Is SugarCRM suited for this?

[blackpuma]

I'm doing some research for a group of professional that do one-on-one and group consultations as well as put on events, publish e-newsletters, and hold regular classes. They also produce A/V media for sale. Each professional generally has an assistant who handles scheduling, etc. Searching the forums hasn't produced any answers so far.

I've played with the demo sites for a while to get a feel for what SugarCRM is intended for.

SugarCRM seems to be perfect for marketing products, handling campaigns, etc. This is why it's initially attractive.

I'm having difficulty seeing how it might be used for selling consultation packages and taking care of the clients to ensure that they're not slipping under the radar.

For example, one popular package is a fixed fee for one quarter. This gives the client a certain number of private consultations, access to certain classes and group consultations during the quarter, and certain events. They want to ensure that clients have their private consultations scheduled and used (people usually don't schedule them all at once up front). They also want to track attendance to group events.

The second thing is that the assistants normally handle scheduling for each of the professionals in addition to themselves. I'm not sure if or how one user can control another user's schedule.

I'm a software engineer and should have no problem creating custom modules for SugarCRM if we need. I'm just curious if what we need is way off the mark of what SugarCRM is designed for. (If it's not appropriate and you know something else, please do tell.)

Anyhow THANK YOU very much.

[default]

i dont think its apropriate.. its customer relations.. you can use some of it .. like the calendars.. its kind of apropriate for that.. are they selling something.... you can customise it.. its 70-80 percent apropriate for your need...