Sample User Guide

Perfex CRM SaaS module has a very low set of requirements. While every SaaS business is supposed to serve third party customers, a dedicated resources environment (VPS, Dedicated Server) is supposed to be used. Our module can also run at a shared hosting environment (as long as its properly configured*) but the support we currently provide for this item is for dedicated environments.

You can get a dedicated resources hosting from this link.

Here is a list of requirements for Perfex CRM SaaS module:

• Perfex CRM v3.0+ installed (not-customized copies)
• Apache or Nginx Webserver
• PHP v7.4+
• A top level domain (domain.com) or a sublevel domain (domain.com.br etc)
• Root MySQL user access
• If SSL is used, you need a WildCard SSL (LetsEncrypt etc)

* Installation/Configuration services of hosting environment are not included in the support pack of this item. We do offer consultancy about those services and we can point you to the right direction, though.

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/

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.

Get ready to unlock the power of multitenancy and start monetizing your SaaS service with our SaaS Module for Perfex CRM.

Tokenized Method (older versions)

If you are using cPanel/WHM, you can generate an API token and have automatic provisioning of tenants. Here are the steps to create a token within your cPanel/WHM installation:

1. Login to cPanel as the desired cPanel user

2. Click on the “Manage API Tokens” icon

3. Enter a name for the API token. The name is arbitrary and is only to help you remember what the API token is being used for.

4. Select an expiration, or leave it without an expiration

5. Click the blue Create button

6. Copy your token to a safe place

You now need to paste this token at the “cPanel API Token” field of the SaaS module’s settings and choose “I have cPanel” radio button in the configuration type.

cPanel Username / Password Method (newer versions)

The last versions of the module do support cPanel connections through username/password.
Head to the settings area, enter your cPanel username and password in the respective fields and you are ready to go!

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.

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.
Articles of this category include step-by-step instructions and videocasts for installing our module, so you can extend the functionality of Perfex CRM to include SaaS features. Whether you’re a beginner or a pro, our installation guides will help you get up and running quickly and easily.

Perfex CRM SaaS module has a very low set of requirements. While every SaaS business is supposed to serve third party customers, a dedicated resources environment (VPS, Dedicated Server) is supposed to be used. Our module can also run at a shared hosting environment (as long as its properly configured*) but the support we currently provide for this item is for dedicated environments.

You can get a dedicated resources hosting from this link.

Here is a list of requirements for Perfex CRM SaaS module:

• Perfex CRM v3.0+ installed (not-customized copies)
• Apache or Nginx Webserver
• PHP v7.4+
• A top level domain (domain.com) or a sublevel domain (domain.com.br etc)
• Root MySQL user access
• If SSL is used, you need a WildCard SSL (LetsEncrypt etc)

* Installation/Configuration services of hosting environment are not included in the support pack of this item. We do offer consultancy about those services and we can point you to the right direction, though.

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/

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.

Get ready to unlock the power of multitenancy and start monetizing your SaaS service with our SaaS Module for Perfex CRM.

Tokenized Method (older versions)

If you are using cPanel/WHM, you can generate an API token and have automatic provisioning of tenants. Here are the steps to create a token within your cPanel/WHM installation:

1. Login to cPanel as the desired cPanel user

2. Click on the “Manage API Tokens” icon

3. Enter a name for the API token. The name is arbitrary and is only to help you remember what the API token is being used for.

4. Select an expiration, or leave it without an expiration

5. Click the blue Create button

6. Copy your token to a safe place

You now need to paste this token at the “cPanel API Token” field of the SaaS module’s settings and choose “I have cPanel” radio button in the configuration type.

cPanel Username / Password Method (newer versions)

The last versions of the module do support cPanel connections through username/password.
Head to the settings area, enter your cPanel username and password in the respective fields and you are ready to go!

Configure SaaS module for Perfex CRM with ease using our comprehensive configuration guides.
Our knowledge base articles cover everything you need to know about setting up and customizing our products, from basic configurations to advanced settings.

Whether you’re new to our SaaS module for Perfex CRM or an experienced user, our configuration guides will help you get the most out of it.

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!

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

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!