CRM Implementation and Support Services
Overview
Overview Our All-Inclusive CRM Implementation and Support Services offer unmatched value by providing not only expert CRM guidance but also access to a full range of complementary services, all within a single price. Clients benefit from support across multiple CRM platforms, such as Salesforce, Zoho, and NetSuite, along with value-added services like AI integration, website development, custom software solutions, and hands-on training.
With our three tailored plans—Comprehensive Support for full-scale implementation and optimization, Managed Support for balanced assistance, and Self-Guided for self-sufficient teams—you’re not just getting CRM services, but an entire ecosystem of tools and expertise to help your business thrive. This all-inclusive approach ensures that you get the most value for your investment, with seamless support across multiple areas critical to your success.
Pricing
| Plan | Hourly Rate | Minimum Hours | Monthly Price | 1st Month Free Trial Discount | Contract Term |
|---|---|---|---|---|---|
| Comprehensive Support | $75/hour | 60 hours | $4500/month | 20 Hours Free Trial | 12-month minimum |
| Managed Support | $65/hour | 20 hours | $1300/month | 50% of ($650) | 6-month minimum |
| Self-Guided | $50/hour | 5 hours | $250/month | 50% of ($125) | 3-month minimum |
All plans include a 14-Day Free Trial. Free Trial Discount price reflects the cost for the first month after applying the 14-day free trial.
Features Comparison
| Feature | Comprehensive Support | Managed Support | Self-Guided |
|---|---|---|---|
 CRM Development, Support, Consulting |  | | |
 Access to Customer Portal | | | |
| Access to CRM Experts Knowledge Base | | | |
 Email Newsletter with Tips and Tricks | | | |
 Accrue Unused Hours | | | |
 Monthly and Weekly Timesheet Reports | | | |
| Access to Online Training | | | |
 Access to CRMCoPilot.AI for Lead Generation | | |  |
 Long-term Commitment Savings | 5% off | 10% off | 30% off |
 Email/Chat Support | 5 Days (9am-9pm EST) | 5 Days (9am-7pm EST) | 5 Days (8am-4pm EST) |
| Response Time | 4 hours | 12 hours | 24 hours |
| Minimum Hours | 60 hours/month | 10 hours/month | 2 hours/month |
| Term | 6 months min | 6 months | 12 months |
| Project Meetings | Weekly | Every 2 Weeks | Monthly |
| Dedicated Team | Full-time dedicated team | On-demand access to resources | |
| Project Manager | Dedicated PM | Shared PM | |
| Access to Consulting and AI Services | | Limited | |
| Deployment of 1 AI Employee for Business Process Automation | | | |
| Project Plan | Comprehensive | Basic | |
| Quarterly Executive Check-in with Founder | | | |
| Lifetime CRM Healthcheck and Audit | Quarterly | Annual | |
| Live Training | Unlimited | 1 session/quarter | 1 session/year |
All plans include a 14-Day Free Trial. Free Trial Discount price reflects the cost for the first month after applying the 14-day free trial.
Feature Descriptions
Access to CRMCoPilot.AI for Lead Generation
Access to Online Training
Email Newsletter with Tips and Tricks
Access to CRM Experts Knowledge Base
Accrue Unused Hours
Scope of Services for Comprehensive and Managed Support Plans
Our Comprehensive and Managed Support plans offer a diverse set of skills in one monthly offering, including but not limited to:
Hubspot CRM Development
Hubspot Administration
Salesforce Development
Salesforce Administration
Zoho Development
Zoho Administration
API Integrations
Creative
Landing Page Development
Emails
Drip Sequences
Retargeting
A/B Testing
User Experience Design
Process Chart Development
This comprehensive offering delivers a wide range of expertise to support all aspects of your CRM implementation and optimization needs.