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Close CRM Research WP3 (Pricing & Cost Comparison)

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Tasks card: st-f5a7909b -> Done, closedDate 2026-08-31.
Progress Log note added.
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beantownbabe committed 2026-08-31 17:33:04 +02:00
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subtasks: [
{ id: "st-3e16f9bc", subtask: "Requirements Definition", ask: "Work Package", kpi: "2026-08-18 → 2026-08-22", status: "Done", closedDate: "2026-08-22", closedSource: "Peter's weekly task" },
{ id: "st-338fa6b9", subtask: "Candidate Research & Vendor Verification", ask: "Work Package", kpi: "2026-08-22 → 2026-08-27", status: "Done", closedDate: "2026-08-26", closedSource: "Peter's weekly task" },
{ id: "st-f5a7909b", subtask: "Pricing & Cost Comparison", ask: "Work Package", kpi: "2026-08-27 → 2026-08-29", status: "Still open" },
{ id: "st-f5a7909b", subtask: "Pricing & Cost Comparison", ask: "Work Package", kpi: "2026-08-27 → 2026-08-29", status: "Done", closedDate: "2026-08-31", closedSource: "Peter's weekly task" },
{ id: "st-ca6ae036", subtask: "Dashboard Build (CRM Research Page)", ask: "Work Package", kpi: "2026-08-29 → 2026-08-30", status: "Still open" },
{ id: "st-3424dd8f", subtask: "Outstanding Verification", ask: "Work Package", kpi: "2026-08-29 → 2026-08-30", status: "Still open" },
{ id: "st-3b191591", subtask: "Final Review & Sign-off", ask: "Milestone", kpi: "2026-08-31", status: "Still open" }
],
notes: [
{ date: "2026-08-31", source: "Peter's weekly task", text: "WP3 closed: Pricing & Cost Comparison work package submitted, all 8 candidates priced with verified EUR figures. WP4 (Dashboard Build) is next — syncing the live CRM Research page's Pricing table and Work Package Timeline with WP3's findings." },
{ date: "2026-08-26", source: "Peter's weekly task", text: "WP2 closed: Evaluated 8 non-US CRM vendors against WP1's requirements list, including a deeper ownership check on Efficy CRM's investor (Apax Partners). Results: EspoCRM and Dolibarr meet every must-have cleanly; SuiteCRM and Odoo CRM meet requirements with a caveat; Capsule CRM and CentralStationCRM fail the generic IMAP/SMTP must-have; Zoho CRM and Efficy CRM have contested/unclear items explicitly flagged rather than asserted as fact. 8 candidates evaluated (above the minimum of 6), every claim source-traceable. WP3 (Pricing & Cost Comparison) is next, due 2026-08-29." },
{ date: "2026-08-22", source: "Peter's weekly task", text: "WP1 closed: Requirements Definition Work Package formally closed following Peter Gaal's approval of the CRM Requirements Research IPP/IPO. Interim report submitted per the confirmed WP-boundary reporting cadence. WP2 (Candidate Research & Vendor Verification) now underway." },
{ date: "2026-08-21", source: "Mckinley-directed", text: "Resolved: naming one final recommended CRM was never a Peter-mandated requirement — it's CRM Research's own voluntary wish to suggest an option in their report. The IPP's \"no recommendation\" clause still stands, so this isn't tracked as an open task here." },