Perfex CRM SaaS

About Perfex CRM SaaS

Turn Perfex CRM into a revenue-generating SaaS platform

This is the multi-tenancy module officially recommended by the Perfex CRM team on their own sales page, and it is already trusted by more than 400 businesses worldwide. It is the proven way to convert a single Perfex CRM installation into a subscription business you can sell to unlimited customers: spin up isolated tenant instances on demand, bill them on a recurring cycle through any Perfex payment gateway, and control exactly what each plan can access, all from one SuperAdmin dashboard.

Setup takes about five minutes for smaller use cases and needs no coding. Tenants self-register and get instant access, billing and subscriptions are built in, and the same module runs everywhere from shared cPanel hosting to Plesk, VPS and enterprise cloud, with each tenant kept in its own isolated database.

It is built for digital agencies, accounting firms, IT consultants, freelancers and entrepreneurs who want to package CRM as a hosted product without writing a tenancy engine from scratch.

A complete subscription business, built in

Version 2.0 turns the module from “just multi-tenancy” into a full SaaS growth toolkit. The features you would normally bolt on with three or four extra plugins are native here, at no extra cost:

• SaaS analytics dashboard - real-time insight into tenant growth, active tenants and churn, subscription revenue, plan distribution and top-performing plans, so you can see which plans convert, which trial users upgrade and where to double down.
• Coupon code engine - percentage or fixed discounts, applied once or auto-applied to every recurring invoice, with usage limits, expiry dates and per-plan rules for launch promos, influencer codes and win-back campaigns.
• Affiliate and referral program - every tenant gets a referral link and dashboard; earned credit is attributed automatically and applied against upcoming invoices (including recurring ones), turning customers into a zero-cost growth channel that lowers your acquisition cost.
• Tenant onboarding wizard - a guided first-run experience that walks each new tenant admin through company profile, branding and core settings, lifting activation rates and keeping your support inbox quiet.

Multi-tenancy engine

Automatic tenant provisioning means new signups receive their own instance instantly, with no manual work. Each tenant runs in complete isolation with its own database, you manage every account from a single centralized SuperAdmin panel, and one-click access lets you log into any tenant’s admin area when you need to help.

Subscription and billing

Create unlimited plans with different feature sets and optional free trials, then let the module handle recurring invoices through Perfex’s native invoicing system. Every gateway Perfex supports works out of the box - PayPal, Stripe and the rest - with multi-currency display so customers see prices in their local currency, and automatic upgrades or downgrades processed on cron.

Plan-based limits and module access

Define exactly what each subscription tier includes, with an unlimited option where you want it. Quotas can cap staff members, customers, invoices, projects, leads, proposals, estimates, contracts, tasks, tickets, expenses and credit notes.

Module access is just as granular: enable or disable any Perfex module per plan - including third-party modules - and optionally let tenants activate or deactivate the modules available to them.

Branding and white label

Give every tenant a custom subdomain (tenant.yoursaas.com) or let them connect their own domain. The module is fully white-label ready, so you can strip all SaaS branding, and a built-in WYSIWYG landing page builder lets you design marketing and pricing pages - served through proxy or redirect mode on your chosen landing URL.

Flexible architecture for any host

Unlike one-size-fits-all solutions, the module adapts to your infrastructure rather than forcing one model on you.

• Database options - isolated databases (one per tenant, maximum security), a single shared database with multiple tables (shared-hosting friendly), or a hybrid mix decided by plan level.
• URL structures - subdomains (tenant.yourdomain.com), subfolders (yourdomain.com/tenant), or each tenant’s own custom domain, including multi-level TLDs such as .com.br.
• Hosting - shared hosting on cPanel/WHM with automatic subdomain and database provisioning, native Plesk REST API integration (new in 2.0) that creates domains, subdomains and databases on signup with zero manual work, plus VPS, dedicated servers and cloud providers such as AWS and DigitalOcean.

Automation, integration and security

Cron-based automation enforces plan limits, deploys tenant databases and runs recurring billing on autopilot, while branded email templates cover welcome, verification, expiration and reminder messages. A full REST API, with its own documentation, is available for custom integrations. On the security side, complete database isolation keeps tenant data separated, role-based access gives granular permission control, and because the module makes no core file changes it stays 100% modular, so you can keep Perfex updated without conflicts.

What sets it apart

Plenty of multi-tenancy add-ons cover shared hosting, cPanel auto-provisioning and a REST API. This module goes further: it is the option officially recommended by Perfex, and it ships native Plesk REST API integration, a built-in affiliate and referral program, recurring coupon discounts, a SaaS analytics dashboard and a tenant onboarding wizard as standard - the pieces competing solutions either leave out or expect you to assemble yourself. It is backed by extensive video documentation covering every major feature, and it never modifies Perfex core files.

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