Need a branded support hub that works for your team and clients? Our Help Desk Build & Monitoring service sets you up for success with a custom-built help desk designed to streamline communication and reduce overwhelm.
We’ll handle the full setup — including categories, ticket routing, branded FAQs, and response templates — then monitor it for 30 days to ensure everything runs smoothly. After that, keep it optimized with ongoing support for just $197/month.
Let your business look professional and stay organized — without lifting a finger.
Help Desk
Ticketing
Automation
30 Days of monitoring
Knowledge Base
Your go-to hub for accounting and finance tools built exclusively for TRMCRM users. Explore curated products and services to help you grow, manage, and scale your financial business — all in one place.