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Discussion on SaaS module for Perfex CRM - Multi Tenancy Support

Discussion on SaaS module for Perfex CRM - Multi Tenancy Support

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363 comments found.

If I buy the extended license of perfex CRM, do I still need to buy the extended license of SAAS Module to be able to allow multiple tenants use my platform? Or is the regular license ok since I already have extended license of perfex CRM?

No – you dont need an extended license of our module for this purpose. A regular license is enough.

hi i want to know more about what will happen if i install some modules like whatapp api and google sheet to perfex crm, can they still work with the saas module? for example can my client be able to use those modules?

All third party modules can be included (as available) in Plan Management of our SaaS module.

Admins of the tenant installations that fall in the same plan, can activate them with the respective license key, making their functionality available to the whole installation.

so every client will need a licence key for every module he choose. for example: i need to choose betwin 2 plans first is a basic plan and second have 3 third party module, example whatapp, zapier and google workspace. if i choose the 2nd plan will i need a licence key to use it as a client? i understand that me as a tenant i need to purchase those plugins

Yes.

Or you can use an extended license that fits to multiple installations.

Hello there – quick pre sales question: Once I buy the Regular License of this SaaS module – I assume that I will be able to charge other people to use my Current CRM, yes? I’m assuming it’s ‘yes’, as what would be the point of buying a SaaS module, if i couldn’t charge a membership fee, right?. I just want to be clear before i spend the money is all.. I don’t want to resell your module – just install in my own personal Perfex CRM and charge a membership fee for people to use my CRM.. Kindly let me know please as soon as possible?

Many thanks in advance

Kev

No worries.

Yes, the scenario you are describing, is absolutely fine.

That’s great!.. Many thanks for your time and swift replies.. Much appreciated…

No thanks needed – thats why we are around for!

Is you have multi form option for multi landing page so if any company run 3 different types of business category service and want to keep separate form and separate data for each then they can do?

Landing page editor allows you to modify your landing page according to your own and custom needs. Decisions are up to you – you can provide links that redirect to forms or similar.

ok, So one company can create how many lending page? only one or multiple lending page?

Landing page is supposed to be one.

Depending on your needs, you can create multiple copies – IE: adding menu items that drive to other landing pages (IE Language Switchers etc) that you will host.

We do offer the tool (which makes possibilities unlimited) – not the business concept, as every business has custom and most likely unique needs.

1- Is there an option to make my customers use their own domain?
2- do I need an extended license If I have an extended license of Perfex CRM?
3- Do you support installation?
4- what are the differences between regular and extended licenses?

Our module provides provisioning in subdomains.

You need a respective license type according to your scope. An extended one if you are planning to sell copies to your end clients or a regular one if you don’t charge clients.

Installation is supported through our online documentation and support ticket questions.

I explained the difference of the licenses in my answer above.

What do you mean by selling copies?: to sell subscriptions or to sell the source code for multiple domains?

Our module is used to create copies of Perfex CRM under a SaaS-based model. If you do plan to charge your customers for this usage, you need an extended license of Perfex CRM. If you do plan to sell a product that includes our product and Perfex CRM aswell, so someone can start a SaaS business, you need an extended license of both.

CodeCanyon offers an extensive license explanation, near the purchase options of each item.

Its highly recommended to check this article – in order to ensure that you chose the correct license.

Quick one, does a tenant inherit the design and layout of the main CRM?

I have designed my main Perfex CRM to look different from the standard one, with different colours, different theme, and even the way the menu is displayed on the left. Should a tenant sign up, will they inherit my customisations or will they get the standard Perfex layout?

Tenants do receive a clean database of Perfex CRM upon signing up. All options of the SA installation remain at its local database and are not inherited, as many of them are sensitive.

If I update the PerfexCRM version, will the tenants’ versions also be updated?

Files will be updated but manual update of database might be needed by the tenant administrator.

do i need to buy the main prefex app or it incloudes with this product.

You need to purchase Perfex CRM.

Please response to ticket# #46486

Hello.

Our support team will get back to you – its sales here.

Hi, when I try to activate the saas module I get an error on the site; “This page isn’t working right now mydomain.com can’t currently handle this request. HTTP ERROR 500”

Hello and thank you for your comment.

As its sales here, we are not able to answer at your technical question. Details regarding this item’s support can be found at the “Support” tab of its sales page. Please raise a New Support Ticket request for the technical issue you are facing at your local instance, through item’s secure support portal.

Our support team’s response time is also mentioned in the same tab.

Thank you.

Bonjour mon serveur est tomber en panne et j’a tout pérdu maintenant que j’essaye d’activer ma licence se message s’affiche qui me demande de réinitialiser ma clé de licence sur l’ancien qui j’ai perdu ” License key is being used. Visit Support Portal to reset it.” est ce que vous pouvez m’aider a réinitialiser ma clé de licence MERCI!

Hello.

You need remove the files from the current installation, in order to avoid license lock during activation under a new instance/domain.

Once you do so from the old URL, please use the Licensing Flush tool ( its link can be found on the bottom left of New Ticket Creation link: https://themesic.com/support/ticket/new ), in order to have your license resetted through Envato Licensing API.

You will be able to activate the license at the new instance now, but please ensure that it is not active in any other instances, as that will trigger a new license lock.

aziz13

aziz13 Purchased

Bonjour,

Je rencontre un problème avec l’activation de ma licence Perfex SaaS.

Lorsque j’essaie d’activer la licence Perfex SaaS, l’activation échoue (message d’erreur ou activation non prise en compte).
De plus, je n’arrive pas à réinitialiser la licence via l’outil de réinitialisation en ligne prévu pour Perfex SaaS, l’opération ne fonctionne pas.

Pouvez-vous vérifier ma licence et m’indiquer la procédure à suivre pour :

Activer correctement ma licence Perfex SaaS sur mon installation actuelle,
Réinitialiser la licence ou la délier de l’ancienne installation si nécessaire ?

Je peux fournir la clé de licence, l’URL du site et des captures d’écran de l’erreur si besoin.

Merci d’avance pour votre aide.

Cordialement,

Please raise a support ticket within clients area, so our engineers can advise regarding the local issue you are facing.

Is it possible to customize the code in a way that allows upgrade of the core product when you provide in future? Just as wordpress allows custom code to go under “child theme”

Yes, customization is possible.

Hello, i would like to know if the automation only works with cpanel?. 2.- The custom modules that i have installed in perfex will be allowed for every new tenant? 3.- Every new tenant can have custom url or custom domain? Thanks.

You can set up our module even without a panel. Our demo runs on nude Ubuntu server setup.

Modules can be included in the plans, ready for activation at the tenant subscribed to them.

Every tenant has a custom subdomain URL.

Hi i want buy your module PERFEX 2 SAAS but i make mistake , can you refund me and stop my licence please ? i go buy the other plugin perfex 2 saas

Please check out the refund policy of the marketplace, regarding your request.

OK not need refund but how i can have a same design of your landing page ? because i have 3 choice but its not same and its not working for me

Please raise a support ticket within support area for this technical question – its sales here.

I was trying to setup this with cPanel and it keeps saying “Access Denied”, all credentials are correct and also the port, I’m doing something wrong??

Please purchase our item (your account doesnt seem owning a license) and raise a support ticket within support area, so our engineers can help you with your setup.

Pre-sales question: When Plesk for autoprovisioning will be integrated? Waiting for this feature to buy.

Thats currently included in the tasks list for the new release, however, there’s no specific ETA yet.

Is it possible to import a database from a previous perfex-crm installation?

I would like to consolidate 5 perfex-crm installations in a single one.

You can manually import your data in database level.

i am looking perfex saas module but before buy your saas module i have one question your current support latest version perfex crm 3.2.1 and php 8.3 version

Yes – our module works with the last versions of Perfex CRM and its PHP versions.

Please assist with Ticket #46486..

Hello.

Our support team will check your ticket and respond back accordingly. Its sales here.

a presale question, if i added other addons like the HR. Would that be in the tenancy of admin page? Can you tenancy use other module that is premade?

Thanks

All third party modules can be included (as available) in Plan Management of our SaaS module.

Admins of the tenant installations that fall in the same plan, can activate them with the respective license key, making their functionality available to the whole installation.

When you say the whole installation, means will be available for the super admin and the client?

Admins of the tenant installations that fall in the same plan that a module is enabled for being available to, can activate the module at their tenant installations, making its functionality available to the tenant installation.

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