CRM Care: support, adjustments and continuous improvement for your CRM
Your CRM, looked after and improved every month so it keeps fitting your business.
A well-configured CRM (Customer Relationship Management) works very well at first. But the business changes: new services, new people on the team, new questions. If nobody adjusts it, the team stops using it and the information drifts back into Excel.
CRM Care is a monthly service of support, adjustments and continuous improvement. We make sure your CRM stays useful, organised and adapted to the way you work today.
It is for companies that already have their CRM up and running but have no one in-house dedicated to maintaining it. You have someone to ask and someone to request changes from, without opening a new project every time.
It also protects what you have already invested: the setup, automations and dashboards keep working and improve with use.
- Daily use
- Questions and requests
- Adjustments
- Review
- Continuous improvement
You tell us what you need
You send us questions or change requests through the agreed channel.
We make the adjustments
We apply changes such as new stages, properties, views or small tweaks to existing automations.
We check how it is working
We make sure the CRM and its automations work as they should and identify what can be improved.
We suggest improvements
We suggest improvements so the CRM keeps pace with how your business evolves.
- Support with questions about using the CRM
- Adjustments to stages, properties and views
- Small changes to existing automations
- Review of how it is working and continuous improvement proposals
- CRM licences: paid directly to the provider
- New projects, such as complete new automations, dashboards or integrations: quoted separately
- Data migrations or switching to a different CRM tool
- Costs of the WhatsApp provider, API or other third-party tools
A training academy set up its CRM a few months ago and is now adding online courses and a new person to the sales team.
Before
The stages no longer reflect the process for online courses and the new person doesn’t know where to record each contact. The team starts drifting back to Excel.
After
With CRM Care, the necessary stages and properties are added, the alert automation is adjusted and the team keeps working in a single system.
- A CRM that evolves with your business
- Questions answered without slowing the team down
- Automations and data that keep working properly
- More real use of the CRM by the team
- It can avoid hiring someone in-house just to maintain the CRM
- It can reduce the time the team loses on questions or usage mistakes
- It helps you get more out of your initial investment in setup and automation
- Monthly support through the agreed channel
- Adjustments applied to your CRM
- Regular review and improvement proposals
The price depends on what you combine. Tick this service and whatever you need with it in the calculator and you’ll see your quote straight away, with the launch price applied.
- Choose services
- Leave your details
- See your quote
What counts as an “adjustment” and what as a new project?
An adjustment is a change to something that already exists: a stage, a field, a view or a tweak to an automation. Building something new and complete is quoted separately.
Is there a minimum commitment?
It is a monthly fee. We set out the specific duration terms in the proposal before we start.
Does it work if you didn’t set up my CRM?
Yes. First we review how it is configured so we can support you properly.
Does it include the CRM licence?
No. The licence is paid directly to the tool provider.
Next step
Tell us about your situation and we’ll tell you, with no commitment, whether this service fits or which alternative makes more sense.