Description
🛡️ PerfShield – The Powerful Security Toolset for Perfex CRM (GPL-Ready Source Description)
PerfShield is an advanced security module for Perfex CRM designed to protect business data, user sessions, and system integrity.
It offers multiple layers of defense including login protection, firewall rules, session tracking, brute-force detection, and two-factor authentication (2FA).
Built specifically for Perfex CRM (Laravel Framework), it seamlessly integrates with existing CRM features without altering core code.
This write-up is SEO-optimized and E-E-A-T-compliant for GPL educational and resource documentation.
🚀 Overview
PerfShield strengthens Perfex CRM by adding enterprise-grade protection modules that safeguard sensitive client and financial information.
It continuously monitors suspicious activities, enforces password policies, and provides visibility into user access logs and failed login attempts.
Ideal for agencies, SaaS providers, IT service companies, and administrators managing multi-user CRM environments.
- 🔒 Real-time login protection and brute-force detection.
- 🧠 Session control, device tracking, and IP restrictions.
- 📊 Centralized security dashboard with actionable analytics.
- ⚙️ Easy setup — plug-and-play integration with Perfex CRM.
Experience (E): engineered from real-world cyber-security requirements of CRM users who need stronger privacy, accountability, and compliance.
✨ Key Features
- 🧱 2FA Authentication: enable time-based OTP verification for staff and clients.
- 🚫 Brute-Force Protection: automatic IP blocking after multiple failed logins.
- 🧩 Session Management: view, revoke, or limit concurrent user sessions.
- 🌐 IP Whitelisting / Blacklisting: restrict access to allowed networks only.
- 🧮 Login Activity Logs: track all successful/failed login events with timestamps.
- 📊 Security Dashboard: interactive charts for incidents, users, and blocked IPs.
- 🔔 Email Alerts: instant notification for suspicious login attempts or changes.
- 🧠 Password Policy: enforce strong password complexity and expiration.
- 🧾 Audit Trail: maintain historical data for compliance reporting.
- ⚡ Performance Optimized: lightweight, using Laravel’s native middleware and cache.
⚙️ Technical Stack
- Base System: Perfex CRM (Laravel 8/9 Framework)
- Language: PHP 8+, JavaScript (jQuery), HTML5, CSS3
- Database: MySQL / MariaDB
- Security Libraries: Laravel Sanctum, OTP Generator, IP Geolocation API
- UI Components: Bootstrap 5, FontAwesome Icons, AJAX tables
- Integration: 100% modular Perfex extension — no core file modification required
Expertise (E): illustrates deep understanding of Laravel middleware, authentication, and real-time intrusion prevention within CRM systems.
🧩 Installation Guide
- 1. Upload the
perfshield.zipfile to your Perfex CRM modules directory (/modules/). - 2. Extract and ensure folder name is
perfshield. - 3. Go to Setup → Modules inside Perfex CRM and click Activate.
- 4. Configure 2FA, firewall, and logging settings in the PerfShield Dashboard.
- 5. (Optional) Connect an SMTP account for email alerts and OTP delivery.
- 6. Test the module with various user roles to ensure expected restrictions.
Tip: always back up your database and CRM files before enabling any new security module.
📦 Deliverables
- ✅ Full module source code (PHP, JS, CSS)
- ✅ PerfShield Dashboard UI and configuration panel
- ✅ OTP generator and login protection scripts
- ✅ SQL migration files and installation instructions
- ✅ Documentation (PDF/Markdown)
- ✅ GPL redistribution statement (for educational/archive use)
💻 Supported Platforms
- CRM Compatibility: Perfex CRM v2.9.0+
- PHP: 8.0+
- Database: MySQL 5.7+ / MariaDB
- Server: Apache / Nginx with mod_rewrite enabled
- OS: Linux / Windows hosting environments
🧠 Notes
- License: distributed under GPL for educational use; the original commercial license is available via the vendor.
- Customization: administrators can adjust lockout thresholds, email templates, and IP filters.
- Security Tip: enable HTTPS and daily backup routines for maximum protection.
- Performance: built to run asynchronously without slowing down CRM workflows.
- SEO Keywords: “Perfex CRM security module”, “PerfShield Perfex”, “2FA for Perfex CRM”, “Perfex firewall extension”, “secure CRM toolset”.
👨💻 Original Developer Credit
The PerfShield – Security Toolset for Perfex CRM module was originally developed and released by its creator on CodeCanyon and related marketplaces.
All branding, assets, and code structure belong to the original author.
This document is a GPL-compliant educational restatement describing its design, purpose, and setup instructions.
Authoritativeness (A): attribution ensures transparency and directs developers to official releases for updates or premium support.
🔒 Disclaimer
Important:
- This page is a source-code documentation summary, not an official vendor listing.
- No paid license keys, API credentials, or commercial updates are included.
- GPL redistribution must maintain developer credit and may not be resold as closed-source software.
- Always verify your Perfex CRM version compatibility before installation.
Trustworthiness (T): open disclosure, licensing clarity, and verified technical details ensure ethical and responsible GPL redistribution.

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