Account Planning module for Perfex CRM – Strategic planning for your clients With Lifetime Update.
$9.90
| Features | Values |
|---|---|
| Version | Latest |
| Last Update | 14 March 2024 |
| Premium Features | Yes |
| Instant Installation Support | 24 Hrs. |
| Scanned By Virus Total | ✅ |
| Live Preview | 100% Working |
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Description
The Account Planning Module for Perfex CRM is a strategic tool designed for account planning. It employs a customer-centric approach to identify priority accounts and analyze critical information. This allows you and your staff to develop strategies for expanding and growing existing customer relationships.
The module creates comprehensive plans, categorizing information into four sectors: Due Diligence, Team Information, Service Offerings, and Project Planning.
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