SuiteCRM coworking evaluation stub

This is an incomplete evaluation stub, not an implementation guide.

Verified snapshot

SuiteCRM is a mature self-hosted CRM under OSI-approved AGPL-3.0-only. The catalog positions it for longer B2B flexible-workspace sales cycles with substantial implementation/customization. It holds leads, contacts, opportunities, optional email, and personal data.

Sources reviewed 2026-07-17: homepage, repository, and documentation.

Evaluation questions

Does the B2B sales process justify implementation and customization cost?
What is the minimal lead/opportunity model and source of truth?
How are roles, email integration, retention, duplicate handling, and exports controlled?
Can customizations survive upgrades or migrate?

Smallest experiment

Configure a simple staging lead pipeline and import 100 historical enquiries for reporting only. Use a safe copy, prevent outbound email, and compare results to the source.

Risks

Customization and older UX may reduce adoption
Sensitive lead/contact/email data and duplicates
Upgrade, export, and implementation-partner dependence

TODO before a full guide

Approve minimal sales model and data source
Verify current version, upgrade, role, and export docs
Test import reconciliation, export, and clean restore
Define manual pipeline, offboarding, and customization limits