A Beginner\’s Guide to Starting a SaaS CRM Business in 2023

A Beginner\’s Guide to Starting a SaaS CRM Business in 2023

As technology evolves at an incredible pace, Software-as-a-Service (SaaS) has become increasingly popular among businesses worldwide. A recent report predicts that the global market for SaaS will reach $307.3 billion by 2026, with one of the fastest-growing SaaS sectors being Customer Relationship Management (CRM) software.

Aspiring entrepreneurs looking to tap into the growing SaaS CRM market will find plenty of opportunities in the coming years. In this article, we will provide a beginner\’s guide to starting a SaaS CRM business in 2023.

Step 1: Purchase Perfex CRM from Codecanyon

Before starting a SaaS CRM business, you need to choose the right platform to build your product. While there are many excellent CRM platforms on the market, one that stands out for building a SaaS CRM is Perfex CRM.

What makes Perfex CRM different is its built-in Perfex to SaaS module, which allows developers to easily convert the self-hosted Perfex CRM into a SaaS platform. This module allows developers to host the application on the cloud, allowing their customers to access the CRM from anywhere in the world. The module also provides additional features such as single sign-on, automatic backups, and improved scalability. Additionally, the Perfex to SaaS module comes with a built-in API that makes it simple for developers to integrate with third-party applications.

Step 2: Install the CRM on your VPS server/Cpanel of choice

Installing a CRM (Customer Relationship Management) system on your VPS server or Cpanel of choice is a great way to increase the efficiency of your customer support and sales operations. It allows you to easily store, organize, and access customer data, create automated processes, and measure the success of your team’s efforts. The process of installation depends on the VPS server or Cpanel you are using, but the steps are generally straightforward and can be completed in a few minutes. Once the installation is complete, you will have access to a powerful set of tools to manage your customer relationships.

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