⭐ OFFICIALLY RECOMMENDED BY PERFEX CRM

Transform Perfex CRM Into a Revenue-Generating SaaS Platform

The #1 multi-tenancy solution – trusted by 400+ businesses worldwide!

✅ Why choose us? Our module is the SaaS module officially recommended by the Perfex CRM team on their official sales page. This endorsement reflects our commitment to quality, compatibility, and long-term support.

5-mins Setup No coding required

Start Earning Built-in billing & subscriptions

It Just Works Shared hosting to VPS

Great Security Isolated tenant databases

Turn Your Perfex CRM Into a Profitable SaaS Business

Stop leaving money on the table. With our SaaS module, you can:

✓ Create unlimited tenant instances – each with their own isolated database
✓ Charge recurring subscriptions – using any Perfex payment gateway
✓ Control features per plan – limit modules, resources, and access
✓ Deploy automatically – tenants self-register and get instant access
✓ Run promos that actually convert – coupon codes with recurring discount support
✓ Turn tenants into your sales force – built-in affiliate & referral program
✓ Know your numbers – real-time SaaS analytics dashboard (MRR, churn, signups)
✓ Scale without limits – from shared cPanel hosting to Plesk, VPS, and enterprise cloud

Perfect for: Digital agencies, accounting firms, IT consultants, freelancers, and entrepreneurs building CRM-based SaaS products.

↑ Watch: Complete tenant signup flow in under 60 seconds

▶️ Video Tutorials – See It In Action

We’ve created comprehensive video guides to help you get started:

▶️ Getting Started Guide	▶️ Plan Configuration
▶️ Tenant Management	▶️ cPanel Integration
▶️ Custom Domains Setup	▶️ Billing & Subscriptions

️ Flexible Architecture – Choose Your Way

Unlike other solutions, our module adapts to YOUR infrastructure:

️Database Options	• Isolated Databases – One database per tenant (maximum security) • Single Database – Multiple tables, shared hosting friendly • Hybrid – Mix based on plan level
URL Structures	• Subdomains – tenant.yourdomain.com • Subfolders – yourdomain.com/tenant • Custom Domains – tenant’s own domain
️ Hosting Support	• Shared Hosting (cPanel/WHM) – auto-provisioning • Plesk panels – native REST API integration (NEW) • VPS / Dedicated Servers • Cloud (AWS, DigitalOcean, etc.)

↑ Watch: Create and manage subscription plans effortlessly

⚡ Version 2.0 – A Full SaaS Growth Toolkit, Now Built In

Version 2.0 turns this module from “just multi-tenancy” into a complete subscription business platform. Everything you’d normally bolt on with 3–4 extra plugins is now native – and included at no extra cost:

✓ SaaS Analytics Dashboard – real-time insights into tenants, revenue, and growth trends
✓ Coupon Code Engine – one-time and recurring discounts that apply to every future invoice
✓ Affiliate & Referral Program – every tenant can refer others; earned credit auto-applies on invoices
✓ Tenant Onboarding Wizard – a guided first-run experience that boosts activation and reduces support tickets
✓ Plesk Panel Integration – native REST API connector for automatic provisioning on Plesk-based hosts
✓ Automated Tenant Database Deployment – handled on cron for truly hands-off scaling

✅ Complete Feature List

Everything you need to run a successful SaaS business:

1. Multi-Tenancy Engine

• Automatic Tenant Provisioning – New signups get their instance instantly, no manual work required
• Isolated Environments – Each tenant operates in complete isolation with their own database
• Centralized Dashboard – Manage all tenants from a single SuperAdmin panel
• One-Click Tenant Access – Login to any tenant’s admin panel with a single click

2. Subscription & Billing System

• Flexible Plans – Create unlimited subscription plans with different features
• Trial Periods – Offer free trials to convert more customers
• Recurring Invoices – Automatic billing using Perfex’s native invoice system
• All Payment Gateways – PayPal, Stripe, and every gateway Perfex supports
• Multi-Currency – Display prices in customer’s local currency
• Automatic Upgrades/Downgrades – Plan changes processed via cron

3. Resource Limits & Quotas

Control exactly what each plan includes (with unlimited option available):

✓ Staff Members	✓ Customers	✓ Invoices	✓ Projects
✓ Leads	✓ Proposals	✓ Estimates	✓ Contracts
✓ Tasks	✓ Tickets	✓ Expenses	✓ Credit Notes

4. Module Access Control

• Per-Plan Modules – Enable/disable Perfex modules based on subscription tier
• Third-Party Module Support – Include ANY Perfex module in your plans
• Tenant Module Management – Let tenants activate/deactivate available modules

5. Branding & White Label

• Custom Subdomains – tenant.yoursaas.com
• Custom Domains – Tenants can use their own domains
• White Label Ready – Remove all SaaS branding
• Landing Page Builder – WYSIWYG editor for marketing pages
• Custom Landing URL – Use proxy or redirect mode

↑ Watch: Design your SaaS landing page with drag-and-drop builder

6. Automation & Integration

• cPanel/WHM Auto-Provisioning – Automatic subdomain and database creation
• Plesk Panel Integration (NEW in 2.0) – Native REST API connector for Plesk hosts; create domains, subdomains and databases on signup with zero manual work
• REST API – Full API for custom integrations (View API Docs)
• Cron-Based Automation – Automatic plan enforcement, tenant database deployment, and recurring billing – all on autopilot
• Email Templates – Welcome, verification, expiration, and reminder emails

7. Security & Compliance

• Database Isolation – Complete data separation between tenants
• No Core File Changes – 100% modular, update Perfex without issues
• Role-Based Access – Granular permission control

8. SaaS Analytics Dashboard (NEW in 2.0)

Stop guessing. Start scaling. Your new SuperAdmin Analytics Dashboard gives you the metrics that actually matter when running a subscription business:

• Tenant Growth Trends – New signups, active tenants, and churn at a glance
• Revenue Insights – Track subscription revenue, plan distribution, and top-performing plans
• Plan Performance – See which plans convert, which trial users upgrade, and where to double down
• Activity Overview – Monitor tenant health and engagement from one screen

9. Tenant Onboarding Wizard (NEW in 2.0)

First impressions drive retention. A guided, step-by-step wizard walks each new tenant admin through the essentials on their very first login – so they reach their “aha moment” faster and stick around longer:

• Guided Setup Steps – Company profile, branding, core settings configured in minutes
• Higher Activation Rates – Fewer abandoned signups, more paying customers
• Zero Training Needed – Your tenants figure Perfex out themselves, so your support inbox stays quiet

10. Coupon Codes & Promotions (NEW in 2.0)

Run Black Friday deals, launch promos, influencer codes, and win-back campaigns – directly inside your SaaS:

• Percentage or Fixed Discounts – Configure exactly how much each code takes off
• One-Time or Recurring – Choose whether the discount applies only to the first invoice or to every recurring invoice automatically
• Auto-Applied on Signup – Tenants enter the code at checkout; the discount is honored on every future renewal
• Full Control – Set usage limits, expiration dates, and plan restrictions per coupon

11. Affiliate & Referral Program (NEW in 2.0)

Turn every happy customer into a growth channel. A complete affiliate system, built in – no third-party plugin, no extra fee:

• Tenant Affiliate Accounts – Each tenant gets their own referral link and dashboard
• Automatic Credit Tracking – When a referred user signs up, credit is attributed automatically
• Credit Applied to Invoices – Earned referral credit is auto-applied against upcoming invoices (including recurring ones)
• SuperAdmin Oversight – Review affiliates, payouts and referral activity from a central panel
• Zero-Cost Growth Channel – You only reward results – dramatically lowering your CAC

⚡ Why We’re Different

Feature	Our Module	Others
Officially Recommended (Perfex)	✓ YES	✗ No
Shared Hosting Support	✓	✓
cPanel Auto-Provisioning	✓	✓
Plesk Panel Integration	✓ Native REST API	✗ No
Built-in Affiliate & Referral Program	✓ YES	✗ No
Recurring Coupon Discounts	✓ YES	✗ No
SaaS Analytics Dashboard	✓ YES	✗ No
Tenant Onboarding Wizard	✓ YES	✗ No
REST API	✓	✓
Video Documentation	✓ 6+ Videos	Limited
No Core File Modifications	✓ 100%	Varies

Try Before You Buy – Live Demo

Demo resets every hour at :05

⚙️ New Customer Experience

See what your customers will experience:

Try SaaS Signup Demo →

⚙️ SuperAdmin Dashboard

Experience the full admin control panel:

Access SuperAdmin Demo →

Email: admin@perfexsaasmodule.com
Password: 11223344

Requirements

• Perfex CRM (v3.0.0 or higher)
• PHP 7.4+ (PHP 8.x supported)
• MySQL 5.6+
• Standard web hosting (shared, VPS, or dedicated)

Documentation & Support

Installation takes about 5 minutes for small use-cases. Our comprehensive documentation includes:

• Step-by-step installation guide
• Video tutorials for every major feature
• Configuration walkthroughs
• Troubleshooting guides
• API documentation

▶️ YouTube Channel

Subscribe for tutorials, tips, and updates:

Support

Need help? Our support team typically responds within 24 hours.

Version 2.0.0

✓ NEW: SaaS Analytics Dashboard - real-time tenant, revenue & growth metrics for SuperAdmin
✓ NEW: Tenant Onboarding Wizard - guided first-run setup to boost activation rates
✓ NEW: Coupon Code System - percentage/fixed discounts, one-time or auto-applied to recurring invoices
✓ NEW: Affiliate & Referral Program - tenants get referral links, credits auto-apply to invoices
✓ NEW: Plesk Panel Integration - native REST API for auto-provisioning domains & databases
✓ NEW: Automated Tenant Database Deployment - handled on cron for truly hands-off scaling
✓ Fixed: Tenant onboarding & migration edge cases
✓ Polished: Affiliate views, admin-side onboarding flow, module activation messages

Version 1.2.0

✓ Added support for shared hosting environments (single database mode)
✓ Added subfolder URL structure (yourdomain.com/tenant)
✓ Added custom domain support for tenants
✓ Added subdomain architecture support
✓ Full compatibility with latest Perfex CRM

Version 1.1.0

✓ Landing page on main domain feature
✓ Centralized tenant settings management
✓ SuperAdmin can update all tenants at once
✓ Fixed staff profile image in tenants
✓ Fixed tenant statistics count
✓ Perfex CRM 3.2.1 support

Version 1.0.9

✓ Code quality improvements
✓ Tenant module versioning system

Version 1.0.8

✓ REST API support with full documentation

Version 1.0.7

✓ Automatic cPanel/WHM tenant provisioning

Version 1.0.6

✓ Multi-level TLD support (.com.br, etc.)

Version 1.0.5

✓ Custom landing page URL (Proxy/Redirect modes)
✓ WYSIWYG PageBuilder for landing pages
✓ Automatic tenant reactivation on payment
✓ Cron job improvements

Version 1.0.3 – 1.0.4

✓ Automatic plan upgrade/downgrade
✓ Per-plan module management
✓ Backwards compatibility enhancements

Version 1.0.1 – 1.0.2

✓ Unlimited (-1) option for plan limits
✓ SuperAdmin module distribution to all tenants
✓ Tenant module activation controls
✓ Staff member limitations per plan
✓ Email template improvements

Version 1.0.0

✓ Initial release