Need to get started fast with your SugarCRM^™ project? The SugarCRM JumpStart Package by Intelestream is designed to get your project off the ground quickly. Whether your deployment is on-site or hosted by Intelestream, our professional services team will get your base instance installed, configure your initial user accounts, complete a basic data migration from the CRM or contact management system, provide basic field customizations, and deliver a one hour training session for users. This baseline installation can then become the launching pad for future system refinements.

SugarCRM JumpStart Package Details

Base System Installation (On-Site or Hosted)

• Confirmation of Technical Stack Settings and Versions
• Initial Application Set-up and Configuration
• Performance Tuning of php.ini and configuration.php
• Application Performance Optimization Configuration

Basic Data Migration

• The client will need to 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: $2,000USD