FlagGuard — Rule Engine & Smart Alerts for Perfex CRM

SKU:

CODE-67JHP6VN

$4.0
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Description

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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