What's included

• Accurate Data Entry

  Input and update client, lead, and contact information in the CRM system. Ensure all fields are correctly filled with consistent formatting.

• Data Cleansing

  Remove duplicate entries and outdated information. Verify and correct inaccurate or incomplete data.

• Lead Tracking and Management

  Maintain and update the status of leads in the sales pipeline. Track interactions and follow-ups to ensure no opportunities are missed.

• Timely Updates and Maintenance

  Regularly update the CRM to reflect the latest information. Ensure the system remains organized and user-friendly.