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Activity Tracker

for Perfex CRM

Track client activity inside your Perfex CRM portal in real time. See who is online, what they open and how long they stay — all without external scripts, third-party cookies or data leaving your server.

No external scripts • GDPR-ready • Installs in under 10 minutes

Used by agencies and service teams to replace Google Analytics on private client portals.

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See real client activity — not aggregate analytics

Understand who is active on your client portal, what they click and how engaged they are. All data stays on your server, fully compliant with GDPR and client confidentiality rules.

    ONLINE NOW 47 clients AVG SESSION 4:32 ACTIVITY (24H) LIVE
  • CATActivity Tracker
  • Lightweight real-time activity tracking for Perfex CRM. Online client list, page visits, session duration, heartbeat monitor and per-client activity log — with a built-in GDPR consent banner.

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      Top Feature
    • Real-time online client list
    • Session duration and last-seen tracking
    • Page visit tracking across portal
    • Lightweight heartbeat, no polling
    • Built-in GDPR consent banner
    • Full activity log per client
    • Per-session time on page metrics
    • Self-hosted with zero data leakage
    • Version history with instant rollback

    Four ways to use Activity Tracker

        Live online client monitor
      • See exactly who is online right now
      • Last page viewed and current location
      • Filter by client group or account manager
      • Live counter on admin dashboard
        Engagement analytics per client
      • Total session duration per user
      • Page visit frequency and trends
      • Time-on-page for key portal pages
      • Weekly engagement reports per client
        GDPR-compliant data control
      • Built-in consent banner in portal
      • Per-user consent with opt-out log
      • Configurable data retention period
      • One-click data deletion on request
        Admin insights and alerts
      • Inactive client alerts after X days
      • Dashboard widget with activity summary
      • Export activity log to CSV
      • Account manager notifications

      "Finally we can see what clients actually do in the portal without shipping data to Google. The GDPR banner alone was worth the price."

      M
      Marco BeierAgency Lead, Northline Consulting

      External analytics send data away. Activity Tracker keeps it in your CRM.

          Default Perfex
        • --
          No client portal activity tracking
        • --No online user visibility
        • --No session duration metrics
        • --No built-in GDPR consent banner
          Activity Tracker
        • Real-time online client list
        • Session duration and last-seen
        • Per-client activity log
        • GDPR consent banner included
          Google Analytics
        • --Sendens client data to external servers
        • --Requires separate consent and DPA
        • --No link to Perfex client records
        • --Not suitable for private portals

        "Finally we can see what clients actually do in the portal without shipping data to Google. The GDPR banner alone was worth the price."

        M
        Marco BeierAgency Lead, Northline Consulting

        Know your clients. Without sending data away.

            Who is this module for?
          • Agencies managing confidential client portals
          • Service teams replacing Google Analytics
          • Consultancies needing GDPR-first tracking
          • Companies with strict data residency rules
            Why activity insight matters
          • Spot disengaged clients before they churn
          • Identify which content clients actually use
          • Prove delivery value with session evidence
          • Staff can prepare for active client sessions
            Built for privacy and performance
          • Self-hosted, zero data leakage
          • Lightweight heartbeat with no polling
          • No third-party cookies or pixels
          • Works on any Perfex CRM 3.x install
          Built with CPB Built with CPB