Virtual assistant services

CRM & sales support

CRM updates, lead research, sales-pipeline tracking, and follow-up coordination.

Tasks you can delegate

What Fidura can handle.

  • Update contacts and deal stages
  • Log call notes and follow-up dates
  • Research and organize lead information

Working together

From your brief to work you can review.

What you provide
Your CRM access, lead sources, deal stages, required fields, and follow-up rules.
What you receive
Current contact records, recorded activity, and a pipeline with owners and next actions.
Your approvals
Agree data sources and outreach templates. Your sales team controls pricing, commitments, and decisions about prospects.

Before you start

Questions about this service.

Can you clean up an existing CRM?

Contact cleanup and record organization can be agreed as a project or recurring task. We review the volume, duplication rules, and access first.

Link to this answer: Can you clean up an existing CRM?
Will you manage sales follow-ups?

An assistant can record follow-up dates and coordinate approved messages. Sales strategy, negotiations, and final commitments remain with your team.

Link to this answer: Will you manage sales follow-ups?

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Full Day or a separate specialist scope

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Work with Fidura

Let’s discuss CRM & sales support.

Tell us about the tasks and tools you use. We’ll recommend a suitable plan.

Request a free call

20 minutes · No obligation