Docy Documentation

📋 System Requirements

The Perfex CRM SaaS Module is built with simplicity and performance in mind, requiring minimal server-side adjustments to get up and running. However, as with any SaaS-oriented solution that serves external clients, we highly recommend using a dedicated resources environment such as a VPS or Dedicated Server to ensure optimal reliability, speed, and security.

✅ While the module can run on a properly configured shared hosting environment, please note that our official support coverage applies only to installations hosted on dedicated resource environments.

🖥️ Recommended Hosting

To ensure the best experience and long-term success of your SaaS platform, consider choosing a hosting provider that offers root access, wildcard SSL support, and full server control.

🔗 Get Dedicated Hosting Resources

✅ Minimum Technical Requirements

To use the Perfex CRM SaaS Module, you must have:

• ✅ Perfex CRM v3.0+ installed (factory-state version)
• ✅ Apache or Nginx web server
• ✅ PHP 7.4+
• ✅ A Top-Level Domain (e.g. domain.com)
• ✅ MySQL/MariaDB (with zero sql modes and root access)
• ✅ Wildcard SSL Certificate (Let’s Encrypt or other) — if SSL is required

⚠️ Important: Installation and configuration of your hosting environment (server setup, domain pointing, SSL configuration, etc.) are not included in the support package provided with your Envato purchase.
However, we’re more than happy to offer consultation services and point you in the right direction if you need guidance selecting the proper hosting or configuration tools.

🔧 Need Help with Installation?

While our SaaS Module for Perfex CRM comes with clear, step-by-step instructions to guide you through the entire setup process, we understand that some users may prefer to leave the technical part to the experts—and that’s perfectly okay!

Setting up a SaaS module involves a few server-level configurations and advanced Perfex CRM customizations that not everyone is familiar with. If you’re short on time, not confident with server environments, or simply want peace of mind knowing that everything is set up flawlessly and securely, we’re here to help.

✅ What’s Included in the Installation Service?

• Full SaaS Module installation on your server
• Configuration of the module to match your existing Perfex CRM environment
• Services Optimization (MySQL profiling etc)
• Basic testing to ensure everything works as expected
• Professional and friendly support throughout the process

💡 Please Note:

This installation service is optional and not included in the Envato license. Envato’s standard support policy covers product-related questions and bug fixes, but not hands-on configuration or server setup.

🎯 When Should You Consider Purchasing This?

• If you’re not familiar with server configurations
• If you’re unsure how to perform this installation and you meet module’s requirements
• If you want a hassle-free experience from the start

👉 Ready to Let Us Handle the Setup?

Click the button below to raise a support ticket within the Support Portal and ask our Professional Installation Service. You’ll be contacted by a representative of our team, regarding the next steps.

🔗 Perfex CRM SaaS modue Installation Service

Welcome to our installation guide for the SaaS Module for Perfex CRM!

In this video, we’ll walk you through the seamless installation process step-by-step. Whether you’re a seasoned developer or new to the world of CRM modules, we’ve got you covered. Follow along as we demonstrate how to set up and configure the SaaS Module, ensuring a smooth integration with your Perfex CRM installation.

After installation, you must choose the appropriate SaaS mode depending on your server environment:

• If you are using VPS or dedicated hosting with full control, you can use Subdomain Mode.
• If you are using shared hosting, you can enable Shared Hosting Mode. This mode uses subfolder based tenants and a shared database with table prefixes, without needing root MySQL access, wildcard DNS, or subdomains.

Shared Hosting Mode vs Subdomain Mode

Shared Hosting Mode

Tenants run under a subfolder, for example
https://yourcrm.com/ws/tenant123

Ideal when

• subdomains cannot be created automatically
• you do not have root MySQL access
• you do not have WHM or panel level control
• the hosting provider restricts DNS changes

How it works

• All tenants share a single database
• Each tenant uses unique table prefixes

Pros

• No MySQL root user required
• No extra databases created
• Easiest setup, minimal configuration
• Works on almost any shared hosting environment

Cons

• Tenants do not get separate subdomains
• SEO benefits tied to subdomains are not available
• Very large installations may prefer isolated databases for performance

Subdomain Mode

Tenants run under dynamic subdomains, for example
https://tenant123.yourcrm.com

Ideal when

• you have full server control (VPS or dedicated)
• you can create wildcard DNS records
• you can create wildcard SSL certificates
• you want isolated tenant databases

How it works

• Each tenant gets its own MySQL database
• Requires root MySQL user to create databases on the fly

Pros

• Best isolation per tenant
• Independent databases improve scalability and performance on busy systems
• Clean subdomain based URLs
• Better structure for SaaS style deployments

Cons

• Requires full server access
• Requires wildcard DNS and wildcard SSL setup
• Requires Apache or Nginx configuration
• Not available on most shared hosting environments

How to configure SaaS module under Shared Hosting

1. Go to “SaaS Settings” inside Perfex CRM.
2. Under “Database for Each Tenant” select No.
3. Enable Use Subdir Structure.
4. Enter your MySQL credentials for the shared database.
5. Click “Verify Server Settings”.
6. Save.

That is all. Tenants will be created inside the same database using automatically generated table prefixes. You can now head to the configuration section SaaS plans and Plan Management.

How to configure SaaS module under Dedicated Resources (VPS, Dedicated Server etc)

Before you proceed, keep in mind that running the SaaS module in VPS mode requires a few additional steps, depending on the services that run on your server like Apache, Nginx or any custom setup. You will also need to follow the correct guide for wildcard DNS records and wildcard SSL configuration, according to your server’s configuration.

Once you complete these environment specific steps, you can head to the SaaS plans and Plan Management section and configure your plans normally.

The video below demonstrates how to configure the required settings using the root user of your MySQL service.

Note that configuring services like Apache, Nginx, wildcard DNS and wildcard SSL is not part of the module’s automation.
These steps relate to your server’s own management. You will need to handle them yourself if you manage your server directly and have the required technical knowledge, otherwise your hosting provider should take care of them for you.

🌐 Configuring Wildcard A Records

To properly support tenant subdomains (e.g. client1.yourdomain.com, client2.yourdomain.com, etc.) in your SaaS Module for Perfex CRM, you’ll need to configure a wildcard A record in your DNS settings. This record ensures that any subdomain under your main domain points to your server and loads the correct tenant workspace.

✅ What is a Wildcard A Record?

A wildcard A record allows all subdomains of a domain to resolve to a single IP address—without needing to create each subdomain manually. Instead of configuring:

client1.yourdomain.com → 123.123.123.123
client2.yourdomain.com → 123.123.123.123
client3.yourdomain.com → 123.123.123.123

You simply add:

*.yourdomain.com → 123.123.123.123

This is essential for SaaS platforms that dynamically generate subdomains for each customer (tenant).

☁️ Using Cloudflare

Cloudflare is one of the most popular DNS management providers and works perfectly with wildcard A records.

🔧 Steps to Add a Wildcard A Record in Cloudflare:

1. Log in to your Cloudflare Dashboard.
2. Select your domain from the list.
3. Go to the DNS tab.
4. Click “Add Record”.
5. Set the following values:
   • Type: A
   • Name: *
   • IPv4 Address: Your server IP (e.g., 123.123.123.123)
   • Proxy status: DNS only (⚠️ Important: Must be gray-clouded for wildcard subdomains to work properly)
6. Click Save.

⚠️ Important: Cloudflare does not support wildcard subdomains over their proxy (orange-clouded) unless they are pre-defined. That’s why you must select “DNS Only” (gray-cloud) when setting up the wildcard record.

🧩 Using Other DNS Providers (GoDaddy, Namecheap, etc. including all Control Panels)

If you’re not using Cloudflare, the process is similar. Here’s a general guide:

1. Log in to your DNS provider’s dashboard.
2. Navigate to your domain’s DNS Management or Zone Editor.
3. Add a new A Record with the following values:
   • Host / Name: *
   • Type: A
   • Value / Points to: Your server IP address
   • TTL: Auto or 30 minutes
4. Save changes.

Each provider may label things slightly differently, but the concept is the same. Once the wildcard A record is in place, all subdomains will resolve to your server.

🔍 How to Verify

After updating your DNS:

1. Open a terminal or command prompt.
2. Run:

ping randomsubdomain.yourdomain.com

If it returns your server’s IP, the wildcard DNS record is working as expected.

💡 Pro Tip: Pairing with Wildcard SSL

If your SaaS module is running over HTTPS, make sure you’re also using a Wildcard SSL Certificate (e.g., from Let’s Encrypt or a paid provider). This ensures that all tenant subdomains are covered under the same certificate.

🔐 cPanel Integration Made Easy

The latest versions of the SaaS Module now support direct cPanel connections using your username and password.

To use this way:

1. Navigate to the Settings area.
2. Enter your cPanel username and password in the designated fields.
3. Save your changes — and you’re all set!

This integration streamlines domain management and simplifies tenant subdomain provisioning, giving you more control with minimal setup.

🛠️ Manual MySQL Configuration – for Plesk/DirectAdmin/CloudPanel/AAPanel/VirtualMin and nude LAMP/LNMP setups

For users who prefer a more hands-on approach or are hosting outside of a cPanel environment, our SaaS Module also supports manual MySQL configuration. This can also be used for every other control panel than cPanel or “nude” setups.

To set up SaaS module this way:

1. Go to the Settings area of the module.
2. Click on the MySQL tab.
3. Enter the following details:
   • MySQL Host (e.g. 127.0.0.1 or your database server’s IP)
   • Port (default is usually 3306)
   • Root MySQL Username
   • Root MySQL Password
4. Save your settings after checking the connection.

This method gives you full control over database-level operations, which is essential for managing subdomain provisioning and tenant database creation when not using cPanel.

⚠️ Important: Ensure the MySQL user has the necessary privileges to create and manage databases (usually “root”)

In order to create WildCard domain for global access, we need to create WildCard DNS entry (A entry) for the subdomains on our DNS server.

IE: *.example.com for our base domain entry (example.com).

This way, all incoming traffic will be recognized and will be routed in the proper domain.

Step 1:

You will need to configure the Apache config file /etc/apache2/sites-available/000-default.conf. In most cases (new installations), this configuration file, includes the following contents:

<VirtualHost *:80>
 #ServerName www.example.com
 ServerAdmin webmaster@localhost
 DocumentRoot /var/www/html
</VirtualHost>

You will need to edit these contents, uncomment ServerName and replace contents according to your domain’s preferences.
In the example below, we will use themesic.com domain for our Perfex SaaS module WildCard Installation:

<VirtualHost *:80>
 ServerName themesic.com
 ServerAlias *.themesic.com
 ServerAdmin webmaster@localhost
 DocumentRoot /var/www/html
</VirtualHost>

Step 2:

After making the proper changes, you will need to contact to the host provider, in order to add the WildCard DNS entry in your DNS zone.

If you handle the DNS zone on your own, you can do that manually. Here’s an example of adding a WildCard DNS entry in CloudFlare: https://developers.cloudflare.com/dns/manage-dns-records/reference/wildcard-dns-records/

In order to create WildCard domain for global access, we need to create WildCard DNS entry (A entry) for the subdomains on our DNS server.

IE: *.example.com for our base domain entry (example.com).

This way, all incoming traffic will be recognized and will be routed in the proper domain.

Step 1:

You will need to configure the Nginx config file /etc/nginx/sites-available/default. In most cases (new installations), this configuration file, includes the following contents:

server {
 listen 80 default_server;
 listen [::]:80 default_server;
 ...
 root /var/www/html;
 index index.html index.htm index.nginx-debian.html;
 server_name _;
 ...
 }

You will need to edit these contents and replace them according to your domain’s preferences.
In the example below, we will use themesic.com domain for our Perfex SaaS module WildCard Installation:

server {
 listen 80 default_server;
 listen [::]:80 default_server;
 ...
 root /var/www/html;

 index index.html index.htm index.nginx-debian.html;
 server_name themesic.com *.themesic.com;
 ...
 }

Step 2:

After making the proper changes, you will need to contact to the host provider, in order to add the WildCard DNS entry in your DNS zone.

If you handle the DNS zone on your own, you can do that manually. Here’s an example of adding a WildCard DNS entry in CloudFlare: https://developers.cloudflare.com/dns/manage-dns-records/reference/wildcard-dns-records/

Discover the flexibility and control our SaaS Module for Perfex CRM brings to your subscription offerings.
In this videocast, we’ll guide you through the process of setting up and managing SaaS plans tailored to your customers’ needs.

Learn how to define pricing tiers, feature sets, and subscription durations, giving you the ability to monetize your Perfex CRM installation efficiently.

Experience the seamless onboarding process through our recorded videocast, showcasing the journey of a new user signup at your SaaS service, on a Perfex CRM installation that uses SaaS module for Perfex CRM.

Watch as we guide you step-by-step through the account creation, setup, and exploration of our powerful features.

In this video, we’ll walk you through the process of registering new tenants as a SuperAdmin.

As a SuperAdmin, you have the power to onboard and manage multiple tenants effortlessly.
Follow along as we demonstrate how to create new tenant accounts and provide them with a seamless onboarding experience. Learn how to customize tenant branding, configure permissions, and grant access to specific features.

The following videocast showcases “Find My Tenant” feature, where tenants can find their tenant URL/details.

The following videocast showcases an Inactive (on purpose or manually placed) Tenant – Steps how to manually deactivate a tenant

🚀 Before applying our module, better take a look at this section. Get started with SaaS module for Perfex CRM in no time with our easy-to-follow installation guides.

This section includes step-by-step instructions and video walkthroughs to help you install and activate your SaaS Module for Perfex CRM with ease. Whether you’re a complete beginner or an experienced developer, our detailed guides are designed to get you up and running quickly, so you can start unlocking powerful SaaS functionality in no time.

📋 System Requirements

The Perfex CRM SaaS Module is built with simplicity and performance in mind, requiring minimal server-side adjustments to get up and running. However, as with any SaaS-oriented solution that serves external clients, we highly recommend using a dedicated resources environment such as a VPS or Dedicated Server to ensure optimal reliability, speed, and security.

✅ While the module can run on a properly configured shared hosting environment, please note that our official support coverage applies only to installations hosted on dedicated resource environments.

🖥️ Recommended Hosting

To ensure the best experience and long-term success of your SaaS platform, consider choosing a hosting provider that offers root access, wildcard SSL support, and full server control.

🔗 Get Dedicated Hosting Resources

✅ Minimum Technical Requirements

To use the Perfex CRM SaaS Module, you must have:

• ✅ Perfex CRM v3.0+ installed (factory-state version)
• ✅ Apache or Nginx web server
• ✅ PHP 7.4+
• ✅ A Top-Level Domain (e.g. domain.com)
• ✅ MySQL/MariaDB (with zero sql modes and root access)
• ✅ Wildcard SSL Certificate (Let’s Encrypt or other) — if SSL is required

⚠️ Important: Installation and configuration of your hosting environment (server setup, domain pointing, SSL configuration, etc.) are not included in the support package provided with your Envato purchase.
However, we’re more than happy to offer consultation services and point you in the right direction if you need guidance selecting the proper hosting or configuration tools.

🔧 Need Help with Installation?

While our SaaS Module for Perfex CRM comes with clear, step-by-step instructions to guide you through the entire setup process, we understand that some users may prefer to leave the technical part to the experts—and that’s perfectly okay!

Setting up a SaaS module involves a few server-level configurations and advanced Perfex CRM customizations that not everyone is familiar with. If you’re short on time, not confident with server environments, or simply want peace of mind knowing that everything is set up flawlessly and securely, we’re here to help.

✅ What’s Included in the Installation Service?

• Full SaaS Module installation on your server
• Configuration of the module to match your existing Perfex CRM environment
• Services Optimization (MySQL profiling etc)
• Basic testing to ensure everything works as expected
• Professional and friendly support throughout the process

💡 Please Note:

This installation service is optional and not included in the Envato license. Envato’s standard support policy covers product-related questions and bug fixes, but not hands-on configuration or server setup.

🎯 When Should You Consider Purchasing This?

• If you’re not familiar with server configurations
• If you’re unsure how to perform this installation and you meet module’s requirements
• If you want a hassle-free experience from the start

👉 Ready to Let Us Handle the Setup?

Click the button below to raise a support ticket within the Support Portal and ask our Professional Installation Service. You’ll be contacted by a representative of our team, regarding the next steps.

🔗 Perfex CRM SaaS modue Installation Service

Welcome to our installation guide for the SaaS Module for Perfex CRM!

In this video, we’ll walk you through the seamless installation process step-by-step. Whether you’re a seasoned developer or new to the world of CRM modules, we’ve got you covered. Follow along as we demonstrate how to set up and configure the SaaS Module, ensuring a smooth integration with your Perfex CRM installation.

After installation, you must choose the appropriate SaaS mode depending on your server environment:

• If you are using VPS or dedicated hosting with full control, you can use Subdomain Mode.
• If you are using shared hosting, you can enable Shared Hosting Mode. This mode uses subfolder based tenants and a shared database with table prefixes, without needing root MySQL access, wildcard DNS, or subdomains.

Shared Hosting Mode vs Subdomain Mode

Shared Hosting Mode

Tenants run under a subfolder, for example
https://yourcrm.com/ws/tenant123

Ideal when

• subdomains cannot be created automatically
• you do not have root MySQL access
• you do not have WHM or panel level control
• the hosting provider restricts DNS changes

How it works

• All tenants share a single database
• Each tenant uses unique table prefixes

Pros

• No MySQL root user required
• No extra databases created
• Easiest setup, minimal configuration
• Works on almost any shared hosting environment

Cons

• Tenants do not get separate subdomains
• SEO benefits tied to subdomains are not available
• Very large installations may prefer isolated databases for performance

Subdomain Mode

Tenants run under dynamic subdomains, for example
https://tenant123.yourcrm.com

Ideal when

• you have full server control (VPS or dedicated)
• you can create wildcard DNS records
• you can create wildcard SSL certificates
• you want isolated tenant databases

How it works

• Each tenant gets its own MySQL database
• Requires root MySQL user to create databases on the fly

Pros

• Best isolation per tenant
• Independent databases improve scalability and performance on busy systems
• Clean subdomain based URLs
• Better structure for SaaS style deployments

Cons

• Requires full server access
• Requires wildcard DNS and wildcard SSL setup
• Requires Apache or Nginx configuration
• Not available on most shared hosting environments

How to configure SaaS module under Shared Hosting

1. Go to “SaaS Settings” inside Perfex CRM.
2. Under “Database for Each Tenant” select No.
3. Enable Use Subdir Structure.
4. Enter your MySQL credentials for the shared database.
5. Click “Verify Server Settings”.
6. Save.

That is all. Tenants will be created inside the same database using automatically generated table prefixes. You can now head to the configuration section SaaS plans and Plan Management.

How to configure SaaS module under Dedicated Resources (VPS, Dedicated Server etc)

Before you proceed, keep in mind that running the SaaS module in VPS mode requires a few additional steps, depending on the services that run on your server like Apache, Nginx or any custom setup. You will also need to follow the correct guide for wildcard DNS records and wildcard SSL configuration, according to your server’s configuration.

Once you complete these environment specific steps, you can head to the SaaS plans and Plan Management section and configure your plans normally.

The video below demonstrates how to configure the required settings using the root user of your MySQL service.

Note that configuring services like Apache, Nginx, wildcard DNS and wildcard SSL is not part of the module’s automation.
These steps relate to your server’s own management. You will need to handle them yourself if you manage your server directly and have the required technical knowledge, otherwise your hosting provider should take care of them for you.

🌐 Configuring Wildcard A Records

To properly support tenant subdomains (e.g. client1.yourdomain.com, client2.yourdomain.com, etc.) in your SaaS Module for Perfex CRM, you’ll need to configure a wildcard A record in your DNS settings. This record ensures that any subdomain under your main domain points to your server and loads the correct tenant workspace.

✅ What is a Wildcard A Record?

A wildcard A record allows all subdomains of a domain to resolve to a single IP address—without needing to create each subdomain manually. Instead of configuring:

client1.yourdomain.com → 123.123.123.123
client2.yourdomain.com → 123.123.123.123
client3.yourdomain.com → 123.123.123.123

You simply add:

*.yourdomain.com → 123.123.123.123

This is essential for SaaS platforms that dynamically generate subdomains for each customer (tenant).

☁️ Using Cloudflare

Cloudflare is one of the most popular DNS management providers and works perfectly with wildcard A records.

🔧 Steps to Add a Wildcard A Record in Cloudflare:

1. Log in to your Cloudflare Dashboard.
2. Select your domain from the list.
3. Go to the DNS tab.
4. Click “Add Record”.
5. Set the following values:
   • Type: A
   • Name: *
   • IPv4 Address: Your server IP (e.g., 123.123.123.123)
   • Proxy status: DNS only (⚠️ Important: Must be gray-clouded for wildcard subdomains to work properly)
6. Click Save.

⚠️ Important: Cloudflare does not support wildcard subdomains over their proxy (orange-clouded) unless they are pre-defined. That’s why you must select “DNS Only” (gray-cloud) when setting up the wildcard record.

🧩 Using Other DNS Providers (GoDaddy, Namecheap, etc. including all Control Panels)

If you’re not using Cloudflare, the process is similar. Here’s a general guide:

1. Log in to your DNS provider’s dashboard.
2. Navigate to your domain’s DNS Management or Zone Editor.
3. Add a new A Record with the following values:
   • Host / Name: *
   • Type: A
   • Value / Points to: Your server IP address
   • TTL: Auto or 30 minutes
4. Save changes.

Each provider may label things slightly differently, but the concept is the same. Once the wildcard A record is in place, all subdomains will resolve to your server.

🔍 How to Verify

After updating your DNS:

1. Open a terminal or command prompt.
2. Run:

ping randomsubdomain.yourdomain.com

If it returns your server’s IP, the wildcard DNS record is working as expected.

💡 Pro Tip: Pairing with Wildcard SSL

If your SaaS module is running over HTTPS, make sure you’re also using a Wildcard SSL Certificate (e.g., from Let’s Encrypt or a paid provider). This ensures that all tenant subdomains are covered under the same certificate.

🔐 cPanel Integration Made Easy

The latest versions of the SaaS Module now support direct cPanel connections using your username and password.

To use this way:

1. Navigate to the Settings area.
2. Enter your cPanel username and password in the designated fields.
3. Save your changes — and you’re all set!

This integration streamlines domain management and simplifies tenant subdomain provisioning, giving you more control with minimal setup.

🛠️ Manual MySQL Configuration – for Plesk/DirectAdmin/CloudPanel/AAPanel/VirtualMin and nude LAMP/LNMP setups

For users who prefer a more hands-on approach or are hosting outside of a cPanel environment, our SaaS Module also supports manual MySQL configuration. This can also be used for every other control panel than cPanel or “nude” setups.

To set up SaaS module this way:

1. Go to the Settings area of the module.
2. Click on the MySQL tab.
3. Enter the following details:
   • MySQL Host (e.g. 127.0.0.1 or your database server’s IP)
   • Port (default is usually 3306)
   • Root MySQL Username
   • Root MySQL Password
4. Save your settings after checking the connection.

This method gives you full control over database-level operations, which is essential for managing subdomain provisioning and tenant database creation when not using cPanel.

⚠️ Important: Ensure the MySQL user has the necessary privileges to create and manage databases (usually “root”)

In order to create WildCard domain for global access, we need to create WildCard DNS entry (A entry) for the subdomains on our DNS server.

IE: *.example.com for our base domain entry (example.com).

This way, all incoming traffic will be recognized and will be routed in the proper domain.

Step 1:

You will need to configure the Apache config file /etc/apache2/sites-available/000-default.conf. In most cases (new installations), this configuration file, includes the following contents:

<VirtualHost *:80>
 #ServerName www.example.com
 ServerAdmin webmaster@localhost
 DocumentRoot /var/www/html
</VirtualHost>

You will need to edit these contents, uncomment ServerName and replace contents according to your domain’s preferences.
In the example below, we will use themesic.com domain for our Perfex SaaS module WildCard Installation:

<VirtualHost *:80>
 ServerName themesic.com
 ServerAlias *.themesic.com
 ServerAdmin webmaster@localhost
 DocumentRoot /var/www/html
</VirtualHost>

Step 2:

After making the proper changes, you will need to contact to the host provider, in order to add the WildCard DNS entry in your DNS zone.

If you handle the DNS zone on your own, you can do that manually. Here’s an example of adding a WildCard DNS entry in CloudFlare: https://developers.cloudflare.com/dns/manage-dns-records/reference/wildcard-dns-records/

In order to create WildCard domain for global access, we need to create WildCard DNS entry (A entry) for the subdomains on our DNS server.

IE: *.example.com for our base domain entry (example.com).

This way, all incoming traffic will be recognized and will be routed in the proper domain.

Step 1:

You will need to configure the Nginx config file /etc/nginx/sites-available/default. In most cases (new installations), this configuration file, includes the following contents:

server {
 listen 80 default_server;
 listen [::]:80 default_server;
 ...
 root /var/www/html;
 index index.html index.htm index.nginx-debian.html;
 server_name _;
 ...
 }

You will need to edit these contents and replace them according to your domain’s preferences.
In the example below, we will use themesic.com domain for our Perfex SaaS module WildCard Installation:

server {
 listen 80 default_server;
 listen [::]:80 default_server;
 ...
 root /var/www/html;

 index index.html index.htm index.nginx-debian.html;
 server_name themesic.com *.themesic.com;
 ...
 }

Step 2:

After making the proper changes, you will need to contact to the host provider, in order to add the WildCard DNS entry in your DNS zone.

If you handle the DNS zone on your own, you can do that manually. Here’s an example of adding a WildCard DNS entry in CloudFlare: https://developers.cloudflare.com/dns/manage-dns-records/reference/wildcard-dns-records/

📚 Configure SaaS module for Perfex CRM with ease using our comprehensive configuration guides.

Our documentation is designed to guide you through every aspect of setting up, configuring, and customizing your SaaS Module for Perfex CRM—whether you’re just getting started or looking to fine-tune advanced features.

From initial installation and server setup, to multi-tenant configuration and performance optimization, you’ll find clear, step-by-step guides that simplify every part of the process.

Whether you’re a first-time user or a seasoned developer, our goal is to help you unlock the full potential of your SaaS solution with confidence.

Discover the flexibility and control our SaaS Module for Perfex CRM brings to your subscription offerings.
In this videocast, we’ll guide you through the process of setting up and managing SaaS plans tailored to your customers’ needs.

Learn how to define pricing tiers, feature sets, and subscription durations, giving you the ability to monetize your Perfex CRM installation efficiently.

Videocasts of the most common Use-cases of Perfex CRM SaaS module.

Experience the seamless onboarding process through our recorded videocast, showcasing the journey of a new user signup at your SaaS service, on a Perfex CRM installation that uses SaaS module for Perfex CRM.

Watch as we guide you step-by-step through the account creation, setup, and exploration of our powerful features.

In this video, we’ll walk you through the process of registering new tenants as a SuperAdmin.

As a SuperAdmin, you have the power to onboard and manage multiple tenants effortlessly.
Follow along as we demonstrate how to create new tenant accounts and provide them with a seamless onboarding experience. Learn how to customize tenant branding, configure permissions, and grant access to specific features.

The following videocast showcases “Find My Tenant” feature, where tenants can find their tenant URL/details.

The following videocast showcases an Inactive (on purpose or manually placed) Tenant – Steps how to manually deactivate a tenant

Are you hesistant or want to know more about SaaS module for Perfex CRM ?
Here are a few articles that might help you, along with a few ideas and facts about our product.

In today’s digital landscape, Software as a Service (SaaS) is becoming increasingly popular as a business model for delivering software applications to customers over the internet. SaaS businesses provide a host of benefits, including easy scalability, cost-effectiveness, and increased accessibility.

However, building a SaaS business from scratch can be a daunting task, especially when it comes to selecting the right technology stack.

Pros of CodeIgniter

CodeIgniter is an open-source PHP web framework that is well-suited for building web-based applications, including CRM-based SaaS businesses. Here are some of the key advantages of using CodeIgniter for your CRM-based SaaS business:

1. Faster Development: CodeIgniter is known for its fast development time, thanks to its lightweight codebase and simple syntax. The framework is designed to be easy to use and quick to learn, allowing you to develop and deploy your SaaS application more efficiently.
2. Robust Security: Security is a critical concern for any SaaS business, and CodeIgniter has several built-in security features that can help you protect your application and your users’ data. These include input filtering, XSS filtering, CSRF protection, and encryption.
3. High Performance: CodeIgniter is known for its exceptional performance, thanks to its small footprint and optimized codebase. The framework is designed to work seamlessly with a variety of web servers and can handle high traffic loads with ease.
4. Modular Architecture: CodeIgniter’s modular architecture makes it easy to add new features and functionality to your CRM-based SaaS application. You can choose from a variety of pre-built modules or create your own custom modules to meet your specific business needs.
5. Active Community: CodeIgniter has a large and active community of developers, who regularly contribute to the framework’s development and share their knowledge and expertise through forums and other online resources. This means that you can easily find support and guidance when you need it, and stay up-to-date with the latest trends and best practices in SaaS development.

Overall, building a CRM-based SaaS business with CodeIgniter can provide you with a wide range of benefits, including faster development, robust security, high performance, modular architecture, and a supportive community. By leveraging these advantages, you can create a powerful and scalable SaaS application that meets the needs of your customers and drives business growth.

What’s the best option?

Perfex CRM is a popular PHP-based CRM that is widely used by businesses of all sizes. Built on the CodeIgniter framework, Perfex CRM provides a comprehensive set of features for managing customer relationships, including lead and opportunity management, invoicing, project management, and more. If you’re looking to build a SaaS business around CRM functionality, Perfex CRM can be an excellent foundation for your application, in combination with our SaaS module for Perfex CRM.

Perfex CRM is a powerful platform that offers a wide range of features and capabilities for businesses of all sizes. But if you’re looking to start a SaaS business based on Perfex CRM, you may be wondering where to focus your efforts.

Here are 5 potential niches that you could explore:

1. Real Estate: Real estate agents and brokers need a CRM that can help them manage leads, track sales, and organize their workflow. With the help of Perfex CRM, you can create a SaaS platform that caters specifically to the needs of the real estate industry. You could offer features like property management, lead tracking, and automated follow-up messages, all tailored to the unique needs of real estate professionals.
2. Healthcare: Healthcare providers need a CRM that can help them manage patient data, appointments, and communications. With Perfex CRM, you could create a SaaS platform that enables healthcare professionals to streamline their workflow and improve patient care. You could offer features like patient record management, appointment scheduling, and secure messaging, all designed to meet the specific needs of the healthcare industry.
3. Education: Educational institutions need a CRM that can help them manage student data, course schedules, and communications. With the help of Perfex CRM, you could create a SaaS platform that caters to the needs of schools, colleges, and universities. You could offer features like student record management, course scheduling, and automated messaging, all designed to simplify the administrative tasks of educational institutions.
4. Nonprofits: Nonprofit organizations need a CRM that can help them manage donors, volunteers, and events. With Perfex CRM, you could create a SaaS platform that enables nonprofits to manage their operations more efficiently and effectively. You could offer features like donor management, volunteer tracking, and event planning, all tailored to the unique needs of nonprofit organizations.
5. Legal: Law firms and legal professionals need a CRM that can help them manage cases, clients, and communications. With the help of Perfex CRM, you could create a SaaS platform that caters to the needs of the legal industry. You could offer features like case management, client tracking, and secure messaging, all designed to streamline the workflow of legal professionals.

Conclusion

Overall, there are countless niches that you could explore with a SaaS business based on Perfex CRM. By focusing on a specific industry or market, you can create a platform that caters to the unique needs of your target audience, and build a loyal customer base that values your expertise and experience.

You can achieve all those SaaS businesses easily by using Perfex CRM along with our SaaS module for Perfex CRM

Perfex CRM is a popular CodeIgniter-based CRM that is widely used by businesses of all sizes. While the platform offers a wide range of features and capabilities, there are some gaps that can be addressed with the help of the SaaS module.

Our SaaS module for Perfex CRM enables you to create multitenant installations of Perfex CRM and charge end users for their installation usage. This means that you can offer Perfex CRM as a service to your clients, enabling them to access the platform without having to install and manage it themselves.

With the SaaS module, you can create separate installations of Perfex CRM for each of your clients, each with its own unique domain, branding, and user accounts. You can set up different pricing plans for each installation, depending on the features and services that you offer.

Big benefits of the SaaS module Perfex CRM

One of the key benefits of using the SaaS module for Perfex CRM is that it enables you to scale your business and reach more customers. By offering Perfex CRM as a service, you can attract clients who may not have the resources or expertise to install and manage the platform themselves. Plus, with the ability to create multiple installations, you can serve a wide range of industries and markets.

Another advantage of using the SaaS module for Perfex CRM is that it enables you to generate recurring revenue from your clients. Instead of selling Perfex CRM as a one-time purchase, you can offer it as a subscription service, which can help to stabilize your cash flow and provide a more predictable revenue stream.

Overall, our SaaS module for Perfex CRM can help you to streamline your business, expand your reach, and generate more revenue. Whether you are a Perfex CRM user looking to offer the platform as a service, or a service provider looking to add Perfex CRM to your offerings, the SaaS module is an essential tool that can help you to achieve your goals.

Are you searching for a powerful, cloud-based CRM solution that provides all the features you need to manage your business efficiently? If so, Perfex CRM is an excellent option. But what if you could take your CRM solution to the next level with a SaaS module that enhances its capabilities and delivers a seamless cloud-based experience?

Introducing our SaaS module for Perfex CRM, the missing piece that transforms Perfex CRM into a cloud-based, scalable, and flexible solution. This module allows you to create multitenant installations of Perfex CRM and charge end-users for their installation usage, all while providing the security, reliability, and scalability of a cloud-based CRM system.

SaaS module Perfex CRM

The SaaS module for Perfex CRM is easy to install and configure, and it comes with a user-friendly interface that allows you to manage your tenant accounts, track usage, and generate invoices effortlessly. With this module, you can offer your customers a variety of payment plans, including monthly or yearly subscriptions, and provide them with access to a range of features that they can customize to suit their unique business needs.

With the SaaS module for Perfex CRM, you can take your CRM solution to the next level and offer your customers a cloud-based experience that enhances their productivity, streamlines their processes, and grows your business.

Are you tired of managing your CRM system in-house and looking for a more flexible and scalable solution? Perfex CRM is an excellent choice, but if you want to take your CRM solution to the next level, you need a cloud-based module that enhances its capabilities and provides a seamless user experience.

Introducing our SaaS module for Perfex CRM, a powerful extension that adds multitenant capabilities to Perfex CRM and allows you to offer cloud-based subscriptions to your customers. With the SaaS module, you can charge end-users for their installation usage and generate recurring revenue streams, all while providing the security, reliability, and scalability of a cloud-based system.

SaaS module Perfex CRM features

Our SaaS module for Perfex CRM offers a range of features that help you manage your tenant accounts, track usage, and generate invoices effortlessly. You can offer your customers a variety of payment plans, including monthly or yearly subscriptions, and provide them with access to a range of features that they can customize to suit their unique business needs.

With our SaaS module for Perfex CRM, you can expand your business and grow your revenue streams, all while offering your customers a cloud-based CRM solution that enhances their productivity and streamlines their processes. Don’t miss out on this powerful extension that takes your CRM solution to the next level. Try the SaaS module for Perfex CRM today and experience the benefits of a cloud-based CRM system.

SaaS or Software-as-a-Service has revolutionized the way businesses operate. It has empowered businesses to deliver their products and services to a wider audience without having to worry about hardware or infrastructure costs. In the case of Perfex CRM, SaaS has always been a missing piece in the puzzle. But with our SaaS module for Perfex CRM, businesses can now enjoy the benefits of SaaS without having to switch to a different CRM.

Our SaaS module for Perfex CRM is a game-changer for businesses that want to scale and grow. With our module, businesses can create multitenant installations of Perfex CRM and charge end-users for their usage. It enables businesses to offer a SaaS product without having to worry about the infrastructure, maintenance, or security of the system. This not only saves businesses time and money but also ensures that they can focus on their core competencies and provide better value to their customers.

Features of SaaS module Perfex CRM

Our SaaS module for Perfex CRM also provides businesses with the flexibility to customize their CRM installations as per their needs. They can choose which features they want to offer their customers, and our module takes care of the rest. This enables businesses to create a unique value proposition and stand out from the competition.

In conclusion, our SaaS module for Perfex CRM is the missing link that unlocks the power of SaaS for businesses that use Perfex CRM. It offers businesses the benefits of SaaS without the hassle of switching to a different CRM. It provides businesses with the flexibility to customize their CRM installations and enables them to scale and grow without worrying about infrastructure or maintenance costs. Try our SaaS module for Perfex CRM today and take your business to the next level.

Are you tired of dealing with the hassles of managing multiple installations of Perfex CRM? Do you want to monetize your CRM expertise and offer it as a service to your clients? If your answer is yes, then the SaaS module for Perfex CRM is the solution you’ve been looking for!

Perfex CRM is a widely popular customer relationship management software that has earned a reputation for its user-friendly interface and powerful features. However, it lacks some essential SaaS capabilities that many businesses require, such as multi-tenancy and the ability to charge end-users for their installation usage. That’s where our SaaS module comes in!

Our SaaS module for Perfex CRM provides the missing link to turn your CRM expertise into a profitable business venture. With our module, you can create multi-tenant installations of Perfex CRM and offer them as a service to your clients. You can also charge end-users for their installation usage and manage billing and subscriptions with ease.

Advantages of SaaS module Perfex CRM

One of the significant advantages of using our SaaS module for Perfex CRM is that you don’t have to worry about managing multiple installations of the software. With our module, you can manage all your clients’ installations from a single dashboard, making it easier to track usage and manage billing.

Our SaaS module also allows you to customize each installation with your clients’ branding, making it a perfect fit for businesses that want to offer CRM as a service to their customers. You can also manage user permissions, so your clients only have access to the features they need, ensuring a seamless and efficient user experience.

Conclusion

In conclusion, if you want to monetize your CRM expertise and offer it as a service to your clients, our SaaS module for Perfex CRM is the way to go. With its multi-tenancy capabilities, billing management, and customizable branding, it’s a perfect fit for businesses that want to scale their CRM offerings and streamline their operations. Don’t miss out on this opportunity to take your business to the next level!

In today’s digital landscape, Software as a Service (SaaS) is becoming increasingly popular as a business model for delivering software applications to customers over the internet. SaaS businesses provide a host of benefits, including easy scalability, cost-effectiveness, and increased accessibility.

However, building a SaaS business from scratch can be a daunting task, especially when it comes to selecting the right technology stack.

Pros of CodeIgniter

CodeIgniter is an open-source PHP web framework that is well-suited for building web-based applications, including CRM-based SaaS businesses. Here are some of the key advantages of using CodeIgniter for your CRM-based SaaS business:

1. Faster Development: CodeIgniter is known for its fast development time, thanks to its lightweight codebase and simple syntax. The framework is designed to be easy to use and quick to learn, allowing you to develop and deploy your SaaS application more efficiently.
2. Robust Security: Security is a critical concern for any SaaS business, and CodeIgniter has several built-in security features that can help you protect your application and your users’ data. These include input filtering, XSS filtering, CSRF protection, and encryption.
3. High Performance: CodeIgniter is known for its exceptional performance, thanks to its small footprint and optimized codebase. The framework is designed to work seamlessly with a variety of web servers and can handle high traffic loads with ease.
4. Modular Architecture: CodeIgniter’s modular architecture makes it easy to add new features and functionality to your CRM-based SaaS application. You can choose from a variety of pre-built modules or create your own custom modules to meet your specific business needs.
5. Active Community: CodeIgniter has a large and active community of developers, who regularly contribute to the framework’s development and share their knowledge and expertise through forums and other online resources. This means that you can easily find support and guidance when you need it, and stay up-to-date with the latest trends and best practices in SaaS development.

Overall, building a CRM-based SaaS business with CodeIgniter can provide you with a wide range of benefits, including faster development, robust security, high performance, modular architecture, and a supportive community. By leveraging these advantages, you can create a powerful and scalable SaaS application that meets the needs of your customers and drives business growth.

What’s the best option?

Perfex CRM is a popular PHP-based CRM that is widely used by businesses of all sizes. Built on the CodeIgniter framework, Perfex CRM provides a comprehensive set of features for managing customer relationships, including lead and opportunity management, invoicing, project management, and more. If you’re looking to build a SaaS business around CRM functionality, Perfex CRM can be an excellent foundation for your application, in combination with our SaaS module for Perfex CRM.

Perfex CRM is a powerful platform that offers a wide range of features and capabilities for businesses of all sizes. But if you’re looking to start a SaaS business based on Perfex CRM, you may be wondering where to focus your efforts.

Here are 5 potential niches that you could explore:

1. Real Estate: Real estate agents and brokers need a CRM that can help them manage leads, track sales, and organize their workflow. With the help of Perfex CRM, you can create a SaaS platform that caters specifically to the needs of the real estate industry. You could offer features like property management, lead tracking, and automated follow-up messages, all tailored to the unique needs of real estate professionals.
2. Healthcare: Healthcare providers need a CRM that can help them manage patient data, appointments, and communications. With Perfex CRM, you could create a SaaS platform that enables healthcare professionals to streamline their workflow and improve patient care. You could offer features like patient record management, appointment scheduling, and secure messaging, all designed to meet the specific needs of the healthcare industry.
3. Education: Educational institutions need a CRM that can help them manage student data, course schedules, and communications. With the help of Perfex CRM, you could create a SaaS platform that caters to the needs of schools, colleges, and universities. You could offer features like student record management, course scheduling, and automated messaging, all designed to simplify the administrative tasks of educational institutions.
4. Nonprofits: Nonprofit organizations need a CRM that can help them manage donors, volunteers, and events. With Perfex CRM, you could create a SaaS platform that enables nonprofits to manage their operations more efficiently and effectively. You could offer features like donor management, volunteer tracking, and event planning, all tailored to the unique needs of nonprofit organizations.
5. Legal: Law firms and legal professionals need a CRM that can help them manage cases, clients, and communications. With the help of Perfex CRM, you could create a SaaS platform that caters to the needs of the legal industry. You could offer features like case management, client tracking, and secure messaging, all designed to streamline the workflow of legal professionals.

Conclusion

Overall, there are countless niches that you could explore with a SaaS business based on Perfex CRM. By focusing on a specific industry or market, you can create a platform that caters to the unique needs of your target audience, and build a loyal customer base that values your expertise and experience.

You can achieve all those SaaS businesses easily by using Perfex CRM along with our SaaS module for Perfex CRM

Perfex CRM is a popular CodeIgniter-based CRM that is widely used by businesses of all sizes. While the platform offers a wide range of features and capabilities, there are some gaps that can be addressed with the help of the SaaS module.

Our SaaS module for Perfex CRM enables you to create multitenant installations of Perfex CRM and charge end users for their installation usage. This means that you can offer Perfex CRM as a service to your clients, enabling them to access the platform without having to install and manage it themselves.

With the SaaS module, you can create separate installations of Perfex CRM for each of your clients, each with its own unique domain, branding, and user accounts. You can set up different pricing plans for each installation, depending on the features and services that you offer.

Big benefits of the SaaS module Perfex CRM

One of the key benefits of using the SaaS module for Perfex CRM is that it enables you to scale your business and reach more customers. By offering Perfex CRM as a service, you can attract clients who may not have the resources or expertise to install and manage the platform themselves. Plus, with the ability to create multiple installations, you can serve a wide range of industries and markets.

Another advantage of using the SaaS module for Perfex CRM is that it enables you to generate recurring revenue from your clients. Instead of selling Perfex CRM as a one-time purchase, you can offer it as a subscription service, which can help to stabilize your cash flow and provide a more predictable revenue stream.

Overall, our SaaS module for Perfex CRM can help you to streamline your business, expand your reach, and generate more revenue. Whether you are a Perfex CRM user looking to offer the platform as a service, or a service provider looking to add Perfex CRM to your offerings, the SaaS module is an essential tool that can help you to achieve your goals.

Are you searching for a powerful, cloud-based CRM solution that provides all the features you need to manage your business efficiently? If so, Perfex CRM is an excellent option. But what if you could take your CRM solution to the next level with a SaaS module that enhances its capabilities and delivers a seamless cloud-based experience?

Introducing our SaaS module for Perfex CRM, the missing piece that transforms Perfex CRM into a cloud-based, scalable, and flexible solution. This module allows you to create multitenant installations of Perfex CRM and charge end-users for their installation usage, all while providing the security, reliability, and scalability of a cloud-based CRM system.

SaaS module Perfex CRM

The SaaS module for Perfex CRM is easy to install and configure, and it comes with a user-friendly interface that allows you to manage your tenant accounts, track usage, and generate invoices effortlessly. With this module, you can offer your customers a variety of payment plans, including monthly or yearly subscriptions, and provide them with access to a range of features that they can customize to suit their unique business needs.

With the SaaS module for Perfex CRM, you can take your CRM solution to the next level and offer your customers a cloud-based experience that enhances their productivity, streamlines their processes, and grows your business.

Are you tired of managing your CRM system in-house and looking for a more flexible and scalable solution? Perfex CRM is an excellent choice, but if you want to take your CRM solution to the next level, you need a cloud-based module that enhances its capabilities and provides a seamless user experience.

Introducing our SaaS module for Perfex CRM, a powerful extension that adds multitenant capabilities to Perfex CRM and allows you to offer cloud-based subscriptions to your customers. With the SaaS module, you can charge end-users for their installation usage and generate recurring revenue streams, all while providing the security, reliability, and scalability of a cloud-based system.

SaaS module Perfex CRM features

Our SaaS module for Perfex CRM offers a range of features that help you manage your tenant accounts, track usage, and generate invoices effortlessly. You can offer your customers a variety of payment plans, including monthly or yearly subscriptions, and provide them with access to a range of features that they can customize to suit their unique business needs.

With our SaaS module for Perfex CRM, you can expand your business and grow your revenue streams, all while offering your customers a cloud-based CRM solution that enhances their productivity and streamlines their processes. Don’t miss out on this powerful extension that takes your CRM solution to the next level. Try the SaaS module for Perfex CRM today and experience the benefits of a cloud-based CRM system.

SaaS or Software-as-a-Service has revolutionized the way businesses operate. It has empowered businesses to deliver their products and services to a wider audience without having to worry about hardware or infrastructure costs. In the case of Perfex CRM, SaaS has always been a missing piece in the puzzle. But with our SaaS module for Perfex CRM, businesses can now enjoy the benefits of SaaS without having to switch to a different CRM.

Our SaaS module for Perfex CRM is a game-changer for businesses that want to scale and grow. With our module, businesses can create multitenant installations of Perfex CRM and charge end-users for their usage. It enables businesses to offer a SaaS product without having to worry about the infrastructure, maintenance, or security of the system. This not only saves businesses time and money but also ensures that they can focus on their core competencies and provide better value to their customers.

Features of SaaS module Perfex CRM

Our SaaS module for Perfex CRM also provides businesses with the flexibility to customize their CRM installations as per their needs. They can choose which features they want to offer their customers, and our module takes care of the rest. This enables businesses to create a unique value proposition and stand out from the competition.

In conclusion, our SaaS module for Perfex CRM is the missing link that unlocks the power of SaaS for businesses that use Perfex CRM. It offers businesses the benefits of SaaS without the hassle of switching to a different CRM. It provides businesses with the flexibility to customize their CRM installations and enables them to scale and grow without worrying about infrastructure or maintenance costs. Try our SaaS module for Perfex CRM today and take your business to the next level.

Are you tired of dealing with the hassles of managing multiple installations of Perfex CRM? Do you want to monetize your CRM expertise and offer it as a service to your clients? If your answer is yes, then the SaaS module for Perfex CRM is the solution you’ve been looking for!

Perfex CRM is a widely popular customer relationship management software that has earned a reputation for its user-friendly interface and powerful features. However, it lacks some essential SaaS capabilities that many businesses require, such as multi-tenancy and the ability to charge end-users for their installation usage. That’s where our SaaS module comes in!

Our SaaS module for Perfex CRM provides the missing link to turn your CRM expertise into a profitable business venture. With our module, you can create multi-tenant installations of Perfex CRM and offer them as a service to your clients. You can also charge end-users for their installation usage and manage billing and subscriptions with ease.

Advantages of SaaS module Perfex CRM

One of the significant advantages of using our SaaS module for Perfex CRM is that you don’t have to worry about managing multiple installations of the software. With our module, you can manage all your clients’ installations from a single dashboard, making it easier to track usage and manage billing.

Our SaaS module also allows you to customize each installation with your clients’ branding, making it a perfect fit for businesses that want to offer CRM as a service to their customers. You can also manage user permissions, so your clients only have access to the features they need, ensuring a seamless and efficient user experience.

Conclusion

In conclusion, if you want to monetize your CRM expertise and offer it as a service to your clients, our SaaS module for Perfex CRM is the way to go. With its multi-tenancy capabilities, billing management, and customizable branding, it’s a perfect fit for businesses that want to scale their CRM offerings and streamline their operations. Don’t miss out on this opportunity to take your business to the next level!