Features

Below are the some important feature of our module:

1. Multi-Tenancy Made Easy: With our SaaS module, you can easily convert your Perfex CRM installation into a multi-tenancy platform. Seamlessly manage multiple clients, departments, or branches within a single Perfex CRM instance, ensuring data isolation and security.
2. No Wildcard SSL Required: Unlike traditional multi-tenancy solutions, our module doesn’t rely only on wildcard SSL certificates. The module provide tenant recognition using the url path scheme. You can provide a secure environment for each tenant without the hassle and expense of managing wildcard certificates, reducing complexity and costs. This makes it works on any server including shared hosting and Cpanel.
3. Subdomain and Custom Domain: aside from the URL path feature, the module gives possibilities for subdomain and custom domains. This requires you to have the right setup, especially VPS and wildcard SSL
4. Landing page with builder: The module comes with 4 single plage landing pages template with a robust modern builder giving you room to customize to suite your business needs. You can also create a new theme importing html from your template or existing templates.
5. Proxy landing page: We understand you might need a more complex landing page with robust content management system, thus we provide a means to host your landing page anywhere and use on your perfex setup i.e proxy. For instance, assuming your domain is perfectcrm.com , you can have a landing page setup inside a subfolder i.e https://perfectcrm.com/home and then setup perfex and saas module on https://perfectcrm.com . Our module allow you to set proxy landing page such that when visitor access https://perfectcrm.com they see the content of https://perfectcrm.com/home without redirection.
6. Resources Control and Limitation: We allow you to limit and control resources such as invoices, staff, clients, projects e.t.c that your tenant can have at the package level.
7. Robust Tenant Management: Our SaaS module offers comprehensive tenant management tools, allowing you to easily onboard new tenants, configure their specific settings, and manage their access privileges through package control. Simplify administration tasks and provide a customized experience for each tenant.
8. Module Access Control: Our module empowers you with comprehensive control over access to other modules, allowing for precise management at both the package level and individual tenant level. You have the ability to designate module availability exclusively for specific tenants or extend access to all tenants subscribed to a particular package. This granular control ensures flexibility and customization in determining module accessibility across your organization or SaaS platform.
9. Settings and Configuration Sharing: Recognizing the potential application of this module in overseeing diverse departments within an organization, we have implemented a feature enabling the sharing of Perfex CRM configurations, including module settings, across multiple instances at the package level. This grants you the flexibility to effortlessly disseminate your Pusher and SMTP settings to all tenants subscribed to a specific package. Furthermore, for sensitive information such as passwords or keys, we provide the option to conceal them from tenant visibility, employing a masking mechanism (note that masking functionality is currently experimental and should be utilized with caution).
10. Scalable and Flexible: Our module offers unparalleled versatility in terms of database support, accommodating a wide range of SaaS database schemes to suit your specific requirements. Whether you prefer multi-tenancy, sharding, or a single database setup, our module has you covered.
11. Cloud Database Solutions: Seamlessly integrate with popular cloud database solutions, such as Amazon RDS or Google Cloud SQL. Leverage the scalability and reliability of these platforms to efficiently manage and store tenant data, ensuring optimal performance and availability.
12. Tenant Data Custody Options: We understand that some tenants may prefer to have complete control over their data. Our module accommodates this by allowing the creation of instances using customer database credentials. This means they can choose to host their data on their own servers, ensuring data custody and compliance with their internal policies.
13. Maximum Utilization of Perfex Core: Perfex SaaS module utilizes the existing Perfex core resources for managing tenant invoices and payment. Thus, you dont have any new things to learn or set up a payment gateway. Your existing payment gateway works perfectly with other existing Perfex CRM tools.
14. Testing Framework: We acknowledge that you may wish to enhance our module by implementing modifications or customization tailored to your organization’s specific requirements. Consequently, we have furnished a comprehensive unit testing mechanism for essential functionalities, which continues to expand. This facilitates effortless verification of your setup’s resilience to potential feature disruptions resulting from any modifications, thus upholding the standards of quality development.
15. Disk space and tenant storage control: The module provides an option to limit tenants’ disk usage. This involves tenants’ file upload (core default modules), database backup, and media. It should be noted that storage control does not support third-party modules that use storage out of the Perfex core storage folders.
16. …..and many more