Expert Consulting Services

Need some help with administration of ConnectWise PSA, ConnectWise CPQ, ConnectWise BrightGauge or HaloPSA? Need a first-stop option for how-to and troubleshooting questions? Pivotal Support has got you covered!

We’ll be your first point of contact for figuring out things like: why an error is occurring; why a report shows the results that it does; why a workflow ran when it wasn’t supposed to; which security setting needs to be changed, etc.

We can validate when an application is working as designed, when a user error resulted in an issue, or when a support request needs to go to the software vendor for a particular problem.

Or, if there’s some clean up to be done, we can provide how-to information to your team so it’s done in the best way possible. Our partners start with us, first.

Requests received by noon Pacific will be responded to on the same day.

Monthly Support & Administration

Support for existing operations & processes

First stop for issues & questions

Unlimited, In-Scope

Includes Chat Support & Proactive Audits!

Not quite sure what you want to focus on? Prefer to target processes instead of doing a complete over-haul? Got your own project underway for improving your applications and processes and need expert consulting to participate in those efforts? We’ve got you covered!

Select some hours with us and we’ll invoice you when they run out. Or, for more consistency, we can take a staff augmentation approach with monthly recurring hours options.

Unlike Pivotal Support, these hours can also be used to have us help with your clean-up efforts like old time sheets, invoicing, procurement, or your product catalog.

As little as 10 hours

Work on your priorities

New or existing processes

The most chosen options when partners first contact Pivotal Crew? A total over-haul of their applications & processes or an implementation with all the right stuff.

Our Optimization & Implementation project scopes provide our expert consulting & operational knowledge in a defined path from your financial requirements (including the Chart of Accounts, and financial structures of the systems) through the proper setup of the product catalog, effective quoting, service operations standards, projects, procurement, inventory, invoicing & batching to the accounting package, and everything in between.

The goal? Implement the practices that are PIVOTAL to your company’s consistent operations & execution so that the decisions you make are based on trustworthy data and information.

Other defined project scopes are also available.

Defined Project Outcomes

Fixed Pricing for Scope

Consulting & Project Management

Relying on the software provider’s training to get your next team member (or some current ones!) up to speed is a good start. But, how do you speed up adoption and consistent execution, taking them beyond the ‘text book’ and into the realities of day-to-day operations?

Make an investment in 1-on-1 coaching with our team of experts! Based on the employee’s responsibilities in the business, we’ll tailor their training into 3 sessions. Taking them through live examples of how information moves through the system, their part in ensuring consistency & proper execution, and what elements are automated so they know what to expect. Then, we’ll schedule a follow up session a few weeks out, where they can come back with any questions or areas they need to know more about.

A great addition to your on-boarding procedures or for someone moving into a different role, it will help the employee feel more confident moving around the system and getting things done.

Multiple      1-on-1  sessions

Execution and process consistency

Follow up session for Q&A and review