Account Planning Module for Perfex CRM
Welcome to the Account Planning Module documentation. This guide will help you understand, install, and use the module to manage strategic account planning within your Perfex CRM.
What is Account Planning?โ
Account Planning is a customer-centric approach to managing your most important clients. It helps you:
- Identify priority accounts โ Know which clients deserve the most attention
- Capture critical information โ Store vision, mission, financial data, and marketing activities in one place
- Analyze opportunities and threats โ Use the BCG model and client status to assess each account
- Develop growth strategies โ Create objectives, tasks, and action plans to expand relationships
- Track progress โ Link plans to projects, invoices, and estimates for a complete picture
Who Is This For?โ
This documentation is written for everyone-whether you are:
- Business owners who want to grow key client relationships
- Sales and account managers who need a structured way to plan and track accounts
- Administrators who install and configure the module
- Non-technical users who simply want to use the features day-to-day
We explain each step clearly, with screenshots and examples where helpful.
What You'll Find Hereโ
| Section | Description |
|---|---|
| Getting Started | How to install, activate, and set up the module |
| Features | Complete walkthrough of all features |
| Settings | Configure reminders, webhooks, recurring plans, and more |
| Client Portal | Let clients view their account plans |
| Troubleshooting | Common issues and solutions |
Quick Startโ
- Install the module in Perfex CRM (Setup โ Modules โ Upload).
- Activate it and enter your purchase code.
- Assign permissions to staff who will use it.
- Create your first account plan from the Account Planning menu.
For detailed steps, go to Installation.
Requirementsโ
- Perfex CRM version 2.3 or higher
- A valid purchase license from CodeCanyon
- Staff with appropriate permissions (view, create, edit, delete)
Need Help?โ
- Check the Troubleshooting section for common problems
- Review the Settings page for configuration options
- Ensure your Cron Job is configured if you use reminders or recurring plans