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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Account Planning module for Perfex CRM - Strategic planning for your clients - Account Planning Module for Perfex CRM, is a strategic account planning tool
View attachment 66495
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...
Read more about this resource...