CRM Data Entry & Follow-Ups
Budget: ₹750 – ₹1,250 INR
I have a documented process flow that keeps our roofing projects moving, and I need someone who can follow it every single day. Your primary workspace will be the RoofR CRM: updating records, filling in any missing fields, and ensuring each customer file is complete and accurate. Most of the information arrives in PDFs or photos, so you’ll be transcribing customer details and claim details directly into the system.
When documents are missing, you’ll email the sales team, track responses, and upload the files once they arrive. At set intervals you’ll also run reports, export them to Google Sheets, and flag anything that looks off so we can fix issues before they snowball.
Daily expectations
• All new and active jobs in RoofR updated during business hours 9AM CST - 4PM CST
• Customer and claim details transcribed with 100 % accuracy
• Follow-up emails sent and logged for any outstanding documents
Weekly expectations
• Pipeline and revenue reports exported and shared with me
• Quick note on trends or data gaps you notice
If you’re comfortable inside tools like Salesforce or HubSpot you’ll find RoofR intuitive; the key is consistency, an eye for detail, and clear written English. The SOP and screen-share walkthroughs are ready—once you’re set up, you can expect 4 - 7 hours of work each weekday with room to grow as volume increases.
When documents are missing, you’ll email the sales team, track responses, and upload the files once they arrive. At set intervals you’ll also run reports, export them to Google Sheets, and flag anything that looks off so we can fix issues before they snowball.
Daily expectations
• All new and active jobs in RoofR updated during business hours 9AM CST - 4PM CST
• Customer and claim details transcribed with 100 % accuracy
• Follow-up emails sent and logged for any outstanding documents
Weekly expectations
• Pipeline and revenue reports exported and shared with me
• Quick note on trends or data gaps you notice
If you’re comfortable inside tools like Salesforce or HubSpot you’ll find RoofR intuitive; the key is consistency, an eye for detail, and clear written English. The SOP and screen-share walkthroughs are ready—once you’re set up, you can expect 4 - 7 hours of work each weekday with room to grow as volume increases.