CRM support and training from certified industry experts

We provide structured support, training, and dedicated administration to help your CRM get the results you were looking for.

Book a free 15-minute consultation →
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Supporting commercial real estate teams beyond go-live

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KKR Wealth Group Logo
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MMC Inc. Logo
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Why we’re different

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Supported by real estate experts, not generic support teams
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Success is measured by adoption and consistency, not response times alone
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Support is designed to keep the CRM usable, not just resolve tickets
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Dedicated admins understand the full setup, not just isolated issues
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Training focuses on day-to-day usage, not one-time onboarding
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Support covers workflows and integrations, not only CRM screens

What CRM Support and Training includes

01

In-System Help Desk Support

Provide ongoing CRM support through a built-in help desk accessible directly inside the system.

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02

Structured Ticketing System

Track issues by type, severity, priority, and status so nothing gets missed or lost.

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03

Defined Support Plans and SLAs

Offer clear support plans with documented response times and expectations.

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04

Dedicated CRM Administrators

Assign full-time CRM admins to manage updates, fixes, and improvements.

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05

Remote Session Learning

Join live remote sessions with a team member to review workflows, resolve questions, and get hands-on guidance tailored to your setup.

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06

Centralized Training Resources

Access training guides, videos, and documentation in one place for easy reference.

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07

Certification-Style Enablement

Onboard users with structured training programs designed to drive long-term adoption.

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How we improved efficiency and data visibility for a real estate investment firm

See how Dancing Investments streamlined workflows, unlocked 70+ data points for better decisions, and saved 60% of their team’s time with a tailored CRM setup.

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Our Partners

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Pricing

Requesting a Dedicated Admin

  1. Get a free consultation for admin needs

  2. Schedule an interview with your assigned admin

  3. Hire the admin on a month-to-month contract

Administrator Plans

Package
Hours/Month
Rate
Monthly Cost
Full-time Admin
160
$30/hour
$4,800
Part-time Admin
80
$40/hour
$3,200

Support Plans

Features
Premium Support
Basic Support
Monthly Cost
$400/account
Free
Ticket Response Time (SLA)
1-4 hours
1-3 business days
Remote Sessions Included
4 per month
None
Dedicated Account Manager
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Yes
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No
Phone Support Access (M–F, 9–5 PST)
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Yes
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No
Product Bugs / Integration Failures
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Included
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Included
3rd Party App Support
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Not Included
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Not included
Product Releases
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Included
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Included

A CRM doesn’t end at go-live. Support and adoption make the difference.

Book a free 15-minute consultation →