Migrating Your Data
The Crm has import wizard that allows you to import contact info from a .csv file. For more elaborate migrations you may want to hire us for data migration. Data migration costs will depend on the size and level of complexity of the project.
Custom Program Modules
Chabad suite offers custom modules to facilitate program registration and management. This is a custom service that is provided at an additional cost.
Discovery and Implementation
Discovery and Implementation is a service we provide to help larger organizations with greater administrative needs transition from their old system to Chabad Suite.
In the discovery process, we audit your organization's administrative process. We interview your staff, discuss what each task will look like in Chabad Suite, and make suggestions on how to enhance and automate your workflows. We then write up a configuration technology spec document where we specify each configuration needed to accommodate your organization's workflows and needs.
In the implementation process, we perform these configurations, migrate your data, and train and assist your staff as you make your transition into your new system.