Account Planning module for Perfex CRM - Strategic planning for your clients
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Account Planning module for Perfex CRM - Strategic planning for your clients 1.0.0

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thanks to dear member @chavez submitted a new resource:

Account Planning module for Perfex CRM - Strategic planning for your clients - Account Planning Module for Perfex CRM, is a strategic account planning tool

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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...

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This member @匿名 contributed to the discussion at post #2 with an attachment.

Tested:

2024-01-0154401236.webp

2024-01-0154321235.webp
 
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