# Welcome

<div align="left"><figure><img src="/files/ENcbbPYJvjtu9TgaEnFS" alt=""><figcaption></figcaption></figure></div>

## What Is This Module?

**Perfex CRM SaaS Module** lets you turn a single Perfex CRM installation into a **multi-tenant SaaS platform**. That means you can sell Perfex CRM as a service — each customer (called a "tenant") gets their own isolated CRM workspace, complete with their own data, users, and settings.

**Think of it like this:** Instead of selling Perfex CRM as a one-time product, you can now offer it as a monthly/yearly subscription service — just like Salesforce, HubSpot, or any other SaaS CRM.

### Why Does This Matter?

| Traditional Model                    | SaaS Model (With This Module)           |
| ------------------------------------ | --------------------------------------- |
| Sell once, earn once                 | Earn recurring monthly/yearly revenue   |
| Each customer needs their own server | One server hosts all your customers     |
| You manage dozens of installations   | You manage ONE installation             |
| Complex setup for each client        | Clients sign up and start in 60 seconds |

***

## Why 400+ Businesses Already Trust Us

> **Trusted by Perfex CRM themselves** — Our module is featured in the official Perfex CRM's recommended modules list, making it the go-to choice for anyone looking to add multi-tenancy to their Perfex CRM.

Here's what sets us apart:

* **Recognized by Perfex CRM** — Featured in the official Perfex CRM suggested modules list. When the core product trusts you enough to recommend you, you know you're getting a rock-solid, fully compatible solution.
* **Battle-Tested** — Over 400 businesses across 50+ countries are already running their SaaS platforms with our module.
* **Complete Solution** — Subdomain routing, custom domains, usage limits, subscription billing, landing pages, module control, REST API — everything you need is included.
* **Beautiful Landing Pages** — Choose from 3 built-in themes or build your own with our drag-and-drop Landing Page Builder.
* **No Wildcard SSL Required** — Unlike competitors, our module works with standard SSL certificates. No expensive wildcard certificates needed.

***

## What Can You Do With This Module?

Here's a quick taste of what's possible:

### For You (The Platform Owner)

* Create subscription plans with custom pricing (monthly, yearly, or custom billing cycles)
* Control exactly which Perfex modules each plan can access
* Set usage limits per plan (max customers, invoices, projects, staff, etc.)
* Automatically provision isolated databases for each tenant
* Monitor all tenants from a centralized admin dashboard
* Offer a branded landing page where customers can sign up
* Accept payments through multiple gateways (Stripe, PayPal, Bank Transfer, etc.)

### For Your Customers (Tenants)

* Sign up and get a fully working CRM in seconds
* Access their CRM via a subdirectory (`yourplatform.com/ws/acme`), a subdomain (`acme.yourplatform.com`), or their own custom domain
* View their subscription details, plan limits, and usage
* Upgrade/downgrade plans at any time
* Install available add-ons to extend functionality

***

## Quick Navigation

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Getting Started</strong></td><td>Install the module and get up and running in as little as 5 minutes</td><td><a href="/pages/D0i93VL7rTPYXZvwxcxU">/pages/D0i93VL7rTPYXZvwxcxU</a></td></tr><tr><td><strong>Configuration</strong></td><td>Set up plans, pricing, landing pages, and module access</td><td><a href="/pages/Jtx0rNaE4IqjUPOMxdqH">/pages/Jtx0rNaE4IqjUPOMxdqH</a></td></tr><tr><td><strong>Managing Tenants</strong></td><td>Learn how to manage your customers and their subscriptions</td><td><a href="/pages/sLWQlbE4ERqqwFk5fcft">/pages/sLWQlbE4ERqqwFk5fcft</a></td></tr><tr><td><strong>Video Tutorials</strong></td><td>Watch step-by-step video guides for every feature</td><td><a href="/pages/6SU086pyBofZeAbC0mUo">/pages/6SU086pyBofZeAbC0mUo</a></td></tr><tr><td><strong>Troubleshooting</strong></td><td>Fix common issues quickly with our solutions guide</td><td><a href="/pages/3DxT4jbkMZrbK8HD6Sba">/pages/3DxT4jbkMZrbK8HD6Sba</a></td></tr><tr><td><strong>REST API</strong></td><td>Integrate and automate with our comprehensive API</td><td><a href="/pages/Bg9AEpBqTGvdzRGWW0Af">/pages/Bg9AEpBqTGvdzRGWW0Af</a></td></tr></tbody></table>

***

## See It In Action

Before diving into the docs, watch this quick overview to see everything the module can do:

{% embed url="<https://www.youtube.com/watch?v=zWORJy8WNCg>" %}
Complete overview of the Perfex CRM SaaS Module
{% endembed %}

***

## Ready to Get Started?

{% content-ref url="/pages/D0i93VL7rTPYXZvwxcxU" %}
[Overview](/saas-module-for-perfex-crm/getting-started/getting-started.md)
{% endcontent-ref %}

If you haven't purchased the module yet, grab it now from CodeCanyon:

👉 [**Purchase Perfex CRM SaaS Module on CodeCanyon**](https://codecanyon.net/item/saas-module-for-perfex-crm-multitenancy-support/45902802)

***

{% hint style="success" %}
**New to Perfex CRM?** No worries! This documentation is written in simple, step-by-step language. Even if you've never set up a SaaS platform before, you'll be up and running by the end of this guide.
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://themesic-docs.gitbook.io/saas-module-for-perfex-crm/readme.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
