CRM Management
Updating records, organising contacts, keeping information current, tracking follow-ups and maintaining clean CRM data — so no lead or customer goes stale.
For business owners
When you're the owner, every recurring task lands on your desk. Hand the repeatable work over — CRM, inboxes, scheduling, follow-ups, research — and get back to running the business.
The problem
Owner, salesperson, customer support, bookkeeper, scheduler — in an owner-operated or growing business, one person carries all of it. The strategic work that grows the business keeps losing to the recurring work that just keeps it running.
You don't need a full-time hire for this. You need the repeatable work handled reliably, every week, without adding headcount — so your hours go back to decisions, customers and growth.
How I can help
The day-to-day operations that pile up when you're busy running the business — taken care of, week after week.
Updating records, organising contacts, keeping information current, tracking follow-ups and maintaining clean CRM data — so no lead or customer goes stale.
Emails, messages, basic customer inquiries and follow-ups answered and routed properly — your customers always hear back.
Appointments, meetings and calls coordinated without the back-and-forth — a calendar that stays free of double bookings.
Leads, customers, vendors, pending requests and appointments — followed up on time, every time, so nothing quietly dies.
Data entry, document organisation, spreadsheet updates, file organisation and the recurring admin tasks that eat your afternoons.
Online, competitor, lead and product research — information gathered and organised so decisions are easier to make.
Business tools kept updated, information organised inside them, and recurring software tasks handled — your systems stay tidy.
Why me
No recruitment, no onboarding marathon, no fixed salary. Just the work, done.
Start a conversationI turn how you like things done into repeatable checklists — so the work runs the same way whether you're watching or not.
Same-day replies within our agreed hours, and early warning if anything runs long. You'll always know where things stand.
Customer data, inboxes and documents get a second pass and stay confidential — handed back the moment you ask.
We agree hours that suit your time zone, so routine work is done and waiting when your day starts.
Start with one real task or a few hours a week. See the quality first — then decide how much more to hand over.
How it works
STEP 1
Send a message about the work eating your week. We'll quickly agree on scope, hours and how you'd like updates.
STEP 2
CRM, inboxes, scheduling and follow-ups get handled the way you like them — documented, repeatable, on time.
STEP 3
Your hours go back to customers, decisions and growth — while the operations run quietly in the background.
Personal tasks piling up too? See my Personal Virtual Assistant services.
Tell me what's piling up. I'll tell you honestly whether I can take it off your plate — and how.
Discuss Your Task