Your Dedicated CRM Virtual Assistant

AJ the CRM VA is a virtual assistant service for your business specializing in CRM system management, administrative assistance, and customer support for your clients. I make your life easier and your business more efficient.

Hi, I'm AJ!

I know running a business and managing a CRM system and can feel overwhelming, but it doesn't have to be.

As your dedicated CRM Virtual Assistant, I'll provide administrative assistant services to keep your business running smoothly and efficiently, while also taking care of your day-to-day CRM tasks. I offer custom solutions for your needs, no matter if you're a small business owner, nonprofit organization, or startup.

With over 15 years of experience in Sales, Customer Service, IT, and Business Operations, I bring a wide skill set to support your business’s needs. I am committed to providing timely and effective support as a U.S. based professional with a presence in the Eastern time zone.

Choose from one of my flexible Monthly Support Plans, all of which include automatic rollover of unused hours, the ability to switch plans or cancel at any time, and a Satisfaction Guarantee.

Key benefits of working with me:

  • Save Time
  • Reduce Stress
  • Boost Efficiency
  • Increase Productivity 

Whether it's maintaining customer records, tracking sales pipelines, or streamlining daily operations, I’m here to ensure your  business is always running the best.

What Can I Help With?

I specialize in these services, though I'm flexible with many other tasks. Let me know how I can assist!

CRM System

  • Pipeline Tracking
  • Lead Management
  • Contact Organization
  • Report Creation
  • User Managment
  • Data Analysis
  • System Configuration
  • Workflow Automation
  • KPI Monitoring
  • Marketing Campaigns

Virtual Assistance

  • Data Entry
  • Calendar Management
  • Online Research
  • Social Media
  • Website Updates
  • Email Management
  • Bookkeeping
  • Cloud Storage
  • AI Automation
  • Project Management

Customer Support

  • Inquiry Response
  • Prospect Research
  • Proposal Creation
  • Invoice Billing
  • Customer Onboarding
  • Issue Resolution
  • Refund Processing
  • Order Tracking
  • Survey Analysis
  • Knowledge Base

Why Choose Me As A Virtual Assistant?

Customer-Driven

I focus on understanding customer's needs. I listen, learn, and tailor solutions that fit your unique challenges and goals.

Detail-Oriented

I help you keep track of every client detail. From contact info to past interactions and future meetings, nothing gets lost. 

Communication

I focus on clear messaging, avoiding misunderstandings, and strengthening relationships within your business.

Adaptable

I recognize that change is inevitable and stay adaptable and flexible to meet your virtual assistance needs.

Analytical

I dive deep into your data to understand client behavior. This helps you make better decisions and improve your relationships. 

Technical

I help research, diagnose, and solve technical issues quickly, ensuring your  systems run smoothly and efficiently.

Problem Solving

I am dedicated to overcoming challenges and developing effective solutions that drive success for your business.

Interpersonal

I help you craft strong relationships with your clients, ensuring every interaction is meaningful and valuable.

CRM Simplified - Seamlessly!

I support a wide range of CRM platforms! With experience across many of the major systems listed below, I’m ready to dive in and provide the assistance you need. No matter where your business is headed, I’m here to support you.
Salesforce CRM
Hubspot CRM
Microsoft Dynamics 365 CRM
Zendesk CRM
Monday CRM
Oracle CRM
Sugar CRM
Lessannoying CRM
Insightly CRM
Pipedrive CRM
odoo CRM

Let's Get Started: How Does It Work?

I'm ready when you are - My onboarding process is simple.
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1. Initial Consultation

Join me for a 30-minute consultation call where we’ll discuss your business needs and explore how my virtual assistant services can best support you.

Business goal achievement, workflow and process automation flowchart.

2. Custom Support Plan

Select a flexible Monthly Support Plan, designed to fit the hours you need for me to efficiently help manage your daily business tasks and virtual assistance workload.

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3. Personalized Onboarding

I will then work with you to understand your business processes, client communications, and CRM system to craft a successful action plan for ongoing success.

Monthly Support Plans & Pricing

All of my plans are monthly and offer the same great benefits. If you're unsure which one to choose, no problem — you can switch anytime.

10 Hours of Work

$250/month

$25 per hour

Get started with fundamental virtual assistant support services designed for basic tasks to help get your business on track .

No Setup or Hidden Fees

U.S. Based Eastern Time Zone

Available via Chat, Email, Phone

Unused Hours Rollover

Switch Plans Or Cancel Anytime

Satisfaction Guarantee

20 Hours of Work

$460/month

$23 per hour

Elevate your interactions with increased virtual assistant support hours for mid-level operational business needs.

No Setup or Hidden Fees

U.S. Based Eastern Time Zone

Available via Chat, Email, Phone

Unused Hours Rollover

Switch Plans or Cancel Anytime

Satisfaction Guarantee

40 Hours of Work

$800/month

$20 per hour

Comprehensive virtual assistant support services for large workloads and maximum dedication to your business.

No Setup or Hidden Fees

U.S. Based Eastern Time Zone

Available via Chat, Email, Phone

Unused Hours Rollover

Switch Plans or Cancel Anytime

Satisfaction Guarantee

Schedule Your Consultation Call

Easily book a consultation with me so that we can discuss how my services will best fit your needs. 
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Still Have Questions?

I'm here for you. Tell me about your business and the help you're looking for. We can then discuss and determine the best plan for you. Send me a message, and I'll get back to you soon!

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