Your CRM is the heartbeat of your sales and marketing engine. With ongoing optimization, your dedicated specialist keeps automations running smoothly, data clean, and reporting accurate—so your entire funnel performs better. We continuously fine-tune workflows, improve segmentation, and streamline tasks that can slow your system down.
CRM Support & Management That Maximizes Your ROI
Work directly with a dedicated CRM specialist who proactively optimizes your automations, reporting, and workflows—so your CRM drives more sales, saves time, and scales with your business.
Overview
Dedicated CRM Support That Feels Like Part of Your Team
Your CRM should make running your business easier—not more complicated. With WolfPack’s CRM Support service, you get a dedicated CRM specialist who becomes an extension of your team. From managing automations and drip sequences to cleaning data, organizing pipelines, and building reports, your specialist handles the technical details that make your CRM run smoothly. You’ll get proactive outreach, expert recommendations, and ongoing communication so nothing falls through the cracks.
Whether you’re using ActiveCampaign, HubSpot, or another supported CRM, we’ll tailor your setup and workflows to your business goals—so every contact, automation, and campaign works in harmony to increase efficiency and profitability.
Overview
Proactive Management That Drives Real Business Growth
WolfPack’s CRM Support goes beyond maintenance. We continuously analyze your CRM’s performance, identify bottlenecks, and create solutions that improve ROI. As part of your plan, you’ll receive scheduled 1:1 calls, quarterly team trainings, and dedicated hours every month to optimize automations, build new workflows, and align your CRM with your sales and marketing strategies. When opportunities for improvement arise—like new AI tools, better segmentation, or integration enhancements—your CRM specialist reaches out before you even ask.
That proactive partnership ensures your CRM is always evolving, empowering your team to close more deals, nurture leads better, and see the full picture of your marketing funnel.
The Process
How It Works
Benefits
Why Choose WolfPack
Keep Your CRM Running at Peak Performance
Behind the scenes, we also monitor deliverability, integration health, and user activity to ensure nothing disrupts your campaigns or automations. As your business evolves, your CRM evolves with you—always staying aligned with your growth strategy and goals.
Get Expert Guidance Without Having to Ask
Most agencies wait for you to send tasks. We don’t. Your CRM specialist monitors performance data, automation results, and engagement patterns—then proactively reaches out with ideas to improve efficiency and ROI. From identifying automation opportunities to suggesting new features, we help you stay ahead of the curve.
You’ll never have to wonder what’s next. Our proactive approach ensures your CRM is always working smarter, using AI-powered tools and advanced insights to enhance marketing, sales, and service automation.
Work Directly With a Dedicated CRM Specialist
CRM Support gives you direct access to a real expert—not a ticket system. You’ll meet regularly with your assigned CRM specialist for personalized strategy calls, performance reviews, and implementation updates. They become an extension of your team, deeply familiar with your goals, challenges, and setup.
This ongoing relationship ensures your CRM doesn’t just “function”—it thrives. With hands-on collaboration, you can make faster decisions, launch automations quicker, and keep your business aligned across marketing and sales.
Train Your Team To Master Your CRM
Your team’s success depends on their ability to use your CRM confidently. On higher-tier CRM Support plans, we provide quarterly training sessions to help your team fully understand automations, pipelines, and reporting dashboards.
We make sure your staff can take advantage of every tool available, reducing dependency on outside help and improving internal efficiency. As your system grows, your team grows with it—empowered to use your CRM as the strategic asset it’s meant to be.
Integrations
Integrate With Your Favorite Tools
Team Member Feedback
What Our Marketing Experts Say
“When we manage a client’s CRM, our goal isn’t just to ‘maintain’ it — we make it smarter every month. We’re constantly finding new ways to automate, clean up data, and make it easier for your team to close more deals. That’s what true CRM Support means to us — proactive partnership that keeps your business moving forward.”
RonCRM Specialist
Education Hub
CRM Management Expert Insights
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Learn More About CRM Management & CRM Support
What CRM Support Really Means for Your Business
For many companies, a CRM becomes a place to store contacts — but not a true engine for growth. At WolfPack Advising, CRM Support means something very different. It’s a managed service that gives your business a dedicated CRM specialist focused on building automations, improving data accuracy, and making your system work seamlessly behind the scenes.
We specialize in ActiveCampaign and HubSpot, two of the most powerful tools for connecting marketing, sales, and customer data. Your specialist actively manages your CRM, ensuring every automation, deal pipeline, and integration aligns with your goals. From lead nurturing to reporting visibility, we turn your CRM into a central hub that consistently drives better efficiency, conversions, and long-term revenue.
The Ongoing Value of CRM Management
Launching a CRM is just the start — the real value comes from continuous management and optimization. As your business changes, automations need updates, lists need segmentation, and reports need refinement. Without consistent oversight, even the best CRM setups can lose accuracy or slow down your operations.
That’s where our team steps in. WolfPack’s specialists keep your CRM evolving with your business. We analyze automation data, track engagement trends, and rebuild processes as needed to maintain peak performance. The result is a living system that adapts as you grow, ensuring your CRM never becomes outdated or inefficient.
ActiveCampaign & HubSpot Expertise You Can Count On
Our team works inside ActiveCampaign and HubSpot every single day. We understand the nuances that make each platform powerful — from predictive sending and custom objects in HubSpot to advanced segmentation and automation mapping in ActiveCampaign.
We handle:
- Automation strategy and workflow optimization
- CRM-to-ad platform integrations (Google, Meta, Microsoft)
- Deal pipelines, lead scoring, and lifecycle tracking
- Conditional logic and behavior-based triggers
- Deliverability, list hygiene, and reporting dashboards
Because we manage CRM accounts directly in your own environment, you always maintain full ownership and visibility. We build everything transparently within your ActiveCampaign or HubSpot account, so you can see what’s running, what’s performing, and what’s next.
Driving Real Results Through Managed CRM Support
Every hour of CRM Support is designed to create measurable results. We track the impact of each update — from increased automation efficiency to better lead quality and higher conversion rates. You’ll see exactly how your CRM improvements translate into faster sales cycles, stronger marketing performance, and more closed deals.
Our specialists don’t just execute; they communicate. You’ll receive regular summaries of work completed, reports on automation performance, and proactive suggestions for the next stage of optimization. That partnership ensures your CRM is always working toward tangible outcomes.
Why Businesses Partner With WolfPack for CRM Management
Businesses choose WolfPack because we combine marketing strategy, automation expertise, and CRM management into one streamlined service. We don’t just keep your CRM running — we align it with your full marketing ecosystem so every automation, ad campaign, and email sequence connects.
Our CRM Support service is available exclusively to clients on WolfPack’s CRM & Marketing Automation platform, powered by ActiveCampaign or HubSpot. This ensures seamless integration, consistent performance, and a managed environment designed for growth.
When you work with us, you gain a specialist who knows your business, understands your tech stack, and continually looks for ways to improve your system’s ROI. That level of personal management is what makes our approach different — and why our clients see sustained results month after month.
CRM Support vs. Email Marketing: How They Work Together
While our Email Marketing service focuses on campaign content and creative, CRM Support focuses on the structure that powers those campaigns. We handle the automations, conditions, and triggers that decide when and how messages reach each lead.
Together, these two services create a fully connected system — where your marketing automations, ad audiences, and CRM data work in perfect sync. The outcome: better lead nurturing, improved sales follow-up, and a CRM that becomes a true driver of business growth.
Start Getting More From Your CRM
If you’re already using our CRM & Marketing Automation platform through ActiveCampaign or HubSpot, adding CRM Support gives you an expert dedicated to maximizing its performance.
If you’re new to our CRM ecosystem, we can help you get set up first — then begin optimizing your system for automation, conversion, and growth.
Pricing
Packages & Pricing
Basic
- Included at No Cost for WolfPack CRM Clients
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Email Support
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Quarterly Group Office Hours (group video call)
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Access to Knowledge Base
Advanced
-
Email Support
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Prioritized Support
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2 Hours per Month of Account Updates
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Quarterly Strategy Video Call (60 minutes)
Pro
-
Email Support
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Prioritized Support
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4 Hours per Month of Account Updates
-
Quarterly Team Training Session (60 minutes)
-
Monthly Strategy Video Call (60 minutes)
Save 10% Every Month!
Basic
- Included at No Cost for WolfPack CRM Clients
-
Email Support
-
Quarterly Group Office Hours (group video call)
-
Access to Knowledge Base
Save 10% Every Month!
Advanced
-
Email Support
-
Prioritized Support
-
2 Hours per Month of Account Updates
-
Quarterly Strategy Video Call (60 minutes)
Save 10% Every Month!
Pro
-
Email Support
-
Prioritized Support
-
4 Hours per Month of Account Updates
-
Quarterly Team Training Session (60 minutes)
-
Monthly Strategy Video Call (60 minutes)
Our Basic Support plan is complimentary for clients who use our CRM & Marketing Automation platform powered by ActiveCampaign or HubSpot.
FAQs
Frequently Asked Questions
Is CRM Support included with my CRM account?
Yes! Our Basic Support plan is included at no cost for clients using WolfPack’s CRM & Marketing Automation platform through ActiveCampaign or HubSpot. It includes email support, group office hours, and access to our knowledge base. Paid plans offer dedicated hours, strategy calls, and more proactive management.
What’s the difference between CRM Support and CRM Management?
CRM Support and CRM Management are part of the same service. CRM Support focuses on day-to-day updates, optimization, and guidance from your specialist, while CRM Management refers to the ongoing strategy, reporting, and automation improvements we handle each month. Together, they ensure your CRM is continuously evolving with your business.
How often do I meet with my CRM specialist?
Meeting frequency depends on your plan. Our Advanced Support plan includes a quarterly 60-minute strategy video call, while Pro Support includes a monthly strategy call plus quarterly team training. Every plan includes ongoing email support, and your specialist proactively reaches out when new opportunities or improvements arise.
What CRMs do you support?
We currently manage CRM Support exclusively for ActiveCampaign and HubSpot clients who are part of our WolfPack CRM & Marketing Automation platform. This allows our team to work directly within your account, ensuring full integration with your marketing, automation, and reporting tools.
Do I need to be on your CRM platform to get CRM Support?
Yes. CRM Support is available only for clients using WolfPack’s managed CRM accounts through ActiveCampaign or HubSpot. This ensures our specialists have the proper access, setup, and infrastructure to provide consistent, high-quality service and results.
What kind of work does my CRM specialist handle each month?
Your CRM specialist can build or optimize automations, manage contact segmentation, refine reporting, update deal pipelines, and integrate your CRM with other tools like ad platforms or forms. If there’s ever downtime, your specialist reaches out proactively with recommendations and insights to keep your system performing at its best.
Do you offer team training or workshops?
Yes. Our Pro Support plan includes quarterly team training sessions where we walk your staff through new automations, pipelines, and reporting dashboards. The goal is to help your team become confident, self-sufficient CRM users while we continue managing the technical side.
How do you measure results from CRM Support?
We track every hour spent inside your CRM and tie improvements back to measurable outcomes—like improved automation performance, higher lead quality, and better conversion rates. You’ll receive updates on what was completed, what’s planned next, and how each improvement impacts your sales and marketing results.
Can CRM Support help improve my email marketing performance?
Absolutely. CRM Support works hand-in-hand with our Email Marketing service. By improving segmentation, automation logic, and data accuracy inside your CRM, we help ensure your email campaigns reach the right contacts at the right time—boosting open rates, engagement, and conversions.
What happens if I outgrow my current plan?
You can upgrade or adjust your CRM Support plan at any time. Many clients start with Advanced Support and move up to Pro Support as their automation systems expand or their teams require more hands-on management and training.
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