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Move from Insightly CRM to suiteCRM
- or -
Post a project like this$$$
- Posted:
- Proposals: 2
- Remote
- #909889
- Expired
Description
Experience Level: Expert
General information for the business: Supplier to Care homes and Childrens Nurseries
Kind of development: Customization of existing program
Platform: SugarCRM
Description of requirements/functionality: Data transition and setup/discussion about best practice and gotchas
Extra notes: Move from insightly 1300 contacts and calls/notes to suitecrm plus some training to kickstart us in suite CRM and point us in the right direction.
Small team of 3 people who have outgrown insightly and would like to roll smoothly into suitecrm. We are based down in Wiltshire.
Stage I will be data transition, there are export options from Insightly
Stage II training in sunny Wiltshire a few tweaks to the setup
Seeking a UK based person only please who is prepared to come to Wiltshire for half a day/day
Kind of development: Customization of existing program
Platform: SugarCRM
Description of requirements/functionality: Data transition and setup/discussion about best practice and gotchas
Extra notes: Move from insightly 1300 contacts and calls/notes to suitecrm plus some training to kickstart us in suite CRM and point us in the right direction.
Small team of 3 people who have outgrown insightly and would like to roll smoothly into suitecrm. We are based down in Wiltshire.
Stage I will be data transition, there are export options from Insightly
Stage II training in sunny Wiltshire a few tweaks to the setup
Seeking a UK based person only please who is prepared to come to Wiltshire for half a day/day
![Sam G.](https://www.peopleperhour.com/imgs/default_avatar_light_70x70.png)
Sam G.
100% (5)Projects Completed
4
Freelancers worked with
4
Projects awarded
31%
Last project
16 Aug 2021
United Kingdom
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