A typical vTiger or Suite CRM setup will require the following:
1. Basic Setup
This involves setting up the hosting environment, installing vTiger for you, setting up regional settings, mail gateway and default requirements.
This process takes around half a day.
2. Data Import
Data can be imported from most systems. Before importing data into your CRM, the data is first prepared (deduplcated, converted to the correct format, cleaned and dropdowns setup). We are able to import from just a few records up to several million. Data imports can be just an hour if your data is already clean and in the correct format, up to a couple of days if lots of work needs to be carried out preparing the data. We provide a detailed report which outlines this time and cost.
During the basic setup we are happy to add some additional fields to suit your needs. However, if you need additonal modules or more than a handlful of fields, these will take time to be added. We charge an hourly rate to setup fields, with a new module typically taking around 90 minutes to build, (including new fields), and new fields taking aorund 2 minutes each to add to an existing module.
Training is provided as required. We recommend at least 2 hours of user training, and an additional 1 - 2 hours of administrator training.
5. Additional modules and functionality
We can build addiitonal functionality straight into your CRM, or integrate to external systems with ease. Call is for a quote.
6. Hosting and Support
We offer CRM hosting options for the new system, the cost of this will depend on the number of users.