ConsultCRM Client Services

Our Client Services Division is dedicated to helping clients succeed with their Microsoft CRM solution.

Whether your system was implemented by ConsultCRM or another party, it is essential to have reliable, knowledgeable advice to ensure your CRM system runs smoothly.

We have a range of support offerings that should suit your needs. Consider it your “insurance policy” for an optimised CRM system.

Whilst some partners offer a basic helpdesk, ConsultCRM provides a complete Client Service Division including:

  • Account Director
  • CRM Success Manager
  • Techncial Helpdesk Team
  • Trainer
  • Account Manager
  • CRM Roadmap expert

This ensures you maximise the productivity and user adoption from your CRM system.

Our team works to a defined schedule of visits and reviews to ensure you are making the most of your CRM system.

The support team also provides technical assistance, problem solving advice and insights into new releases or functions.

All support issues are prioritised and we have defined response times and procedures for helping you resolve your issues.

With ConsultCRM Support, our various offering cover:

  • Telephone support and on-site support
  • Tiered response and fix times based on severity
  • Newsletter updates on product enhancements
  • Alerts to all new releases, service packs, hints and tips, new add-ons and new training materials
  • Functional and technical reviews
  • Account Management with best practice insight and ideas from our experience with other client implementations
  • Advice on refresher training for users or administrators
  • Upgrade advice and services
  • Call-off time for minor remedial work and training

Call us now to find out more about our support offerings.


Telephone: 0845 241 9252