Microsoft CRM Retainer

Structured CRM consultancy package designed for businesses starting their CRM journey.

Home Services CRM Retainer

CRM Retainer — Ongoing Support

From €650/month
Gain access to a dedicated CRM consultant who works as an extension of your team. Our monthly retainer includes up to 8 hours of expert support, continuous CRM optimisation, workflow improvements, reporting enhancements, and strategic guidance to keep your CRM performing at its best as your business grows.
Request This Package

What's Included

  • Up to 8 hours of dedicated CRM consultancy and technical support each month.
  • Continuous optimisation of pipelines, workflows, automations, dashboards, and reports.
  • Monthly CRM health checks with performance reviews and actionable improvement recommendations.
  • User support, troubleshooting, configuration updates, and best-practice guidance for your team.
  • Priority response times and proactive advice to ensure your CRM continues delivering measurable business value.

Who This Is For

  • Businesses that want an experienced CRM consultant available without hiring a full-time employee.
  • Growing companies that continuously refine sales processes and customer journeys.
  • Sales and marketing teams requiring ongoing optimisation, reporting, and automation improvements.
  • Organizations seeking long-term CRM expertise to maximise adoption, efficiency, and business growth.

How it Works

Simple 3-step process to get started with your CRM consultancy package

1

Request This Package

Click the “Request This Package” button on the package page to send your enquiry directly to our team.

2

We Contact You

We respond within 1 business day to understand your CRM requirements and business goals in detail.

3

Proposal & Invoice

You receive a tailored CRM implementation proposal and official invoice based on your needs.