1135 comments found.
Hey 
just bought your module and it‘s great. Just have a question: if a customer is subscripted to a Package how can I as an Admin assign a new Package that is privat? I know that the customer can change the package in the settings tab but not to a private one. I would like to know how to assign Package manually without logging in to the customer instance. Thanks in advance
Also i‘m not able to use the feature „Login as customer“. My Admin Account does not work even if I set it as super-assistant. Could you please explain how to Login as customer by not knowing the login details of the Customer. Super assistant should be able to Login to the customers instance right?
Hello,
Thank you for reaching out.
You can assign packages from SaaS > Invoices > Add user to package (red button)
Impersonting customer does not require super assistant and relies on the existing Perfex CRM login as customer.
Kindly ensure you are using the latest version of the SaaS module and Perfex CRM.
If issue persist, kindly reach out to support@perfextosaas.com
Thank you.
Quick pre sale question: If I installed perfex with the saas on my shared hosting platform with an extended license and then after having a certain amount of instances notice the sites lagging because of my hosting and I upgrade to vps hosting as example but I want to keep all the instances and just upgrade the host. Is it possible and how difficult is it to do this and how long will my instances be offline for this?
Hello,
Thank you for reaching out.
Kindly reach out to support@perfextosaas.com with your purchase code. I believe you have one based on precision of your questions.
Thank you.
What are you saying? I literally said PRE SALE QUESTION ⁉️ Thus why I’m asking this because I WANT TO PURCHASE IT?
I am asking so I know what approach to take whether that is on my shared hosting or getting sa vps that’s why I’m asking how difficult it will be! I don’t appreciate being accused of something!
Hello,
We do not mean to accused and my sincere apologies if it appears as such.
Regarding your question: Is it possible and how difficult is it to do this and how long will my instances be offline for this?
Yes migration or changing of host is possible.
Difficulty and how long your instances will be offline depends on your numbers of tenants and your setup before upgrading.
Thank you.
Thank you for your response, also apologies, I’m just very prudent to do as much research before I invest into something.
Please just tell me what will the process be if I start with shared hosting first and have let’s say 5 clients do I have to individualy do each client database or is it only the main saas or perfex installation.. just want to know how should I start this to not have a problem down the line because I have zero coding experience
I have another question I think I asked but can’t find the comment: You mentioned something that I will need the landing page builder plugin for each client to have their own domain hosted on my saas I am planning to purchase the extended license because I noticed there is a landing page builder included already for extended version correct?
Last question please: if I purchase the extended version and it turns out that I am not able to have each client have their own custom domain instead of sub domain on mine or they cannot build their own landing page with the saas built in as you advertised, then I will request a refund or will that be a problem? I don’t mean to be rude but I hope you can understand my reason?
Hi can you please answer my question?
Hello,
The migration process depend on your DB scheme. If you have each client on separate db in your shared hosting, then moving to a new server requires moving all the tenant databases too. If you can opt for a managed remote database from start, that safe you from moving when changing host. But remote database of choice should be in the same or close physical location as your hosting to ensure maximal connection speed. But most shared hosting do not provide managed DB.
Page builder pro comes with the extended license and allows usage on your tenants and tenants will able to build custom pages.
Custom domain is a different thing and you need to managed that if you are using shared hosting by registering your customer domain on your DNS panel. If you use VPS, you can automate that with Caddy (we have a pages regarding custom domain on our documentation).
After purchase and downloading, we do not provide refund. Please test carefully or ask us any question that needs clarification. Its been about 3 years you are following up and asking us question about this and we will be more patient . We hope to see you make your purchase soon.
Thank you very much and our sincere apologies for the late response.
You can send email to support@perfextosaas.com for faster response time on long threads.
Thanks.
Curl Error – “Failed to connect to perfextosaas.com port 443 after 65 ms: Could not connect to server” – Code: 7
Getting this
Hello,
This is resolved. Kindly try again.
Thanks.
Hi! I am really concerned about tenant’s disk quota. You mentioned you are not using aws s3 compatible storage. If I install a 3rd party plugin like this [https://codecanyon.net/item/aws-s3-integration-for-perfex-crm/54061000] will this allow to use aws s3 for tenant’s storage and also apply tenant’s disk quota from your module on the aws s3? Do these 2 plugins cooperate? are they compatible?
Hello,
Thank you for reaching out.
We currently do not have report on the usage of the shared module, that being said, you can reach out to the author for SaaS compatibility.
If you purchase an extended license, you gain access to our version of cloud storage (aws s3 compatible storage): https://perfextosaas.com/modules/cloud_storage/README.php
Thank you.
Hi, I have a quick question regarding module access, using Saas.
After adding a new module and assigning it to an existing package, the tenants who are already subscribed to that package are not able to see the newly added module.
For example, the Inventory module was not included in the plan initially. Later, I purchased it and added it to the same plan. However, tenants who had already subscribed to that plan still cannot see the Inventory module.
I also tried switching their plans and switching back again, but it did not resolve the issue.
Could you please guide me on how to fix this?
Thank you.
Hello,
Thank you for reaching out.
Kindly checkout this guide: https://docs.perfextosaas.com/readme/modules-not-showing-on-the-tenant/
Thanks.
Sure, I have resolved it, it was the issue of cron job.
How does Perfex make money? Do i have to purchase a license each time i spin up a new crm for customer?
Hallo, do you have plans of developing a mobile app for perfex SaaS
Hello,
Thank you for reaching out
Our team are able to get this worked out.
Kindly reachout via support@perfextosaas.com to discuss this further.
Thank you.
Pre purchase query, 1. my perfex is alrealy installed on subdomain, then how SaaS will work and how client subdomain will be created is it like perfex.mydomain.com/client OR client.mydomain.com.
2. There are third party modules, will they work and if yes can restrict the access to perticular modules and add in package subscription, for example i have account module that module i wanted to restric to one client and acess to other client, is it possible.
Hello,
Thank you for reaching out.
1. Both option is available. clientid.perfex.yourdomain.com and clientid.yourdomain.com or clientid.anydomain.com (so far the domain is pointed to your Perfex installation)
2. Yes, third party modules work and you can restrict in package or individual tenant/client.
Our module is built perfectly for your need.
Thanks.
There is a problem Failed to load resource: the server responded with a status of 500 () viewing Perfex invoices when activating the module; emails are also not being sent.
Hello,
Thank you for reaching out.
Invoice viewing works perfectly fine from our end: https://perfextosaas.com/admin/invoices#4
Ensure this not from other modules you have installed.
Thanks.
Change log for 0.3.8?
version 0.3.8 02/02/2026
Fixed an issue where “Login as Tenant” redirected back to the login page (admin may need to clear cookies or use a new browser).
Fixed Stripe package Terms & Conditions length handling.
Updated email handling to use the logged-in staff email for tenants reply to when SMTP credentials are shared.
Improved compatibility with PHP 8.4.
Added a demo reset notification in the UI to alert users before demo instances reset.
Improved UX to encourage clients on Stripe-enabled package trials to subscribe before customizing packages.
Fixed a 404 error when resuming a cancelled subscription.
Improved single-portal bridged communication.
Fixed the Cancel button dropdown in the client SaaS subscription details page.
Added mass sync support for Stripe packages.Added to the details page. Thanks.
Please, post the changelog for 0.3.8
version 0.3.8 02/02/2026
Fixed an issue where “Login as Tenant” redirected back to the login page (admin may need to clear cookies or use a new browser).
Fixed Stripe package Terms & Conditions length handling.
Updated email handling to use the logged-in staff email for tenants reply to when SMTP credentials are shared.
Improved compatibility with PHP 8.4.
Added a demo reset notification in the UI to alert users before demo instances reset.
Improved UX to encourage clients on Stripe-enabled package trials to subscribe before customizing packages.
Fixed a 404 error when resuming a cancelled subscription.
Improved single-portal bridged communication.
Fixed the Cancel button dropdown in the client SaaS subscription details page.
Added mass sync support for Stripe packages.Added to the details page. Thanks.
Great product on paper. Would have loved to purchase it. But on the demo site I am unable to register a new tenant. The registration link for one of the packages allows one to create a customer registration in Perfex but not as a tenant. I contacted the developer and received no feedback. I cannot risk to buy a product when the demo of the product is not working.
Hello,
Thank you for reaching out.
Creating a tenant differ from customer. If you have cerated a customer, then you need to either login as the customer to create a tenant or just create a tenant for the customer from the admin panel (in SaaS > Tenants). After creating, you can find tenants on SaaS > Tenants.
Kindly note also that our demo reset every hour.
Thanks.
Hello,
Thank you for getting back to me, appreciate it.
Best Regards Dana
Hello, We customise some section of our perfex installation, is it possible to use your module with it? Do we have any Indian payment gateway support for renewal, like Razorpay Payment Gateway?
Hello,
Thank you for reaching out.
Depending on how heavy your customization is. If very light, most likely this will work fine.
Invoicing is through Perfex core recurring invoice or subscription. So any payment gateway installed in Perfex should be fine.
Thank you.
Can’t wait for new upadtes!
Hi team any update on AWS S3 connection for tenant’s files ? on regular licence we are providing our marketing clients the CRM but the tenant files are growing at crazy pace
Hello,
Thank you for reaching out.
AWS S3 module is currently available to only extended license users only.
Kindly reach out to support@perfextosaas.com for any possible arrangment or consider getting the extended license.
Thanks.
When a user adds an extra unit of clients or others to an already paid package, it should create an invoice for the added units only and update the subscribed package. I only see the updated subscribe package invoice as unpaid and no added unit invoice (which I think should be prorated based on the plan).
PLEASE EXPLAIN HOW IT WORKS.
Hello,
Thank you for reaching out.
If you are using stripe, kindly check the subscription on your stripe dashboard for details about the subscription. Stripe handle the proration logic.
If using recurring invoices, then the behaviour can be affected by ‘New invoice status for package customization’ option in SaaS general settings. If blank added unit wont have a separate invoice.
If further assistance is needed, kindly reach out to support support@perfextosaas.com
Thanks.
This makes package customization confusing. I am not using Stripe. Not supported in my region. What is the best option for a non-Stripe user?
PLEASE
Kindly review ‘New invoice status for package customization’ in the SaaS settings. If blank, Added unit will be added to the user current invoice. Otherwise, separate invoice will be created.
If you need further support, the right channel for support is our mail : support@perfextosaas.com
And kindly consider renewing your support.
Thanks.
Do you have a Page Builder addon? I mean a page building that can build Landing page with form and automatically add it to lead in Perfex CRM?
after adding new module, how can i update existing tenants to use that module ?, how do i update perfex CRM for all my tenants, when there is an update? as each tenant has its own database, database needs to be updated
Hello,
The SaaS module handle that automatically, Just ensure your Perfex CRM conjob is set.
Thanks.
Do i need to setup CRON job for each tenant or just main tenant ?
only main instance only
client can use my module i mean super admin module?
Yes they can.
Thanks.
Can a Super Admin of this SaaS serve as a consultant to companies/users, they can manage user employee and workflow directly from their dashboard?
Hello,
Thank you for reaching out.
Super admin can access the tenants with magic auth if you desire and manage tenant data.
Thanks.
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