Standard Services
Consultation Manager strives to deliver an excellent standard of service to all of our clients.
Contact our friendly team at customersuccess@consultationmanager.com or call 1300 850 058 (AU) or +61 7 3171 2299 (International)
Additional training sessions, framework reviews and CM Data Audits can be organised. Reach out to your account manager or our support team at support@consultationmanager.com for a quote.
Unlimited Support
All PLans
Consultation Manager offers unlimited free support to each and every client. From a smooth setup process to ongoing technical support and system advice, we’ll empower you to track your engagement effectively.
Our support inclusions are:
- Onboarding your team to ensure use of the system is efficient and effective.
- Unlimited phone, email and chat support through business hours
An extensive knowledgebase providing details on all of our features
Onboarding
All PLans
System Plan
- Account manager through onboarding
- Go-Live date
- Identify key Users
- System configuration document
- Data Protocols example document
- 1hr system configuration consult
- Data import/migration plan
System Deploy
- Framework build
- Data importing
- Key Contact access
- Invoicing
User Training
- General user access
- General user training
- Enterprise Administrator and Power User training
CM4 Setup Customisations
Consultation Manager is an incredibly flexible tool allowing you to customise your system to suit your needs. Personalising data fields allows you to track all different aspects of your engagement.
All PLans
Dedicated
Account Manager
Your dedicated account manager will be available for you to contact directly for system help and advice. They will also proactively make sure that you’re getting the best value out of your Consultation Manager platform.
Silver
Gold
Platinum
Training
Standard
Standard onboarding training session.
Silver
1 free session per financial year + onboarding training.
Gold
2 free sessions per financial year + onboarding training.
Platinum
4 free sessions per financial year + onboarding training.
Database Report
Platinum level customers receive an annual database quality report to identify potential opportunities to improve your data quality.
The report identifies duplicates, system configuration recommendations, inactive projects, active/inactive users, and aims to empower you to improve the quality of your data and your reporting.
Platinum
