Keep Your Customer Data Secure, Controlled, And Protected.
Manage customer data with stronger access controls, activity visibility, account protection, and data recovery options. Give each team member the access they need, track important account actions, protect login access, and maintain a reliable backup of your business data.
| USER | ROLE | BRANCH | STATUS |
|---|---|---|---|
M Meera Iyer meera@company.com | Admin | Ahmedabad | Active |
A Arjun Rao arjun@company.com | Sales Mgr | Mumbai | Active |
S Sarah Collins sarah@company.com | Sales Rep | Austin | Active |
P Priya Nair priya@company.com | Support | Kochi | Active |
J John Miller john@company.com | Marketing | Denver | Invited |
V Vikram Kumar vikram@company.com | Branch User | Pune | Active |
User Roles
Assign roles to every team member based on their responsibilities. Control what admins, managers, sales reps, support staff, and branch users can access inside the CRM.
Roles help you keep sensitive customer information secure while making sure every team member has exactly what they need to do their job.
| TIME | USER | ACTION | RECORD | CHANGE | IP |
|---|---|---|---|---|---|
| 14:22 | Meera I. | Edit | Deal #4821 | ₹80L → ₹85L | 106.51.x.x |
| 13:47 | Arjun R. | Stage | Lead #2093 | Contacted → Site Visit | 49.36.x.x |
| 11:58 | John M. | Delete | Deal #4788 | Moved to trash | 98.11.x.x |
| 10:33 | Meera I. | Role | Arjun Rao | Rep → Manager | 106.51.x.x |
| 09:20 | Priya N. | Login | Session | 2FA verified | 157.32.x.x |
| 08:47 | Vikram K. | Export | Leads (312) | CSV export | 103.5.x.x |
| 08:02 | System | Setting | Integration | Webhook enabled | — |
Audit Logs
Track every important action taken inside your CRM. See who changed what, when it happened, and from where — so nothing goes unnoticed.
| DATE / TIME | SIZE | RECORDS | TIME | STATUS |
|---|---|---|---|---|
| 14 Jul · 04:00 | 2.4 GB | 24,812 | 3m 12s | Completed |
| 13 Jul · 04:00 | 2.4 GB | 24,655 | 3m 04s | Completed |
| 12 Jul · 04:00 | 2.3 GB | 24,491 | 2m 58s | Completed |
| 11 Jul · 04:00 | — | — | 0m 41s | Failed |
| 10 Jul · 04:00 | 2.3 GB | 24,203 | 3m 09s | Completed |
Data Backup
Your business data is backed up automatically so you never have to worry about losing important records. Restore leads, deals, tasks, and more whenever needed.
Add An Extra Layer Of Protection To Every Login.
Protect every account with two-factor authentication. Reduce the risk of unauthorized access even if a password is compromised.
