Instantly Secure Your CRM Records with OTP Rules and Validation

Leverage Vtiger's One Time Password (OTP) Rules and Validation to add an extra layer of security to your CRM records, ensuring your sensitive data remains secure and protected. This prevents you from getting unauthorized updates and boosts customer trust.

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What is Vtiger OTP Rules and Validation?

The OTP Rules and Validation in Vtiger CRM is a security feature that requires CRM users to verify specific actions using a unique, time-sensitive password. It ensures data integrity and provides robust protection for important business tasks.

Dynamic OTP creation

Vtiger CRM enables you to generate unique OTPs for different CRM workflows and processes. Update a task or perform an action in the CRM by entering the OTP your customers share. This can be to verify product delivery status or to mark an onsite event as ‘Completed’. Prevent fraudulent updates in the CRM using this technique.

Customizable OTP

Easily configure OTP rules tailored to your needs. With Vtiger, you can control how OTPs are generated by defining the OTP type, length, expiration time, etc. This allows you to customize OTPs for specific actions, enhancing security and user experience.

Cross-Channel Delivery

Send OTPs via SMS, email, and WhatsApp to your customers, and make sure they receive them wherever they are. Choose between manual or automatic OTP delivery options that fit your business needs. The multi-channel delivery option guarantees that your OTPs are always accessible and reliable.

OTP Resend and Validation Attempts

Define the maximum number of times a user can request a new OTP within a set period, which is helpful when the OTP does not arrive due to network issues. Also, limit the number of times a user can enter the correct OTP, protecting against brute force attacks.

OTP Rules Booster

Increase the number of OTP Rules with a booster pack add-on when the present limit is exceeded. Ensure continued security and maintain uninterrupted service.

Case studies

Why our customers love us

Sales Productivity

Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.

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Automate

Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.

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Customer Base Growth

GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.

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Enhance your security with Vtiger OTP Rules and Validation Today!

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