mckinley/Sales-and-Marketing
1
0 Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Restore CRM Research WP1 (Requirements Definition) as a visible Done row

Browse Source
This commit is contained in:
beantownbabe committed 2026-08-25 10:43:31 +02:00
1 parent d3698ac664
commit 60b9a8a7d2
1 file changed
+106 -1
Download Patch File Download Diff File Expand all files Collapse all files
index.html
+106 -1
View File
@@ -268,6 +268,19 @@
}
.crm-table-wrap { overflow-x: auto; margin-bottom: 10px; }
.crm-note { font-size: 0.78rem; color: #6b7a8d; margin: 10px 0 20px; }
.crm-table { border-collapse: collapse; width: 100%; font-size: 0.85rem; }
.crm-table th, .crm-table td { padding: 10px 12px; border-bottom: 1px solid #e0e7ef; text-align: left; white-space: nowrap; }
.crm-table th {
color: #1b3a5c; font-weight: 800; font-size: 0.72rem;
text-transform: uppercase; letter-spacing: 0.04em; background: #f7f9fc;
}
.crm-table td.crm-feature { text-align: center; }
.crm-table tbody tr:hover td { background: #f7f9fc; }
.crm-company a { color: #1a2533; font-weight: 700; text-decoration: none; }
.crm-company a:hover { color: #2d6a9f; text-decoration: underline; }
.crm-company .crm-site { display: block; font-size: 0.75rem; font-weight: 500; color: #6b7a8d; margin-top: 2px; }
.crm-check { color: #1a8a60; font-weight: 800; font-size: 1rem; }
.crm-x { color: #b3261e; font-weight: 800; font-size: 1rem; }
.crm-info-badge {
display: inline-flex; align-items: center; justify-content: center;
width: 22px; height: 22px; border-radius: 50%;
@@ -4572,7 +4585,7 @@
<tr><th>#</th><th>Title</th><th>Type</th><th>Dates</th><th>Completed</th></tr>
</thead>
<tbody>
<tr><td>1</td><td>Requirements Definition</td><td>Work Package</td><td>2026-08-18 → 2026-08-22</td><td>✅</td></tr>
<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>
<tr><td>2</td><td>Candidate Research &amp; Vendor Verification</td><td>Work Package</td><td>2026-08-22 → 2026-08-27</td><td></td></tr>
<tr><td>3</td><td>Pricing &amp; Cost Comparison</td><td>Work Package</td><td>2026-08-27 → 2026-08-29</td><td></td></tr>
<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>
@@ -4582,6 +4595,97 @@
</table>
</div>
<div class="crm-table-wrap">
<table class="crm-table">
<thead>
<tr>
<th>Company</th>
<th>CSV/Excel Import</th>
<th>Sales Pipeline</th>
<th>Generic IMAP/SMTP</th>
<th>EU Hosting + DPA</th>
<th>Self-Hosted</th>
<th>Free / Open-Source</th>
</tr>
</thead>
<tbody>
<tr>
<td class="crm-company"><a href="https://capsulecrm.com" target="_blank" rel="noopener">Capsule CRM</a><span class="crm-site">capsulecrm.com</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-x">✗</span></td>
<td class="crm-feature"><span class="crm-x">✗</span><sup>*</sup></td>
<td class="crm-feature"><span class="crm-x">✗</span></td>
<td class="crm-feature"><span class="crm-x">✗</span></td>
</tr>
<tr>
<td class="crm-company"><a href="https://www.espocrm.com" target="_blank" rel="noopener">EspoCRM</a><span class="crm-site">espocrm.com</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
</tr>
<tr>
<td class="crm-company"><a href="https://www.odoo.com/app/crm" target="_blank" rel="noopener">Odoo CRM</a><span class="crm-site">odoo.com</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-check">✓</span><sup>*</sup></td>
<td class="crm-feature"><span class="crm-check">✓</span><sup>‡</sup></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
</tr>
<tr>
<td class="crm-company"><a href="https://suitecrm.com" target="_blank" rel="noopener">SuiteCRM</a><span class="crm-site">suitecrm.com</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-check">✓</span><sup>‡</sup></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
</tr>
<tr>
<td class="crm-company"><a href="https://www.zoho.com/crm/" target="_blank" rel="noopener">Zoho CRM</a><span class="crm-site">zoho.com/crm</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-check">✓</span><sup>*</sup></td>
<td class="crm-feature"><span class="crm-x">✗</span></td>
<td class="crm-feature"><span class="crm-x">✗</span><sup>†</sup></td>
</tr>
<tr>
<td class="crm-company"><a href="https://centralstationcrm.de" target="_blank" rel="noopener">CentralStationCRM</a><span class="crm-site">centralstationcrm.de</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-x">✗</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-x">✗</span></td>
<td class="crm-feature"><span class="crm-x">✗</span><sup>†</sup></td>
</tr>
<tr>
<td class="crm-company"><a href="https://www.dolibarr.org" target="_blank" rel="noopener">Dolibarr</a><span class="crm-site">dolibarr.org</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-check">✓</span><sup>‡</sup></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
</tr>
<tr>
<td class="crm-company"><a href="https://www.efficy.com" target="_blank" rel="noopener">Efficy CRM</a><span class="crm-site">efficy.com</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-x">✗</span><sup>*</sup></td>
<td class="crm-feature"><span class="crm-x">✗</span><sup>*</sup></td>
<td class="crm-feature"><span class="crm-check">✓</span></td>
<td class="crm-feature"><span class="crm-x">✗</span></td>
</tr>
</tbody>
</table>
</div>
<p class="crm-note"><sup>*</sup> unconfirmed / conflicting sources — needs direct vendor confirmation before relying on it. <sup>†</sup> has a free tier, but capped well below our 5-person team. <sup>‡</sup> self-hosted, so EU hosting + DPA is whatever server you choose, not vendor-provided.</p>
<div class="crm-table-wrap">
<table class="crm-detail-table">
<thead>
@@ -6301,6 +6405,7 @@
id: "open-items-crm-research",
label: "CRM Research",
subtasks: [
{ subtask: "Requirements Definition", ask: "Work Package", kpi: "2026-08-18 → 2026-08-22", status: "Done" },
{ subtask: "Candidate Research & Vendor Verification", ask: "Work Package", kpi: "2026-08-22 → 2026-08-27", status: "Still open" },
{ subtask: "Pricing & Cost Comparison", ask: "Work Package", kpi: "2026-08-27 → 2026-08-29", status: "Still open" },
{ subtask: "Dashboard Build (CRM Research Page)", ask: "Work Package", kpi: "2026-08-29 → 2026-08-30", status: "Still open" },