Ongoing CRM Data Maintenance

I’m looking for reliable, long-term support keeping our customer and sales records pristine inside our cloud-based CRM. The day-to-day work is straightforward but constant: new leads arrive, existing contacts change details, and sales notes need to be logged quickly so the team always has the latest information at hand.

You’ll log in to the CRM each day, pull the raw information I provide (usually exported lists, webform submissions, or notes from the sales reps), and then create or update the appropriate records. Accuracy is essential—names, phone numbers, email addresses, deal stages, and custom fields must match the source exactly. I’ll also count on you to spot duplicates, merge them, and keep our tagging conventions consistent.

Because the platform already houses all data, no spreadsheet juggling is required—just clean, methodical entry inside the system. Familiarity with common CRMs like HubSpot, Salesforce, Zoho, or a similar tool will help you ramp up fast, but the main requirement is a sharp eye and the discipline to follow a simple process the same way every time.

Deliverables I expect:
• Daily or next-day entry of all assigned customer and sales details
• A brief end-of-week summary noting records added, updated, or flagged for follow-up
• Zero unresolved duplicates or field errors in your queue

If you’re organized, comfortable inside a CRM, and serious about data accuracy, let’s talk and get you plugged into the workflow right away.