CRM Support License
A CRM partner, not just a help desk.
Your CRM operations team, without the full-time headcount.
The CRM Support License provides continuous operational coverage for your Salesforce or HubSpot environment, aligned with how your business operates with a service scope matched to your needs.
THE CHALLENGE
Does any of this sound familiar?
You’re not alone. These are the most common pain points we hear from teams just like yours.
No one owns CRM health after launch
Without an ongoing partner, small issues pile up until they become expensive problems. Support ensures someone is always watching.
Enhancements stuck in an unowned backlog
Good ideas sit in a queue with no one to deliver them. A support license keeps your CRM improving continuously, not just at launch.
Incidents with no clear response plan
When something breaks, your team shouldn’t be scrambling. Defined SLAs and proactive monitoring mean issues get resolved before users feel them.
Integration and application issues falling through the cracks
CRM problems don’t stay in CRM. When connected systems break, you need a partner who covers the full application stack, not just the core platform.
WHAT'S INCLUDED
Here’s what you get with the CRM Support License.
Each tier builds on the one before it, adding capability as your CRM complexity and change frequency grow.
Explore each of our four support tiers to see what’s included.
Hiker
Admin + Monitoring
Backpacker
+ Maintenance + Minor Enhancements
Climber
+ App & Integration Support
Free Solo
+ Fully Managed Retainer
Hiker Tier: Administration & Monitoring
Foundational support for stable CRM environments. Covers day-to-day Salesforce or HubSpot administration and proactive system monitoring so issues don’t go unnoticed.
✓ Salesforce & HubSpot administration support
✓ Basic sytem monitoring & incident response
✓ Email-based support with defined response SLA
✓ Best for: Stable CRMs with low change frequency
Backpacker Tier: Administration, Maintenance & Enhancements
Everything in Hiker, plus active maintenance and the ability to deliver minor improvements so your CRM keeps pace with your business without requiring a separate project engagement.
✓ All Hiker services included
✓ Minor enhancements
✓ Ongoing maintenance & performance optimization
✓ Best for: Growing orgs with regular CRM change needs
Climber Tier: Full Application & Integration Support
Everything in Backpacker, plus hands-on support for the applications and integrations connected to your CRM, covering troubleshooting, operational guidance, and platform advice across your full tech stack.
✓ All Backpacker services included
✓ Application & integration support
✓ Troubleshooting across connected systems
✓ Best for: Orgs with integrated CRM ecosystems
Free Solo Tier: Fully Managed Retainer
A comprehensive managed services retainer covering all five service areas under defined SLA commitments. Your CRM is continuously administered, maintained, monitored, and improved with a dedicated partner accountable to your outcomes.
✓ All Climber services included
✓ Managed services retainer with defined SLAs
✓ Dedicated point of contact and strategic guidance
✓ Best for: Complex CRM environments requiring full-coverage support
USE CASE
When Organizations Choose the CRM Support License
Organizations typically choose this license when they are:
- Post-implementation and need ongoing administration without hiring internally
- Experiencing CRM issues with no clear internal owner to resolve them
- Running an integrated CRM ecosystem that requires full-stack support coverage
- Scaling quickly and need a partner who keeps pace with their CRM changes
NEW TO CRM?
Support works best on a solid foundation. If you haven’t launched your CRM yet, start there first.
HOW IT WORKS
How the CRM Support License Works
Each WhiteRock license includes a one-time setup (“stitch-in”) to configure your system, followed by a predictable monthly investment.
Licenses are designed for ongoing success, allowing your CRM to continuously evolve without the need for new projects or hourly billing.
Delivered using your existing or newly purchased Salesforce or HubSpot platform.
Pricing scales based on your system, users, and level of support required.
- Supported platforms:
- Salesforce
- HubSpot
- CRM licenses (Salesforce or HubSpot) are required and not included
- Minimum editions may apply depending on use case
WHERE YOU ARE IN YOUR CRM JOURNEY
The CRM Lifecycle
Every organization moves through these stages. The CRM Support License provides ongoing operational coverage across the Operate, Optimize, and Maintain stages of the CRM lifecycle.
COMMON COMBINATIONS
Licenses Often Combined With CRM Support
While this license stands on its own, most customers enhance their results with complementary licenses. Here are the most common combinations.
CRM Support + CRM Launch License
Support is often introduced at go-live to ensure a smooth transition from implementation to ongoing system management. This gives your team continued access to expertise for troubleshooting, user support, and incremental improvements as adoption grows.
Timeline: Support begins at or immediately after go-live, continuing beyond the initial implementation phase
Best For: Teams that want continuity from implementation through long-term CRM management
CRM Support + CRM Operations License
Keep your CRM running smoothly while also improving the automation and workflows that power your revenue team. Support handles platform health; Operations builds the efficiency layer on top.
Timeline: Operations engagement runs alongside ongoing support
Best For: Revenue operations leaders who want both stability and continuous improvement
Ready to explore the support tier that fits your organization?
We’ll walk through your CRM environment, your team’s capacity, and how often things change and recommend the tier that gives you the right coverage without overpaying.