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Account Planning module for Perfex CRM – Strategic planning for your clients
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 …
Customer Rating
4.6/5 From 281 verified buyersSales
2,381+ Trusted by businesses worldwideSetup Time
< 5 min From download to liveBuilt to Scale & Convert
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.
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What Buyers Are Saying
Based on 281 verified reviews
"Excellent quality and instant delivery. The documentation is super clear and setup was a breeze. Highly recommend!"
"Perfect for our use case. Saved us weeks of development time. Support team responded within an hour."
"Clean code, easy to customize. Worth every rupee. Looking forward to future updates."
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