Managed & Advisory
CRM expertise on retainer — we stay long after go-live
Monthly retainers, fractional CRM leadership, team training, and advisory — all SLA-backed. We become the CRM expertise your team can call on without hiring a full-time head.
Overview
Why most Managed & Advisory projects fail
Most CRM projects end at go-live. Ours do not. We offer ongoing managed support, fractional CRM leadership, and team training to ensure your CRM continues to perform, evolve, and deliver ROI months and years after implementation. One retainer covers support, enhancements, reporting, and strategic advisory.
30-day
SLA response commitment
40%
Avg reduction in internal CRM admin time
91%
Client retention rate year-on-year
12mo+
Average client engagement duration
Sound familiar?
Problems we fix
in this practice
What is included
Managed & Advisory — full service breakdown
Managed CRM Support
SLA-backed monthly retainer covering bug fixes, configuration changes, workflow updates, user management, and ongoing optimisation. Dedicated support contact.
Fractional CRM Leadership
Senior CRM or RevOps leadership on a part-time basis — attending leadership meetings, setting CRM strategy, and managing the internal team. Available in 1, 2, or 3 day per week packages.
CRM Training & Enablement
Role-specific training programmes for admins, end users, and leadership — delivered live, recorded for async use, and updated when the platform changes.
Analytics & BI Dashboards
CRM reporting, pipeline dashboards, marketing attribution reports, and executive scorecards — built in Tableau, Power BI, or native CRM reporting tools.
Compliance Configuration
GDPR, DPDP, and data privacy configuration in your CRM — consent management, data retention policies, deletion workflows, and audit trail setup.
Solution Architecture Review
Annual or quarterly architecture review — assessing your CRM configuration, data quality, integration health, and automation performance against best practice.
Our process
How we deliver Managed & Advisory
Every project follows this process. You have full visibility at every step — weekly demos, documented decisions, and no surprises at go-live.
Start your projectOnboarding & handover
We spend the first 2 weeks documenting your CRM setup, understanding your team, and establishing the support and communication processes.
Baseline assessment
We run a health check on your CRM and produce a prioritised list of quick wins and strategic improvements for the first 90 days.
Monthly support cycle
Each month: support requests addressed within SLA, one enhancement sprint, one reporting package, and a monthly review call.
Quarterly business review
Every 90 days we review performance against goals, present a CRM health scorecard, and plan the next quarter's priorities.
Annual strategic review
Once a year we reassess the overall architecture, platform roadmap, and team capability — and update the 12-month CRM strategy.
Continuous improvement
As your business evolves, so does your CRM. We proactively recommend improvements and implement them within the retainer scope.
Free resource
CRM Support SLA Template — get it free
Template SLA for CRM support engagements — covering response times, escalation paths, change management, and reporting requirements.
Client outcomes
Results from this practice
Healthcare
1,200 hrs saved/yr
Multi-city Healthcare Chain
Gen AI Automation for Multi-city Healthcare Provider
Read case study → Retail & E-commerce
360° customer view
National E-commerce Brand
Data Architecture Redesign for E-commerce Retailer
Read case study → SaaS & Technology
45% less manual ops
B2B SaaS Platform
HubSpot Implementation for B2B SaaS Scale-up
Read case study →Platforms & partners
From our team
Related insights
FAQ
Your Managed & Advisory questions, answered
What clients say
From teams who have been through this
The retainer model means we always have senior CRM expertise on call. Issues get fixed within hours, not weeks. It is the most cost-effective CRM investment we make.
Having Celumai as our fractional CRM leader means we get the strategic direction of a CRM Director without the overhead of a full-time hire. Exactly what a growing company needs.
Ready to start?
Start a managed support conversation
Tell us about your current CRM setup and support needs. We will propose the right retainer model.