FlagGuard — Rule Engine & Smart Alerts for Perfex CRM 1.0.4

Important: FlagGuard is a module that runs inside Perfex CRM — not a standalone application. You need an existing install of Perfex — Powerful Open Source CRM to use it.

FlagGuard — the rule engine your Perfex CRM was missing

FlagGuard adds a full visual rule engine to Perfex CRM that flags Tasks, Projects, Leads and Invoices at risk: composable AND/OR conditions over time, tags, status, priority, assignee and client; a real-time Monitor with drilldown drawer; automatic alert emails with anti-spam cooldown; a unique Rule Tester preview engine (test a rule against live data before activating it); and compliance reports exportable to CSV. Built native to Perfex 3.x, fully self-hosted, no external services, no recurring fees.

Every team that uses Perfex loses visibility when work slips past its deadlines — an overdue task nobody touches, a lead that went silent for two weeks, an invoice stuck in draft, a project tagged “blocker” with no progress for days. Perfex core has fields and timestamps but no rule engine: no automatic flagging, no escalation logic that respects per-team permissions. SLA-style add-ons cover one entity only; generic automation tools want to ingest your CRM into their cloud. FlagGuard fills that gap natively, on your server, across the four core entities, with one consistent rule engine.