Transfer, etc.)
For Your Customers (Tenants)โ
- Sign up and get a fully working CRM in seconds
- Access their CRM via a subdirectory (
yourplatform.com/ws/acme), a subdomain (acme.yourplatform.com), or their own custom domain - View their subscription details, plan limits, and usage
- Upgrade/downgrade plans at any time
- Install available add-ons to extend functionality
Quick Navigationโ
| Section | Description |
|---|---|
| Getting Started | Install the module and get up and running in as little as 5 minutes |
| Configuration | Set up plans, pricing, landing pages, and module access |
| Managing Tenants | Learn how to manage your customers and their subscriptions |
| Video Tutorials | Watch step-by-step video guides for every feature |
| Troubleshooting | Fix common issues quickly with our solutions guide |
| REST API | Integrate and automate with our comprehensive API |
See It In Actionโ
Before diving into the docs, watch this quick overview to see everything the module can do:
Ready to Get Started?โ
If you haven't purchased the module yet, grab it now from CodeCanyon:
๐ Purchase Perfex CRM SaaS Module on CodeCanyon
New to Perfex CRM? No worries! This documentation is written in simple, step-by-step language. Even if you've never set up a SaaS platform before, you'll be up and running by the end of this guide.