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CRM AND DATA ENTRY ASSISTANT

Clean the CRM. Make the Data Easier to Trust.

Your CRM and data entry assistant cleans records, prepares field mappings, runs approved imports, reviews duplicates, updates ownership, and keeps data-quality issues visible.

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48hrAvg. Onboarding
$0Setup Fee
97%Retention Rate
<5%Acceptance Rate
CRM Data Operations

What Your CRM and Data Entry Assistant Handles.

Data changes follow documented field rules, source priorities, duplicate criteria, permissions, backups, and review points so risky updates do not happen silently.

CRM data entry assistant reviewing fields, records, and import results
Record Cleanup and Standardization

Correct approved formats, complete required fields from trusted sources, normalize values, and flag records that need a business decision.

SalesforceHubSpot
CSV Preparation and Field Mapping

Prepare files, map source columns to CRM fields, validate required values, document transformations, and isolate rows that cannot be imported safely.

SalesforceZoho
Controlled Imports and Migrations

Run a sample first, confirm the result, process approved batches, record counts, and compare imported data with the source.

HubSpotZoho
Duplicate Review and Merge Support

Identify likely duplicates, compare records using your source rules, prepare merge decisions, and complete only the actions your team approves.

SalesforceHubSpot
Lead Tagging and Ownership Updates

Apply approved lifecycle stages, tags, sources, territories, owners, and next actions while recording exceptions for review.

SalesforceHubSpot
Reports and Data-Quality Queues

Prepare agreed reports, track missing or conflicting fields, summarize completed batches, and keep unresolved data questions visible.

SalesforceZoho
Your business approves field rules, source priority, merge decisions, deletion, access, and any change that can affect reporting, ownership, or automation.
Pre-trained on the tools you already use
How It Works

Getting Started is Easy.

We map the CRM, source files, field definitions, duplicate rules, ownership, permissions, backups, reports, and review process before data changes begin.

1
15 minutes

Map the Data Rules

We review sources, fields, required values, formats, duplicates, ownership, automations, reports, access, and approval boundaries.

2
Within 24 hours

Meet the Recommended Match

We match the role to your CRM, data volume, cleanup needs, schedule, documentation, and required level of platform experience.

3
Day 2-3

Start With a Sample Batch

Your assistant begins with limited access, a small test file, documented results, and your approval before broader updates.

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Transparent Pricing

Every Plan Includes the Full Team.

VA + supervisor + QA team + Success Manager + free replacement guarantee. Both plans. One invoice.

Current offer
50% off your first monthPay the discounted price during the offer period. Regular monthly pricing resumes after that.Available on Full-Time only.
50% first month
Part-Time
Half days. For teams testing the waters.
$699/month
$8.74/hr · 20 hours/week
  • Dedicated virtual assistant
  • Customer Success Manager
  • Trained in your industry before day one
  • Free replacement guarantee
  • Your timezone. Your schedule.
  • Live and working in 48 hours
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Most Popular
50% first month
Full-Time
40 hours a week. Full coverage. Our lowest $/hr.
Was $1,199 Now $599.50/month
First month. Then $1,199/month.
$7.49/hr · 40 hours/week
  • Everything in Part-Time, plus:
  • Full workdays. 8 hours. 5 days.
  • No context switching between clients.
  • 100% yours. Never shared.
  • Our lowest per-hour rate
  • Weekends and extended hours on request
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$0 setup. $0 contracts. Free replacement guarantee.
Common Questions

CRM and Data Entry Assistant FAQ.

We confirm the platform and configuration before matching. Common systems may include Salesforce, HubSpot, Zoho, Pipedrive, Close, Monday CRM, or another documented database.
Yes, when the source, fields, permissions, and review process are clear. We recommend a sample import followed by approved batches instead of one uncontrolled change.
The assistant identifies likely duplicates and applies your comparison rules. Ambiguous merges, deletions, and source-of-truth decisions are routed for approval.
Use the minimum required permissions, approved systems, documented actions, backups, and review logs. Access expands only when the workflow requires it.
They can build or update agreed reports and data-quality queues using approved fields. Leadership decides which metrics matter and how results are interpreted.
The role can support approved tagging and list preparation. For prospect research and outreach, review the Lead Generation Assistant or Sales Development Representative.

Tell Us What's on Your Plate.

Show us where your CRM becomes unreliable. We will help you define a controlled cleanup and data-entry workflow.

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