Account Planning - Data-Driven Strategic Module for Perfex CRM - 1

Latest Release ⚡

NEW – Client Profile Tab (Account Plans)
NEW – Project / Invoice / Estimate Links
NEW – Custom Fields in Table
NEW – Default Status Setting
NEW – Email Merge Fields
NEW – Revenue vs Plan Dashboard
NEW – At-Risk Account Alerts
NEW – Plan Approval Workflow
NEW – Goals & KPIs
NEW – Plan Health Score
NEW – Webhooks
NEW – Task Email Reminders
NEW – Project–Plan Task Sync (Bidirectional)
NEW – Client Portal: Request Update
NEW – MindMap SVG Export
NEW – True Excel (.xlsx) Export
NEW – Recurring Plan Periods (Cron)
NEW – Plan Comparison View
NEW – Meeting Notes / Call Logs (CRUD)
NEW – Competitor Tracking (CRUD)
NEW – Bulk Email (Notify Assignees)
NEW – Mobile-Friendly Client View
NEW – Quick Create Project

Transform Your Key Accounts Into Growth Engines – Strategic Planning, MindMap, Relations & Client Collaboration Inside 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.

Demo & Documentation

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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.

Dashboard, Filters & Bulk Actions

✅ Main Dashboard Widget – Draft, In Progress, Completed counts. Overdue tasks. Client status (Red, Yellow, Green). Revenue vs plan. At-risk accounts alert. One glance from the Perfex dashboard.

✅ Powerful Filters – Filter by client, status, BCG model, Person In Charge, date range, overdue tasks, has invoice, has proposal. Find the plans that need attention.

✅ Saved Filters – Save your favourite filter combinations. One click to apply. Perfect for recurring views (e.g. “My In-Progress Plans”).

✅ Bulk Actions – Change status for multiple plans. Bulk copy to a new period. Mass delete. Select, act, done.

✅ Kanban View – Drag-and-drop plans between columns (Draft, In Progress, Review, Completed, Archived). Visual status management.

Export, Templates & Recurring Plans

✅ Export PDF – One-click export of a plan as PDF. Share with clients, attach to emails, archive for compliance.

✅ Export Excel (.xlsx) – Export the plans table to true Excel format. Apply filters first to export only what you need. Analyse in spreadsheets.

✅ Plan Templates – Create reusable templates with vision, mission, objectives, structure. Start new plans from a template. Consistency and speed.

✅ Create Next Period – Copy a plan to the next month or quarter. Manual or automatic. No re-typing.

✅ Recurring Plan Periods (Cron) – Enable auto-copy. On the 1st of each month (or quarter), completed plans are copied to the next period. Set and forget.

✅ Plan Comparison – Compare two plans side by side. Same client, different periods. See what changed.

Meeting Notes, Competitors & Goals

✅ Meeting Notes / Call Logs – Full CRUD. Add, edit, delete. Date and notes per meeting or call. Never lose a conversation.

✅ Competitor Tracking – Add competitors with threat level (Low, Medium, High). Edit and delete. Know who you’re up against.

✅ Goals & KPIs – Set goals per plan with target, actual, and due date. Track progress toward key metrics.

✅ Plan Health Score – Calculated health percentage based on tasks and progress. See at a glance how the plan is doing.

✅ Plan Approval Workflow – Approved by and date. Formalise sign-off when plans are ready.

Automation & Integrations

✅ Task Email Reminders – Staff assigned to plan tasks get email reminders X days before the deadline. Configure cron. No more missed deadlines.

✅ Webhooks – Notify external systems when plans are created, updated, or deleted. Add a URL. Receive POST requests with JSON payload. Integrate with Zapier, Make, or your own systems.

✅ Email Merge Fields – Use account planning merge fields in Perfex emails. Personalise templates with plan data.

✅ Bulk Email (Notify Assignees) – Send email to staff with overdue tasks on a plan. One click. Get everyone aligned.

Client Portal – View & Request Updates

✅ Client Portal View – Enable clients to see their account plans (read-only). Mobile-friendly layout. Responsive tables with data-label for small screens.

✅ Request Update – Clients can request an update from the portal. Staff get notified. Mark as handled when done. Simple workflow.

✅ Client Profile Tab – Account plans appear as a tab on the client profile. Quick access from the customer record.

Complete Feature Overview

Plan Structure
- Due Diligence (Financial, Marketing Activities)
- Team Information (Company & Client Team)
- Service Ability Offering
- Planning (Objectives, Tasks, MindMap)
- BCG Model & Client Status
- Revenue, Margin, Wallet Share
- Goals & KPIs

Relations & Sync
- Link Projects, Invoices, Estimates, Proposals
- Quick Create Project
- Linked Project Tasks & Milestones
- Bidirectional Task Sync
- Project/Invoice/Estimate Links (reverse)

Views & Export
- Table View with Filters
- Kanban View (Drag & Drop)
- Dashboard Widget
- Export PDF, Excel (.xlsx)
- MindMap Export (PNG, SVG)
- Plan Comparison

Collaboration
- Meeting Notes / Call Logs (CRUD)
- Competitor Tracking (CRUD)
- Activity Log
- Custom Fields

Automation
- Task Email Reminders
- Recurring Plan Periods (Cron)
- Webhooks
- Bulk Email (Notify Assignees)
- Email Merge Fields

Client Portal
- View Plans (Read-Only)
- Request Update
- Mobile-Friendly View
- Client Profile Tab

Templates & Copy
- Plan Templates
- Create from Template
- Create Next Period
- Bulk Copy to New Period

Insights & Workflow
- Revenue vs Plan Dashboard
- At-Risk Account Alerts
- Plan Health Score
- Plan Approval Workflow
- Default Status Setting
- Saved Filters
- Role-Based Permissions

Why Account Planning?

Everything in One Place – No more switching between Perfex, spreadsheets, and external tools. Vision, mission, financials, tasks, relations, and strategy live in Perfex.

Built for Perfex – Native integration. Uses Perfex clients, projects, invoices, estimates, tasks, and staff. No duplicate data. No sync issues.

Structured Yet Flexible – Four core sectors give you a framework. Custom fields, templates, and saved filters let you adapt to your process.

Visual Strategy – MindMap for brainstorming and planning. Export to PNG or SVG for presentations. Strategy that speaks.

Client-Facing – Clients view plans and request updates in the portal. Mobile-friendly. Professional.

Automation That Works – Recurring plans, task reminders, webhooks. Set it up once. Let the system run.

Revenue & Risk Visibility – Dashboard shows revenue vs plan, at-risk accounts, overdue tasks. Know where to focus.

Role-Based Permissions – View, Create, Edit, Delete. Control who sees and changes what.

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Documentation & Support

Included documentation covers installation, activation, permissions, and every feature. Step-by-step guides for non-technical users. A detailed Feature Overview explains each tab, what it does, and what you can achieve. Our support team is always around to help. Feel free to raise a support ticket at our support area. The support department will get back to you as soon as possible with a reply, guiding you through any issues.

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Version 1.1.0

- Quick Create Project (from Relations tab)

Version 1.0.9

- Fix project_settings for new projects (unserialize error)
- Migration + install.php fix for existing installations
- CSRF token fix for meeting notes & competitors forms
- Action buttons layout (inline, no wrap)

Version 1.0.8

- Recurring plan periods (cron + manual Create next period)
- Mobile-friendly client view (responsive CSS)
- Edit for meeting notes and competitors
- Client profile tab (account plans)
- Project / invoice / estimate links
- Custom fields in table, default status setting
- Email merge fields
- Revenue vs plan dashboard, at-risk account alerts
- Plan approval workflow, Goals & KPIs, Plan health score
- Webhooks, task reminders
- Bulk email (notify assignees)
- Plan comparison view

Version 1.0.7

- Client portal: request update
- Staff notifications for update requests
- Mark as handled workflow
- Project–plan task/milestone sync (bidirectional)
- Linked project tasks & milestones in Relations tab

Version 1.0.6

- Meeting notes / call logs (add, delete)
- Competitor tracking (add, delete)
- Database migrations for new tables

Version 1.0.5 – 1.0.1

- Bug fixes and improvements
- TinyMCE mindmap editor loading
- Resolved conflicts with Perfex CRM TinyMCE 6.x

Version 1.0.0

- Initial version
- Minimum PHP version required: 7.4
- Due Diligence, Team Information, Service Ability Offering, Project Planning
- MindMap (GOJS), Handsontable, Activity Log