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.
 

✅ Team Information – Your company team and the client team in one place. Add contacts with title, email, phone, personality, highlight notes, working status. Never lose track of who’s who on the account.
 

✅ Service Ability Offering – Current services the client uses and your service offerings with potential, scale, and prioritization. Understand what you deliver today and what you can expand into.
 

✅ Planning – Objectives, threats, opportunities, criteria to success, constraints. Build a TODO list with objectives, items, and tasks. Assign Person In Charge (PIC), set deadlines, track status. Use the BCG model (Question marks, Stars, Dogs, Cash cows) and client status (Red, Yellow, Green). Revenue next year, margin, wallet share. Rich text editors for strategy. MindMap for visual planning.

MindMap – Visual Strategy at Your Fingertips

✅ Built-in MindMap Editor – Create a visual approach to your strategy. Click the LAMP icon to add or edit nodes. No external tools. Strategy lives inside the plan.
 

✅ Export MindMap – Export as PNG (image) or SVG (vector). Include in presentations, reports, or client decks. Scalable and professional.

Relations – Link Plans to Real Work

✅ Link Projects, Invoices, Estimates, Proposals – Connect account plans to actual Perfex projects, invoices, estimates, and proposals. One click from a plan to the related item. See the full picture.
 

✅ Quick Create Project – Create a new project from the Relations tab. It’s linked to the plan automatically. No duplicate data entry.
 

✅ Linked Project Tasks & Milestones – When you link a project, see its tasks and milestones in the Relations tab. Jump to any task or milestone with one click.
 

✅ Bidirectional Task Sync – Convert plan tasks to Perfex tasks. When you change the Perfex task status, the plan task updates. When you change the plan task, the Perfex task syncs. One source of truth.
 

✅ Links from Projects, Invoices, Estimates – When viewing a project, invoice, or estimate that’s linked to a plan, see a direct link back to the account plan. Context everywhere.