Strengthening CRM Accountability with Audit Logs

You are here:

Home
Strengthening CRM Accountability with Audit…

Client Overview

Crest Data is a leading solutions partner in Data Analytics, Security, DevOps, and Cloud services with a global clientele that includes Fortune 500 corporations and Silicon Valley startups. Crest Data focuses on delivering advanced, secure, and scalable solutions that drive operational excellence and innovation.

Challenges

Solutions

Features

Results

Improve CRM Transparency and Accountability

Crest Data relied on Vtiger CRM to manage critical customer and operational data across teams. As CRM usage expanded, maintaining visibility and governance over record changes became increasingly difficult.

The lack of a structured audit trail resulted in compliance gaps, reduced accountability, and challenges in tracking or correcting incorrect data updates.

Limited Change Visibility

User actions and record changes were not easily traceable across CRM modules.

No Record Traceability

Teams lacked historical context for when and how CRM data was modified.

Compliance Challenges

Meeting enterprise security and audit requirements became increasingly complex.

Risk of Data Errors

Incorrect updates could not be easily monitored or reverted.

Centralized Audit Logging Across CRM Modules

CRMTiger partnered with Crest Data to implement and enhance audit log capabilities within Vtiger CRM, enabling end-to-end visibility into user actions and data changes.

The solution focused on improving transparency, enforcing accountability, and preparing the CRM for enterprise-grade compliance needs.

Audit Log Activation

Enabled audit tracking across key CRM modules automatically.

Record-Level Change Capture

Tracked who made changes, when they occurred, and what was modified.

Role-Based Access Control

Restricted audit log visibility based on user roles and permissions.

Future-Ready Architecture

Prepared the system for advanced alerts, reporting, and integrations.

Advanced Audit Log Capabilities

The implemented audit logging framework provided detailed, secure, and searchable change history across CRM records.

Old and New Value Tracking

Stored both previous and updated field values for every change.

Record History Tabs

Enabled easy access to change history directly within CRM records.

Powerful Filtering Options

Allowed filtering by date, user, field, and module.

Secure Access Control

Ensured only authorized users could view audit logs.

Stronger Governance and Compliance Outcomes

The audit log implementation delivered measurable improvements in CRM accountability, security, and operational trust.

Enhanced Accountability

Every CRM change became traceable to a specific user.

Improved Data Integrity

Administrators could identify, correct, or revert incorrect updates.

Compliance Readiness

Audit trails supported security audits and regulatory reviews.

Operational Visibility

Admins gained insights into CRM usage and user behavior patterns.

Project Objectives

Audit Requirement Analysis: Identified key CRM modules and fields that require audit tracking.
Audit Log Activation: Enabled audit logging across modules to capture changes automatically.
Access Control: Configured permission-based access to audit logs.
Customization: Prepared the system for future enhancements like alerts and reporting.
CusIntegration Readiness: Set up the foundation for advanced integration with dashboards and alerting.

Workflow Implementation Summary

Business Challenges

Limited transparency into user changes and CRM activities
No clear traceability for record modifications
Difficulty auditing actions across multiple CRM modules
Inability to easily monitor or revert incorrect updates
Increasing compliance and security requirements

Project Overview

Partnered with CRMTiger to enhance Audit Log capabilities
Implemented audit logging within Vtiger CRM
Focused on improving transparency and accountability
Designed to support enterprise compliance requirements
Prepared CRM for future governance and monitoring needs

Results & Key Benefits

Real-time tracking of CRM record changes achieved
Full visibility into user actions for administrators
Improved data integrity through traceable updates
Stronger compliance and audit-readiness posture
Foundation established for reporting and SIEM integration

Solution Implemented

Audit Log Capabilities Delivered:

Captured who made the change, when, and what was modified. (help.vtiger.com)
Stored both old and new values for updates. (help.vtiger.com)
Enabled record-level history tabs for easy tracking
Allowed filtering by date, user, and field.
Restricted view access based on user role permissions.

The audit infrastructure was configured across key operational modules, ensuring each record action was captured and viewable by administrators.

Project Timeline

Project Duration

1
Month

Tools & Technology Used

Back End

Conclusion

By leveraging CRMTiger’s expertise in Vtiger CRM customization, Crest Data significantly improved control, transparency, and trust in its CRM environment. The audit logging implementation not only supported internal data governance but also helped meet compliance expectations for enterprise stakeholders.

Mr. Malhar Shah

Co-founder and Chief Executive Officer

CRMTiger helped us implement strong audit logging in vTiger CRM, giving us clear visibility into user actions and data changes. The solution improved accountability, compliance readiness, and overall data governance. A precise and reliable implementation.

Call Center