Which model fits?
Independent consultancyVendor partnerUnlimited dev subscriptionFreelancerIn-house admin
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4 questionsGet a recommendation in 30 seconds
Choosing a CRM partner

How to choose a CRM consultancy in the UK

Independent consultancy, vendor partner, unlimited development subscription, freelancer or in-house admin. Here is how each model works, what it suits, and a quick quiz to find your fit.

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Compare

CRM support models compared

There is no single right answer. It depends on your platform, your team size and how much change you need each month.

ModelPlatformsAdviceHow you payBest for
Independent consultancySeveral CRMs, such as Zoho, Salesforce and SugarAINot tied to licence salesFixed-price projects and a monthly managed serviceChoosing a CRM, mixed systems, steady monthly support
Vendor partner agencyUsually one vendorOften resells licencesProjects, retainers or day ratesBusinesses fully committed to one platform
Unlimited development subscriptionUsually one vendorVariesFlat monthly fee, with requests often worked one at a timeA large, continuous backlog of build work
FreelancerDepends on the personVariesDay or hourly ratesOne-off, smaller jobs
In-house CRM adminYour platformYour own teamA full salary, plus recruitment and trainingCRM work that fills a full-time role
Quiz

Which CRM support fits your business?

Answer 4 questions. We will tell you what fits, even when it is not us.

1. Which CRM are you on?

2. How many people use it?

3. What do you need most?

4. Do you have a CRM admin in-house?

Your fit

    Book a free callGet a free CRM health check
    Checklist

    Questions to ask any CRM consultancy

    Ask every firm on your shortlist the same questions. Here are our answers.

    Question to askFieldSoft's answer
    Do you take commission on CRM licences?No. You buy licences direct from the vendor.
    Which CRMs do you work with?Zoho CRM and Zoho One, Salesforce, SugarAI and HubSpot.
    Do I have to pay for a discovery or diagnostic day?No. Our CRM health check is free.
    How is the work priced?Fixed-price project scopes. Managed service from £550 a month.
    What happens to support time I do not use?Unused consultancy days carry over, up to 10 days.
    Can you handle a large rollout?Yes. Our AVASK rollout grew across 8 countries and over 250 users.
    How fast do you respond and deliver?Response within 1 working day. New tasks completed within 5 working days.
    Who actually does the work?The consultant you speak to, from the first call to monthly support.
    Do you write custom code?Yes. Zoho Deluge, Salesforce Apex and Flow, and API integrations.
    Can you connect the CRM to our finance system?Yes. We build our own Xero and ERP integrations.
    Ongoing support

    Ongoing CRM support, for a fixed monthly fee

    A fixed monthly fee for fixes, user changes and consultancy days. Move the sliders to find your plan.

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    Silver

    £550 / month
    For teams up to 20 users
    • Fair-use support requests each month
    • 1 consultancy day a month (7 hours)
    • Support 9am to 5pm, Monday to Friday
    • Response within 1 working day
    • New tasks completed within 5 working days
    • 5% off project work
    Talk to us
    Room to grow

    Gold

    £900 / month
    For growing teams up to 50 users
    • Fair-use support requests each month
    • 2 consultancy days a month (14 hours)
    • Support 9am to 5pm, Monday to Friday
    • Response within 1 working day
    • New tasks completed within 5 working days
    • 10% off project work
    Talk to us

    Platinum

    Bespoke
    For larger or multi-platform setups
    • Flexible users and request volume
    • Consultancy days to suit you
    • Support 9am to 5pm, Monday to Friday
    • Response within 1 working day
    • New tasks completed within 5 working days
    • 15% off project work
    Talk to us

    Unused consultancy days carry over, up to 10 days. How the managed service works

    FAQ

    Choosing a CRM consultancy: questions

    Should I choose a Zoho partner or an independent CRM consultant?
    If you are certain Zoho is right and want a firm that only works in Zoho, a partner agency can suit. If you are still choosing, run more than one system, or want advice that is not tied to licence sales, an independent consultancy such as FieldSoft fits better.
    Is an unlimited development subscription worth it?
    It can be if you have a large, continuous backlog of build work. Most small and mid-sized businesses need a few days a month, which a managed service with consultancy days covers for less.
    Do I need to pay for a CRM diagnostic day?
    Not with FieldSoft. Our CRM health check is free, and it gives you a list of problems and quick wins before you commit to anything.
    How much does ongoing CRM support cost in the UK?
    FieldSoft's managed service is £550 a month on Silver, £900 a month on Gold, and Platinum is priced to fit. Each plan includes fair-use support requests and consultancy days.
    Is FieldSoft only for small businesses?
    No. We support small teams and large rollouts. Our AVASK implementation grew across 8 countries and over 250 users.

    Talk it through with us

    Book a free call. Tell us your platform, your team and what you need. If we are not the right fit, we will say so.

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