CRM Support
We keep your CRM clean, current, and easy to use. Your virtual assistant adds new contacts, fixes old records, and moves deals through your pipeline. Your whole team works from the same list.
What is included
- Add new leads and contacts
- Clean up duplicate and outdated records
- Move deals to the right pipeline stage
- Add notes, tags, and follow-up tasks
- Keep contact details complete and correct
Who it is for
This is for teams that have a CRM but struggle to keep it current. It suits small and growing businesses, such as home-service and trades companies and marketing agencies.
What you get
- Every lead and customer in one place
- A pipeline that shows where each deal stands
- Fewer leads forgotten or lost
- One up-to-date list for your whole team
Questions
- Do I need a specific CRM?
- No. We work inside the tools you already use. If you use GoHighLevel, we can also set up your CRM, pipelines, and automations through our GHL and Automation Services.
- Can you clean up a messy CRM?
- Yes. We clean up old records, remove duplicates, and fill in missing details. Then we keep your CRM current as new leads come in.
- How do I get started?
- Book a free consultation on Calendly. Tell us how your team uses the CRM today, and we will build a support plan around it.
- Can a virtual assistant add new leads to my CRM?
- Yes. Your virtual assistant adds new leads and contacts to your CRM and keeps their details complete and correct. Every lead and customer ends up in one place your team can use.
- Can you move deals through my sales pipeline?
- Yes. We move each deal to the right pipeline stage as things change. Your pipeline shows where every deal stands, and fewer leads get forgotten or lost.
- Do you add notes and follow-up tasks in my CRM?
- Yes. We add notes, tags, and follow-up tasks to your contacts. That way your team can see what happened with each lead and what needs to happen next.
- Can you also find new leads to put in my CRM?
- Yes. Our lead generation service researches businesses and people who match your ideal customer and checks their contact details. We then add those new leads to your CRM or pipeline.
All services
Book a free consultation
or email infocalebrated@gmail.com.
Purok 6 Ampayon, Butuan City (Capital), Agusan Del Norte, Region XIII (Caraga), 8600