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Preview: Perfex CRM SaaS Module Transform Your Perfex CRM into a Powerful MultiTenancy Solution
Table of Contents
Multi-Tenancy Module for Perfex CRM
Transform your Perfex CRM set up into a highly effective multi-tenancy platform effortlessly with the Perfex CRM SaaS Module. This modern module eliminates the necessity for wildcards or wildcard SSL or VPS, making it a seamless resolution for scaling your small business and accommodating a number of tenants.
Good module for Digital Marketer and and Accounting companies for managing purchasers CRM cases from single dashboard.
Begin a SaaS CRM enterprise with out breaking a sweat talkless of a financial institution !
Setup Perfex CRM and a wordpress touchdown web page and you might be good to go !
Key Options:
- Multi-Tenancy Made Simple: With our SaaS module, you possibly can simply convert your Perfex CRM set up into a multi-tenancy platform. Seamlessly handle a number of purchasers, departments, or branches inside a single Perfex CRM occasion, guaranteeing information isolation and safety.
- No Wildcard SSL Required: In contrast to conventional multi-tenancy options, our module doesn’t depend on wildcard SSL certificates. You possibly can present a safe surroundings for every tenant with out the trouble and expense of managing wildcard certificates, decreasing complexity and prices. This makes it really works on any server together with shared internet hosting and Cpanel.
- Easy Occasion Importing: Streamline your workflow by importing current Perfex CRM cases into your multi-tenancy platform. Migrate tenants with their information and settings, eliminating the necessity for guide setup and guaranteeing a clean transition.
- Sturdy Tenant Administration: Our SaaS module provides complete tenant administration instruments, permitting you to simply onboard new tenants, configure their particular settings, and handle their entry privileges by way of bundle management. Simplify administration duties and supply a custom-made expertise for every tenant.
- Module Entry Management: Our module empowers you with complete management over entry to different modules, permitting for exact administration at each the bundle stage and particular person tenant stage. You’ve got the power to designate module availability completely for particular tenants or lengthen entry to all tenants subscribed to a explicit bundle. This granular management ensures flexibility and customization in figuring out module accessibility throughout your group or SaaS platform.
- Settings and Configuration Sharing: Recognizing the potential software of this module in overseeing numerous departments inside a corporation, we’ve carried out a characteristic enabling the sharing of Perfex CRM configurations, together with module settings, throughout a number of cases on the bundle stage. This grants you the flexibleness to effortlessly disseminate your Pusher and SMTP settings to all tenants subscribed to a particular bundle. Moreover, for delicate info corresponding to passwords or keys, we offer the choice to hide them from tenant visibility, using a masking mechanism (notice that masking performance is presently experimental and ought to be utilized with warning).
- Scalable and Versatile: Our module provides unparalleled versatility by way of database assist, accommodating a big selection of SaaS database schemes to fit your particular necessities. Whether or not you like multi-tenancy, sharding, or a single database setup, our module has you lined.
- Cloud Database Options: Seamlessly combine with common cloud database options, corresponding to Amazon RDS or Google Cloud SQL. Leverage the scalability and reliability of those platforms to effectively handle and retailer tenant information, guaranteeing optimum efficiency and availability.
- Tenant Knowledge Custody Choices: We perceive that some tenants might desire to have full management over their information. Our module accommodates this by permitting creation of occasion utilizing buyer database credentials. This implies they’ll select to host their information on their very own servers, guaranteeing information custody and compliance with their inside insurance policies.
- Most Utilization of Perfex core: Perfex SaaS module make the most of the prevailing Perfex core sources for managing tenant invoices and fee. Thus, you dont have any new factor to study or setup fee gateway. Your current fee gateway works completely with different current Perfex CRM instruments.
- Testing Framework: We acknowledge that you could be want to improve our module by implementing modifications or customization tailor-made to your group’s particular necessities. Consequently, we’ve furnished a complete unit testing mechanism for important functionalities, which continues to increase. This facilitates easy verification of your setup’s resilience to potential characteristic disruptions ensuing from any modifications, thus upholding the requirements of high quality improvement.
- …..and plenty of extra
Unlock the total potential of Perfex CRM with our SaaS Module and take your small business to new heights. Expertise hassle-free multi-tenancy, easy occasion importing, and seamless scalability. Attempt it immediately and revolutionize your CRM operations.
Questions/Help
- Perfex from model 3.0.* to newest model is required.
- We offer documentation with video illustration masking set up and utilization.
- We reply to your questions as quick as potential inside few hours however can typically be as much as few days.
- We dont present refund for the extension after buy, so verify earlier than buy.
- Any customized work together with setup, set up and extension (which may require expert hours) aren’t
free. You possibly can rent us for this.
Demo
Admin panel:
https://app.perfextosaas.com/admin
E-mail: [email protected]
Password: password
Buyer panel.
https://app.perfextosaas.com
E-mail: [email protected]
Password: password
Contact us on [email protected] for assist
ROADMAP
v0.0.2
– Limitations for tenants (workers, contacts, leads, proposals, tasks, clients, invoices, tickets)
– Customized area for tenant
v0.0.3
– Elective touchdown web page and CMS
CHANGE LOG
model 0.0.1 – 07/07/2023
- First launch.
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