> For the complete documentation index, see [llms.txt](https://themesic-docs.gitbook.io/account-planning-module-for-perfex/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://themesic-docs.gitbook.io/account-planning-module-for-perfex/readme.md).

# Introduction

Welcome to the **Account Planning Module** documentation. This guide will help you understand, install, and use the module to manage strategic account planning within your Perfex CRM.

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## 💡 What is Account Planning?

**Account Planning** is a customer-centric approach to managing your most important clients. It helps you:

* **Identify priority accounts** – Know which clients deserve the most attention
* **Capture critical information** – Store vision, mission, financial data, and marketing activities in one place
* **Analyze opportunities and threats** – Use the BCG model and client status to assess each account
* **Develop growth strategies** – Create objectives, tasks, and action plans to expand relationships
* **Track progress** – Link plans to projects, invoices, and estimates for a complete picture

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## 👥 Who Is This For?

This documentation is written for **everyone**—whether you are:

* **Business owners** who want to grow key client relationships
* **Sales and account managers** who need a structured way to plan and track accounts
* **Administrators** who install and configure the module
* **Non-technical users** who simply want to use the features day-to-day

We explain each step clearly, with screenshots and examples where helpful.

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## 📚 What You'll Find Here

| Section                                                                                   | Description                                              |
| ----------------------------------------------------------------------------------------- | -------------------------------------------------------- |
| [Getting Started](/account-planning-module-for-perfex/getting-started/installation.md)    | How to install, activate, and set up the module          |
| [Features](/account-planning-module-for-perfex/features/overview.md)                      | Complete walkthrough of all features                     |
| [Settings](/account-planning-module-for-perfex/settings/settings.md)                      | Configure reminders, webhooks, recurring plans, and more |
| [Client Portal](/account-planning-module-for-perfex/client-portal/client-portal.md)       | Let clients view their account plans                     |
| [Troubleshooting](/account-planning-module-for-perfex/troubleshooting/troubleshooting.md) | Common issues and solutions                              |

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## ⚡ Quick Start

1. **Install** the module in Perfex CRM (Setup → Modules → Upload).
2. **Activate** it and enter your purchase code.
3. **Assign permissions** to staff who will use it.
4. **Create your first account plan** from the Account Planning menu.

For detailed steps, go to [Installation](/account-planning-module-for-perfex/getting-started/installation.md).

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## 📌 Requirements

* **Perfex CRM** version 2.3 or higher
* A valid purchase license from CodeCanyon
* Staff with appropriate permissions (view, create, edit, delete)

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## 🆘 Need Help?

* Check the [Troubleshooting](/account-planning-module-for-perfex/troubleshooting/troubleshooting.md) section for common problems
* Review the [Settings](/account-planning-module-for-perfex/settings/settings.md) page for configuration options
* Ensure your [Cron Job](/account-planning-module-for-perfex/settings/settings.md#cron-job-setup) is configured if you use reminders or recurring plans