The New SaaS Module for Perfex CRM: What You Need to Know
If you’ve been eagerly waiting for a software as a service (SaaS) module to complement your Perfex Customer Relationship Management (CRM) solution, then your wait is over! The official Perfex CRM core team has introduced an innovative SaaS solution that is set to revolutionize the way businesses operate.
SaaS Solution: Changing the Game in Multitenancy Installation & Usage Charging
The new SaaS module for Perfex CRM offers a cutting-edge multitenancy platform designed to meet the needs of multiple businesses seeking to enhance client delivery by creating multiple installations and implementing proper licensing for charging.
Hassle-free Integration with Unmatched User Experience
This advanced module disrupts traditional methods by seamlessly integrating with existing Perfex CRM infrastructure. It maintains simplicity by avoiding any interference with crucial files. From incorporating recurring invoices into pricing policies to prioritizing payment methods for third-party modules under tenant plans, the SaaS module prioritizes every aspect of payment processes.
Innovative Design That Meets Diverse Business Needs With Exceptional Results
We believe that an exceptional user experience relies on a simple yet innovative design. The new SaaS module for Perfex CRM not only addresses real-world problems but also unlocks boundless possibilities.
Our solution introduces robust multitenancy support, allowing multiple businesses or organizations to operate seamlessly and unlocking the true potential of your Perfex CRM platform.
Multi-Faceted Features for Enhanced Efficiency
Multitenancy Architecture and Isolated Databases
The module ensures data privacy through isolated databases designed specifically for each tenant, eliminating conflicts and maintaining high security standards.
Centralized Management & Unique Subdomain
A centralized admin dashboard provides analytics, performance monitoring capabilities, and switching options between tenants, while also facilitating client relationships through unique subdomains offered as part of our package.
User Access Control & White Labeling
Access limitations are crucial for ensuring data security. Therefore, we allow for customized roles with different privileges based on necessity. Additionally, our white labeling options enable you to rebrand the CRM interface with your company’s logo and color scheme, putting your branding at the forefront.
Billing and Subscriptions & Extensive Reports: By implementing automated billing procedures, including recurring payments management, alongside extensive reporting tools, our module provides insightful data-driven recommendations.
Integration-ready: The SaaS Perfex CRM is designed to be integration-ready for a seamless adoption process without technical interruptions.
Optional Custom Landing Page URL
Entrepreneurs can set their custom landing page URL, creating a branded experience to attract more customers using our software.
Explore these highly advanced options today! Embrace the Perfex CRM SaaS solution and leverage its innovative features, such as multitenancy installation, secure data privacy, and flexible pricing policy management, without compromising on efficiency, security, or user experience. Visit our online documentation, which provides a comprehensive installation and configuration guide.
