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Need to get started fast with your intelecrm™ project? The intelecrm™ JumpStart Package by Intelestream is designed to get your project off the ground quickly. All intelecrm™ solutions are delivered as a hosted service. Your base instance is configured and running the same day you order (in most cases) . Then, Intelestream professional service will set up initial user accounts, complete a basic data migration from currnet client CRM or contact management system, provide basic field customization, and deliver a one hour training for users. This baseline installation can then become the launch pad for future system refinements. intelecrm™ JumpStart Package Details Base System Installation (Hosted Only) - Provision Instance
- Performance tuning of php.ini, configuration.php
- Application performance optimization configuration
Basic Data Migration - Client must provide migration data in a single standard export in CSV format
- Package includes data imports into the following modules: Leads, Accounts, Contacts, Opportunities, Activities (Calls, Meetings, Tasks, Notes)
System Configuration - Enable / Disable modules based on primary use cases
- Configure global system settings
- Configure administrative email settings
- Configure up to ten (10) user accounts and reporting hierarchy
- Configure up to two (2) access roles
- Configure up to ten (10) custom fields
User Training - Deliver single one (1) hour user training session
Pricing Summary: $2,000 USD
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