CRM management
CRM Management Virtual Assistants
A CRM only helps when someone maintains it. A CRM management virtual assistant from The Peak Hire keeps your records accurate, your activity logged, and your follow-up running on schedule, so your pipeline reflects reality instead of the last time you had a quiet afternoon.
What your assistant handles
Concrete examples of work clients delegate. Your scope is set on the discovery call and can change as priorities shift.
Data hygiene
- De-duplicating contacts, companies, and deals
- Completing missing fields from verified sources
- Standardising naming, industries, and deal stages
- Archiving dead records so reports stay honest
- Importing lists correctly, with mapping checked first
Activity logging
- Logging calls, emails, and meetings after the fact
- Attaching notes and next steps to every open deal
- Updating stages so forecasts mean something
- Setting tasks and reminders with real due dates
- Keeping quotes and proposals attached to the right record
Follow-up execution
- Running approved email sequences on a set cadence
- Chasing unanswered proposals before they go cold
- Booking and confirming follow-up calls
- Reactivation campaigns for lapsed leads
- Handover notes when a deal moves to delivery
Reporting and process
- Weekly pipeline summary: moved, stalled, overdue
- Simple dashboards for the numbers you check
- Source tracking so you know what generates deals
- Documenting your sales process as it is actually run
- Maintaining templates and canned messaging
Who this is for
- Founders selling while also delivering the work
- Small sales teams with no operations support
- Businesses that bought a CRM and never kept it current
- Service firms losing revenue to unfollowed quotes
- Teams moving from spreadsheets to a proper CRM
How matching works
- Step 01
Review your pipeline
We look at your CRM, stage definitions, and where follow-up currently breaks down.
- Step 02
Match on CRM experience
We shortlist assistants who have run your CRM day to day, not just seen a demo.
- Step 03
Clean-up sprint
First weeks focus on trustworthy data and agreed definitions before anything is automated.
- Step 04
Ongoing cadence
Daily logging, scheduled follow-up, and one weekly report you can act on.
Questions people ask
Which CRMs do your assistants work in?
Commonly HubSpot, Pipedrive, Salesforce, Zoho, Close, Attio, and Monday CRM. If yours is not on that list, tell us on the discovery call so we screen candidates for it.
My CRM is a mess. Where do you start?
With a clean-up sprint: de-duplicate records, fix required fields, archive dead deals, and agree what each pipeline stage actually means. Automation and sequences come after the data is trustworthy.
Will an assistant email my prospects directly?
Only if you want them to, and only with messaging you approve. Many clients start with your assistant preparing drafts and reminders while you press send.
Can they build automations?
They can build and maintain standard CRM workflows, templates, and sequences within your plan. Deep custom development or engineering work is outside the scope of a VA engagement, and we will say so rather than pretend otherwise.
How do I know the follow-up is happening?
You agree a simple reporting rhythm, usually a weekly pipeline summary listing what moved, what is overdue, and which deals have gone quiet.
Ready to hand this off?
Tell us the tasks and the hours you need. Plans are month-to-month with a 14-day match guarantee, and we aim to have your shortlist ready within 72 hours.