CRM Support & Training
Your CRM runs – and your team knows how to use it. Quick help when problems arise, training for new hires, small adjustments when needed. So you can focus on your business, not CRM issues.
Sound familiar?
The Help Bottleneck
That one colleague who really understands the CRM is on vacation. Or sick. Or swamped. Now what?
The Onboarding Gap
New hires take weeks to understand the system. There's no documentation, just "ask your colleague."
The Slow Erosion
Small problems pile up. A field doesn't work right, a workflow is stuck, a report is wrong. Nobody has time to fix it.
The Knowledge Silo
Only one person knows how the automations work. When they leave, the knowledge leaves with them.
What If You Could Always Ask Someone?
What we handle for you
Quick Help
Email or phone support for questions and problems. No long waits, no ticket queues.
→ Problems solved fast
Troubleshooting
Analyze and fix technical issues. Repair workflows, fix integrations, resolve data problems.
→ System runs smoothly
Small Adjustments
Create new fields, adjust views, change permissions, build reports.
→ System fits your needs
New Hire Onboarding
Structured training for new team members. Productive quickly instead of confused for weeks.
→ New hires productive faster
Team Training
Refresher sessions, best practice workshops, admin training for power users.
→ Better system adoption
Documentation
How-to guides, process descriptions, video tutorials for your team.
→ Knowledge preserved
How support works
Submit Request
Via email, phone, or ticket system – whatever is easiest for you.
→ Request documented
Quick Response
We respond within the agreed response time with an initial assessment.
→ You know what's happening
Solve Problem
We fix the issue or make the requested adjustment. For complex topics, we coordinate briefly with you.
→ Problem solved
Document
We document the solution so you can help yourself next time – or we're faster.
→ Knowledge grows
Support Plans
Basic
3 support hours
For smaller teams with occasional support needs.
- ✓ 3 hours support per month
- ✓ Email support
- ✓ 48h response time
- ✓ Small adjustments
- ✓ Cancel anytime
Standard
6 support + 2 training
For teams that need regular help and training.
- ✓ 6 hours support per month
- ✓ 2 hours training per month
- ✓ Email and phone support
- ✓ 24h response time
- ✓ Adjustments and troubleshooting
- ✓ New hire onboarding
Premium
12 support + 4 training
For larger teams with high support volume and priority service.
- ✓ 12 hours support per month
- ✓ 4 hours training per month
- ✓ Priority on all requests
- ✓ 4h response time (business hours)
- ✓ Dedicated point of contact
- ✓ Quarterly review calls
Unused hours roll over to the following month. Individual hours: Support $175/h, Training $195/h. New hire onboarding: $390 flat rate (approx. 2h).
Which service is right for you?
Support & Training is right if:
- ✓ Your CRM generally works, but you need backup
- ✓ You regularly onboard new team members
- ✓ You don't have an internal CRM admin
- ✓ You occasionally need small adjustments
- ✓ You want to document and preserve knowledge
Other services fit better if:
- ✗ You need strategic optimization and ongoing pipeline management → Sales Operations
- ✗ Your CRM isn't properly set up at a fundamental level → CRM Implementation
- ✗ You don't know which CRM is right for you → CRM Consulting
- ✗ You need several hours of support daily → Sales Operations
Frequently Asked Questions
Ready for reliable CRM support?
Let's talk about your requirements. We'll find the right plan for your team.