Description
LoginFlow – Otpless for Perfex CRM
Improve the authentication process of your Perfex CRM with the LoginFlow – Otpless for Perfex CRM. This module allows for passwordless login by integrating with OTPless authentication services, creating a smooth and secure login experience for users. It is a great option for increasing security and user convenience within your CRM.
Key Features:
- Seamless integration with Perfex CRM
- Secure, passwordless login for staff
- Easy to configure and use
- Provides fallback to traditional login methods
Installation Guide:
- Log in to PerFex CRM as an administrator.
- Navigate to Setup > Modules.
- Select the extracted upload.zip at Module installation selection prompt and press Install.
- You’re all set!
Requirements:
- An active OTPless account
- Properly filled staff user records in Perfex CRM with valid phone numbers or WhatsApp numbers
https://otpless.com/
