Account Planning module for Perfex CRM Strategic planning for your clients

Description
Account Planning module for Perfex CRM – Strategic planning for your clients
Note: This is a module for Perfex CRM. Not a standalone script.
Brief description
Account Planning Module for Perfex CRM, is a strategic account planning tool, which, through a customer-centric approach to identifying priority accounts capturing and analysing critical information, allows you and your staff members to develop a strategy to expand and grow existing customer relationships.
It creates a complete plan, with plenty of useful information through available options and data, separating them under four basic sectors for every plan: Due Diligence / Team Information / Service Ability Offering and Project Planning.
It also uses MindMap, based on GOJS, in order for staff members to be able to create a visual approach of their strategy, along with Handsontable which helps at data entry and logs staff member’s activity inside Activity Log. Please check out the uploaded videocast and screenshots, which demonstrates all visible parts of the module.





1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 7 days if a new version is released. Get free support within 7 days.
2. After the purchase is confirmed, download links will be available for 7 days. If a license is required, please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.
3.mailto:contact We provide Mobile, PHP script installation services for $19.90. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.
4. If you have any questions, please contact us by email contact@gplodoo.store or create a ticket on this page
5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.
6. The response time can last up to 6 hours.