Independent CRM support

HubSpot and Zoho support for your business

Regular help for businesses without an in-house CRM administrator.

Jack Auger fixes problems, looks after everyday CRM changes and helps your team reduce repeated admin.

Ask about monthly supportOr start with one problem
HUBSPOT & ZOHOExamples of the software we work with
HubSpot CRMDeals and follow-ups
HubSpot’s example deals board, showing records grouped into pipeline stages
Zoho CRMCRM setup
Zoho’s example CRM pipeline settings, showing sales stages for different processes
Planned support and improvements. One-off investigations available.Product examples: HubSpot / Zoho
Jack Auger, your CRM consultant
Jack AugerIndependent CRM consultant

Jack Auger

You’ll work directly with Jack

I’ve set up automations and helped fix CRMs for over 100 companies.

This is for businesses already using HubSpot or Zoho that need regular help without an in-house CRM administrator. I work on the agreed changes in your account, test them and explain what changed.

About Jack and the service

Help with the CRM work that keeps getting put off

Reports, data checks, views, permissions and small changes to how the team works.

See the types of work included

Support that continues between requests

On Improve and Partner, Jack reviews your priorities each month and sends an update showing the work done, time used and what comes next.

See an example monthly update

Monthly support plans

Time reserved for your business, with Jack as your regular contact.

Support

For occasional small changes and CRM questions.

£199/ month

90 minutes of work each billing month

Ask about Support
  • Jack as your regular contact
  • Troubleshooting and small changes
  • A request queue and work updates
  • First human reply target: 2 working days

Partner

For more ongoing work and a faster first reply.

£799/ month

8 hours of work each billing month

Ask about Partner
  • Everything in Improve
  • More time for builds and Deluge
  • First human reply target: 1 working day
  • Up to two short planning check-ins

All investigation, reviews, calls, changes, testing and notes share the monthly allowance.
Reply targets cover the first human response. Work is scheduled; these plans do not provide emergency cover.

Common problems we can help with

You can describe the problem in your own words. We’ll work out what needs changing.

HubSpot

New enquiries are being missed

We set up a clear owner and follow-up task so each new enquiry reaches the right person.

Reports show different numbers

We check the dates, filters and fields so your team can trust the numbers.

There are duplicate contacts

We review duplicates and incomplete records, then agree what to merge, keep or update.

The subscription is getting expensive

We check your seats and features, then compare other ways to do the job before suggesting an upgrade.

For some tasks, Zapier may cost less than upgrading HubSpot. We check the total cost first: Zapier has its own fees, and some actions still need a paid HubSpot plan.

Get help with HubSpot
Read about these features

Zoho CRM

Finding a record takes too many clicks

We can simplify the fields, layouts and views your team uses every day.

Information is missing or out of date

We check how information moves between your apps and find where updates are being lost.

You need help with a custom change

We provide specialist help with Deluge, the language Zoho uses for some custom changes.

Something that used to work has stopped

We investigate why a lead was not updated, an email was missed or a task was not created.

We’ll explain what needs changing and leave notes your team can use, including what any new or repaired code does.

Get help with Zoho CRM
Read about these features

Before you get started

New enquiries have a first-reply target of two working days. Payment is arranged through Stripe after the work and price are agreed.

Can I start with one problem?

Yes. Describe the problem first. Jack will agree the investigation, price and start date before work begins. You can decide about ongoing support afterwards.

What if my CRM needs a lot of work first?

An initial cleanup, investigation or setup can be quoted separately. Your monthly plan starts on the agreed date, with the initial work and priorities clear.

What happens during a quiet month?

On Improve and Partner, Jack reviews your improvement list and agrees what to tackle next. The written update shows the work completed, time used and remaining priorities.

Tell Jack what you need help with

Use the contact form for a one-off problem or monthly support. You don’t need a technical brief.

Send an enquiry