CRM setup and management so no lead slips through
Outsource CRM setup, data cleaning, pipeline management and follow-up sequences to a trained virtual assistant.
Who this service is for
Our crm management services are designed for teams whose leads live in spreadsheets, inboxes or a half-configured CRM.
What you get
- CRM selection and setup
- Data cleaning and de-duplication
- Lead pipelines and stages
- Follow-up sequences
- Contact tagging and segmentation
- Integrations with forms and ad platforms
- Weekly pipeline reports
- Team training and documentation
Benefits
No lost leads
Every enquiry is logged, assigned and followed up on schedule.
Reliable data
Clean, tagged contacts make campaigns and reports accurate.
A visible pipeline
See exactly where each deal stands and what happens next.
Less manual admin
Templates and automations replace repetitive updates.
How we work
We start with a short call to understand your goals, tools and priorities. You are matched with a pre-vetted specialist who follows your processes, documents their work and reports progress on a regular schedule. Choose monthly hours from our packages or a one-off project.
Frequently asked questions
Which CRMs do you support?
GoHighLevel, HubSpot, Zoho, Pipedrive and similar tools. Tell us what you use and we will confirm fit.
Can you clean our existing data?
Yes. We merge duplicates, standardise fields and tag contacts so reporting becomes reliable.
Will my team be trained?
We document each process and can record short walkthroughs for your staff.
Related guides
Ready to hand off the busywork?
Book a free consultation and get matched with a pre-vetted virtual assistant.
Book your free consult