Perfect SaaS – Powerful Multi-Tenancy Module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone
script.

Perfect SaaS – Powerful Multi-Tenancy Module for Perfex CRM is a module for Perfex
CRM that you can sell subscriptions to your companies and manage their
payments and subscriptions history for your business also can extend
time,suspended and terminated services and allow your customers to
access your services through the Perfex CRM interface.
This innovative module for Perfex CRM is useful for any company that has a product or
service that is offered to their customers on a subscription
basis.

Perfect SaaS Support 4 types of URL
1. Subdomain like: https://subdomain.perfectsaas.com
2. Subdirectory like: https://perfectsaas.com/subdirectory/s
3. Custom Domain like: https://yourdomain.com
4. without subdomain like: https://perfectsaas.com

Perfect SaaS Support 4 database creation types:
1- Localhost: create database on localhost
2- Mysql Root: create database on mysql root access
3- cPanel: create database on cPanel access
4- Plesk: create database on plesk access

Perfect SaaS will work on any hosting that support like Cpanel, Plesk,Cloud hosting, VPS, or dedicated
server.

for more information about Server configuration please check this link:
https://docs.coderitems.com/perfectsaas/

Separate Dashboard for SaaS

for SaaS business you need manage many companies and you need to manage them in one place and you need to
manage your companies services and subscriptions and invoices and payments and many more in one place and
a big feature of Perfect SaaS is that you can manage your coupons and trials and affiliates and many more in
one place.
Perfect SaaS give you this feature and you can manage everything in one place with a separate dashboard for
Super Admin and a separate dashboard for your companies.

Multi-company/Multi-Tenancy

Perfect SaaS is a multi-company module for Perfex CRM that you can create as many companies/Tenancy as you want
and
give them access to your services with a limit acording to package of active services and you can also create as
many services as you want and assign them to your companies.
here is some features of Multi-company/Multi-Tenancy:

• You can create as many companies as you want and give them access to your services with a
  limit
  of active services
• can login with wildcard subdomain or without subdomain to your companies
• Create company with dynamic database according to your company domain
• for creating company database can create 4 ways to create database using localhost or
  mysql root access or cPanel access or plesk access
• Fully featured dashboard for your companies
• Manage your companies
• Manage your companies services
• Manage your companies subscriptions
• Manage your companies invoices
• Manage your companies payments

for more information about Multi-company/Multi-Tenancy please check this link:Multi-company/Multi-Tenancy

Isolated Databases

Each company/tenant has its own database and is completely isolated from other companies, and avoids any
conflicts between the companies and the data of each company is completely separate from other companies.
preserving security standards and data privacy. For example if you have 2 companies and you want to create
same user in both companies, you can create same user in both companies without any conflict.

for creating company database can create 4 ways to create database using localhost or mysql root access or
cPanel access or plesk access

Manage Packages

you can create as many packages with different prices and features as you want and assign
them to your companies and you can also create as many services as you want and assign them to your
companies

• Manage Packages Features
• Manage Packages Pricing
• Manage Packages Coupons
• Manage Packages Trials
• Manage Packages Addons
• Can Disable/Enable or set Limit for Staff
• Can Disable/Enable or set Limit for Client
• Can Disable/Enable or set Limit for Leads
• Can Disable/Enable or set Limit for Expense
• Can Disable/Enable or set Limit for Tasks
• Can Disable/Enable or set Limit for Projects
• Can Disable/Enable or set Limit for Invoices
• Can Disable/Enable or set Limit for Contracts
• Can Disable/Enable or set Limit for Estimates
• Can Disable/Enable or set Limit for Credit Notes
• Can Disable/Enable or set Limit for Proposals
• Can Disable/Enable or set Limit for Items
• Can Disable/Enable modules that are installed in your Perfex CRM

For more information about packages please check this linkHow work packages

Manage coupons and discounts

You can create coupons for your packages. You can set the discount type to be a percentage or a fixed
amount. You can also set the duration of the coupon, the number of times it can be used, and the
maximum number of times it can be used. You can also set the expiry date of the coupon. You can also
set the coupon to be used for a specific package or for all packages with monthly or yearly or lifetime
subscription.
the coupon will be applied to the package price and the customer will pay the discounted price.

also you can create as many coupons and discounts as you want and assign them to packages and can
apply them to your customers
when they purchase a package from perfect saas frontend or upgrade their package from their
dashboard.

For more information about coupons and discounts please check this linkHow work coupons and discounts

Manage Affiliate System

You can create an affiliate program for your SaaS business. You can set the commission type to be a
percentage or a fixed amount.and user can withdraw their commission.
and can set the minimum amount to withdraw. and many more.

For more information about affiliate system please check this linkHow work affiliate system

• you can set up affiliate system for your customers to promote your services and earn
  commissions
  from their sales
• you can manage users affiliate system and track their sales and commissions and also can
  payout
  their commissions

Manage Frontend Settings

from Front CMS you can manage your website content. you can add, edit, delete content from Front CMS. like header
menu, footer menu, pages, slider,brands,reveiew,features,blogs,gallary etc.

For more information about Front CMS please check this linkHow work Front CMS

• you can manage frontend settings like logo, favicon, social media links, contact
  information,
  footer text, terms and conditions, privacy policy, about us, and more
• you can manage frontend menu and create as many pages as you want and assign them to your
  frontend menu
• you can create as many pages as you want and assign them to your frontend menu and you can
  also
  also create as many sliders as you want and and create
  brand,reviews,faq,team,pricing,contact us
  and more

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.

Disk space and tenant storage control

The module provide an option to limit company/tenant’s disk usage. This involves tenants files upload (core default modules), database backup and media. It should be noted that storage control does not support third-party modules that uses storage out of the Perfex core storage folders.

Module Marketplace

The module gives you the ability to sell premium addons to tenant

Inbuilt feature control

You can disable some inbuilt Perfex CRM features/module such as Projects, Leads, Task e.t.c at both package/pricing level and tenant level.

Manage Settings

• you can manage settings like logo, favicon, company name, and allowed types of files to
  upload
• localization settings like date format, time format, currency, currency position, and more
• email settings like mail driver, mail host, mail port, mail username, mail password, mail
  encryption, mail from address, mail from name, and more
• services settings like is wildcard enabled or not, settings your server is localhost or mysql root
  access or cpnael
  or plesk

Manage Super Admin

• you can manage super admin for managing all companies and their services and packages and
  also
  can manage all users and their affiliate system

Front Website

• You can set your front website from the settings. You can set your logo, favicon, title, description,
  keywords, and many more.
• can manage your menu from the settings. You can set your menu name, link, and icon.
• You can set your social links from the settings. You can set your social links like Facebook, Twitter,
  Linkedin, Instagram, Youtube, and many more.
• You can set your contact details from the settings. You can set your contact details like email,
  phone, address, and many more.
• You can set your footer text from the settings. You can set your footer text like footer text, footer
  logo, footer favicon, and many more.
• can create your own pages from pages menu and can set your own pages title, slug, content, and many more.
• also can create your slider from the slider menu and can set your slider title, description, image, and
  many more.
• can create your own faq from the faq menu and can set your faq title, description, and many more.
• can create your own testimonial from the testimonial menu and can set your testimonial title,
  description, image, and many more.

Email Templates/Reminders

• Welcome Email
• SaaS FAQ Request Email
• SaaS Assign New Package
• Company Expiration Email
• Inactive Company Email
• Company URL
• Email Verification (Sent to Affiliate User After Registration)
• Affiliate Withdrawal Request (Sent to Super Admin)
• Affiliate Withdrawal Accepted (Sent to affiliate users)
• Affiliate Withdrawal Declined (Sent to affiliate users)

Perfect SaaS – Powerful Multi-Tenancy for Perfex CRM Demo

Front Website

Update History

13 January 2024 Version: 1.2.2

--- Added v3.1.1 migration seed for new tenants
--- Update seed company to 3.1.1
--- FIXED Api authentication issue.
--- Fixed all known issues and bugs.

7 December 2023 Version: 1.2.1

--- Added Api Menu for  use from external packages,singup,modules etc
--- Added Auto update features on settings menu from super admin
--- Added Auto update database if you update manually with all company/tenant 
--- Added Hide/show dahsboard and other menu if not have included into package 
--- Added Set Defualt theme by clicking button 
--- Moved SaaS billings to setup menu
--- Rename Dynamic SaaS to Company Name on Billing name (SaaS Billings to [company_name] Billings)
--- FIXED Client theme issue not showing 
--- FIXED Timestamp issue when install 
--- FIXED when install new tenent showing error or frontend
--- FIXED SaaS module not working if dont have any module when singup any company/tenent
--- Fixed all known issues and bugs.

23 Novembar 2023 Version: 1.2.0

--- Added database prefix for mysql root access if have use any cloud with shared hosting
--- FIXED Activation email template not working (not sending email)
--- FIXED Company database reset email template not working (not sending email)
--- Fixed all known issues and bugs.

23 October 2023 Version: 1.1.9

--- Added Can disabled default menu like projects,invoices etc from each package and company details 

--- Fixed Page sync issue on frontcms 

--- Fixed after install domain not registered issue on some url.
--- Fixed if extend time on trial from company details update 
--- Update email verification process when register 
--- Update If the company running remaining date is gone it will show expired
--- Fixed all known issues and bugs.

11 October 2023

--- Added can enable and disable email verification option from settings.
--- Fixed without running can't login to company 
--- Fixed module issue when active
--- Fixed install and uninstall error when install/uninstall the saas module
--- Fixed all known issues and bugs.

9 October 2023

--- Fixed module issue when adding/delete with database
--- Fixed date does not change when changing package frequency (like monthly, yearly and monthly).
--- Fixed resetting the password for tenants
--- Fixed all known issues and bugs.

7 October 2023

--- Added company seed database option and can switch to the database and set up everything that company/tenant gets when registering.
--- Fixed Email Setting issue .
--- Fixed all known issues and bugs.

25 September 2023

--- Added Module title option that can change your module name to your own title.
--- Added Few Intelligence  in company and server settings 
--- Fixed Module pricing showing error when set module price
--- Fixed all known issues and bugs.

24 September 2023

--- Added ability to hide/show SaaS billing menu from customer/tenant admin
--- Added can login as admin from super admin companies list,details,company/tenant panel
--- Added theme preview image option into each company/tenant and super admin can see it
    from theme builder
--- Added Meta Title,author,description,Keywords,Google Analytics Code for SEO into Front
    CMS Settings
--- Added Custom CSS,Custom Script before </head> and before  in FrontCMS Settings
--- Added Affiliates functionality into company/tenant panel . can see all affiliates and
    their commissions and payouts
--- Fixed new super admin create not working when create new super admin
--- Fixed Cron job for each company/tenant with email notification when expired,when trial
    period expired,when package expired
--- Fixed email not sending when create new company.
--- Fixed all known issues and bugs.

13 September 2023

--- Switch SaaS billings menu from customer/tenant admin panel & added to customer panel.
--- Added all customer/tenant login will be redirected to their company panel though
    client url,can create tickets,knowledge base,invoice and upgrade their package,
    customize their packages,can buy modules,theme building,can request custom domain etc.
--- Added login as client option into companies menu for super admin
--- Added Can Enable/Disable billing Frequency Yearly and Lifetime from packages -> settings
--- Added More fields Preview Video URL, Preview Screenshots, Descriptions, Module Order,
    Status into packages ->modules menu
--- Added can buy modules from customer/tenant panel with cart option
--- Added can see module details with preview option from tenant panel with cart option.
--- Added currency and money format into all package price according to currency format.
--- Added can change password for each company from company details
--- Added Gen Started menu into front home page for easily register company/tenant
--- Change login url for customer/tenant in home page. 
--- Fixed reset password option when edit company.
--- Fixed custom domain instructions not showing on company panel
--- Fixed can’t access saas access when create new super admin
--- Fixed all known issues and bugs.

2 September 2023

--- Added Validation check the file have permission when install the module.
--- Fixed settings update issue.
--- Fixed all known issues and bugs.

1 September 2023

--- Fixed payment issue when making payment for any invoice.
--- Fixed all known issues and bugs.

31 August 2023
Version 1.1.3

--- Added can see how many companies/tenants registered each package into package list
--- Added automatically hidden module and badge from menu for every tenant
--- Added now can add/delete module from company details page each company 

--- Added when update package if update company package then module will active/remove 
    from tenants/company automatically

--- Added a menu name module price into package menu for quick set module price.

--- Added landing page URL option that can use different URLs with proxy, redirection, and 
    set as a Default URL. 

--- Added ability to disable and enable Frontend if you don’t need 

--- Added ability to disable and enable Redirect to dashboard if login 

--- Added Back to admin button into SAAS panel header left top
--- Fixed if enter 0 for unlimited not showing on package when edit/add
--- Fixed all known issues and bugs.

26 August 2023
Version 1.1.2

--- Added new preview link for a builder in theme builder 
--- Fixed installation issue when installing the fresh version.
--- Fixed all known issues and bugs.

21 August 2023
Version 1.1.1

--- Added Allowed Multiple Themes option in the packages section.
--- Added Disk Space option in the packages section.
--- Added Calculate Disk Space option in the settings section.
--- Added Additional Price option in the packages section.where if you want to add
    more staff, client, project, invoice, leads, expense, contract, estimate,
    credit note, proposal, tickets, tasks, item, disk space then calculate the price
    according to the additional price.
--- Added Custom Domain option in the packages section.
--- Added Ability to request for a custom domain in the admin panel and SaaS panel and
    admin can approve or reject the request.
--- Added Customize Package option in the admin and saas panel where admin can customize
    the package according to the tenant's requirements.
--- Added Can hide/show/order package field options like staff, client, project, invoice,
    leads, and expense in packages settings menu.
--- Added Set price for each modules for marketplace.if anyone add the module when
    customized then calculate the price according to the module price.
--- Added Ability to add the module in the customize package.
--- Added the Themes builder option in saas panel with 10+ themes into frontcms theme builder.
--- Added the Ability to add your own themes and customize the themes from builder.
--- Added Multiple themes option with builder in tenant panel where tenant can
    change/customize the theme according to the package.
--- Added more three types of URL in the Companies section like subdomain, subdirectory,
    and custom domain.
--- Added Customize the package option Companies section.
--- Fixed all known issue and bugs.

6 August 2023
Version 1.1.0

--- Big Added Can put the saas version into a subdomain and can run frontend/wordpress theme into the main url. The main domain is not mandatory to operate the saas.
--- Added Tickets option in the packages section.
--- Fixed Plesk issue while creating a dynamic database
--- Fixed Can login if your wildcard is disabled from the main URL.
--- Fixed all known issue 

3 August 2023
Version 1.0.1

--- Added SaaS Reserved Company/Tenant Name (i.e subdomain)  in general settings 
--- Added more validation in  Company/Tenant package and tenant issue
--- UPDATE system performance