Your virtual CRM team

Flexible service subscription packages.

Organisations with an ongoing need for CRM training, consulting and support can really benefit from our subscription packages.

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Discovery Call

Begin your journey with an in-depth discovery call. We want to understand your unique needs and determine if our solution is the right fit for your business.

Kick-Off Day

Where possible we like to conduct these on site. During the kick-off day, we will:

• Meet your team.

• Identify your objectives.

• Assess what’s working and what needs improvement.

Comprehensive Report 

Following the kick-off day, you’ll receive a detailed report outlining:

• Our proposed methods.

• Expectations.
• An action plan tailored to your business.

 

Our Flexible Support Tiers

 

Assurance Plan

Yearly advisory assistance, think of it as your insurance plan for quick fixes and expert advice.

• Advisory support at your fingertips

• Up to 3 hours annually.

• Ideal for quick fixes and valuable advice.

• No need to search for support - direct access for prompt issue resolution

5 hour subscription package

Cost effective CRM support at just £90 an hour, offering flexibility, priority service and detailed monthly reports.

• 5 support hours monthly that can be used for any agreed service.

• Higher priority over on-demand customers.

• Monthly reports with in-depth anaylsis.

• Option to cancel within 30 days of next quarter.

• Tailored monthly reports with in-depth analysis.

• Option for a monthly update call with your designated team member.

• Engage in live or pre-recorded webinars for networking and feature insights.

10+ hour subscription package

Our best-priced 10+ Hour Subscription at £75 per hour, providing maximum flexibility, expedited service, and tailored monthly reports.

• 10+ support hours monthly that can be used for any agreed service.

• Highest priority for customers.

• Monthly reports with in-depth anaylsis.

• Option to cancel within 30 days of next quarter.

• Tailored monthly reports with in-depth analysis.

• Monthly update call with your designated team member.

• Engage in live or pre-recorded webinars for networking and feature insights.

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