05 · Services
CRM & Data Management
Enter and update customer records, clean up duplicates, maintain spreadsheets, and handle routine Data Entry — keep your systems accurate.
About This Service
Duplicate and outdated contacts waste sales time and make your reports unreliable. We enter new customer records after a sale closes, clean up duplicate and outdated entries, and keep your spreadsheets current.
We work with the information you send us, in the CRM or spreadsheets you already use.
Examples of This Work
- Entering new customer records into your CRM after a sale closes
- Cleaning up duplicate or outdated contact entries
- Updating spreadsheets with information you send over
How it works
- Tell us what you need. Share the tasks that take the most time.
- We build a scope. You get a Scope of Services built around your jobs and your team.
- Get your custom quote. Pricing is custom and follows the scope.
Common Questions
Where does the information come from?
You send it to us, in the form that's easiest for you: a spreadsheet, a list, notes, or documents. We enter and update what you provide.
Do you work in our existing CRM?
Yes. We work in the CRM or spreadsheets you already use.
Used by These Industries
This service is commonly used by businesses in these industries.
Want this handled for you?
We'll fold it into a Scope of Services built around what you actually need.
Get a Custom Quote