Account Planning – Data-Driven Strategic Module for Perfex CRM

Stop managing key clients in spreadsheets and scattered notes. Account Planning turns your Perfex CRM into a strategic account management powerhouse – right inside the CRM you already use. Capture vision, mission, financials, and marketing activities. Build objectives and action plans. Link plans to projects, invoices, and estimates. Let clients view their plans and request updates. All without leaving Perfex.
See your accounts the way you’ve always wanted to. Organise every plan under four core sectors: Due Diligence, Team Information, Service Ability Offering, and Planning. Use spreadsheet-style tables (Handsontable) for fast data entry. Create visual strategy with the built-in MindMap. Track revenue vs plan, at-risk accounts, and plan health on the dashboard. Export to PDF, Excel (.xlsx), or MindMap SVG.
Whether you manage enterprise accounts, key clients, or strategic partnerships – Account Planning gives you the structure, visibility, and automation to grow relationships and forecast with confidence.

Four Core Sectors for Every Plan

 Due Diligence – Capture financial data (year, revenue, sales spent, traffic, loss) and marketing activities in spreadsheet-style tables. Know the client’s background, partners, and last year’s activities. Handsontable makes data entry fast and structured