I will clean, update and organize your CRM data and contact lists

Kat

Philippines

I speak Tagalog, English

2 orders completed

AI Tech Driven Operations and Workflow Virtual Assistant

I provide AI tech-driven virtual assistant and operations support backed by hands-on experience with the manual processes behind each task. I understand how workflows, customer support, CRM updates, e...
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About this Gig

Messy CRM data costs you sales. Duplicates, half-filled contacts and old leads make it hard for your team to trust the records or follow up on time. I'll clean it up and keep it updated so your pipeline stays accurate.


I've handled customer records and data entry since 2017, including client bookings and follow-ups for a massage business, and customer and order records in Shopify and Google Workspace for a UK eCommerce brand.


What I can do

  • Remove duplicates and merge contacts
  • Fix names, emails, phone numbers and formatting
  • Fill in missing fields from your notes or web research
  • Import contact lists and segment them with tags
  • Update deals, pipeline stages and activity notes
  • Clean and organize lead lists in Google Sheets


How I work

I export a backup first, agree on a cleanup checklist with you, and send a short summary of what I changed when I deliver.


Not sure which package fits? Message me your CRM name and roughly how many contacts you have, and I'll suggest one before you order.

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clean, update and organize your CRM data and contact lists
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clean, update and organize your CRM data and contact lists

Type:

Insert data

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Merge data

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Data collection

•

Formatting

+1 more

Tool:

Google Sheets

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Google Docs

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Airtable

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Trello

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Apollo

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Canva

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