Perfex CRM Saas Packages

 Step-by-Step Guide to Plan Setup & Customization

✅ Step 1: Access the Super Admin Area

To manage tenant plans:

1. Log in as Super Admin.

2. Navigate to the Perfect SaaS dashboard.

3. From the sidebar, click “Packages” or “Plans”.

This will take you to the section where you can view, create, and customize plans for tenants.

🆕 Step 2: Creating a New Plan (Package)

Click the "Add New Package" button.

Fill in the following details:

• Package Name: Name of the plan (e.g., Starter, Business, Pro).

• Status: Active or Inactive (only active packages are visible to new users).

• Pricing Type:

  • Free: No payment required.

  • Paid: Requires subscription.

• Pricing Options:

  • Monthly Price

  • Annual Price

  • Lifetime Price

You can enable/disable any of these to control what billing options tenants see.

⚙️ Step 3: Configure Features and Module Access

This section allows you to define what each plan offers.

Available toggles include:

• Enable/Disable CRM modules like:

  • Projects

  • Invoices

  • Tasks

  • Leads

  • Proposals

  • Contracts

  • Estimates

  • Credit Notes

  • Tickets

  • Subscriptions

• Set numeric limits for:

  • Number of staff members

  • Number of projects

  • Maximum storage (e.g., 2GB)

  • Maximum invoices per month

  • Number of leads or tasks

  • Items per invoice

  • Client limit

You can leave a field blank for "unlimited" usage or enter 0 to disable access to that feature entirely.

🎁 Step 4: Coupons and Discounts

You can create promotional coupons to attract customers.

To add a coupon:

1. Go to > Coupons.

2. Click Add New.

3. Fill in:

   • Code (e.g., SAVE20)

   • Discount Type (Percentage or Fixed)

   • Discount Amount

   • Usage Limit (optional)

   • Expiry Date

4. Assign the coupon to specific plans or make it globally available.

🧪 Step 5: Trial Periods

Each plan can offer a trial period to encourage signups.

1. While creating/editing a package, locate the Trial Duration field.

2. Enter the number of trial days (e.g., 7, 14, 30).

3. Leave blank or 0 to disable trials.

The trial automatically expires and prompts the user to upgrade.

➕ Step 6: Add‑Ons (Optional Extras)

Add-ons let tenants purchase extra features not included in their base plan.

To set up add-ons:

1. Navigate to Add‑Ons > Manage Add‑Ons.

2. Create a new add-on:

   • Name (e.g., Extra Storage)

   • Price

   • Description

   • Assign to specific plans

3. Tenants can buy add-ons from their dashboard.

🏢 Step 7: Assigning Plans to Tenants

There are two ways to assign plans:

A. Auto-Assign on Registration

• If a user signs up via public SaaS portal, they can select a plan during registration.

• Free or trial plans will be automatically activated.

B. Manually Assign from Admin

• Go to Tenants > Manage Tenants.

• Click Edit on any tenant.

• Select a package from the Package dropdown.

• Set custom expiration, if needed.

🧩 Step 8: Customize Plans Per Tenant (Advanced)

If you want to override a plan's settings for a specific tenant:

1. Edit the tenant under Tenants menu.

2. Use “Custom Limits” or “Overrides” to:

   • Increase storage only for that tenant.

   • Allow access to modules even if their plan doesn’t.

3. Save the tenant's custom configuration.

🏁 Step 9: Save and Go Live

Once you’re done setting up the package:

• Click Save Package.

• Ensure it's marked Active.

• Tenants can now subscribe to this plan via their dashboards.