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