Best Perfex & Concord CRM SaaS / Multi-Tenancy Modules
"Turn Perfex into a SaaS" sounds like one decision, but it is really two. The first path is multi-tenancy: you take an existing Perfex CRM (or Concord CRM) install and add an engine that spins up isolated tenant instances on demand, bills each one on a recurring cycle, and caps what every plan can use - so you sell the CRM you already run as a subscription. The second path is a standalone multi-tenant SaaS CRM that ships as its own product, with no Perfex underneath. Which one you want depends on whether you are extending Perfex/Concord or starting clean.
This guide compares four real Themesic options across those two paths. Two are tenancy layers for an existing CRM - the SaaS Module for Perfex CRM (the multi-tenancy module officially recommended by the Perfex team) and the SaaS Module for Concord CRM. One is LeadHub, a self-hosted, Laravel-built multi-tenant SaaS CRM you resell as your own brand. The fourth is the Perfex SaaS Business Starter Pack, a discounted bundle that pairs the Perfex multi-tenancy module with the security and webhooks layers a paid platform needs.
Every feature, framework and positioning note below comes from the actual product pages - no invented capabilities, no made-up pricing. Use the per-pick "best for" lines to jump straight to the one that matches your stack and your goal.
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The multi-tenancy module the Perfex CRM team recommends on their own sales page, and the most battle-tested pick here by a wide margin. It converts a single Perfex install into a subscription business: automatic tenant provisioning, recurring billing through any Perfex gateway (PayPal, Stripe and the rest via native invoicing), and plan-based quotas on staff, customers, invoices, projects, leads, tickets and more, plus per-plan module access. Version 2.0 turned it into a full growth toolkit with a SaaS analytics dashboard, a coupon engine, an affiliate/referral program and a tenant onboarding wizard, and it adapts to your host with isolated, shared or hybrid databases, subdomain/subfolder/custom-domain URLs, and cPanel/WHM or native Plesk auto-provisioning.
Best for: Anyone already running Perfex CRM who wants the proven, lowest-risk way to sell it as a SaaS.
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The Concord-CRM equivalent: a Laravel-based multi-tenancy layer that turns one Concord install into a platform you sell access to, run from a dedicated Super Admin dashboard. You define packages with limits on any CRM entity (contacts, deals, custom modules), set trials, auto-suspend overdue tenants and gate modules per plan, while Stripe and PayPal handle recurring billing alongside the Invoicing module. Its standout is flexible tenancy architecture - single-database with table prefixes, isolated multi-database, or BYODB (Bring Your Own Database), which lets compliance-focused clients supply their own credentials and keep full data custody. A drag-and-drop landing page builder and self-service signup provision each tenant automatically.
Best for: Teams on Concord CRM (not Perfex) who want recurring revenue, and clients who need BYODB data custody.
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Not a Perfex add-on - a standalone, self-hosted multi-tenant SaaS CRM built on Laravel 13 with a Filament 4 admin, shipped as complete unencrypted source you brand and resell. Every tenant gets white-labeled dashboards, public landing pages, forms and a booking calendar, with query-level data isolation, while you run plans, five payment gateways (Stripe, PayPal, Razorpay, Paystack, manual transfer), coupons, tax rates and audit logs from one super-admin panel. It captures leads from 19 native sources (Facebook, Google Ads, WhatsApp, TikTok, IMAP, webhooks and more), moves them through visual Kanban pipelines with a scoring engine, and adds an optional, plan-gated AI Lead Coach for next-best-action and draft replies. Billing is tax-compliant out of the box with EU VAT and US sales tax, and the affiliate engine pays recurring 20% commissions.
Best for: Founders launching a niche CRM SaaS from scratch who do not want Perfex or Concord underneath.
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The Perfex path bought as a coordinated stack at one discounted price, instead of three separate licenses. It pairs the officially-recommended SaaS multi-tenancy module with PerfShield (brute-force protection, IP and email blacklisting, login-expiry and single-session controls, and a security dashboard) and the Webhooks module (real-time data exchange so signups, plan changes and payments trigger provisioning or billing in external tools). The logic is sound: a multi-tenant platform is a bigger target that needs hardening, and a growing SaaS needs automation to scale without manual work. All three are from the same author, install cleanly together, include lifetime updates and grant access to future modules added to the bundle.
Best for: Perfex operators who want tenancy plus security and automation in one discounted, future-proofed purchase.
| Module | Platform | Standard | Rating | Best for |
|---|---|---|---|---|
| Perfex CRM SaaS | CodeIgniter | $89 on CC | ★ 4.28 | Anyone already running Perfex CRM who wants the proven, lowest-risk way to sell it as a SaaS. |
| SaaS module for Concord | Laravel | $59 | ★ 5.00 | Teams on Concord CRM (not Perfex) who want recurring revenue, and clients who need BYODB data custody. |
| LeadHub | Laravel | $39 | ★ 4.20 | Founders launching a niche CRM SaaS from scratch who do not want Perfex or Concord underneath. |
| Perfex SaaS Bundle | CodeIgniter | $249 on CC | ★ 4.20 | Perfex operators who want tenancy plus security and automation in one discounted, future-proofed purchase. |
The verdict
If you already run Perfex CRM, the SaaS Module for Perfex CRM is the clear default - it is the option the Perfex team itself recommends, the most proven by sales and reviews, and the 2.0 release rounds it out with analytics, coupons and affiliate growth tools; pair it with the Starter Pack bundle when you want security and webhooks bought together at a discount. On Concord CRM, the Concord SaaS module is your equivalent, and its BYODB option is a genuine edge for compliance-minded clients. If you are not tied to either platform and want a lead-first CRM you brand and own end to end, LeadHub is the standalone pick, with the deepest billing, the widest lead capture and an optional AI coach. Match the tool to your foundation first, then to your growth ambitions.
Questions, answered
What is the difference between Perfex multi-tenancy and a standalone SaaS CRM like LeadHub?
Multi-tenancy means adding a module on top of a CRM you already run (Perfex or Concord) so it can host many isolated, separately-billed customers from one installation - you keep the CRM you know and bolt on the SaaS engine. A standalone SaaS CRM like LeadHub is its own product with no Perfex or Concord underneath: it ships as complete source you white-label and resell. Choose multi-tenancy if you are extending an existing Perfex/Concord setup; choose LeadHub if you are starting clean and want a lead-focused CRM you fully own.
Which module should I pick to turn Perfex CRM into a SaaS?
Start with the SaaS Module for Perfex CRM - Multi-Tenancy Support. It is the module the Perfex team officially recommends, it has by far the most sales and reviews of the options here, and version 2.0 added analytics, coupons, an affiliate program and Plesk auto-provisioning. If you also want the security and webhooks layers a paid platform needs, the Perfex SaaS Business Starter Pack bundles all three at a discount instead of buying separate licenses.
Can I sell a multi-tenant CRM on shared hosting, or do I need a VPS?
Both the Perfex and Concord SaaS modules support shared hosting through a single-database mode (Concord uses unique table prefixes; Perfex offers a shared database option), so you can start small. For stronger isolation and scale you can move to a database-per-tenant model on a VPS or dedicated server, and the Perfex module also supports a hybrid mix decided by plan level. LeadHub is built for shared-hosting essentials too, with a browser-driven installer, URL-based cron and a storage fallback for hosts without symlinks.
Do these SaaS modules handle recurring billing and tenant payments automatically?
Yes. The Perfex SaaS module bills tenants through Perfex's native invoicing on any supported gateway (PayPal, Stripe and others) with automatic upgrades and downgrades on cron. The Concord module uses integrated Stripe and PayPal with the Invoicing module for renewals and payment-failure suspensions. LeadHub goes furthest with five gateways (Stripe, PayPal, Razorpay, Paystack and manual transfer) plus tax-compliant receipts covering EU VAT and US sales tax.
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