Pre-Sale Questions
Does this module work with the latest Perfex CRM version?
Yes! We are the officially recommended SaaS module by Perfex CRM. We update our module with every Perfex CRM release to ensure full compatibility. When Perfex releases an update, we're usually ready within days.
Do I need a special hosting plan?
Not necessarily. The module works on:
Shared hosting (with limitations on database count)
VPS (recommended — full control, unlimited databases)
Dedicated servers (best for large deployments)
Cloud hosting (AWS, DigitalOcean, Linode, etc.)
For production use, we recommend a VPS or cloud server with at least 2GB RAM.
Do I need a wildcard SSL certificate?
No! Unlike some competitors, our module works with standard SSL certificates. You can use free Let's Encrypt certificates or Cloudflare's free SSL. No expensive wildcard certificates needed.
Can my tenants use their own custom domain?
Yes! You can enable Custom Domain support per plan. Tenants can then point their own domain to your server and use it to access their CRM.
How many tenants can I have?
There's no artificial limit. The number of tenants depends on your server's resources (RAM, CPU, disk space). A typical VPS with 2GB RAM can comfortably host 50-100 active tenants. With more resources, you can host thousands.
Can I use this module as a white-label solution?
Yes! With custom domains and the Landing Page Builder, you can create a fully branded experience. Your tenants don't need to know that the platform is built on Perfex CRM.
What payment methods are supported?
All payment gateways that Perfex CRM supports work with the SaaS module — including Stripe, PayPal, Bank Transfer, Authorize.net, Razorpay, Mollie, 2Checkout, and many more.
Technical Questions
Can I switch from subdirectory to subdomain mode (or vice versa)?
Yes, but you'll need to update existing tenant URLs. It's best to choose your URL structure before your first tenant signs up. If you need to switch later, contact support for guidance.
Can I use a shared database instead of separate databases?
Yes. In SaaS Settings, set "Database for Each Tenant" to "No." In this mode, all tenants share one database with prefixed tables. However, we recommend separate databases for production use (better isolation and performance).
Does the module support cPanel?
Yes! The module integrates directly with cPanel for automatic database creation and subdomain provisioning. Just set "I have cPanel" to "Yes" in the settings.
Yes. You can create tenants directly from the admin panel by creating a client and assigning a SaaS plan. See Creating Tenants as Admin.
Does the module have an API?
Yes! A REST API is included for programmatic management of tenants, plans, and subscriptions. See the API documentation.
What happens when a tenant exceeds their plan limits?
When a tenant reaches a limit (e.g., maximum number of invoices), they'll be unable to create more of that resource. They'll see a message suggesting they upgrade their plan. Existing data is never deleted or affected.
Can I offer different modules/features per plan?
Yes! The Module Access Control feature lets you choose exactly which Perfex CRM modules are available for each plan. This is a powerful way to differentiate plan tiers.
How do updates work?
When we release an update:
Download the latest version from CodeCanyon
Upload it via admin panel or FTP (same as initial installation)
The module handles database migrations automatically
Your tenants' data is preserved
Business Questions
How much should I charge tenants?
There's no one-size-fits-all answer, but here are guidelines:
Starter plans: $10-25/month
Professional plans: $25-75/month
Enterprise plans: $75-200/month
Always offer annual plans at a 15-20% discount
Research your target market and competitors to find the right price point.
What's a good trial period?
14 days is the sweet spot for most SaaS businesses. Long enough to see value, short enough to create urgency.
How do I reduce churn (customers leaving)?
Provide excellent support
Send helpful onboarding emails
Offer annual plans at a discount
Regularly add new features
Make your documentation thorough (you're already doing this!)
Can I use this for an agency model (not self-service)?
Absolutely! Many of our customers use the module to host CRM instances for their clients:
Disable self-registration
Manage billing externally or through Perfex
Can I resell this module?
No. Each purchase is for a single-site license (per CodeCanyon's standard license terms). However, you can use it to run a SaaS business with unlimited tenants!
Support Questions
How do I get support?
Visit our Support & Community page for all support channels.
How often is the module updated?
We release updates regularly — typically every 2-4 weeks. Updates include bug fixes, new features, and compatibility updates for new Perfex CRM versions.
Do you offer an installation service?
Yes, for customers who prefer professional setup. See Installation Service for details.
