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Account Planning - Data-Driven Strategic Module for Perfex CRM

PHP Scripts · Add Ons

Account Planning - Data-Driven Strategic Module for Perfex CRM – SnoopTool Deal

5.0 on Envato (4 ratings) 210 sales by themesic
$11.80 $59 80% off

Price shown is 80% under Envato's own list price. Purchase, download and support all happen on CodeCanyon — nothing is fulfilled by SnoopTool. Not a cracked or pirated copy: "Buy Now" takes you to Envato's own checkout for the same official files and license as buying there directly.

View Live Demo Buy Now on Envato
CategoryPHP Scripts — Add Ons
Authorthemesic
Last updated9 Jul 2026, 12:23 pm IST
First published16 Apr 2020, 5:45 pm IST
About this item

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 A

Category & tags
PHP Scripts Add Ons by themesic
Licensing & support

Envato sells this item under its own Regular and Extended commercial licenses, and support (bug fixes, compatibility help) comes directly from themesic through Envato's own support system. SnoopTool doesn't set license terms, collect payment, or provide support — "Buy Now" takes you to CodeCanyon to complete all of that on the real listing.

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