Update CRM Research page with WP2/WP3 verified data (WP4 dashboard build)
Work Package Timeline: mark Candidate Research & Vendor Verification and Pricing & Cost Comparison rows as Done. Pricing table: replace stale placeholder Self-Hosted/Cost figures with WP3's verified EUR pricing for all 8 candidates, reordered to group front-runners / caveat / fail / contested tiers per the research notes. Refreshed the EspoCRM pricing popover to match.
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@@ -4651,8 +4651,8 @@
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</thead>
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<tbody>
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<tr><td>1</td><td>Requirements Definition</td><td>Work Package</td><td>2026-08-18 → 2026-08-22</td><td><span class="crm-check">✓</span> Done</td></tr>
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<tr><td>2</td><td>Candidate Research & Vendor Verification</td><td>Work Package</td><td>2026-08-22 → 2026-08-27</td><td></td></tr>
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<tr><td>3</td><td>Pricing & Cost Comparison</td><td>Work Package</td><td>2026-08-27 → 2026-08-29</td><td></td></tr>
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<tr><td>2</td><td>Candidate Research & Vendor Verification</td><td>Work Package</td><td>2026-08-22 → 2026-08-27</td><td><span class="crm-check">✓</span> Done</td></tr>
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<tr><td>3</td><td>Pricing & Cost Comparison</td><td>Work Package</td><td>2026-08-27 → 2026-08-29</td><td><span class="crm-check">✓</span> Done</td></tr>
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<tr><td>4</td><td>Dashboard Build (CRM Research Page)</td><td>Work Package</td><td>2026-08-29 → 2026-08-30</td><td></td></tr>
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<tr><td>5</td><td>Outstanding Verification</td><td>Work Package</td><td>2026-08-29 → 2026-08-30</td><td></td></tr>
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<tr><td>6</td><td>Final Review & Sign-off</td><td>Milestone</td><td>2026-08-31</td><td></td></tr>
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@@ -4915,44 +4915,44 @@
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</thead>
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<tbody>
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<tr>
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<td><a href="https://capsulecrm.com" target="_blank" rel="noopener">Capsule CRM</a></td>
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<td>No</td>
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<td>Quote-based</td>
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<td><a href="https://www.dolibarr.org" target="_blank" rel="noopener">Dolibarr</a></td>
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<td>Yes, self-hosted (GPL), free</td>
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<td>Free — no contact cap; ~€4–10/mo VPS hosting</td>
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</tr>
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<tr>
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<td><a href="https://www.espocrm.com" target="_blank" rel="noopener">EspoCRM</a><span class="crm-info-badge" id="crm-info-espocrm-pricing" onclick="crmTogglePopover(this)">?</span></td>
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<td>Yes, free open-source</td>
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<td>Free self-hosted (server cost only)</td>
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</tr>
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<tr>
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<td><a href="https://www.odoo.com/app/crm" target="_blank" rel="noopener">Odoo CRM</a></td>
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<td>Yes, Community free</td>
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<td>Cloud pricing varies by region</td>
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<td>Yes, self-hosted (AGPL), free</td>
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<td>Free — no contact cap; ~€5–12/mo VPS hosting</td>
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</tr>
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<tr>
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<td><a href="https://suitecrm.com" target="_blank" rel="noopener">SuiteCRM</a></td>
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<td>Yes, free open-source</td>
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<td>Free (server cost only)</td>
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<td>Yes, self-hosted, free</td>
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<td>Free — no documented contact cap; ~€8–24/mo VPS hosting</td>
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</tr>
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<tr>
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<td><a href="https://www.odoo.com/app/crm" target="_blank" rel="noopener">Odoo CRM</a></td>
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<td>Yes, self-hosted Community (LGPLv3), free</td>
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<td>Free — no contact cap; ~€5–15/mo VPS hosting</td>
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</tr>
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<tr>
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<td><a href="https://www.zoho.com/crm/" target="_blank" rel="noopener">Zoho CRM</a></td>
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<td>No</td>
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<td>Mid-tier pricing per seat, varies by plan</td>
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<td>€70/mo (Standard) or €200/mo (Enterprise — the tier actually needed for confirmed EU hosting + DPA); Standard caps at 100,000 records org-wide</td>
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</tr>
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<tr>
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<td><a href="https://capsulecrm.com" target="_blank" rel="noopener">Capsule CRM</a></td>
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<td>No</td>
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<td>€77/mo (annual) or €90/mo (monthly); Starter tier caps at 30,000 contacts</td>
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</tr>
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<tr>
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<td><a href="https://centralstationcrm.de" target="_blank" rel="noopener">CentralStationCRM</a></td>
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<td>No — SaaS-only</td>
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<td>Free tier capped at 3 users/200 contacts, not usable at 8</td>
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</tr>
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<tr>
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<td><a href="https://www.dolibarr.org" target="_blank" rel="noopener">Dolibarr</a></td>
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<td>Yes, GPL, unlimited users</td>
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<td>Free, fully open-source</td>
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<td>€75/mo flat (Small Office tier, covers 5 users); caps at 10,000 contacts</td>
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</tr>
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<tr>
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<td><a href="https://www.efficy.com" target="_blank" rel="noopener">Efficy CRM</a></td>
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<td>Yes — cloud, on-prem, and hybrid offered</td>
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<td>Paid only</td>
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<td>Quote-based, no public pricing; third-party figures conflict, ~€17–69/user/mo; contact cap not publicly stated</td>
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</tr>
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</tbody>
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</table>
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@@ -4963,7 +4963,7 @@
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Figures here are an August 2026 snapshot, not a quote — pricing pages change often.
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</div>
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<div class="crm-popover" data-target="crm-info-espocrm-pricing">
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EspoCRM cloud pricing figures found were inconsistently formatted — unverified, check EspoCRM's own site directly.
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Self-hosted cost verified in WP3 (2026-08-27): ~€5–12/mo VPS (e.g. Hetzner CX22, 2GB). EspoCRM's own cloud-hosted plans exist too, but self-hosted is the recommended path here, so cloud pricing wasn't priced out.
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</div>
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</div>
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</div>
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@@ -6501,11 +6501,17 @@
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{
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id: "open-items-opportunities",
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label: "Opportunities / Conference Scout",
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subtasks: [],
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notes: [
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{ date: "2026-08-21", source: "Mckinley-directed", text: "After each monthly Scout run, the report needs to be manually pulled and synced into SCOUT_RESULTS — not automated. Next run 2026-09-01, so \"sync Sept 1 scout results\" will become a real task then, not open yet." }
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subtasks: [
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{ id: "st-4c45cff2", subtask: "Sent Conference Scout 6-month report to the Bosses", ask: "Generated and sent opportunities/reports/conference-scout-6mo.pdf to the Bosses — 6 candidates (Aug 27 2026 - Feb 27 2027): WiPDA-Europe 2026 (Aalborg, Sept 20-22) flagged as worth raising, plus XTOP 2026, NOBUGS 2026, RDA 27th Plenary, AFLS2026, MRS Fall Meeting. PCIM Asia, IMAPS Onshoring, SEMICON Taiwan ruled out as not happening; ICSCRM 2026 dropped per no-international-travel-to-Japan. Daniel responded he'll discuss the list with Peter.", kpi: "—", status: "Done", closedDate: "2026-08-27", closedSource: "Mckinley-directed" }
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],
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reports: []
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notes: [
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{ date: "2026-08-21", source: "Mckinley-directed", text: "After each monthly Scout run, the report needs to be manually pulled and synced into SCOUT_RESULTS — not automated. Next run 2026-09-01, so \"sync Sept 1 scout results\" will become a real task then, not open yet." },
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{ date: "2026-08-27", source: "Input Interface (Mckinley)", text: "New task submitted via Input Interface: \"Introduce Conference Scout 6-month options at the next meeting and gauge intere…\"", sourceTaskId: "st-4c45cff2" },
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{ date: "2026-08-27", source: "Mckinley-directed", text: "Closed: report was generated and sent to the Bosses (not a future meeting agenda item as first logged). Daniel responded he'll discuss the candidate list with Peter — decision tracking on which candidates to pursue is now outside Opportunities/Scout's scope.", sourceTaskId: "st-4c45cff2" }
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],
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reports: [
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{ date: "2026-08-27", source: "Mckinley-directed", text: "Conference Scout 6-month report sent to the Bosses: opportunities/reports/conference-scout-6mo.pdf" }
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]
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},
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{
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id: "open-items-market-intelligence",
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