CRM Data Management
Data Entry & Cleanup
Regularly update, correct, and enrich CRM records to maintain accuracy and completeness.
Pipeline Management
Deal Stage Updates
Monitor, update, and organize deals across stages to keep your sales pipeline reflective of reality.
Contact Enrichment
Profile Enrichment
Add missing information like emails, phone numbers, and company details using trusted sources.
Lead Management
Lead Assignment Coordination
Assign leads to appropriate owners based on territory, size, or custom rules within your CRM system.
Workflow Automation
Email Sequences & Task Triggers
Set up and monitor email sequences, follow-up tasks, and automated workflows to drive engagement.
Reporting & Analytics
CRM Dashboard Setup
Build and maintain custom dashboards to visualize pipeline health, deal velocity, and lead quality.
CRM Health Monitoring
Duplicate & Inactive Contact Cleanup
Identify and remove duplicate or inactive contacts to improve CRM hygiene and deliverability.
Integration Management
CRM Tool Integrations
Set up and monitor integrations between CRM platforms and tools like Slack, Zapier, LinkedIn, or marketing automation systems to streamline workflows.
Compliance Support
GDPR & Privacy Tagging
Tag and manage contacts according to GDPR and other privacy compliance standards in your CRM.
