Perfex CRM is a popular self‑hosted CRM system. The SaaS Module for Perfex CRM is an add‑on/extension that lets you convert your Perfex installation into a multi‑tenant, subscription‑based service. In other words, with this module you can offer your Perfex CRM as a service (SaaS) to multiple clients/tenants, all while managing things centrally.

Benefits

Implementing a Perfex CRM SaaS Module gives several advantages:

1. New Revenue Stream: You can monetize a single Perfex CRM installation by offering it as a product/service to multiple clients.

2. Cost Efficiency: Maintenance, updates, hosting etc. are centralized; you don’t need separate installations per client necessarily.

3. Scalable Growth: With proper configuration, you can scale more easily — adding new tenants, scaling up hosting, etc.

4. Competitive Edge: Many businesses want SaaS offerings rather than licensing, as SaaS offers easier access, lower upfront cost, managed maintenance.

5. Flexibility in Offerings: Different pricing tiers, custom domains, limited vs full features etc. allow you to cater to a wider range of customers.

6. Improved Control & Security: Because of tenant isolation and resource quotas, you can maintain better security (if implemented well), avoid one customer’s usage affecting others.

How it Works (High Level)

Here’s roughly how transforming Perfex CRM into SaaS via such a module works:

• Setup & Installation: You start with a working Perfex CRM installation (usually version 3.x or higher). You install the SaaS module per its documentation.

• Configuration: Configure DNS, SSL (if using subdomains or custom domains), server / hosting environment. Decide tenancy mode (subdomain, URL path, custom domain). 

• Plans & Pricing: Create plans with limits and feature sets for tenants. Define what modules/features each plan has, what usage quotas etc. 

• Tenant Onboarding: Users sign up, register, get access to their own tenant space. Modules/features enabled per plan. Admin / Super‑admin oversees all tenants.

• Billing: Integration with payment gateways, recurring payments, trials, perhaps usage‑based billing. 

• Management & Updates: Admin has dashboard to monitor all tenants, usage, revenue, performance. Also module should support updates even when tenants exist, without breaking things