Perfex CRM SaaS Module – Transform Your Perfex CRM into a Powerful Multi-Tenancy Solution

Description

MULTI-TENANCY MODULE FOR PERFEX CRM

Transform your Perfex CRM installation into a powerful multi-tenancy platform effortlessly with the Perfex CRM SaaS Module. This innovative module eliminates the need for wildcards or wildcard SSL or VPS, making it a seamless solution for scaling your business and accommodating multiple tenants.

Perfect module for Digital Marketer and and Accounting agencies for managing clients CRM instances from single dashboard or anyone trying to start CRM SaaS solution using Perfex CRM.

Start a SaaS CRM business without breaking a sweat talkless of a bank !

Perfex CRM SaaS Module – Transform Your Perfex CRM into a Powerful Multi-Tenancy Solution

Are you an entrepreneur or business owner who wants to upgrade your Perfex CRM to a powerful multi-tenancy solution? The Perfex CRM SaaS module is the perfect addition to your Perfex CRM tool. This innovative module turns your existing CRM into a multi-tenancy solution, so you can manage multiple customers and accounts with ease.

The Perfex CRM SaaS module provides businesses with the ability to manage their customer data more efficiently. This module makes customer accounts more secure by allowing each customer to have their own login credentials. This ensures that all data related to a customer is safe and secure. Plus, the module allows for custom pricing and user roles, allowing businesses to adjust pricing to fit the needs of different customers.

The Perfex CRM SaaS module also makes it easier for businesses to manage their customer data. It automatically synchronizes customer data across different accounts, so businesses can access the same customer data without having to log into multiple accounts. The module also includes a flexible billing system that allows customers to pay for their services quickly and easily.

The Perfex CRM SaaS module is intuitive and user-friendly, allowing users to quickly and easily access their customer data. The intuitive design makes it easy to search for customers, create invoices, track payments, and more. The module also includes detailed reporting capabilities, so businesses can easily keep track of their customer relationships.

The Perfex CRM SaaS module is a great addition to your Perfex CRM tool. This module helps businesses create a secure and efficient multi-tenancy solution for managing multiple customer accounts. With its intuitive design, flexible billing system, and detailed reporting capabilities, the Perfex CRM SaaS module helps businesses take their customer relationships to the next level.

Support 3 url structure for tenancy: path, subdomain and custom domain

Support all database structure: single separated database for each tenant, multinenancy and sharding !

It works well on all hosting Cpanel, VPS or Dedicated servers.

Setup Perfex CRM and you are good to go !
Key Features:

1. Multi-Tenancy Made Easy: With our SaaS module, you can easily convert your Perfex CRM installation into a multi-tenancy platform. Seamlessly manage multiple clients, departments, or branches within a single Perfex CRM instance, ensuring data isolation and security.
2. No Wildcard SSL Required: Unlike traditional multi-tenancy solutions, our module doesn’t rely on wildcard SSL certificates. You can provide a secure environment for each tenant without the hassle and expense of managing wildcard certificates, reducing complexity and costs. This makes it works on any server including shared hosting and Cpanel, then scales when you validate your business idea or have enough resources.
3. Subdomain and Custom Domain: Are you skilled or have enough resources to run on VPS/Dedicated servers ? This module works perfectly for you too with our simplified subdomain and custom domain implementation. We also provide a free guide in our documentation to get you setup on free unlimited wildcard SSL for custom domains and subdomain for your tenants.
4. Effortless Instance Importing: Streamline your workflow by importing existing Perfex CRM instances into your multi-tenancy platform. Migrate tenants with their data and settings, eliminating the need for manual setup and ensuring a smooth transition.
5. Robust Tenant Management: Our SaaS module offers comprehensive tenant management tools, allowing you to easily onboard new tenants, configure their specific settings, and manage their access privileges through package control. Simplify administration tasks and provide a customized experience for each tenant.
6. Module Access Control: Our module empowers you with comprehensive control over access to other modules, allowing for precise management at both the package level and individual tenant level. You have the ability to designate module availability exclusively for specific tenants or extend access to all tenants subscribed to a particular package. This granular control ensures flexibility and customization in determining module accessibility across your organization or SaaS platform.
7. Resources Limitation/Quota: Fine grained package level control for essensial resources such as staff, contacts, leads, proposals, projects, customers, invoices, tickets e.t.c
8. Settings and Configuration Sharing: Recognizing the potential application of this module in overseeing diverse departments within an organization, we have implemented a feature enabling the sharing of Perfex CRM configurations, including module settings, across multiple instances at the package level. This grants you the flexibility to effortlessly disseminate your Pusher and SMTP settings to all tenants subscribed to a specific package. Furthermore, for sensitive information such as passwords or keys, we provide the option to conceal them from tenant visibility, employing a masking mechanism (note that masking functionality is currently experimental and should be utilized with caution).
9. Scalable and Flexible: Our module offers unparalleled versatility in terms of database support, accommodating a wide range of SaaS database schemes to suit your specific requirements. Whether you prefer multi-tenancy, sharding, or a single database setup, our module has you covered.
10. Cloud Database Solutions: Seamlessly integrate with popular cloud database solutions, such as Amazon RDS or Google Cloud SQL. Leverage the scalability and reliability of these platforms to efficiently manage and store tenant data, ensuring optimal performance and availability.
11. Tenant Data Custody Options: We understand that some tenants may prefer to have complete control over their data. Our module accommodates this by allowing creation of instance using customer database credentials. This means they can choose to host their data on their own servers, ensuring data custody and compliance with their internal policies.
12. Maximum Utilization of Perfex core: Perfex SaaS module utilize the existing Perfex core resources for managing tenant invoices and payment. Thus, you dont have any new thing to learn or setup payment gateway. Your existing payment gateway works perfectly with other existing Perfex CRM tools.
13. Testing Framework: We acknowledge that you may wish to enhance our module by implementing modifications or customization tailored to your organization’s specific requirements. Consequently, we have furnished a comprehensive unit testing mechanism for essential functionalities, which continues to expand. This facilitates effortless verification of your setup’s resilience to potential feature disruptions resulting from any modifications, thus upholding the standards of quality development.
14. Auto login from the SaaS client portal to the respective applications …..and many more

Unlock the full potential of Perfex CRM with our SaaS Module and take your business to new heights. Experience hassle-free multi-tenancy, effortless instance importing, and seamless scalability. Try it today and revolutionize your CRM operations.