What is CRM SAAS and How does it Work?
What We Do, What You Get

What is CRM SAAS and How does it Work?

Customer Relationship Management (CRM) software delivered as Software as a Service (SaaS) revolutionizes the way businesses manage their interactions with current and potential customers. Essentially, CRM SaaS centralizes customer data and interactions, providing businesses with a comprehensive platform to track leads, manage sales pipelines, and nurture customer relationships. Operating on a cloud-based infrastructure, CRM SaaS allows users to access the system from any device with an internet connection, facilitating remote work and real-time collaboration.

 

Top Features in Our CRM SAAS Software

Robust Tenant Management

Robust Tenant Management

Our SaaS module offers comprehensive tenant management tools, allowing you to easily onboard new tenants, configure their specific settings, and manage their access privileges through package control. Simplify administration tasks and provide a customized experience for each tenant.

Module Access Control

Module Access Control

Our module empowers you with comprehensive control over access to other modules, allowing for precise management at both the package level and individual tenant level. You have the ability to designate module availability exclusively for specific tenants or extend access to all tenants subscribed to a particular package.

Resources Limitation/Quota

Resources Limitation/Quota

Fine grained package level control for essensial resources such as staff, contacts, leads, proposals, projects, customers, invoices, tickets e.t.c

Settings and Configuration Sharing

Settings and Configuration Sharing

Recognizing the potential application of this module in overseeing diverse departments within an organization, we have implemented a feature enabling the sharing of Perfex CRM configurations, including module settings, across multiple instances at the package level. This grants you the flexibility to effortlessly disseminate your Pusher and SMTP settings to all tenants subscribed to a specific package.

Scalable and Flexible

Scalable and Flexible

Our module offers unparalleled versatility in terms of database support, accommodating a wide range of SaaS database schemes to suit your specific requirements. Whether you prefer multi-tenancy, sharding, or a single database setup, our module has you covered.

Multi-Tenancy Made Easy

Multi-Tenancy Made Easy

With our SaaS module, you can easily convert your Perfex CRM installation into a multi-tenancy platform. Seamlessly manage multiple clients, departments, or branches within a single CRM instance, ensuring data isolation and security.

No Wildcard SSL Required

No Wildcard SSL Required

Unlike traditional multi-tenancy solutions, our module doesn’t rely on wildcard SSL certificates. You can provide a secure environment for each tenant without the hassle and expense of managing wildcard certificates, reducing complexity and costs.

Subdomain and Custom Domain

Subdomain and Custom Domain

This module works perfectly for you too with our simplified subdomain and custom domain implementation. We also provide a free guide in our documentation to get you setup on free unlimited wildcard SSL for custom domains and subdomain for your tenants.

Cloud Database Solutions

Cloud Database Solutions

Seamlessly integrate with popular cloud database solutions, such as Amazon RDS or Google Cloud SQL. Leverage the scalability and reliability of these platforms to efficiently manage and store tenant data, ensuring optimal performance and availability.

Tenant Data Custody Options

Tenant Data Custody Options

We understand that some tenants may prefer to have complete control over their data. Our module accommodates this by allowing creation of instance using customer database credentials. This means they can choose to host their data on their own servers, ensuring data custody and compliance with their internal policies.We understand that some tenants may prefer to have complete control over their data. Our module accommodates this by allowing creation of instance using customer database credentials. This means they can choose to host their data on their own servers, ensuring data custody and compliance with their internal policies.

Maximum Utilization of Perfex core

Maximum Utilization of Perfex core

Perfex SaaS module utilize the existing Perfex core resources for managing tenant invoices and payment. Thus, you dont have any new thing to learn or setup payment gateway. Your existing payment gateway works perfectly with other existing Perfex CRM tools.

Testing Framework

Testing Framework

We acknowledge that you may wish to enhance our module by implementing modifications or customization tailored to your organization’s specific requirements. Consequently, we have furnished a comprehensive unit testing mechanism for essential functionalities, which continues to expand.

Disk space and tenant storage control

Disk space and tenant storage control

The module provide an option to limit tenants disk usage. This involves tenants files upload (core default modules), database backup and media. It should be noted that storage control does not support third party modules that uses storage out of the Perfex core storage folders.

Usage based pricing

Usage based pricing

If you prefer usage base single pricing where tenants only pay for resources used, we got you covered. The module support both package plans and pricing option.

Inbuilt feature control

Inbuilt feature control

You can disable some inbuilt Perfex CRM features/module such as Projects, Leads, Task e.t.c at both package/pricing level and tenant level.

 

Advantages of CRM SAAS

Advantages of CRM SAAS

CRM (Customer Relationship Management) software delivered as Software as a Service (SaaS) offers numerous advantages for businesses aiming to enhance their customer interactions and streamline sales and marketing processes. Firstly, CRM SaaS solutions eliminate the need for substantial upfront investments, making them more accessible to businesses of all sizes. This affordability extends to ongoing maintenance and updates, as SaaS providers handle these aspects, reducing the burden on internal IT resources. Secondly, CRM SaaS fosters scalability, allowing organizations to easily adjust their CRM capabilities as their customer base grows or their needs change, without the constraints of traditional infrastructure limitations.

Cloud ERP Subscription

Billed Monthly Bill Annually
5 90 /month /year

Monthly Subscription

Highly Popular For Small Enterprise

  • Lead Manage
  • Customer Pipeline
  • Quotation
  • Invoice
  • Inventory
  • Account
15 100 /month /year

Half Yearly Subscription

Highly Popular For Small Enterprise

  • Lead Manage
  • Customer Pipeline
  • Quotation
  • Invoice
  • Task
  • complaint
  • Amc
  • Inventory
  • Account

 


 

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