The use of the module may vary, depending on different conditions and different scopes of each company.
Different businesses have different needs and different approaches to their customers and can be applied through this awesome account planning tool.

Feel free to create your first project via the ACCOUNT SCHEDULING -> ADD NEW menu and explore your new module, which contains many useful functions (Due Diligence / Team Information / Service Capacity Offering / Service Planning project / Strategy MindMaps, etc.).

Add a new account #

Fill in all your data #

• Due diligence
• Team Info
• Service offer and capabilities
• Planning

Create and insert your Mind Map #

In Suggested approach strategy, Click the LAMP icon on the left to create a new mind map. To edit an existing mind map, select it and click the LAMP icon