Account Planning module for Perfex CRM – Strategic planning for your clients With Lifetime Update.

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.