CRM Management
Stop letting deals fall through the cracks. Your VA keeps your CRM clean, your pipeline current, and your reports ready when you need them.
What's included
Everything your VA handles
A clear scope of what you get. Customize and expand any time as your needs grow.
Daily contact and deal data entry
Pipeline stage updates and hygiene
Lead segmentation and tagging
Activity logging and follow-up reminders
Custom view and report setup
Weekly pipeline health reports
Trained in
Best for
- Sales teams
- Agencies
- Real estate
- B2B service businesses
Outcomes
- Always-accurate pipeline
- Zero dropped follow-ups
- Clear visibility into deal flow
More services
Explore more ways your VA can help
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Administrative Support
Document prep, file organization, calendar management, and coordination.
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Inbox Management
Email triage, response drafting, follow-ups, and inbox zero every Monday.
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Customer Support
Live chat, ticket management, follow-ups, and CSAT monitoring.
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Social Media Support
Content scheduling, engagement, community management, and analytics.
Learn moreReady to hire a Fresh VA?
We'll match you with the right virtual assistant for your business in ~14 days. 7-day replacement guarantee. No long-term contracts.
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