Account Planning module for Perfex CRM – Strategic planning for your clients
Original price was: $39.00.$19.50Current price is: $19.50.
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Description
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 Demo Documentation Support Included documentation will help you upload and 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 as soon as possible with a reply guiding you through any issues Version 1 0 -Initial version -Minimum PHP version required 7 4
