Virtual Assistant for CRM Management & Pipeline Organization
A CRM full of outdated contacts, duplicate records, and unlogged activities is worse than no CRM at all. It gives your sales and marketing teams false data to work from and buries the opportunities worth pursuing. I clean, organize, and maintain your CRM so it reflects reality and actually supports your pipeline.
I work with businesses to bring order to their CRM systems. Whether your database has grown messy over time or you are setting up a new CRM and need it structured correctly from day one, I handle the data work precisely and consistently. Your team gets a clean system they can trust and act on.
What I handle:
- Contact and company record creation, formatting, and deduplication
- Data import from spreadsheets, old CRMs, or exported databases
- Field standardization and custom property setup
- Deal and pipeline stage organization and updates
- Activity logging, including calls, meetings, and mail correspondence
- Lead status tagging and segmentation by source, stage, and priority
- Contact list cleaning, including removal of bounced, inactive, or duplicate records
- CRM workflow and automation setup for basic sequences and task reminders
- Custom report and dashboard setup for pipeline visibility
- Ongoing weekly or monthly CRM maintenance and data hygiene
- Contact pursuit logging to ensure no follow-up falls through the cracks
- Integration verification between your CRM and connected tools
CRM platforms I work with:
HubSpot, Salesforce, Pipedrive, Zoho CRM, Monday.com, Airtable, Notion, Close.io, Freshsales, and GoHighLevel.
Why work with me:
- CRM cleaned and organized to your exact pipeline structure and naming conventions
- Data was imported accurately with zero duplication on delivery
- Ongoing maintenance scheduled to prevent future data decay
- Your sales team spends time selling, not fixing database errors
A CRM is only as valuable as the data inside it. Let's make yours worth using.
Share your CRM platform and current data situation, and I will build a cleanup and maintenance plan immediately.