SuiteCRM Setup, Customization & Migration

Customer: AI | Published: 15.02.2026

I’m rolling out SuiteCRM and need an experienced hand to get it production-ready. The platform is already provisioned on my server; what’s missing is the fine-tuning that turns a fresh install into a workflow my team can rely on. Here’s what I need you to tackle: • Customise key modules so they reflect our exact terminology and sales stages. • Polish the user interface—layouts, subpanels, dashlets—so everyday tasks take fewer clicks. • Build or refine workflow automation that routes leads, triggers follow-ups, and keeps data clean. • Migrate existing customer and sales data from our legacy system into SuiteCRM, preserving relationships, notes, and attachments. Acceptance criteria • All customised modules display the required fields and dropdowns without breaking core updates. • UI changes are responsive and consistent across modern browsers. • Automated workflows execute reliably after unit testing with sample records. • Imported data matches source totals, with spot-checks of random records confirming accuracy. I work with MySQL, PHP 7.4, and the current SuiteCRM LTS, so familiarity with these is important. If you’ve delivered similar projects, let’s discuss your approach and timeline so we can move quickly from setup to go-live.