Account Planning module for Perfex CRM – Strategic planning for your clients nulled

Demo

Description

Note: This is module for Perfex CRM. Not a standalone script.

Brief description

Account Planning Module for Perfex CRM, is strategic account planning tool, which, through a customer-centric approach to identifying priority accounts capturing & analysing critical information, allows you & your staff members to develop a strategy to expand & grow existing customer relationships.

It creates a complete plan, with plenty of useful information through available options & data, separating them under 4 basic sectors for every plan: Due Diligence / Team Information / Service Ability Offering & Project Planning.

It also uses MindMap, based GOJS, in order for staff members to be able to create visual approach of their strategy, along with Handsontable which help at data entry & logs staff member’s activity inside Activity Log. Please check out the uploaded videocast & screenshots, which demonstrates all visible parts of module.

Documentation & Support

Included documentation will help you upload & activate the module inside Perfex CRM, if you are not aware on how to do it. Our support team is always around to help. Feel free to raise a support ticket at our support area.
Guys from support department will get back to you asap with reply, guiding you through any issues.

Ver 1.0 / April 2020

 -Initial ver 

Author of Account Planning module for Perfex CRM – Strategic planning for your clients nulled

https://codecanyon.net/user/themesic

Download Account Planning module for Perfex CRM – Strategic planning for your clients nulled