MANAGED CRM SUPPORT
Managed CRM Support for Service Businesses
CRM and automation systems require maintenance, troubleshooting and adjustment after launch. PointWake provides custom managed support for businesses that want continuing technical help without hiring an internal CRM specialist.
Three ways to run PointWake CRM
Pick the level of PointWake involvement that fits your team. Same tiers we publish on the pricing page.
PointWake CRM Access
$99/month
Access the PointWake CRM, proven snapshots and setup guidance while operating the system yourself. This plan is designed for businesses that want PointWake's software and workflow foundation without ongoing managed support.
- PointWake CRM software
- Templates and snapshots
- Snapshot installation
- Basic setup guidance
- Self-service and AI support
- First live month included
You are responsible for operating, maintaining and optimizing the system. Custom workflows, migrations, integrations and hands-on technical work are quoted separately.
Month-to-month.
Start PointWake CRM AccessManaged CRM Support
starting at $297/month
Get PointWake CRM access, snapshots, assisted setup and ongoing technical support by email and text. Every plan is customized according to the systems, workflows and level of support your business needs.
- PointWake CRM software
- Templates and snapshots
- Assisted snapshot setup
- Email and text technical support
- Troubleshooting and ongoing system assistance
- Customized support scope
- First live month included
Setup support covers the installation and basic configuration of existing PointWake snapshots. Custom workflows, data migrations, third-party integrations and major customization require a separate build-out quote.
Managed plans that include assisted setup require an initial three-month commitment.
Request a Managed Support QuoteWhite-Glove CRM Management
starting at $597/month
Personalized CRM management for businesses that want PointWake actively involved in supporting, maintaining and improving their system. Every White-Glove plan is custom quoted based on the workflows, integrations, support requirements and desired level of involvement.
- Everything in Managed CRM Support
- Personalized technical-support plan
- Priority email and text support
- Priority live technical support
- Proactive workflow monitoring
- Ongoing system optimization
- Workflow updates within contracted scope
- Scheduled system reviews
- Preferred pricing outside monthly scope
Potential inclusions above are examples and depend on the custom proposal. Every White-Glove engagement is scoped individually.
Custom terms are listed in the customer's proposal.
Request a White-Glove QuoteFirst-month policy. Your first live month of PointWake CRM or managed CRM support is included. Recurring billing begins afterward. This offer applies only to PointWake CRM and software-related plans. It does not apply to SEO, Google Ads, Meta Ads, GBP management, website care, AEO/AI-search management, marketing bundles, ad spend, phone/SMS/email/AI usage charges, or other third-party charges.
We run these systems in our own businesses
We don't sell anything we haven't proven on our own revenue. The same missed-call capture, Google Business Profile engine, and lead-follow-up systems we build for clients run our own small businesses, including a Texas roofing company. If a tool, workflow, or AI agent doesn't earn its keep in our business, we don't ship it to yours.
Managed CRM Support FAQ
What is the difference between CRM Access and Managed CRM Support?
PointWake CRM Access provides the software, snapshots and basic setup guidance for customers who want to operate the system themselves. Managed CRM Support adds assisted setup and continuing technical support based on a custom scope.
Do I need a Workflow Growth Plan to sign up?
No. A Workflow Growth Plan is recommended when the real cause of the problem is unclear, but it is never required to purchase PointWake CRM or Managed CRM Support.
Is the first month included?
Yes. The first live month of PointWake CRM or managed CRM support is included. The offer does not apply to marketing services, advertising management, advertising spend or third-party usage charges.
Are there fixed hours of live support?
No. PointWake does not publish fixed live-support hours, unlimited workflow allowances or hourly rates. Every managed plan is scoped in the customer's proposal.
Is there a commitment?
PointWake CRM Access is month-to-month. Managed CRM plans that include assisted setup require an initial three-month commitment and continue according to the terms in the customer's proposal.