A dedicated team that keeps your CRM healthy, current, and evolving — proactive monitoring, enhancements, and fast fixes for a predictable monthly cost.
Managed CRM support gives you a dedicated team that keeps your CRM healthy and evolving for a predictable monthly cost — instead of a full-time hire you may not be able to fill, or a platform that quietly decays until nobody trusts it. Apexify's CRM managed services cover Salesforce first and deepest, with the same model available for HubSpot and Dynamics 365. The scope is both reactive and proactive: we fix what breaks, and we keep improving the platform so it keeps pace with your business. Support is delivered by the same team that runs our strategy and implementation practices, so a support ticket that turns out to be an architecture problem gets recognized as one. A typical agreement includes:
For Salesforce-specific coverage — org monitoring, release readiness, and platform optimization — see our Salesforce managed services practice.
An engagement starts with an onboarding audit: we review your org's configuration, automation, data quality, and security model so we know the system before we touch it, and you get the findings whether or not anything needs fixing. From there we set up a shared backlog and a simple intake channel — your team submits issues and requests, we triage them against agreed response times, and enhancements are prioritized with you in a regular cadence call. You buy a monthly block of hours sized to your needs, scale it up or down as your roadmap changes, and see exactly where every hour went. Nothing is a black box: each month you get a summary of work completed, issues resolved, and what we recommend next, and the backlog is yours to reprioritize at any time. Because the same Apexify team handles strategy and implementation work, your support engagement can absorb bigger requests — a new integration, a new business unit onboarding — without a handoff to strangers. Onboarding typically takes about two weeks from signature to steady state, and we support orgs we built as well as orgs we have never seen before.
Managed CRM support fits companies that need steady, senior attention on their CRM but not a full-time salary. The most common profiles we see: a business whose only admin just left, a team that finished an implementation and wants the platform to keep improving rather than freeze at go-live, and organizations where the CRM works but a backlog of small frustrations is eroding adoption. With 20+ years of combined experience and a 98% client satisfaction rate, our team has usually seen your issue before — which is what makes resolution fast. We are headquartered in Calgary and support clients remotely across Canada and the US, with Mountain Time hours overlapping every North American time zone. If your CRM has stopped evolving, that is the signal: platforms that stand still lose their users first and their data quality second. Regular health checks catch the slow decay — unused fields, failing automations, report sprawl — before your users do, and if you are unsure how much support you need, the onboarding audit stands on its own as a health check.
Managed CRM support is priced as a monthly retainer sized to a block of hours, and it typically costs a fraction of a full-time administrator. The price depends on your platform, org complexity, and how much enhancement work you want each month versus break-fix coverage. We size the initial block after an onboarding audit and adjust it as your real usage becomes clear.
It depends on volume. If you have 40 hours a week of genuine CRM work, hire in-house. Most mid-market companies do not — they need senior help in bursts, across skills no single admin has: administration, development, integration, and analytics. A managed team covers that full range, does not take vacation all at once, and costs less than one salary.
Salesforce is our deepest practice — we are an official Salesforce Partner — and we run the same managed model for HubSpot and Microsoft Dynamics 365. The structure is identical across platforms: onboarding audit, shared backlog, agreed response times, and a monthly hours block. If you run a platform outside those three, ask; the honest answer depends on the system.
Response times are agreed in your support plan at onboarding, tiered by severity — a broken revenue-critical process is treated very differently from a cosmetic report issue. Critical issues get same-day attention. We set the tiers with you rather than quoting a generic SLA, because "urgent" means something different in every business.
Yes. The monthly hours block flexes with your roadmap — scale up for a busy quarter or a new rollout, scale down when things are steady. There is no long-term lock-in; we keep clients by being useful, not by contract. If you build an internal team later, we hand over cleanly with full documentation of everything we have done.
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