Urgent CRM Data Entry Assistant
Budget: $250 – $750 USD
I need a reliable pair of hands to jump in right away and keep my CRM database perfectly up-to-date. Your day will revolve around logging new leads, cleaning existing records, correcting inconsistencies, and exporting quick reports whenever I ask. Accuracy is everything here—one typo in a phone number or a misplaced tag throws our whole sales funnel off.
You’ll be working inside our CRM system (currently HubSpot, though experience with Salesforce or Zoho is just as valuable). If you already know how to navigate contact modules, deal stages, custom fields, and simple automation triggers, you’ll feel at home from the first login. I will give clear SOPs and screen-share walk-throughs so you understand the exact naming conventions and data validation rules we follow.
Deliverables I expect:
• Daily entry of new contacts and notes
• Ongoing de-duplication and cleanup of legacy records
• Weekly CSV export and summary of changes completed
I’m ready to pay competitively for someone who can start within 24 hours, communicate promptly over Slack or email, and hit agreed-upon accuracy benchmarks (99 % or better on spot checks). If that sounds like you, tell me about the CRM platforms you’ve managed and how soon you can begin.
You’ll be working inside our CRM system (currently HubSpot, though experience with Salesforce or Zoho is just as valuable). If you already know how to navigate contact modules, deal stages, custom fields, and simple automation triggers, you’ll feel at home from the first login. I will give clear SOPs and screen-share walk-throughs so you understand the exact naming conventions and data validation rules we follow.
Deliverables I expect:
• Daily entry of new contacts and notes
• Ongoing de-duplication and cleanup of legacy records
• Weekly CSV export and summary of changes completed
I’m ready to pay competitively for someone who can start within 24 hours, communicate promptly over Slack or email, and hit agreed-upon accuracy benchmarks (99 % or better on spot checks). If that sounds like you, tell me about the CRM platforms you’ve managed and how soon you can begin.