Account Planning module for Perfex CRM – Strategic planning for your clients – Learn how to make a Account Planning module for Perfex CRM – Strategic planning for your clients using Php. This simple application can be used in any system that needed a login verification. Php is a web committed system developed to build website application. It used in several gadgets once smartphones, tablets, and even television. Php is log on source to developers who has an raptness in developing mobile apps. It afterward provides an adaptive framework that allows the developer to develop apps in a simpler way. In this Php application source code you will learn roughly account,account planning,accounts,client relationship,codeigniter,codeigniter module,crm,module,perfex,perfex account,perfex clients,perfex crm,perfex module.
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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.
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 / April 2020
-Initial version
account,account planning,accounts,client relationship,codeigniter,codeigniter module,crm,module,perfex,perfex account,perfex clients,perfex crm,perfex module