sheepCRM Licence fees cover your access to the platform and the features you have chosen for your subscription.
We offer a range of additional services to support your organisation and team members which are delivered by the sheepCRM team. Please see the tables below for specific services information, costs and important information.
If you would like to book any of these services or have any specific questions please contact us at support@sheepcrm.com or via the in system chat, providing full details of your request.
We will always provide services at the earliest availability but please note this is limited so planning ahead as much as possible is recommended, especially when specific timescales are important.
Some services such as technical services require internal scope and planning before a fixed price or time scale can be provided, and this effort may also be subject to charges for our time.
Please note that any dates or timelines communicated are to be considered as 'target dates' for delivery of services. These dates are always based on our assumed capacity, higher than expected levels of staff absence or other scenarios impacting our team mean we cannot guarantee delivery by fixed timelines.
Everything is subject to our Terms
Why do I have to pay for services as well as our licence fee?
It's simply because we believe you should only pay for what you need or use and it means our licence fees are not increased to cover these costs (which could result in you paying something for nothing!).
If you would like more information about exactly what is included in your licence fee before reviewing the services options below, you can find it in this support article.
🤝 Please note: sheepCRM services are invoiced in advance of delivery, all costs below are subject to VAT (std rate) unless stated.
The contents in this document are subject to ongoing change - please always check the live version for the latest.
Everything is subject to our Terms
Services Menu
Full sections are named as per menu below - please click for instant scroll to the section you need
Before you sign up for sheepCRM - Help in decision making and preparation for change
Onboarding to sheepCRM - Everything you need to get up and running included in a single set up fee
Extra Onboarding to sheepCRM - Optional services for your specific needs
Relationship & Additional Support - Dedicated services for your team
Training & Consultation - Transfer of knowledge and guidance to your team or users
Technical - Data services, settings and configuration changes
sheepCRM features - You can fund new developments to sheepCRM
Exit services - support available if you are leaving sheepCRM
Full Services
Before you sign up for sheepCRM
We have experience is defining requirements to meet organisational objectives, planning for change and insight into best practices across a broad range of organisations using sheepCRM.
Service Type | Summary | Cost |
Your Requirements | A deep check and report on your true requirements | £POA* Eligible for credit** |
Migrate & Change | Challenge how you do things to identify change for best practice when you migrate systems | £POA* |
Migration Readiness | Deep review and recommendations on resourcing and preparation for onboarding sheepCRM and embedding change | £POA* |
🤝 * Minimum of 15hrs required but increased amounts will be needed depending on the breadth and depth of your services and objectives.
🤝 ** 50% of this cost will be credited to sheepCRM onboarding cost if your decide to subscribe to sheepCRM within 6 months of completion.
Onboarding to sheepCRM - Everything you need to get up and running included in a single set up fee
We need to be involved in your migration to sheepCRM, these services provide the minimum you need depending on your chosen licence level, our sales team will understand your exact needs to finalise your required service and cost.
Service Type | Summary | Cost |
Simple Subscription | Technical configuration, set up guidance, data loading & train the trainer.* | From £2000** |
Advanced Subscription | As above* | From £5000** |
Pro Subscription | As above* | From £10000** |
🤝 *Full list of everything included will be provided by our sales team
🤝 **Your set up fee may be higher depending on your exact needs
Extra Onboarding to sheepCRM - Optional services for your specific needs
Our standard onboarding set up covers the things every new sheepCRM customer needs, but some organisations need more due to their current situation, resource levels and objectives so we provide these optional services.
Service Type | Summary | Cost |
Adoption Guidance | Recommendations to ensure adoption and management of change in the first year using sheepCRM | From £1000* |
Project Management | We will manage your team for the onboarding project and report to your project sponsor | £POA* |
Data Services | If your data is very complex, fragmented and requires specialist help inc; Analysis, Recovery, Preparation, Bespoke import & Cleansing | £POA* |
User Training | If you do not have a trainer, we can train your users for you, including documentation support. 3 attendees included. | £125 per hour** £25 per additional attendee per hour |
Custom Articles & System Training Tours | We can create private articles and user training product tours within sheepCRM just for your team. | £P.O.A* |
Custom Integration Support | Technical Guidance Support Implementation support | £100 per hour £150 per hour |
🤝 *Cost will be based on your exact needs
🤝 **Minimum booking of 4 hrs which includes preparation and delivery effort
Relationship & Additional Support - Dedicated services for your team
These are options for you to pre-allocate time for your organisation and team members, these services can be single booking sessions or recurring for set time periods e.g. monthly.
Service Type | Summary | Cost |
Director Support | Dedicated senior level contact for your senior management team | From £125 per hour* |
Success Support | Dedicated sheepCRM specialist contact for your nominated training and support contact | From £75 per hour* |
🤝 *Cost will be based on your exact needs & amount required.
Training & Consultation - Transfer of knowledge and guidance to your team or users
Our standard approach is to train your trainer and we recommend you allocate resource levels and responsibility to at least one of your team to maintain knowledge and documentation for how your organisation and team use sheepCRM, but if you need more training we provide these options.
Service Type | Summary | Cost |
Specialist Consultation | To discuss any operational matter using sheepCRM such as identifying training needs, getting the most from the system or engagement of your customers. | From £75 per hour* |
Train the Trainer Programme | Theory and application of recommended approach to Training, Documentation and Supporting your users | From £750* |
User Training | User training sessions via video call**** - 3 attendees included. | £125 per hour* £25 per additional attendee per hour |
In person Training | Any of the above services delivered in person | As per services above plus; Travel & Expenses*** |
Custom Articles & System Training Tours | We can create private articles and user training product tours within sheepCRM just for your team. | £P.O.A* |
🤝 *Cost will be based on your exact needs and specialist we need to allocate.
🤝 ** Minimum 4 hour booking, preparation time is charged at one hour for every four hours booked.
🤝 *** 20% of the booked session is included for travel time, additional travel time is £25per hour, expenses will be quoted and agreed in advance.
🤝 **** If you wish to record the session you will need to provide the video meeting system e.g. Zoom to manage the recording.
Technical - Data services, settings, and configuration changes
If you need our assistance with more technical items, data changes, changes to the initial setup of your system, or just an extra pair of hands to do things you could do for yourselves these options cover the regular items requested.
Service Type | Summary | Cost |
API & Integrations | Consultancy & Guidance using sheepCRM API | From £100 per hour* |
Data Management | Data Audit Data Recovery Data Import via Technical Script Data Creation Data Cleansing | From £100 per hour* |
Daily S3 Backup to your AWS account | All client data is backed up as standard, however, some clients want full control over their data with a backup to an account they control.
Requires an Amazon Web Services account. Data is exported in CSV format daily. | £50 per month |
Custom User Policies | Requirements scope and technical creation of custom user policies | From £750 for initial set up. From £200 per update |
Custom Membership Certificates & Cards | We can apply a custom template (from a PDF) to the system generated membership certificates or digital/PDF membership cards (subject to some design limitations). | From £250 per change* |
System configuration & Upgrade Set up | Changes to your current set up - technical set up you cannot perform yourselves. | £75 per hour** |
Settings Change | We can update your settings for you based on changes you need. | £75 per hour** |
🤝 *Cost will be based on your exact needs and the specialist we need to allocate.
🤝 *Minimum 2 hours booking applies - the exact cost will depend on your exact needs.
sheepCRM features - You can fund new developments to sheepCRM
We are consistently investing in the sheepCRM platform which means enhancements and new features are automatically available to our customers as part of your licence fee (subject to your exact licence fee limits and inclusions). If you need a specific feature to be added or sooner than we are likely to do so, you can purchase some of our paid time to fund the development.
🤝 Please note: We can only support features suitable for the sheepCRM platform and of value to multiple customers. If you have a more bespoke or custom requirement we may refer you to one of our specialist partners.
Service Type | Summary | Cost |
Roadmap Feature Development | Design, Development and Testing of a new platform feature or enhancement. | From £75 per hour* |
Feature Development Project Management | If the change has a number of increments and requires collaborative working to implement the change. | £100 per hour* |
New Feature Training - Online | If the new feature or enhancement needs to be trained (train the trainer) | £75 per hour** |
🤝 *Cost will be based on your exact needs and specialist we need to allocate. This is a reduced rate as the feature has future value to sheepCRM.
🤝 *Minimum 4 hour booking, preparation time is charged at one hour for every four hours booked.
Exit services - support available if you are leaving sheepCRM
Obviously we hope you will never feel the need to leave sheepCRM!
However if you must go, we offer these services to make that a smooth transition before we wish you well on your way.
Service Type | Summary | Cost |
Data | If you need guidance for exporting data or mapping data to your new systems data model. | From £100 per hour* |
Change Management Guidance | If you need guidance regarding the timing of changes, inactivation of automation and other migration actions. | From £100 per hour* |
Other Support | If you need any other specific dedicated support from the sheepCRM team | From £100 per hour* |
Database Tables Export | This is a .csv export of all database tables. NB: One export is included without cost. | £250 per export (all tables) |
🤝 *Minimum 2 hour booking, preparation time is charged at hourly rates, exact costs will depend on your needs.