The first thing you're going to want to do is to make an export file from the destination CRM, in your case it's SuiteCRM, and pull it into Excel. What I mean is when you export from the new CRM you will have a comma delimited or Excel file with all of the fields required as column heads on a spr...
Great Question! I see you are not looking to spend too much money on this so my recommendation would be to use free tools that will only cost you the time you take to set them up yourselves. 1. Accommodating contacts (engaged vs not engaged, segmenting, custom fields and flexible reporting). Fo...
Very interesting concept. You need to understand the value proposition of your product to understand who is the stakeholder that you'll benefit the most. As I see it from your short description you will be obtaining lots of data from the end users (customers). This data is not really of interest ...
At Gun.io we're about to replace our legacy home-grown system for these items with Hubspot. So far we are happy with it. It doesn't do _everything_ but it does enough and it's easy enough to use for non-technical staff. We got it up and running with about a month of dedicated work, mostly on deve...