Data Management & Reporting
Starting at
$
50
/hrAbout this service
Summary
What's included
CRM Data Clean-Up & Maintenance
Audit, organize, and update your contact database to ensure all records are accurate, up-to-date, and properly segmented.
Custom Report Creation
Build and format reports that track what matters most—whether it’s campaign performance, sales activity, or operational metrics—delivered in a format that’s actually useful.
Dashboard Setup & Visualization
Design visual dashboards (in tools like Monday, Notion, or Google Sheets) that give you at-a-glance insight into your most important data
Ongoing Data Entry & Record Management
Consistent and detail-oriented data input across CRMs, spreadsheets, and project systems, with version control and documentation.
Recommendations
(5.0)
Client • Jun 24, 2025
Recommended
Lilly worked for me for approximately 8-9 months and was a life saver. She managed the case management software and our CRM program. She was zero focused and wrote up the SOP for her various projects. I have no doubt that Lilly will be able to manage whatever projects a business owner sends her way. I totally recommend her as a VA.
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