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Open Source CRM Extended Support Professional provided by Intelestream |
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 Intelestream Extended Support Professional is our midrange administration package. This package is well suited for companies that have a current CRM system administrator to handle basic tasks, but wish to offload administration functions as needed. The package also provides access to resources for minor ad hoc code customizations and as needed training sessions. The package Includes:
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Monthly Automated Services
| Service |
Description |
| System scan |
High level diagnostic on general health of the system |
| Module-by-module diagnostic |
Perform a series of diagnostic tests on each CRM module |
| Database query test |
Detect if query tuning is needed and determine general database health |
| E-mail settings diagnostic |
Ensure e-mails for users, campaigns, and administration are properly configured |
| Security sweep |
Ensure security settings are optimized for users, teams, and roles. Match company business logic |
| Monthly Reporting |
Send customer a series of reports at the end of each month |
| E-mail alerts (activities and leads) |
E-mail overdue activities and leads monthly |
| Usage report |
Execute a usage report detailing a number of key indicators |
Monthly Ad Hoc Services (up to ten (10) hours monthly)
These services can be consumed as needed. Hours are calculated at quarter hour intervals. The following service categories are available to Extended Support customers:
| Service |
Description |
| Workflows |
Create, modify, remove |
| Custom Reports |
Create, modify, remove |
| User Management |
Add, de-activate |
| Teams |
Create, modify, remove |
| Roles |
Create, modify, remove |
| Product Catalog |
Create, modify, remove |
| Install custom themes |
Install, test, remove |
| E-mail campaigns |
Create, test, execute |
Includes Everything in Standard and...
- Additional nine (9) hours of monthly ad hoc support
- Minor code customizations included
- Training
- 15% Reduced hourly rate for additional ad hoc Professional Services
Pricing Extended Support Standard: $1,250 USD per month
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