What is a CRM Management Virtual Assistant?
A CRM Management Virtual Assistant maintains CRM accuracy and execution: lead imports, deduplication, pipeline updates, activity logging, list segmentation, reporting, and workflow support—following your SOPs.
Which CRMs can you support?
We commonly support HubSpot, Zoho CRM, Salesforce, Pipedrive, Freshsales and other CRMs where access is provided.
Do you build CRM strategy?
You own CRM strategy and rules. We operationalize your workflows—data hygiene, updates, reporting and execution discipline.
Can you clean and deduplicate CRM data?
Yes. We apply your dedupe rules, normalize fields, flag exceptions and maintain list hygiene.
Can you manage pipelines and deal stages?
Yes. We update stages, log activities, maintain next steps and produce pipeline hygiene reports.
Can you import leads and map fields?
Yes. We prepare import sheets, map fields, validate required data and run controlled imports where permissions allow.
Can you manage tags, lists and segmentation?
Yes. We create/update lists, properties, tags and segments based on your targeting rules.
Can you support sales operations reporting?
Yes. We maintain dashboards, weekly summaries, activity reports and category breakdowns using your CRM/reporting tools.
How do you handle data security?
We follow your access policies and can work under NDA. You control roles, permissions and credentials; we operate within your governance.
What is the starting cost?
Engagement starts from $5/hour depending on CRM complexity, reporting needs and weekly volume.
Is MVAIndia a freelancer marketplace?
No. We provide a Managed VA model: you assign tasks; we manage the VA resource, continuity and replacement support.
Can I start with a pilot?
Yes. A 2–4 week pilot is recommended to align properties, imports, reporting cadence and hygiene routines.
What happens if my VA is unavailable?
We support continuity planning and replacement options to reduce disruption.
How do we track work?
We use trackers, CRM task queues and weekly summaries so you can see what was updated, imported and cleaned.
Can you support marketing ops inside CRM?
We can support lists, campaign data prep and workflow execution if you define rules, approvals and templates.
Do you support CRM integrations?
We can coordinate integration checklists and document requirements; technical build work depends on your tooling and permissions.
How fast can we start?
After scope confirmation and access setup, onboarding can start quickly depending on availability and training needs.
Will you follow naming conventions?
Yes. We use your naming conventions for properties, lists, pipelines and records for consistency.
Can you work with multiple pipelines/teams?
Yes, with clear rules, reporting and handoffs.
Can you prepare exports for campaigns and audits?
Yes. We build filtered exports, cleanup sheets and recurring export routines as needed.
