Monthly Retainers
A set block of hours every month for whatever you need.
SERVICES
CRM Support & Admin on Call
Your CRM operator, without the full-time salary. Fixes, new fields, dashboards, training and monitoring every month.
- Fixes on request
- New dashboards
- User management
- Sync monitoring
- Ongoing training
- Documentation
Let's Talk About Your CRM
Fill out the form and we'll get back to you within one business day.
WHAT WE DELIVER
What You Get
Monitoring
We watch syncs and automations so failures get caught fast.
User Admin
New hires added, old users removed, permissions kept tight.
Reporting Requests
New dashboards and reports when leadership asks.
Training
Onboarding for new reps and refreshers for everyone else.
Documentation
Everything written down so nothing depends on one person.
HOW IT WORKS
Our Process
Discovery
We learn how your team sells, markets and serves, and what you pay for today.
Plan
Fields, stages, automations and reports mapped out and approved.
Build
We configure the CRM and connect your email, forms and tools.
Test
Real scenarios run end to end with your team.
Launch & Train
Clean data goes live and your team learns the parts they use.
Support
We stay on to fix, tweak and improve.
FAQ
Common Questions
How do support hours work?
You get a monthly block of hours. Use them for fixes, builds or training.
How fast do you respond?
Most requests are handled within one business day.
Can we pause or change our plan?
Yes. Plans flex as your needs change.
We were burning hours every week manually completing tasks. They automated our lead capture. It notifies us, and we have way easier times navigating our CRMs with the customized dashboards they created for our team.