Fully managed CiviCRM

Managed CiviCRM & operational support

Keep your CRM stable, properly configured, and reliable support —without getting pulled into technical details.

Remove admin burden

Is your CiviCRM being maintained properly?

Security updates, bug fixes, backups, and performance checks aren’t sexy—but they’re easy to fall behind on. Many organizations assume things are “fine” until something breaks. Then at some point, no one really knows why something is the way it is, or how to safely change it. 

Without consistent maintenance to CiviCRM, outdated tools, small issues and workarounds build up over time. It becomes harder to trust and harder to change. And even when the basics of CiviCRM hosting and upgrades are covered, a different problem shows up:

You’re not always sure what you’re looking at.

  • Is it a bug?
  • A configuration issue?
  • Or something that needs a proper project to fix?

That uncertainty leads to hesitation, workarounds, and eventually frustration for the person responsible for keeping things running day-to-day.  And that confusion undercuts your efforts to grow membership and program effectiveness.

Operational Guidance

Maintenance keeps your system stable. It doesn’t address configuration guesswork.

Managed CiviCRM hosting and maintenance gives you a solid foundation. But it doesn’t answer your administrator questions that crop up when your team is actually using CiviCRM.

When something doesn’t look right, or you’re unsure how something should be configured in the browser, you still have to figure out: What exactly is happening, whether it’s expected behavior, and what the right next step is? All without it becoming a time-sink or creating workarounds that eventually tie you in a knot.

And that’s where most teams get stuck with CiviCRM—not because the system isn’t maintained technically, but because CiviCRM is an open source platform solution offering a myriad of options for how you could change something. The tooling is there, but without clear guidance on how it should be setup on your existing system for your specific needs is where it can get sticky.

Ongoing operational support gives you that clarity

Instead of second-guessing or settling on working around an issue, you have a reliable partner who comes to understand your system and can help you learn by doing:

  • Identify whether something is a bug in your system, CiviCRM and it’s extension, a configuration issue you can fix right now, or a case for an enhancement
  • Get pointed in the right direction quickly, so you keep moving forward
  • Keep your setup aligned with best practices
  • Avoid unnecessary complexity and configuration sprawl
  • A place to brainstorm and surface ideas for separate paid project work, if there’s a clear business case for doing so
  • Asychronous, efficient email-based support to make the most of your time

Managed Infrastructure

$ 80
/ month
  • Managed CiviCRM hosting on 2GB RAM VPS
  • Twice daily backups and system monitoring
  • CiviCRM and WordPress kept updated and secure
  • Performance checks
  • Website with your organization's domain name
Set Up Maintenance
For simpler organizations that want their CiviCRM kept secure, updated, and running reliably.

Operational Support

$ 330
/ month
  • Everything in Managed Infrastructure, plus:
  • Clear answers with priority response via email when something doesn’t look right
  • Guidance on how you can manage configuration, workflows, and permissions
  • You stay in control of making changes, I advise so you get unblocked
  • Help identifying bugs vs configuration vs enhancements
  • Keeps your system clean and avoid configuration sprawl
Get Operational Support
For the person responsible for CiviCRM—configuration clarity on what's happening and what you can do next
Reccomended

Custom - White Glove Partner

Custom
  • Everything in Operational Support, plus any mix of the following:
  • Video call support
  • Same day response time
  • Hands-on support to free you up
  • Custom hosting environments for higher performance or scale
Request a Custom Agreement
For organizations with more complex systems and higher demands that need deeper involvement and fastest support.

FAQ

Frequently Asked Questions

This plan is focused on guidance on unblocking you while still doing things “the right way” and keeping your current system specification running smoothly, not additional feature sets.

What’s not included:

  • Scheduled meetings or working sessions
  • Acting as your team’s CRM administrator
  • Implementation of new features, workflows, reports or enhancements
  • Custom development / code changes, will be treated as separate paid work

Brief triage calls may be used when needed to quickly diagnose a situation instead of email tag.

No. You own and control the system. I will help you understand what’s happening and how to move forward correctly. Benefit? You become less reliant on outside support and become more capable to leverage your system to benefit your nonprofit.

Could there be an exception? Yes, life is full of them. 

Start by trying to reproduce the issue reliably and noting what’s actually happening.

When you reach out, please include:

  • What you expected to happen versus what actually happened
  • Links and and screenshots
  • The exact steps to reproduce it consistently

This makes it much easier to quickly identify what we’re dealing with.

Managed Infrastructure keeps your system updated, secure, and running. Best for those more technically inclined and wanting to put more time into self-learning, or nonprofits with limited sophistication.

Operational support provides a backstop when something feels off without incurring a la carte expensive costs / delays, and easily escalate an issue without going down a rabbit hole and losing focus on your normal tasks at hand. Best for nonprofit staff with time-constraints and mission-critical programs that demand smooth operations.

– Tara DeSisto, Development Director