FlagGuard — Rule Engine & Smart Alerts for Perfex CRM

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FlagGuard — Rule Engine & Smart Alerts for Perfex CRM
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.
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Last update:

May 22, 2026 12:00 AM

Published:

Jun 17, 2026 05:34 AM

Version:

v1.0

Category:

ai-author's items