FlagGuard — Rule Engine Smart Alerts for Perfex CRM

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.

Why FlagGuard is different

• Four entities, one rule engine. Most monitoring add-ons cover one Perfex entity. FlagGuard applies the same composable rule logic to Tasks, Projects, Leads and Invoices — with the right field set for each. One module, four use cases, one consistent UI.
• Composable AND/OR groups, no ML black box. Every rule is a tree of conditions you can read top to bottom. “Overdue more than 5 days AND tagged Blocker AND priority High” is exactly what runs. Auditable, reproducible, explainable to your team.
• Rule Tester preview before activation. Before you turn a rule on, FlagGuard tells you exactly how many tasks, projects, leads or invoices would match right now. No surprise floods of notifications on day one.
• Anti-spam cooldown built in. Configurable globally and per rule. The engine never re-notifies the same flag inside the cooldown window. Default 60 minutes, override per rule.
• Strict permission scoping (IDOR-safe). Every query is filtered through Perfex’s native permission scopes — a sales rep never sees flagged tickets from another team’s pipeline, a project manager never sees overdue invoices outside their scope.
• Self-hosted, source included. No external API calls, no data leaves your server, no monthly fee. Install once on your VPS and own it.

What’s inside

DASHBOARD

• 4 KPI cards by flag color — critical (red), at risk (amber), monitoring (blue), healthy (green) — each with a 7-day sparkline
• Complementary metrics strip: total entities flagged lifetime, opened in last 24h, cleared in last 24h, rules active vs total
• Quick actions row: create rule, open Monitor, view Reports, settings
• Top-5 firing rules and top-5 staff with flagged work, each row clickable to drill into a filtered Monitor
• Recent activity feed (last 10 events) with deep link to the full History
• Onboarding panel when rules count is zero — gets the admin to the Rule Builder in two clicks
• Cron status banner when the last cron tick is overdue (alerts before silent detection gaps)