Requirements

Check that your server meets all the requirements before installing the SaaS module. This takes about 5 minutes.

Before installing the SaaS Module, you need to make sure your server and Perfex CRM installation meet the minimum requirements. Don't skip this step — installing on an incompatible server will cause issues later.

Perfex CRM Requirements

Requirement	Details
Perfex CRM Version	Version 3.0.x or higher (latest recommended)
Valid License	Active Envato/CodeCanyon purchase code
Working Installation	Perfex CRM must be fully installed and working before adding this module

Important: Do NOT install this module on a broken or partially installed Perfex CRM. Make sure Perfex CRM itself is working perfectly first. If you can log in to the admin panel and everything looks normal, you're good to go.

Server Requirements

Requirement	Minimum	Recommended
PHP Version	7.4	8.1 or higher
MySQL Version	5.7	8.0 or higher
Web Server	Apache 2.4 or Nginx	Apache 2.4+ with mod_rewrite
RAM	1 GB	2 GB or more (depends on number of tenants)
Disk Space	500 MB	5 GB+ (each tenant uses database space)

Required PHP Extensions

These PHP extensions must be enabled on your server. Most hosting providers have them enabled by default:

• mysqli — For MySQL database connections

• curl — For external API calls

• json — For data processing

• mbstring — For multibyte string support

• openssl — For secure connections

• zip — For module installation

How to check your PHP extensions: Log in to your Perfex CRM admin panel and go to Setup → System/Server Info. You'll see a list of all installed PHP extensions there.

MySQL Requirements

This is very important — the SaaS module creates a separate database for each tenant (optional but recommended). This means:

Requirement	Why It's Needed
MySQL Root Access (or user with CREATE DATABASE privilege)	The module needs to create new databases automatically when tenants sign up
Sufficient database limit	Some shared hosting plans limit the number of databases. You need enough for all your tenants
Remote or local MySQL access	The module needs to connect to MySQL to create/manage tenant databases

How to Check Your MySQL User Privileges

If you're using cPanel:

1. Log in to cPanel

2. Go to MySQL Databases

3. Look at your database user under Current Users

4. Click Privileges — make sure it has ALL PRIVILEGES or at least: CREATE, DROP, ALTER, SELECT, INSERT, UPDATE, DELETE

If you're using a VPS/dedicated server:

-- Run this in MySQL to check privileges:
SHOW GRANTS FOR 'your_username'@'localhost';

Shared hosting limitation: Some shared hosting providers (like budget plans on GoDaddy, Bluehost, etc.) limit the number of MySQL databases you can create. Since each tenant gets their own database, you'll need a plan that allows enough databases for your expected number of tenants. We recommend a VPS or dedicated server for production SaaS platforms.

Hosting Type Comparison

Not sure which hosting type to use? Here's our recommendation:

Hosting Type	Suitable?	Notes
Shared Hosting	⚠️ Limited	Works for testing/small deployments. Limited databases and resources.
VPS (Virtual Private Server)	✅ Recommended	Full control, unlimited databases, affordable ($5-20/month)
Dedicated Server	✅ Best	Maximum performance. Best for 100+ tenants.
Cloud (AWS, DigitalOcean, etc.)	✅ Recommended	Scalable, reliable, affordable. Great starting option.
cPanel/WHM Hosting	✅ Excellent	Easiest setup path — our module integrates directly with cPanel

Domain Requirements

You'll need a domain pointed to your server. The module supports these URL structures:

Structure	Example	How It Works
Subdirectory (default)	yoursite.com/ws/tenant-name	Easiest to set up. No DNS changes needed for tenants.
Subdomain	tenant-name.yoursite.com	Professional look. Requires wildcard DNS.
Custom Domain	tenant-own-domain.com	Tenants use their own domain. Requires DNS pointing.

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Pre-Installation Checklist

Before you proceed to the installation step, make sure you can check off all of these:

• Perfex CRM is installed and working (you can log in to admin panel)

• PHP version is 7.4 or higher

• MySQL version is 5.7 or higher

• Your MySQL user has CREATE DATABASE privileges

• You have FTP/SFTP access or file manager access to your server

• You have your SaaS Module purchase code from CodeCanyon

• You have at least 500 MB of free disk space

All checks passed? Great! Head over to the Installation guide to install the module.

Something doesn't meet the requirements? Contact your hosting provider and ask them to upgrade your PHP version, enable the required extensions, or increase your MySQL database limit. Most hosting providers do this for free upon request.