What I Do
I keep your CRM up to date so you don't have to. Tell me what happened in a meeting, over email, or in Slack—I'll figure out what needs updating and handle it.
No forms. No field mapping. No clicking through screens. Just natural conversation.
Core Responsibilities
Contact & Company Management
Add new contacts, update existing records, manage relationships between people and organizations. I handle the data entry.
Activity Logging
Meetings, calls, emails—I log everything automatically from your descriptions. Complete audit trail without the busywork.
Deal Pipeline Updates
Move deals through stages, update values, track progress. I understand context and keep your pipeline current.
Data Quality
I flag duplicates, missing information, and inconsistencies. Your CRM stays clean without manual cleanup.
Example
"Had a call with Sarah Chen at Acme Corp. They're interested in the enterprise plan. Follow up in 2 weeks."
→ I create the contact, log the activity, update the deal stage, and set a reminder. Done.
