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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 is a multi-company module for Perfex CRM that You can create as
many companies as you want and give them access to your services with a limit of
active services and you can also create as many services 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.
Also from Perfect SaaS you have the option to set-up the pricing plans and
promotional codes for more attracting more customers. also Perfect SaaS is a
multi-company module for Perfex CRM that you can also can Affiliate system for
your customers to promote your services and earn commissions from their sales.





Perfect SaaS need for wildcards or wildcard SSL or VPS, making it a seamless
solution for scaling your business and accommodating multiple companies.
also you can run it without wildcard subdomain with subdomain and without
subdomain. using current domain or subdomain.

To Start a SaaS Business without any technical or coding knowledge or a sweat
talkless of breaking the bank, Perfect SaaS is the best solution for you.




PERFECT SAAS KEY FEATURES

 * Separate Dashboard for SaaS
 * Multi-company/Multi-Tenancy
 * Isolated Databases
 * Custom Domain
 * Customize Package
 * Disk Space Support
 * Multiple Themes Support with tenant/saas
 * Modules Marketplace
 * Customize and upload your own themes builder
 * Hide/Show Packages features as per your need
 * Manage coupons and discounts
 * Manage Affiliate System
 * Manage Frontend Settings
 * Manage Settings
 * Manage Super Admin
 * Front Website
 * Email Templates/Reminders


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 link How 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 link How 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 link How 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 link How 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


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

Company Login Details

Username: admin@saas.com
Password: 123456
            

Super Admin Login Details

Username: superadmin@saas.com
Password: 123456
            


UPDATE HISTORY

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 option like staff, client, project, invoice,
    leads, expense in packages settings menu.
--- Added Set price for each modules for marketplace.if anyone add the module when
    customize then calculate the price according to the module price.
--- Added Ability to add the module in the customize package.
--- Added Themes builder option in saas panel with 10+ themes into frontcms theme builder.
--- Added 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