Discussion on Account Planning module for Perfex CRM - Strategic planning for your clients

Discussion on Account Planning module for Perfex CRM - Strategic planning for your clients

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31 comments found.

Hi, when will you release an update that is compatible the current version of Perfex 3.0.4?


Our module is compatible with Perfex CRM v3.

If you face technical issues with the module – please raise a suppor ticket inside clients area. Support team will help you.

Please double check because the ui is missing icons and has alignment issues. My support has expired.

If you face technical issues with the module – please raise a suppor ticket inside clients area (its sales here)

good day, sorry can you explain what is the application and example of use?


Sure thing.

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 strategy to expand and grow existing customer relationships.

It creates a complete plan, with plenty of useful information through available options and data, separating them under four basic sectors for every plan: Due Diligence / Team Information / Service Ability Offering and Project Planning.

It also uses MindMap, based on GOJS, in order for staff members to be able to create a visual approach of their strategy, along with Handsontable which helps at data entry and logs staff member’s activity inside Activity Log. Please check out the uploaded videocast and screenshots, which demonstrates all visible parts of the module.

need help with license. i had activated license to, plz shift to

Please contact our team through our profile’s contact form. They will help you with your license.

hi, i’m need to demo for module. thank you.


There is no available demo, as real & sensitive data could be used, ending up in spamming.

This item contains a clear description, along with screenshots/possible videocasts of its usage.

If there are pre-sale questions, we will be more than happy to answer them here!

Thank you for your understanding.

Hi, Your system is useful for our company.

However, I found that the system cannot show the net amount from an invoice with fixed discount, and that cause the profit and loss and mapping trasaction are showing incorrect status.

Please adivce this status, thanks

Thanks for the feature request. Noted.

Pergunta: Está traduzido para PT-BR?

It is translate-ready for PT-BR. You will just need to change the terms.

Hi, I cant activate the module after I install on a new installation. what is the procedure when you delete on one install and try to install on another?

Are you talking about multiple installations under the same license? Please contact us through our profile page, if you want to move an installation to another domain.

Kindly reminder: consider renewing your support regarding support inquiries you may have in the feature.

Is it possible to customize it, like add custom fields or change the name of other fields?

Yes, thats possible.

However, customization should be done (like every customization request that falls outside of the included functionality) by a developer of yours.

Quick question here: Mindmap from weebdigital needs to be bought separately or is it included?

Not sure whats “Mindmap from weebdigital” but mindmap library – GOJS ( ) is included in our module.

The mind map are inside accounting module or i can use it elsewhere? I would like to buy, but, be able to use mindmap around the application (for finance, projects, and everywhere else).

It’s possible?

You can use it – as long as you call it on the specific page’s load :-) Its a library.

i saw somebody with this. but on mobile is looks very ugly, not responsive. when comes a new update to fix this solution?

look at the table, below

B. Financial

Every table with big horizontal size due to many columns will need swipe right actions from mobile.

This makes sense when it comes to mobile navigation and of course has nothing to do with the responsiveness of this product, which is not set by itself, but by Perfex CRM’s bootstrap framework and being inherited.

If you need any CSS alterings according to your specific requests, please open a support ticket after purchasing the item and guys from support will advise.

Presale question: Do you plan to add the option to export like report or similar? I know this it for the company and for internal use but that function will be very usefull

Thanks for the suggestion. Ill pass this to our review team and upon a big number of identical requests, it may be implemented in a future version.

Module shows uploaded but installation is not showing.


Thank you for your purchase. We advise you to open up a support ticket at support area so guys from support can take a look at your local issue and advise.

Looks interesting. Can see its usefulness for an ad or marketing agency as well as internal use. Are there hot keys for the mindmap? Grafting etc?

Here’s a full demo of MindMap :

I installed this module and it doesn’t show on the menu nor the module list. I followed the instructions. I installed other modules and didn’t have issues. What am I missing?

Hello – thanks for your purchase.

We advise you to open up a support ticket at support area so guys from support can take a look at your local issue and advise.

What are the improvement plans for this module, because finding it empty, without methodology, objective and dynamism, something very fixed. Giving it this way it can delay work, I sincerely bought it and I’m not very satisfied with what exists.


Our module’s options for initial version are specific and can be shown in the video preview. Im sorry that you expected specific features according to your own usage. We do currently gather requests for this module and upon a big number of identical requests, we may consider adding those features in a future release.

How can I access demo ?

You can check out a real demo videocast in the item’s page, using ‘Video Preview’ button.

What you see there, is the exact functionality that you will get.

where can I find mindmap?

Not really sure what you mean, but I strongly suggest that you open up a support ticket within support area, so guys from support can help you technically with your question.

PRESELL QUESTION Can you write exactly what it is? Where to find the knowledge to be able to use it? I’ll give you an example of an answer that I want and many other people in this area :) If my question was “What is the Gantt form in perfex for?” I would expect an answer like this:

“You need a business management skills and specifically the ability to plan a project for related activities. Here you can study what it takes to use it.


Gantt form is a feature of Perfex, developed by Perfex core team – not something related to Account Planning module.

Thus, core team might have a better answer than our team, since this is not a feature of a specific module of us.

Good Work !!! I like your files !!! Thank you for share !!!

Lots of thanks for your feedback. Music to our ears :-)


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