Be aware: This can be a module for Perfex CRM. Not a standalone script.
Superior Account Planning for Perfex
Account Planning Module for Perfex CRM, is a strategic account planning software, which, by way of a customer-centric method to figuring out precedence accounts capturing and analysing crucial data, permits you and your employees members to develop a technique to develop and develop present buyer relationships.
It creates a whole plan, with loads of helpful data by way of accessible choices and information, separating them below 4 fundamental sectors for each plan: Due Diligence / Workforce Info / Service Capacity Providing and Venture Planning.
It additionally makes use of MindMap, based mostly on GOJS, to ensure that employees members to have the ability to create a visible method of their technique, together with Handsontable which helps at information entry and logs employees member’s exercise inside Exercise Log. Please try the uploaded videocast and screenshots, which demonstrates all seen elements of the module.
Demo
Documentation & Assist
Included documentation will provide help to add and activate the module inside Perfex CRM, in case you are not conscious on the best way to do it. Our help staff is all the time round to assist. Be at liberty to lift a help ticket at our support area.
Guys from help division will get again to you as quickly as doable with a reply, guiding you thru any points.
Model 1.0
-Preliminary model -Minimal PHP model required: 7.4
