Personalized training and support to keep your business growing

The Concierge Service provides a hands on approach with dedicated phone-based training and assistance in configuring your account. We can also assist with any data imports you may have from other systems (like a spreadsheet that has been exported out of another system). 

Our Concierge Service includes:

  • Priority Email Support
  • Customer Success Manager
  • Data Import Assistance
  • Data Modeling Assistance
  • Integration Assistance
  • Personalized Configuration
  • Proactive Account Review
  • 2 Training Sessions per team/month

Your success is our top priority

The Concierge Service is designed to help you and your team get started quickly and meet your business goals. Our experts will guide you through setup, customizations, training and more.

This service is $250/month or $10/user/month if you have more than 25 users and can be added on to any plan.

Contact to subscribe or learn more.