Description
Are you a Perfex CRM owner, looking for a SaaS solution?
Our revolutionary SaaS module for Perfex CRM is finally here!
Our module is the solution to the long-awaited feature of multitenancy installation and usage charging.
With our module, Perfex CRM owners can now create multiple installations for their clients and charge them appropriately with a proper license.
Our module fills the gap and caters to the needs of the massive amount of Perfex CRM users who require a SaaS solution for their businesses.
It is designed with a user-friendly interface, inherited by the core and is easy to use. It offers seamless integration with Perfex CRM and provides an exceptional user experience with no file replacements or similar tasks that affect core’s files.
Every payment method of Perfex CRM can be used to check out SaaS plans and pricing policy can include Recurring Invoices too.
We are proud that our module solves real-world problems and opens up a window to unlimited possibilities using Perfex CRM for your SaaS-based businesses.
Current Features List
Plans
Usage Limits per Plan
- Limit usage of Invoices
- Limit usage of Customers
- Limit usage of Contracts
- Limit usage of Projects
- Limit usage of Estimates
- Limit usage of Credit Notes
- Limit usage of Payments
- Limit usage of Items
- Limit usage of Proposals
- Limit usage of Expenses
- Limit usage of Tasks
- Limit usage of Support Tickets
- Limit usage of Leads
- Limit usage of Staff Members
Email Templates/Reminders
- Welcome Eail
- Verification Email
- Expiration Email
- Find My Tenant Email
Generic
- Configuration Options
- SaaS Landing Page (optional)
- Automatic tenant generation
- Manual (SuperAdmin) tenant generation
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Perfex SaaS Module Demo
Keep in mind that demo website resets every hour ( :05 )
→ New Signup Demo
Click below to test
Tenant-based Experience (New SaaS user signup):
Perfex CRM SaaS Service Demo
* Scroll down to PRICING area.
** All new signups will receive a free trial.
→ SuperAdmin Demo
Click below to test
SuperAdmin Experience:
Perfex CRM SuperAdmin Demo
Login email:
admin@perfexsaasmodule.com
Password:
11223344
Documentation/Requirements
It takes only
a couple minutes to be installed and activated.
We created a complete documentation regarding the installation and configuration process of the SaaS module, which you can find online.
Please check requirements and Installation/Configuration videocasted instructions:
While documentation contains
everything you might need, under step-by-step screencasted videos, our support team will be also available to help you.
Videocasted how-tos
Take a look at the videos uploaded on our YouTube channel for SaaS module:
Support
Just raise a support ticket within support area and we will get back to you ASAP!



Version 1.0.1
-Minor fixes
-Added Tenant Staff Member Limitation in Plans
Version 1.0.0
-Initial version