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

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

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1142 comments found.

Hello,

I’m interested in whether your service will work fully (e.g. automatic subdomains) on a VPS that uses CWP Pro or is it only for Cpanel?

Hello,

Thank you for reaching out.

Automatic subdomain can easily be handled with wildcard subdomain and SSL and this works on any server including VPS.

Thanks.

I’m currently developing a custom invoice management module for Perfex CRM using your SaaS module, and I have a question about the recommended database architecture for handling multiple companies within each tenant.

From what I understand, your SaaS module creates separate databases for each tenant (which provides excellent isolation), but I’m unsure about the best approach for managing multiple companies within each tenant’s database.

Current Scenario:

Each tenant needs to manage invoices for multiple companies/entities

I need to maintain proper data separation between companies within the same tenant

I want to ensure scalability and maintain compatibility with your SaaS architecture

My Question: For handling multiple companies within each tenant’s database, what’s your recommended approach:

Single invoice table with company_id field – This would allow for consolidated reporting and simpler maintenance, while still maintaining logical separation between companies within the tenant.

Separate invoice tables for each company – This would provide stronger physical separation but might complicate cross-company reporting and maintenance.

I’ve researched multi-tenant database patterns and found that approach #1 is generally recommended for shared schema scenarios, but I wanted to get your perspective since your module already provides tenant isolation at the database level.

Additional Context:

I need to support features like cross-company reporting within each tenant

The solution should be scalable for tenants with 5-50 companies

I want to maintain compatibility with future updates to your SaaS module

Could you share your thoughts on this architecture decision? Have you encountered similar use cases with other users of your module?

Thank you for your time and for creating such a useful module.

Hello,

Thank you for reaching out.

The #1 option is the recommended approach for your case based on our understanding; each tenant is a separate entity with own multiple company and you only need cross company reporting not cross tenant.

Thanks.

its support all 3 party plugin? if i install plugin my tenat can access it

Yes thrid party plugin is support and accessbile to tenants.

Thanks.

Hi,

It seems there’s an issue with module sharing for my SaaS customers.

Please check the screenshot: https://ibb.co/0RZthgRn

I created a package that includes all the modules. However, when a customer logs in, no modules appear in the left navigation. On the right side, it shows that they are already subscribed to all modules.

Hello,

Thank you for reaching out.

Kindly follow this guide : https://docs.perfextosaas.com/readme/modules-not-showing-on-the-tenant/

If you then need further assistance, please reach out to support@perfextosaas.com

Thank you.

I already following your all instructions

In packages , Advance shared setting i clicked on all the modules on enforce button but still not showing

Can you please come on Google meet to resolve this issue

Sorry we do not have Google meet support. Please reach out to support@perfextosaas.com

Hi,

How can I bring live leads into the CRM from query froms of landing pages and Emails ?

Thanks

Hello,

Thank you for reaching out.

Please check the Leads and form capturing section of the page builder module: https://docs.perfextosaas.com/others/page_builder/usage/

Thanks.

Hallo, I want clients to be able to access modules on their accounts

I did run a cron job but still they are not showing, any fix for that

Hello,

Thank you for reaching out.

Kindly follow this guide carefully: https://docs.perfextosaas.com/others/page_builder/usage/

Thanks.

How can companies register on their own and have an instance automatically created?

Hello,

Thank you for reaching out.

Eanble auto create first instance in your SaaS settings and instance will be automatically created for the customer after signing up.

Thanks.

Can you show a screenshot of where I can set this? I can’t see it in your demo

Hello,

You can see the saas settings here: https://perfextosaas.com/admin/settings?group=saas

It is the 4th settings on the page.

Thanks .

Hi, thank you for clearing up some of the questions,

I have one more question, im currently on shared hosting and my hosting prov said tehy can give me cpanel settings to integrate but not the database root settings. So my question is if i use this plugin will it be linked to the same database as the main crm and most importantly when i add clients/ instances etc will they be on the same database or wil they have their own database? Im asking because i dont want to have to problem of having a database that is too large for the crm to function properly?

Hello,

We have numbers of customer on cPanel API integration with option of creating separate database for each instances (tenant). Kindly confirm this from your provider or just get any other standard shard hosting providers.

Thanks.

is there a way to retrive deleted db data, deletion was done from portal, we use digital ocean

Hello,

We replied your email.

Thanks.

Hi, please hlep with this error of “Wildcard SSL” setup, sub-domains clients links not working getting this error:-

Internal Server Error The server encountered an internal error or misconfiguration and was unable to complete your request.

Please contact the server administrator at webmaster@..com to inform them of the time this error occurred, and the actions you performed just before this error.

More information about this error may be available in the server error log.

Additionally, a 500 Internal Server Error error was encountered while trying to use an ErrorDocument to handle the request.

Hello,

We replied your email.

Thanks.

After updating to v0.3.6, its showing 500 error on manual corncob. Please advise.

Hello,

Thank you for reaching out.

Kindly redownload v0.3.6 from SaaS > Updates.

Thanks.

We did, after update its showing 500 error on manual corncob. Please advise.

Kindly reachout to support@perfextosaas.com

Thanks.

Hi, i have a few important pre sale questions:

1. Im located in Saouth Africa and here Stripe is not available instead only Stripes extended version paygate and i dont see that as an option for the package subscriptions? Please allow a feature where the admin can choose which ever payment gateway was setup on their perfex crm, like paypal or if they have pre purhased another module like paygate (this is the only deal breaker for me)

2. I noticed also for the addon of cloud storage it requires extended licence with active support, i have no problem purchasing the extended licence however what happens to the cloud storage after the active support has ended even though i have an extended licence purchased?

3. Lastly regarding creating a addon domain you mention on integration page “It uses API v2 and thus requires password; API token wont work.” does that mean that my clients will not be able to use api tokens?

Hello,

Thank you for reaching out.

1. Any payment gateway on Perfex CRM can be used for the saas subscription through invoice payment, including Paypal or installed third party payment gateway modules.

2. Some of the free modules provided might only require active support to download only, they keep working fine with or without active support. SaaS module is always downloadable regardless of active support or not.

3. That reference is only for cPanel integration for addon domain and does not affect your clients.

Thank you.

When i Download your other extension like “Page Builder” showing error

Unknown status(0)

Hello,

Our server reset every hours, kindly try again and confirm your modules/tmp folder is writable.

Kiindyly reachout to support@perfextosaas.com for further assistance.

Thanks.

In your Module, If i have installed new module like Table sort features, and you as tenant already subscriobe then how can i give the access to my newly added module,

Because In packages I have already added/assigned the new modules but my tenant or customer not able to see or access

what can i do here to assign new modules to our customers

Hello,

Thank you for reaching out.

Kindly follow this guide : https://docs.perfextosaas.com/readme/modules-not-showing-on-the-tenant/

If you then need further assistance, please reach out to support@perfextosaas.com

Thank you.

Also when I click on download other extensions showing unknown error

Please reach out to support@perfextosaas.com

Arcezio Purchased

What will happen after 24h of the demo instance? Is it supposed to reset data created by the demo user, or instance will expire?

Arcezio Purchased

In that case I have set something wrong, since after 24h demo instance is not available and getting 403 error, asking to subscribe to a paid plan. Just wanted to have demo instance that won’t expire…

Ensure your demo in on a plan that wont expire. Or place it on a private plan.

Thanks.

i want change my sub domain “test.abc.com” to main “abc.com” how to change it

We replied your email.

Thanks.

Hi, I have installed Facebook module in your Sass Module, But my customer won’t able to see the Facebook integration in settings under other option, I already shared the module From Edit Tenant with assign all admin approved modules, but not able to see Facebook Integration

Let me know how to resolve this issue

Hello,

Thank you for reaching out.

Kindly follow this guide : https://docs.perfextosaas.com/readme/modules-not-showing-on-the-tenant/

If you then need further assistance, please reach out to support@perfextosaas.com

Thank you.

This is resolved, Thanks also I want to disable subdomain while creating a new tenants only i want to use subdirectory instead of subdomain feature , Because i am facing lots of challenges in subdomains Please help

You can turn off the subdomain by editing the package.

Thanks.

Does this module have Paystack Payment Gateway? I can’t see it in the demo?

Hello,

Thank you for reaching out.

This is only a SaaS module for Perfex CRM. You can make payment with any gateway available in Perfex CRM or installed payment gateway modules.

Here is a module from another author for Paystack: https://codecanyon.net/item/paystack-payment-gateway-for-perfex-crm/24076921

Thanks.

create tenant api is not working

Hello,

Create tenant API works seemlessly on our end.

Kindly ensure you request is right and you have used a client id with subscription to a package.

Also ensure the api key you are using has permission to create tenant.

Thank you.

Hi I need all in one place

1. Perfex CRM Advance Saas Version

2. Perfex CRM Facebook and Google Integration

3. Perfex CRM WhatsBot – WhatsApp Marketing, Bot, Chat & AI Personal Assistant Module for Perfex CRM

4. Perfex CRM WhatsApp Official Cloud API Chat & Marketing module for Perfex CRM

5. Perfex CRM Webhook Module (Send System leads to third party software)

6. Perfex CRM Custom Leads Filters

7. Perfex CRM Lead Follow up Scheduler

8. Perfex CRM Mobile App

9. Perfex CRM Lead Distribution System

how do i purchase is there any dependency issue or compatibility issue

Hello, Thank you for reaching out.

The SaaS module works with any standard Perfex CRM modules including above listed one.

You need to purchase each of these modules separately as we are not the author.

Thank you.

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