Description

Account Security Bundle for Perfex CRM

The Account Security Bundle for Perfex CRM strengthens your system with advanced controls and detailed activity monitoring. Designed to give administrators more visibility and flexibility, it helps reduce risks from unauthorized access while improving across staff and customers. Features

• Account Controls
  • Set allowed login hours (e.g., business hours 09:00 – 17:00).
  • Block or allow logins on specific days of the week (e.g., no access on Sundays).
  • Restrict access based on device type or operating system (e.g., block mobile devices or unknown browsers).
  • Apply restrictions globally, per user, or in bulk for faster policy enforcement.
  • Supports both staff and customer.
• Extended Activity Log
  • Capture detailed logs of key user actions across Perfex CRM modules.
  • Record module, reference ID, action performed, IP address, device, and browser.
  • Advanced filters by user, date range, or module for quick analysis.
  • One-click clear option for pruning old activity data.

  How It Helps

• Prevent unauthorized access with time-based and device-based login restrictions.
• Gain complete visibility into who did what, when, and from where.
• Enhance compliance with detailed activity logs for audits and investigations.
• Improve security posture without disrupting normal CRM usage.

What’s Included

• Account Controls (module)
• Extended Activity Log (module)
• Documentation
• Free lifetime updates and 6 months support

Requirements

• Perfex CRM version 3.1.0 or higher