Rise To SaaS

Spec sheet

Purpose

Rise To SaaS is a module that turns a Rise CRM installation into a multi-tenancy platform for offering CRM instances to clients.Read 12 Oct 2026 · docs.risetosaas.com

Product

Rise To SaaS is a module for turning a Rise CRM installation into a multi-tenant platform for offering CRM instances to clients.Read 4 Oct 2026 · docs.risetosaas.com

Intended users

The getting-started guide says the module is intended for both beginners and experienced users setting up a SaaS CRM platform.Read 12 Oct 2026 · docs.risetosaas.com

API

The module exposes API endpoints to list plans, retrieve a plan, check tenant slug availability, and check custom-domain availability.Read 12 Oct 2026 · docs.risetosaas.com

Support

The getting-started page directs users with questions beyond the documentation to contact the maker through a user-page contact form.Read 4 Oct 2026 · docs.risetosaas.com

Cloud databases

The features page names Amazon RDS and Google Cloud SQL as supported cloud database solutions.Read 4 Oct 2026 · docs.risetosaas.com

Data custody

The module can create instances using customer or remote database credentials so tenants can host their data on their own servers.Read 4 Oct 2026 · docs.risetosaas.com

Database options

The module supports multitenancy, sharding, and single-database setups, and can use cloud databases such as Amazon RDS or Google Cloud SQL.Read 12 Oct 2026 · docs.risetosaas.com

Domains

Tenants can be recognized by URL path, subdomain, or custom domain; subdomains require wildcard SSL, while custom domains require on-demand TLS or manually handled SSL.Read 12 Oct 2026 · docs.risetosaas.com

Landing pages

The module includes a basic customizable landing page and allows an existing Rise CRM page to be selected as the landing page.Read 4 Oct 2026 · docs.risetosaas.com

Package controls

Administrators can configure recurring periods, trial periods, instance counts, taxes, payment modes, package visibility, and enabled modules for each package.Read 4 Oct 2026 · docs.risetosaas.com

Payment processing

The module uses Rise CRM's existing subscription and payment gateway resources, and package settings let administrators choose available payment modes.Read 4 Oct 2026 · docs.risetosaas.com

Payment setup

The module uses existing Rise CRM subscription resources and says the existing payment gateway works with its other tools.Read 12 Oct 2026 · docs.risetosaas.com

Plugin access

Administrators can control access to Rise CRM modules and third-party plugins at package and tenant level.Read 12 Oct 2026 · docs.risetosaas.com

Requirements

The setup guide lists a working Rise CRM version 3.5.1 or later and PHP 7.4 or later as basic requirements.Read 12 Oct 2026 · docs.risetosaas.com

Resource limits

Administrators can set package-level limits for tenant resources such as invoices, staff, clients, and projects.Read 12 Oct 2026 · docs.risetosaas.com

Security settings

The documentation describes masking shared settings such as passwords or API keys, and says masking is experimental and should be used cautiously.Read 12 Oct 2026 · docs.risetosaas.com

Sensitive settings

Administrators can share and enforce settings across tenants and mask sensitive values, but the documentation says masking is experimental.Read 4 Oct 2026 · docs.risetosaas.com

Tenant isolation

The features page says the module supports data isolation between clients, departments, or branches.Read 12 Oct 2026 · docs.risetosaas.com

Tenant routing

Tenants can be recognized by URL path, and the module also supports subdomains and custom domains with additional server and SSL setup.Read 4 Oct 2026 · docs.risetosaas.com

Trial configuration

Package settings allow a trial period, and the general settings page describes automatically subscribing new tenants to the selected package's trial when enabled.Read 12 Oct 2026 · docs.risetosaas.com

Where Specifiction places it

• CRM Software#234 of 2446.9