Close CRM Research: WP5 (Outstanding Verification) and Final Review & Sign-off

All 5 work packages now Done. Front-runners EspoCRM/Dolibarr confirmed;
Peter will trial Dolibarr himself. No CRM purchased or committed.
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{ 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: "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: "Done", closedDate: "2026-08-31", closedSource: "Peter's weekly task" },
{ 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" }
{ id: "st-3424dd8f", subtask: "Outstanding Verification", ask: "Work Package", kpi: "2026-08-29 → 2026-08-30", status: "Done", closedDate: "2026-09-01", closedSource: "Peter's weekly task" },
{ id: "st-3b191591", subtask: "Final Review & Sign-off", ask: "Milestone", kpi: "2026-08-31", status: "Done", closedDate: "2026-09-01", closedSource: "Peter's weekly task" }
],
notes: [
{ date: "2026-09-01", source: "Peter's weekly task", text: "Final Review & Sign-off closed: closes all 5 work packages. 8 non-US candidates evaluated; EspoCRM and Dolibarr are the only two meeting every must-have cleanly, also the cheapest (€4-12/mo vs €70-289/mo for commercial options). Mid-project addendum (US self-hosted acceptable, targets vendor risk not code nationality) re-checked Twenty CRM — still excluded on unverified IMAP, not nationality. Mckinley's personal suggestion was EspoCRM; Peter has separately decided to trial Dolibarr instead (no conflict, both clean front-runners, Dolibarr slightly cheaper/lowest admin burden) and will install it himself. No CRM purchased or committed — a trial/decision phase would be a separate project." },
{ date: "2026-09-01", source: "Peter's weekly task", text: "WP5 closed: no research task (no budget remains) — formally documents 3 permanently open items unchanged since WP3: Zoho's EU/DPA tier ambiguity (Standard vs Enterprise), Efficy's unconfirmed IMAP/hosting claims + no public pricing, EspoCRM's inconsistent cloud-pricing formatting. None affect the two front-runners (EspoCRM, Dolibarr) or block anything — would only matter if Zoho/Efficy get reconsidered via a live vendor conversation." },
{ date: "2026-08-31", source: "Peter's weekly task", text: "WP4 closed: Dashboard Build complete. CRM Research page's Work Package Timeline and Pricing table synced with WP3's verified findings and double-checked against CRM Research directly — confirmed matching perfectly. Main comparison table needed no changes (feature-compliance checkmarks unaffected by WP3's pricing/licensing detail); AI Agent Integration research stays notes-only, not slated for the live dashboard." },
{ 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." },