SaaS module for Concord CRM
The SaaS Module enables effortless multi-tenant management and monetization within Concord CRM.
With our module, you can convert a standard Concord CRM installation into a powerful Super Admin (SA) setup - capable of creating, managing, and monetizing tenant instances with ease. Featuring automated tenant provisioning, plan-based feature control, and a dynamic pricing page, this module transforms Concord CRM into a scalable SaaS platform.
What sets it apart? Any entity or combination of entities within Concord CRM - such as contacts, deals, invoices, or custom modules - can be converted into usage quotas. Packages can then be precisely defined based on these quotas, giving you full control over how features are limited or expanded across different plans. This allows for flexible, usage-based pricing models tailored to your business goals.
Note: Monetization features such as automated billing, subscription tracking, and payment-based account suspension require the Concord CRM Invoice Module to be installed and active.
Features
Super Admin Control & Tenant Dashboard Transform your Concord CRM into a Super Admin installation with a dedicated SaaS menu. Manage all tenants, create new ones manually, and track key statistics - all through an intuitive dashboard that requires minimal technical knowledge.
Dynamic Frontend Pricing Page A built-in, fully editable landing page displays dynamic pricing and plan details. Customize the frontend using a landing page editor, ensuring your offerings are always up-to-date and professionally presented.
Automated Tenant Provisioning Allow customers to sign up and create their own CRM instance directly from the landing page. The system automatically handles database provisioning, plan assignment, and module activation.
Plan-Based Feature Control Define plans with limits on any entities e.g.: Deals, Contacts, etc. Assign trial periods, suspend overdue accounts, and restrict module availability - giving you full control over tenant capabilities.
Integrated Payments with Automation The module supports Stripe and PayPal for seamless payments, when paired with the Invoicing Module. Moreover tenant subscriptions, renewals, and suspensions are managed automatically based on payment status.
Email Notifications & Lifecycle Communication Keep users informed with branded email templates for signups, payment confirmations, trial period expirations, and overdue notices (requires Invoicing module) - ensuring a polished and proactive customer experience.
Multi-Tenancy Architecture Support The module supports both single-database and multi-database tenancy models to suit different hosting environments. On shared hosting, a single database with unique table prefixes ensures efficient resource usage, while on dedicated servers, isolated databases per tenant provide enhanced security and scalability - giving you the flexibility to choose what works best for your SaaS setup.
Landing Page Proxy Support Host a more advanced landing page or CMS (e.g., WordPress) in a subfolder or on a separate site, and proxy it to the root of your CRM domain. This enables rich content delivery without redirection or breaking SEO.
Usage Quota Visibility Tenants can monitor their plan usage in real-time (e.g., “120/250 Contacts used”), helping them understand limits and encouraging timely upgrades.
Module Access Control per Tenant Enable or disable Concord CRM modules individually for tenants. Ideal for offering premium features only for specific tenants and fine-tuning access per customer.
Bring Your Own Database (BYODB) For enterprise-grade clients or compliance-focused users, the module allows database credentials to be provided during tenant creation - letting tenants host their own database and maintain full data custody.
Multiple Domain Type Support Offer greater flexibility with Multiple Domain Type Support. Our SaaS module for Concord CRM allows choices between custom subdomains (e.g., yourcompany.crmplatform.com) or your custom domain (e.g., yourcompany.com). This dual option enhances professionalism and supports consistent branding across every customer interaction. Whether catering to startups or large enterprises, this feature makes your SaaS solution more versatile and appealing. Domain setup is simple, and we provide clear guidance for DNS configuration and SSL, ensuring a smooth experience from the first step.
Quota-Based Package Configuration Convert any CRM entity - such as Contacts, Deals, Invoices, or custom modules - into measurable quotas. Use these quotas to define granular package limits and create usage-based plans that align with your business model. This enables flexible pricing, efficient resource management, and transparent plan upgrades based on actual usage.
Jump right in
Last updated
