Dedicated CRM Operations Specialist
A dedicated specialist for your daily CRM work
Your CRM stays clean and up to date without taking time from your sales team. A dedicated specialist works in your Bitrix24 every day on a monthly contract.
Starting priceFrom $1,200 per month
What we do
What is included
Data entry and updates
New leads, contacts and deals entered and updated from email, forms and lists.
Data cleanup
Duplicates merged, missing fields filled and old records closed.
Pipeline management
Stages checked, stuck deals flagged to the owner, tasks kept current.
User and access management
New users added, roles and permissions kept in order.
Weekly reports
A short report every week: new leads, deals won and lost, and what needs attention.
Small changes
New fields, stages, forms and simple automation rules as your process changes.
Example scenario
A typical week for a part-time specialist
Before: A 12-person sales team logged leads from email, phone and two websites. Data was incomplete, duplicates grew every week and the Monday sales meeting started with arguments about numbers.
After:
- The sales meeting starts from numbers everyone trusts
- Sales reps spend their time on calls, not data entry
- Problems are found in days, not months
An example of the kind of work we do, to show how the process looks. Names and numbers are illustrative.
- DailyNew leads from all sources checked, completed and assigned
- DailyDuplicates merged and wrong stages corrected
- DailyDeals with no activity for 3 days flagged to the owner
- WeeklySunday: data check before the new week
- WeeklyMonday: report sent to the sales manager
- MonthlySummary of changes and suggestions for the process
How it works
From first call to handover
Discovery call
We agree on daily tasks, reports and working hours.
Onboarding week
The specialist learns your process and sets up a task checklist.
Daily work
Tasks are done every working day, with hours tracked.
Monthly review
We review the month with you and adjust the task list.
Before we start
What we need from you
- One Bitrix24 user seat for the specialist
- Access rights that match the agreed tasks
- A contact person on your side for questions
FAQ
Questions about Dedicated CRM Operations Specialist
How many hours are included?
Part-time is 20 hours per week ($1,200 per month). Full-time is 40 hours per week ($2,200 per month). Hours are tracked and shared with you.
Which time zone does the specialist work in?
European business hours by default, with some overlap with US mornings. We agree on the hours before the start.
How do I cancel?
The contract is monthly, paid in advance. You can cancel with 30 days' notice.
Is my data safe?
The specialist uses only the access needed for the agreed tasks, works only inside your Bitrix24, and signs an NDA on request.