CRM Desk by ResultsIQ

Your CRM support team for HubSpot & Apollo

Know what's working. Fix what matters! After go-live, nobody owns the CRM. Workflows break, leads go unrouted and dashboards drift.

CRM Desk gives your HubSpot a dedicated team that keeps it working. Get a clear, expert assessment of your HubSpot environment. We score six core areas, uncover the issues affecting your CRM, and turn the findings into a practical, prioritized improvement plan.

CRM assessment & action roadmap

Book a Health Check Explore What's Included
8-16 Weeks
CRM-health-score-animated HubSpot Accredited Partner

6 core areas

A consistent health score

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Top 10 findings

Clear priorities, in plain language

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Action roadmap

Ranked fixes with estimated effort

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What you get

$900 Health Check

Report within 5 business days

A HubSpot partner you can trust

Certified HubSpot partner

Certified HubSpot partner

HubSpot Onboarding Accreditation

Certified onboarding team

Apollo Partner

Apollo Partner

SBA Veteran-owned

SBA Veteran-owned

THE PROBLEM

Sound familiar?
Nobody owns your CRM

Your CRM went live. Then the person who set it up moved on, and it became everyone’s side job. Small problems pile up until the team stops trusting the system.

Workflows break quietly

Workflows break quietly

Leads go nowhere

Leads go nowhere

Dashboards drift

Dashboards drift

Data decays

Data decays

These aren’t software problems. They’re ownership problems. Go from uncertainty to a ranked plan.

 

A STRUCTURED REVIEW: HOW I WORKS

CRM management: Six areas. One clear picture.

CRM Desk: We assess the core building blocks that keep your CRM data, processes, and reporting reliable.

1

Area 01

Data health

Duplicates, missing required fields, lifecycle stage accuracy, and records without owners.

2

Area 02

Automation

Workflow errors, inactive or conflicting workflows, and routing gaps.

3

Area 03

Pipeline & reporting

Deal stage definitions, deal hygiene, and dashboards that may misrepresent performance.

4

Area 04

Lead capture & routing

Forms, hidden fields, assignment rules, and potential speed-to-lead gaps.

5

Area 05

Integrations

Apollo and other sync errors, field mapping conflicts, and data inconsistencies.

6

Area 06

Users & governance

Unused paid seats, permission sprawl, and gaps in documented ownership.


The Health Check

What the CRM Health Check scores

A scored review of six areas, so we fix the right things first. Each area is scored from 1 (broken) to 5 (healthy), and the assessment gives you a baseline and a recommendations plan.

In a 30-minute readout, we walk through your scores, explain the most important findings, and discuss the recommended path forward.

$900

Fixed price · Report within 5 business days

  • A score across six areas
  • Your top 10 findings in plain language
  • A ranked fix list with hours
  • A recommended plan and a 30-minute readout
Get Your Ranked Action Plan →
WHAT COMES NEXT?

CRM Desk Plans

Turn findings into ongoing progress. If you need hands-on help after the assessment, choose the monthly support capacity that fits your team. Fixed hours, clear scope, no contracts, just monthly plan. Support runs 9 a.m.–5 p.m. Eastern on US business days.

CRM Desk

Steady, moderate needs

$795 month

Let's talk

  • 4 hours a month
  • Monthly proactive check
  • Reply with an estimate and a date within 1 business day
  • Monthly statement
  • Health Score re-scored every six months
Talk to a HubSpot Expert!

Most popular

CRM Desk Plus

More volume or more urgency

$1,495 month

Let's talk

  • 8 hours a month
  • Extended proactive check
  • Reply with an estimate and a date within 4 business hours
  • Monthly statement
  • 20-minute quarterly review
  • Health Score re-scored every quarter
Talk to a HubSpot Expert

On Demand

Occasional needs

$225 hour

Let's talk

What’s included:


  • A CRM expert when you need one
  • Prepaid 5-hour block ($1,125)
  • $150 access fee
  • Reply with an estimate and a date within 2 business days
Talk to a HubSpot Expert

Hours are valid for 90 days. We never go past your hours without your approval.

 

Limited to our first subscribers

Become a Founding Member & Save

Our first subscribers become Founding Members. Commit to a 6-month plan and enjoy a special monthly rate, plus priority for your requests.

6-month price lock

Monthly support

Scope

What CRM Desk covers

Typical requests

  • Fixing workflows that stopped working
  • Repairing lead routing and assignment rules
  • Fixing reports and dashboards that no longer match reality
  • Cleaning up duplicates, empty fields and unowned records
  • Adjusting properties, pipelines and deal stages
  • Managing users and permissions
  • Keeping the HubSpot–Apollo sync healthy
  • “How do I…?” questions from your team

Bigger projects

New implementations, migrations, custom code and new integrations are not part of CRM Desk. For bigger projects, we’ll quote them separately.

HubSpot Implementation

WHO IT'S FOR

Who CRM Desk is for

B2B companies with about 10–150 employees

Teams that run HubSpot, often with Apollo or or other growth platforms

Companies without a full-time CRM admin

Owners, sales leaders and RevOps leads who end up fixing the CRM themselves


If you’ve thought about hiring a fractional CRM admin or outsourcing CRM administration, CRM Desk gives you a team instead of one person, with quality control and a log of every minute. CRM Desk is a monthly CRM management service for US B2B companies of 10–150 employees that run HubSpot and Apollo without a full-time admin. Plans start at $795 a month, and every engagement starts with a $900 CRM Health Check.

Talk to a HubSpot Expert
HubSpot implementation services

Related services

Starting from scratch?

CRM Desk keeps an existing CRM healthy. If you’re setting up HubSpot for the first time, start here:

HubSpot Implementation

A full setup built around how your business works.

See implementation

HubSpot Guided Onboarding

Hands-on setup and training for your team.

See onboarding

HubSpot Team Training

Help your team use HubSpot with confidence.

See training
FAQs

CRM Desk FAQs

What is CRM Desk?

CRM Desk by ResultsIQ is a monthly CRM support team for US B2B companies that run HubSpot and Apollo without a full-time admin. You get a fixed number of hours each month, a proactive monthly check and a statement that logs every 15 minutes of work.

How much does CRM Desk cost?

CRM Desk is $795 a month for 4 hours, and CRM Desk Plus is $1,495 a month for 8 hours. On Demand is $225 an hour, sold as a prepaid 5-hour block ($1,125) plus a $150 access fee. Every plan starts with the $900 CRM Health Check.

Why do I start with a CRM Health Check?

So we fix the right things first. The Health Check gives you a score across six areas, your top 10 findings and a ranked fix list with hours. At the readout we recommend the plan that fits. Subscribe within 14 days and the $500 setup is included.

How fast do you respond?

You get a reply with an estimate and a date within 1 business day on CRM Desk, within 4 business hours on CRM Desk Plus and within 2 business days on On Demand. The reply confirms we received the request, assessed it and scheduled it.

When is support available?

Support runs from 9 a.m. to 5 p.m. Eastern on US business days.

What if we need more hours?

Your plan includes 4 or 8 hours a month, valid for 90 days. We never work beyond them without your approval, so there are no surprise invoices. Your plan includes 4 or 8 hours per month, valid for 90 days. We never work beyond that time without your approval, so there will be no surprise bills. You can purchase additional time or explore our customized implementation services..

Is CRM Desk the same as hiring a fractional CRM admin?

It solves the same problem, but you get a stable team instead of one person. Every request has an owner, every piece of work goes through quality control and every minute is logged.

Which platforms does CRM Desk support?

CRM Desk is built for HubSpot and Apollo. If you run another CRM, contact us and we’ll tell you whether we can help.

Can you implement HubSpot or build new integrations?

Implementations, migrations, custom code and new integrations are separate projects. We’ll quote them separately.

What is a Founding Member?

Our first subscribers lock their monthly price for 12 months and get priority on their requests. The price is the same as for any other subscriber.

We're happy to walk you through it

Contact us directly

Start your CRM Health Check

Tell us about your CRM and your team, and we’ll schedule your Health Check.

Why the Health Check pays off

We fix the right things first, so your hours go to the problems that cost you deals, not to guesswork.

  1. Tell us about your CRM

    Share your tools and what’s breaking in the form.

  2. Get your scored report

    We score six areas and send your top 10 findings with a ranked fix list and hours, within 5 business days.

  3. Choose your plan at the readout

    In a 30-minute readout we recommend the plan that fits. Subscribe within 14 days and the $500 setup is included.

No spam, no obligation — just a straight answer on fit.

ONE FIXED PRICE: $900

Find out what’s broken in your CRM

A scored review of six areas, your top 10 findings, a ranked fix list with hours, a recommended plan and a 30-minute readout. Report within 5 business days.

Make HubSpot Works For You