📆 CRM and Data Entry Services

Keep your systems clean, consistent, and conversion-ready.

Messy CRMs and unorganized data cost you leads, time, and revenue. Our virtual assistants help you maintain accurate records, clean up duplicates, and keep everything up to date — whether you’re running a small business or scaling with a growing sales team. We handle the backend so you can focus on the front end.

✅ Included in the Hourly Rate

🗃️ CRM Data Management

• Adding new contacts, companies, or leads

• Updating customer profiles, status, and communication logs

• Tagging and segmenting contacts by pipeline stage, industry, or geography

• Logging activity from calls, emails, or meetings

• Setting reminders or follow-up tasks inside your CRM

• Custom field creation and list view organization

• Pipeline status updates and deal stage adjustments

🧹 Data Cleanup & Integrity

• Merging duplicate contacts or companies

• Standardizing formats across data sets (e.g., phone numbers, job titles)

• Deleting obsolete, inactive, or spam entries

• Reorganizing CRM structure based on current business needs

• Syncing CRM contacts with external tools (email platforms, phone dialers, etc.)

📊 Spreadsheet Work & Reporting

• Building and updating spreadsheets in Excel, Google Sheets, or Airtable

• Importing/exporting CSV data to/from CRMs

• Creating filtered reports or dashboards by sales stage, rep, or region

• Data validation and error-checking

• Formatting raw data into readable summaries or charts

🛠️ CRM Platform Support

• Experience with: HubSpot, Salesforce, Zoho, Pipedrive, Copper, Insightly, and more

• CRM user setup and permission management

• Template setup for deals, workflows, or reporting

• Connecting apps via Zapier or native integrations (where applicable)

• Light automation rule assistance and troubleshooting