Managed IT · CRM & business software
Managed CRM & Business Software Administration
Most businesses pay for a CRM and a stack of apps that only half work together. We become your CRM administrator and software manager: we set up people and permissions, clean up the data, build the automations and connect your CRM to your email, website, phones and accounting, so customer information lives in one place.
Also searched as: CRM administrator · outsourced CRM admin · Salesforce admin · HubSpot admin · SaaS management
- Included in
- Every managed IT plan
- Plans from
- $750/month
- You own
- Every account
- Support
- Remote, and on site in much of Wisconsin
What we take over
- CRM administration: people, permissions, pipelines, fields and reports
- Data cleanup: duplicates merged, imports done right and old records archived
- Automations: follow-ups, task assignments, reminders and alerts
- Connections between your CRM, website forms, email, phones and QuickBooks or other accounting software
- Subscriptions and licenses tracked, so you stop paying for unused seats
- Vendor support handled: we deal with the software company so you don’t have to
- Scheduling, invoicing, project and field service apps looked after
The keys stay yours
- Every software account is in your company’s name
- Your data can be exported in standard formats at any time
- Automations and integrations documented, so anyone can maintain them
Software we work with
Each links to a plain-English explanation in our software encyclopedia.
Related services
Each is also available as a one-time project.
CRM Setup & Implementation
Get a CRM your team will actually use: set up around your sales process, loaded with your contacts and connected to your website, email and phone.
HubSpot Setup & Integration
HubSpot set up right: CRM, pipelines, forms, email, sequences and reporting, plus custom integrations with your website, store and billing.
Salesforce Integration
Integrate Salesforce with your website, ERP, billing, marketing tools and custom apps so sales and service teams have the full picture.
QuickBooks Online Integration
Sync invoices, payments, customers, items and expenses between QuickBooks Online and your store, CRM, POS or custom software.
API Integration Services
Connect your business systems through APIs and webhooks so orders, customers, payments and inventory flow automatically between them.
Data Migration Services
Move customers, orders, products and history from old systems to new ones, cleaned, deduplicated and verified so nothing important is lost.
Custom CRM Development
A CRM built around how you actually sell and serve customers, from lead to project to payment, without paying for features you never use.
Replace Spreadsheets with a Custom Web App
Turn the spreadsheets your business runs on into a secure web app with real permissions, history, forms and reports, without losing what works.
Custom Dashboard Development
Live dashboards that pull from your store, accounting, CRM and operations systems to show the numbers that run your business, on any screen.
Problems this prevents
Common problems we fix for businesses without a plan, and keep from happening for businesses on one.
- Got a Chargeback
- QuickBooks Bank Feed Not Updating
- Duplicate Transactions in QuickBooks
- Online Store Charging the Wrong Sales Tax
- Customers’ Cards Declined at Checkout
- Switching Payment Processors
- How to Send Automatic Invoices and Payment Reminders (and Get Paid Faster)
- How to Accept ACH Bank Payments and Cut Card Fees
- Card Testing Attack Hitting Your Checkout
- Excel Slow, Freezing or Crashing
- Too Many Versions of the Same Spreadsheet
- Duplicate Contacts in Your CRM
Plans that include this
Essentials
From
$750/month
Small teams of about 1 to 10 people
- Help desk for every covered person, with no hourly bills
- Email, team chat, files and phones run for you
- Website hosting, updates and small changes
- Your CRM and business apps looked after
- Security, backups and device updates handled
- Your core tech stack set up and documented
- Quarterly technology review
Growth
From
$2,000/month
Growing teams of about 10 to 25 people
- Everything in Essentials
- Priority support queue
- Build time each month for improvements
- New hires and departures handled start to finish
- One workflow automated every quarter
- Security awareness training for your team
- Monthly check-in
Business
From
$4,500/month
Established teams of about 25 to 60 people
- Everything in Growth
- More build time for new systems and integrations
- Compliance help: HIPAA, PCI DSS and cyber insurance questionnaires
- Device buying, setup and retirement managed
- Phishing tests and security reports
- Up to three locations
- Monthly technology planning meeting
Organization
From $7,500 to
$10,000/month
Larger organizations: 60+ people, several locations or an in-house IT team
- Everything in Business
- Top priority and a shared team channel
- Works alongside your in-house IT staff (co-managed IT)
- Any number of locations
- Incident response plan and a yearly practice run
- Yearly backup restore and disaster recovery test
- Technology roadmap and budget for leadership
Everything else in your plan
Email & team communication
Microsoft 365 or Google Workspace, team chat, video meetings, shared files and business phones, run for you.
Website
Hosting, updates, security, backups and the changes you ask for, plus your domain, Google profile and listings.
Help desk & devices
A help desk for your team, plus computers, phones, printers and Wi-Fi kept updated, secure and working.
Security & backups
Multi-factor sign-in, password management, threat protection, tested backups and help with compliance and cyber insurance.
AI & automation
Company AI accounts, a private assistant for your documents, automated busywork and an AI policy your team follows.
Questions
We already have a CRM nobody uses. Can you fix that?
Usually, yes. Most CRMs fail because they were set up for someone else’s business. We simplify the pipeline, clean the data, connect it to the tools your team already uses and automate the busywork, so using it is easier than avoiding it.
Which CRM do you recommend?
It depends on your team and budget. HubSpot is a common choice for sales and marketing teams, Salesforce for larger or more complex sales, and Zoho or Pipedrive for value. Software made for your industry is sometimes the better fit. We recommend one after we see how you sell and serve customers.
Can you connect our CRM to QuickBooks?
Yes. Customers, invoices and payments can flow between your CRM and QuickBooks Online or other accounting software, so nobody types the same thing twice.
Is this included in every plan?
Yes. It’s part of every managed IT plan, from Essentials at $750 a month. Larger plans add more build time, priority and planning.
Can we hire you for just this?
Yes. Each piece is also available as a one-time project; see the related services on this page. Many businesses start with one project and move to a plan once they see how we work.
Get a free tech audit
Tell us about your team and your tech. We reply within one business day to set up a free tech audit, then send a plan and a fixed monthly price.
- A plain-English report on what you have and what needs attention
- A fixed monthly price, with no hourly bills for everyday help
- Every account stays in your company’s name
- Remote first, with on-site visits across much of Wisconsin
Rather talk it through? Call us