Starter
6–8 hrs / month
Light maintenance and occasional improvements.
S·06 — SERVICE
Ongoing support without full-time overhead
CRMs need regular maintenance. Our retainer gives you a senior partner who knows your portal and responds fast — customized for your team, without the cost of carrying it internally.
- For when
- Nobody owns CRM upkeep and small problems keep piling up.
- Your process changes constantly and the portal drifts out of sync.
- You need decisions, not just fixes — what's urgent versus what can wait.
Simple cadence, no surprises.
Intake, prioritize, execute, review — every week, around your portal. And every week you get the same three lines: what got done, what's pending, what's blocked.
FIG. S5 · ORIGINAL SVG · FIELD NOTES SYSTEM
The cadence
How monthly support works.
- 01
Intake — weekly
We collect issues and requests each week.
- 02
Prioritize — weekly
We rank work by business impact.
- 03
Execute — ongoing
We deliver fixes and improvements.
- 04
Review — weekly
We share progress and set next priorities.
Retainer structures
Pick the level of hands-on help you need each month.
Growth
10–20 hrs / month
Active changes and regular requests.
Embedded
20+ hrs / month
For heavy automation and reporting environments.
Weekly update note
What got done, what's pending, what's blocked.
Defined response windows
Clear turnaround expectations.
Quarterly roadmap review
Keeps CRM priorities tied to business goals.
When teams bring us in
These are the situations we see most often.
Nobody owns CRM upkeep
The portal runs, but small problems keep piling up.
Your process changes constantly
Workflows and reports drift out of sync every quarter.
Internal admins are overloaded
Improvements keep getting pushed to "later".
You need decisions, not just fixes
You need someone to help decide what's urgent versus what can wait.
Start here
A partner, not just a project.
Tell us what keeps piling up in your portal — we'll reply with which retainer structure fits, and why.
Received — we'll come back with the retainer structure that fits.
If you'd rather not wait: hello@crmbyrsm.com.