Project Summary: Open Source CRM Integration

Company Overview

Revenue: <1 Million EUR

Number of Employees: <10

Industry: Business Consulting

Project

Title: Open Source CRM Integration

Project Description

As this small but rapidly growing business consulting company expanded, the need for an affordable yet robust CRM system became critical. With numerous SaaS CRM solutions available, the costs can escalate quickly as the business grows. A CRM system is crucial for any service-oriented business, making it essential to maintain control over both the system and the data.

Unique Challenges

• Identifying a solution that met all defined requirements.
• Deciding on the appropriate tech stack.
• Configuring the server for optimal performance and security.

Scope of Our Service

• IT Consulting: Offering strategic advice on CRM solutions.
• Requirement Gathering: Collecting detailed requirements to ensure all needs were met.
• Finding a Powerful Open Source CRM System: Researching and selecting the best-fit CRM.
• Building a Test Environment: Setting up a test environment for thorough evaluation.
• Testing: Conducting extensive tests to ensure functionality and reliability.
• Implementation on VPS: Deploying the CRM system on a Virtual Private Server for production use.
• System Configuration: Configuring the CRM to meet specific business needs.
• Backup and Disaster Recovery Strategy: Implementing a robust strategy to safeguard data and ensure business continuity.

Total Duration

Duration: <3 Months

Result

• Cost-Effective Solution: Implemented a scalable CRM solution with hosting costs under 10 EUR per month, with no limitations on the number of users.
• Ease of Maintenance: The solution is easy to maintain, ensuring smooth operation.
• Powerful and Extendable System: A highly flexible and adjustable CRM system that leverages AI to meet various business requirements.