CRM Clean-Up + Optimization

Description

Optimize your SuiteCRM for better performance, cleaner data, and higher user adoption. This flat-rate service includes a full audit, cleanup, and actionable improvements for SuiteCRM.

What’s Included:

• **Duplicate Detection & Merge up to 1000 records** – We’ll scan and identify potential duplicates in Contacts, Leads, or Accounts based on key fields (like email or phone) for up to 1,000 records per module. Additional records can be reviewed and cleaned at our hourly rate if needed.
• **Field & Layout Optimization** – Review and streamline modules, remove unused fields
• **Custom Module Review** – Improve layout usability and fix inconsistencies
• **Workflow & Automation Check** – Review logic hooks, campaign logic, scheduled jobs
• **Email Deliverability Audit** – SPF/DKIM check, email template cleanup (if applicable)
• **User Roles & Permissions Review** – Simplify and secure access by role
• **Performance Tuning** – Rebuild indices, clean logs, verify cron jobs
• **Live Walkthrough** – 60 minute, one-on-one Zoom call to explain changes and discuss next steps

Supported Platforms:

• SuiteCRM (v7 & v8)

Ideal For:

• Businesses experiencing SuiteCRM data sprawl or poor adoption

• Companies preparing for new sales/marketing initiatives

• Organizations migrating to new team members or processes

Includes up to 6 hours of expert service with a detailed summary and recommendations. Additional hours available at your standard rate.