Advanced CRM installations often require additional apps, and each of those apps have different rules and standards for support. So, when a customer runs into an issue, they end up fumbling with multiple support teams to find the solution. Technology Advisors solves this problem with its support program. We remove the middle man by providing a single point of contact to manage all aspects of your CRM, and we offer several tiers of support so you never end up paying for more than you actually need.

Our three standard support options are Technical Support, Administration Support, and Extended Warranty.

Think your project may be too undefined or loosely scheduled for standardized support? We have a solution for that too. Purchase Block Time where the budget is justified on a case-by-case basis. You’ll reduce overall project costs by pre-paying for your service. Check out the details of all our support packages below.

TAI Support Advantages

  • Single point of contact and responsibility
  • Direct access to product experts
  • Timely responses
  • 24 hour support option (Extra)
  • Multi-Lingual option (Extra)
  • Support for your customizations

Support Services



  • Contact via: Emails or Support Portal
  • Main contact: Support Desk
  • Typical response within 48 hours



  • Contact via: Emails, Support Portal, or Phone
  • Main contact: Support Desk, PM, Developer or BA
  • Assessment: By request
  • Administrator Support



  • Everything included in Administration Support
  • Unlimited Admin and End User through Online classes
  • On-premise Minor upgrades
  • Free Development hours based on organization size
  • On-premise support available

Block Time

Call for pricing.

  • Pre-purchased by the hour 
  • Discounted based on volume
  • One flat rate, no matter the service
  • Can be used for support or development
  • Good for 12 months post-purchase

Our Technical Support plan is our most basic level of CRM support. This option allows users to contact our tech team between the hours of 9:00 a.m. and 5:00 p.m. central time, Monday through Friday. Technical Support includes:

  • Ticket submissions via email or our customer portal
  • Escalation of appropriate issues to vendors & follow-ups when answers are received
  • Answers to your "How-To" questions
  • Help with TAI customizations & vendor software
  • Information about future product releases & how to upgrade

TAI’s support can be extended to your system administrators, too! Our Remote Administration Support options give your admins the resources they need to maintain the CRM system and improve your team’s user experience. Remote Administration Support Includes:

  • All “Technical Support” features
  • 4 scoped imports per year (from flat file)
  • 12 basic reports per year
  • 4 basic workflows per year (If feature available)
  • User creation and maintenance
  • Backup instruction
  • Performance questions
  • Sandbox creation
  • Apply bug fixes to code
  • Pick list and drop down maintenance

TAI Premier support is for companies who want a fully managed support service.  It includes everything in Administration Support plus the following:

  • All “Adminstration Support” Features
  • Unlimited Web training for your team
  • On-premise performance review and tuning for Web and Database servers.
  • Upgrade Support
  • Budgets for additional customizations

Consider Block Time support if your projects tend to be undefined and have looser schedules. Pre-paying for blocked hours of services and support can help reduce overall costs for more unpredictable projects. The hours you purchase can be used for support or development purposes and also come with priority access to our TAI Support Desk. Block Time terms are as follows:

  • All block-time is pre-paid
  • 12 month period to use time
  • Rate is blended across all resources
  • Must be sufficient hour in bank prior to starting new project work

Request CRM Support