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Notice: It is a module for Perfex CRM – it converts Perfex right into a SaaS system.

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Convert Perfex CRM to SaaS

Are you a Perfex CRM proprietor, in search of a SaaS resolution?
The revolutionary SaaS module for Perfex CRM is lastly right here!

SaaS module for Perfex CRM is the answer to the long-awaited characteristic of multitenancy set up and utilization charging, officially recommended by Perfex CRM team and the #1 SaaS resolution of {the marketplace}!

With our module, Perfex CRM homeowners can now create a number of installations for his or her purchasers and cost them appropriately with a correct license.
SaaS module fills the hole and caters to the wants of the huge quantity of Perfex CRM customers who require a SaaS resolution for his or her companies.

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It’s designed with a user-friendly interface, inherited by the core and is simple to make use of. It presents seamless integration with Perfex CRM and gives an distinctive person expertise with no file replacements or comparable duties that have an effect on core’s information.

Each cost technique of Perfex CRM can be utilized to take a look at SaaS plans and pricing coverage can embody Recurring Invoices! You’ll be able to even make each third celebration module obtainable for activation, beneath your tenant plans!

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This module solves real-world issues and opens up a window to limitless potentialities utilizing Perfex CRM in your SaaS-based companies.

Unlock the true potential of Perfex CRM with this cutting-edge SaaS Module, introducing highly effective multitenancy assist. With this module, you’ll be able to revolutionize your CRM platform by enabling a number of companies or organizations to function seamlessly from a single Perfex CRM set up.

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Multitenancy Structure: Embrace a versatile and scalable CRM setting with this sturdy multitenancy structure. Simply create remoted and safe cases for every tenant, making certain information privateness and customized experiences for every enterprise entity.

Remoted Databases: Every tenant has its personal database, making conflicts unattainable and preserving safety requirements, in comparison with options that use one massive database, blown by data, slowing down your full set up.

Centralized Administration: Effortlessly handle a number of tenants by means of a centralized admin dashboard. Swap between tenants, view analytics, and monitor efficiency, streamlining your administration course of.

Distinctive Subdomain: Impress your purchasers by providing a subdomain for every tenant.

White Labeling: Put your branding entrance and middle! Make the most of our white labeling choices to rebrand the CRM interface along with your firm’s emblem and colour scheme, giving your CRM platform a personal touch.

Person Entry Management: Keep strict management over person permissions and entry ranges for every tenant. Customise roles and privileges to make sure information safety and a tailor-made person expertise.

Billing and Subscriptions: Implement seamless billing and subscription administration in your tenants. Supply numerous subscription plans, deal with recurring funds, and preserve observe of invoicing effortlessly. SaaS module dynamically shows foreign money, based mostly on end-purchasers native foreign money.

Intensive Experiences: Leverage complete reporting instruments to research and observe the efficiency of every tenant. Achieve insights into their utilization patterns, and empower them with useful data-driven suggestions.

Integration-ready: The SaaS module seamlessly integrates with the prevailing Perfex CRM infrastructure, making certain a easy adoption course of with none technical hurdles.

Non-obligatory Customized Touchdown Web page URL: Now you can set your personal customized URL for the touchdown web page, offering a singular and branded expertise to your prospects.

PageBuilder: Unleash your creativity and design gorgeous touchdown pages effortlessly with our intuitive web page builder, making it simpler than ever to showcase your merchandise and captivate your viewers.

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Embrace the way forward for CRM with Perfex SaaS Module and cater to a number of companies with out compromising on effectivity, safety, or person expertise. Whether or not you’re a seasoned CRM supplier or an aspiring entrepreneur, SaaS Module is the final word resolution to propel your CRM providers to new heights.

Get the Perfex CRM SaaS Module immediately and witness the transformation of your CRM platform right into a highly effective, multitenant ecosystem!

Present Options Checklist

     

  • Plans

    • Trial Plans
    • Per-Plan Modules
  •  


  • Utilization Limits per Plan (together with limitless choice)

    • Restrict utilization of Invoices
    • Restrict utilization of Prospects
    • Restrict utilization of Contracts
    • Restrict utilization of Initiatives
    • Restrict utilization of Estimates
    • Restrict utilization of Credit score Notes
    • Restrict utilization of Funds
    • Restrict utilization of Gadgets
    • Restrict utilization of Proposals
    • Restrict utilization of Bills
    • Restrict utilization of Duties
    • Restrict utilization of Assist Tickets
    • Restrict utilization of Leads
    • Restrict utilization of Workers Members
       
  •  


  • E mail Templates/Reminders

    • Welcome Eail
    • Verification E mail
    • Expiration E mail
    • Discover My Tenant E mail
       
  •  


  • Generic

    • Configuration Choices
    • Automated cPanel/WHM set up (with API token)
    • SaaS Touchdown Web page (optionally available)
    • Automated tenant era
    • Guide (SuperAdmin) tenant era
    • Automated Plan Improve/Downgrade (based mostly on Cron)
    • Tenants can activate/deactivate particular modules
    • Non-obligatory Customized URL for the touchdown web page (Proxy/Redirection modes)
    • Touchdown web page WISIWYG PageBuilder
    •  

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Perfex SaaS Module Demo

Understand that demo web site resets each hour ( :05 )

→ New Signup Demo

Click on beneath to check Tenant-based Expertise (New SaaS person signup):

Perfex CRM SaaS Service Demo

* Scroll right down to PRICING space.
** All new signups will obtain a free trial.

→ SuperAdmin Demo

Click on beneath to check SuperAdmin Expertise:

Perfex CRM SuperAdmin Demo

Login electronic mail: admin@perfexsaasmodule.com
Password: 11223344

Documentation/Necessities

It takes solely a pair minutes to be put in and activated.
We created an entire documentation relating to the set up and configuration means of the SaaS module, which yow will discover on-line.

Please verify necessities and Set up/Configuration videocasted directions:

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Whereas documentation incorporates every thing you may want, beneath step-by-step screencasted movies, our assist crew shall be additionally obtainable that can assist you. Please word that it is advisable to have Perfex CRM put in. Our module will have to be uploaded by means of the Modules part.

Videocasted how-tos

Check out the movies uploaded on the YouTube channel:
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Assist

Simply increase a assist ticket inside assist space and we are going to get again to you ASAP!

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Model 1.1.0

Added assist for Perfex CRM 3.2.1

Model 1.1.0

New Characteristic: Capacity to set a touchdown web page on the primary area (e.g., https://saasapp.com), directing all guests to a customized touchdown web page.

New Characteristic: SaaS SuperAdmins can now replace and configure settings for particular person tenants or apply modifications throughout all tenants, permitting extra versatile and centralized administration

Repair: Edit workers profile picture was not working correctly in some Tenants

Repair: Tenant statistics depend subject in SaaS Tenant settings

Model 1.0.9

-Code Enhancements
-Versioning system added for tenant modules

Model 1.0.8

-REST API assist ( Docs: https://perfexcrm.themesic.com/saasapiguide/index.html )

Model 1.0.7

-Automated cPanel/WHM Set up characteristic (auto provisioning of tenants)

Model 1.0.6

-Multilevel TLD assist added (com.br and associated sublevel domains)

Model 1.0.5b

-Repair: Automated reactivation of tenants upon overdue Invoices cost
-Cron Job enhancements

Model 1.0.5

-Choice to set a customized Touchdown Web page URL (Proxy / Redirection choice)
-PageBuilder added for Touchdown Web page

Model 1.0.4

-Varied fixes
-Enhanced backwards compatibility with earlier variations

Model 1.0.3

-Automated Plan Improve / Downgrade choice added (based mostly on cron run)
-Per-plan Modules Administration (SuperAdmin can allow particular modules to be per-plan obtainable)

Model 1.0.2

-Limitless worth (-1) is now supported in limitations of each plan
-Superadmin can set up new modules and have them obtainable in all tenants
-Tenants can activate/deactivate modules of their installations
-Enchancment: MySQL Server Settings
-Enchancment for cron settings of E mail Templates / E mail reminders
-Enhancement applied in remaining days & trial days calculation formulation

Model 1.0.1

-Minor fixes
-Added Tenant Workers Member Limitation in Plans

Model 1.0.0

-Preliminary model


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