Customization Help

Some areas of customization can be challenging or simply take up time you could be using for your business.  Let us help either partially or fully customize your EspoCRM.

Before you begin thinking about customization, we recommend you sign up for and use the EspoCRM demo to help envision your business processes and data needs.

We have flexible options to fit your budget and give you the most value:

The following is at our standard rate for the following standard customizations

  • Fields, create, hide, relabel, relocate, simple formula development
  • Add, arrange Dashlets
  • Create Roles, configure and test security
  • Data Services – Data Migration, Cleanup, Mapping, Testing
  • Training, Q&A, or customization call and/or walkthrough
  • Our standard rate is $100 per hour, billed in 15-minute increments
  • Simple group email setup

The following requires a scoping process to understand your exact requirements

  • Scope, build, test new modules
  • Scope, build, test new reports and dashboards
  • Create, configure, test, customer portal access and login
  • Email Configuration/Integration
  • Integration Leads or other API process

Support & Discounts

  • Customization Training – Two 30-minute sessions – $100
    • Save by learning how to customize
    • We will train on simple customizations, let you try it out, then have a follow-up for questions and next steps
  • Prepaid Support  & Customization – 2 hours  – $175
  • Prepaid Support  & Customization – 4 hours  – $350
    • You can sign up for a mix of customization, training, calls, Q&A, and walk-throughs for you use as needed.
    • Your time will not expire.
      • This is a good option for the 1st few months when you are likely to have many questions
      • Renew if needed
  • Prepaid Priority weekly call – 8 weekly meetings – $650
    • You can sign up for a weekly call to review any questions or customization needs you might have
    • You can cancel for a week if you don’t have any need, no penalty
  • Full Customization – All Modules – Standard Customization – $1,280
    • Includes all standard customizations and estimated 16 hours for typical customizations
    • Best for organization who need EspoCRM heavily customized to fit their business model
    • Used hours can be converted to support and future customizations
  • Fine Print
    • Minimum billing increment: 15 minutes
    • Payment terms: 50% upfront, 50% due upon completion
    • We require approval for any changes and sign off for the warranty to be applied
    • Support response time: Business Days, Monday – Friday, 9am – 6pm
    • Warranty period: 7 days for bug fixes

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