CRM Management

Simplify your client management with organized, automated, and data-driven CRM systems that help you track leads, nurture relationships, and close deals faster.


Guide Digitally offers end-to-end CRM setup, automation, and management for startups, agencies, and service-based businesses. We help streamline your sales pipeline, improve client retention, and automate repetitive tasks using smart CRM tools.

2x

Faster Lead Tracking

90%

Organized Client Data

3x

Better Conversion Visibility

75%

Reduction in Manual Tasks

Our CRM VA Can Handle:

CRM Setup & Customization

Set up and customize CRMs like Salesforce, HubSpot, Zoho, and Pipedrive to fit your exact workflow. From pipeline creation to automation setup, we ensure smooth, error-free operations.

Leads & Deal

Organize your leads, track progress through every stage, and get real-time insights on your sales performance. Our VAs help ensure no opportunity is missed.

Data Entry & Reporting

Update contact lists, import new leads, and generate weekly reports for team reviews. All data is validated, structured, and synced across your systems.

Automation & Integration

Automate repetitive actions like follow-ups, email sequences, and task creation. Integrate your CRM with tools like Google Workspace, Slack, and Calendly for seamless productivity.

Client Onboarding & Follow-Ups

From adding new clients to automating welcome emails and reminders, we ensure every lead is smoothly onboarded and consistently nurtured until conversion.

Paid tools we use

Our Process

Discover

We understand your CRM goals, lead flow, and challenges before setup.

Assign

A trained CRM specialist is matched to your business model and tools.

Execute

We set up, organize, and automate your CRM with ongoing support and weekly reporting.

Monitor

We track system efficiency, performance, and make continuous improvements to keep your CRM optimized.

Meet the expert

BLOGS

Expert Virtual Assistant Services for Efficient Business Operations in New Delhi

Guide Digitally offers a range of virtual assistant services including admin support, CRM management, research, and social media management. Let us handle the busywork while you concentrate on business growth.