Need to get started fast with your CRM project? The Open Source CRM 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.

Open Source CRM 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 fifteen (15) User Accounts and Reporting Hierarchy
• Configure up to five (5) Access Roles
• Configure up to twenty five (25) Custom Fields

User Training

• Deliver End User training session (2 hours of live remote training and 2 hours of prep/post training support)
• Deliver Admin training session (2 hours of live remote training and 2 hours of prep/post training support)

Pricing Summary: $4,800 USD