CRM Data Entry Assistant

Your Trusted Ally

CRM Data Entry Assistant Services for Businesses

What are the CRM Data Entry Assistant Services, and How Can They Help Your Business?

A CRM data entry assistant is the efficient help you need with everything related to data entry at the company’s customer relationship management system.
To know your client well, a CRM data entry assistant stores and organises all client information, sales activities, and communication records, ensuring easy accessibility for the marketing, sales, and customer service teams.
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Business Benefits of Hiring a CRM Data Entry Assistant

CRM Data Entry Assistant Tasks You Can Delegate Today

Data Management

Enter and update customer contact information, import and clean lead lists, and record sales activities, calls, and meetings.

CRM Maintenance

Ensure data is free of duplicates and errors, organise pipelines, notes, and follow-up reminders.

Reporting & Insights

Generate CRM reports for sales and marketing teams, monitor data accuracy and completion rates, and provide weekly updates on CRM usage and progress of leads.

Collaboration

Work closely with sales, customer service, and marketing to provide administrative support for campaigns and assist in onboarding new CRM users with clean data.

Automation Support

Set up and monitor basic CRM workflows, assign tasks automatically, and assist leads requiring immediate attention.

Data Security and Compliance

Maintain GDPR compliance, manage access permissions, and ensure sensitive customer data is handled securely.

Who Should Hire a CRM Data Entry Assistant?

OUR PRICING

Part-Time vs Full-Time CRM Data Entry Assistant Support

80 Monthly hours start from £5.85 per hour.

Entry level

Starts from
£ 0
  • Basic data entry, names, emails, and phone numbers.
  • Update daily sales activity logs.
  • Remove duplicate records.
  • Follow checklists for accuracy.

Mid level

Starts from
£ 0
  • Manage lead imports and segmentation.
  • Maintain detailed customer records, notes, purchase history, and preferences.
  • Generate standard CRM reports.
  • Support automation setup, email triggers, and follow-ups.

Expert level

Starts from
£ 0
  • Oversee CRM data quality across teams.
  • Train and support staff in using CRM effectively.
  • Customise CRM fields, workflows, and reporting dashboards.
  • Analyse CRM data to improve sales strategies.
  • Liaise with management to align CRM data with business goals.

160 Monthly hours start from £5.50 per hour.

Entry level

Starts from
£ 0
  • Basic data entry, names, emails, and phone numbers.
  • Update daily sales activity logs.
  • Remove duplicate records.
  • Follow checklists for accuracy.

Mid level

Starts from
£ 0
  • Manage lead imports and segmentation.
  • Maintain detailed customer records, notes, purchase history, and preferences.
  • Generate standard CRM reports.
  • Support automation setup, email triggers, and follow-ups.

Expert level

Starts from
£ 0
  • Oversee CRM data quality across teams.
  • Train and support staff in using CRM effectively.
  • Customise CRM fields, workflows, and reporting dashboards.
  • Analyse CRM data to improve sales strategies.
  • Liaise with management to align CRM data with business goals.

3-Step process to get your dedicated CRM Data Entry Assistant

Step 1

Book a discovery call.

How about a quick chat? During the discovery call, we discussed your business needs and the specific service you require. For which industry? The key skills that would enhance your job. Think of it as setting the foundation. We listen carefully so we can provide the proper support from the very beginning.

Step 2

Get matched with your VA.

Start communicating with your newly identified partner, who aligns with your goals, culture, and values, as we carefully select your partner for you.

Step 3

Begin onboarding

In the onboarding phase, we turn plans into action, with your tasks done by a UK-led managed virtual assistant.

Testimonials

Clients Feedback on Our
CRM Data Entry Assistant

  • "Ant Assist has completely transformed the way I manage my workload. The virtual assistant they matched me with is incredibly organised, proactive, and reliable. I used to spend hours on admin tasks, but now I can finally focus on strategy and growth. The onboarding process was smooth and professional. Highly recommended!"
    Oliver Bennett
    Marketing Manager, 34
  • "As a small business owner, finding trustworthy help is always a challenge. Ant Assist made the process effortless. My VA handles customer support, inventory checks, and even social media scheduling. It feels like I’ve gained an entire extra pair of hands. Brilliant service from start to finish!"

    Amelia Turner
    E-commerce Business Owner, 29
  • "I wasn’t sure virtual assistants would work for my industry, but Ant Assist proved me wrong. The assistant they provided is punctual, detail-oriented, and incredibly efficient with lead generation and appointment management. My productivity has doubled. Exceptional company and top-tier support."

    James Whitfield
    Real Estate Consultant, 41

Start Working with a CRM Data Entry Assistant Today

Nothing easier than our hiring process, no complicated steps.

CRM Data Entry Assistant – FAQs

1Can they work with any CRM system?

Yes, we ensure proper training in popular systems like HubSpot, Salesforce, Zoho, Pipedrive, and Monday CRM, to help you easily adapt to any platform. 

2Why should I hire a CRM Data Entry Assistant?

A CRM data entry assistant helps with making informed and better decisions by keeping your CRM free of duplicates, errors, and incomplete records, giving you the time back, improving lead follow-ups, and supporting sales growth.