Service
crm administration
We keep your CRM accurate and actionable: contacts updated, deals tracked, and follow-ups scheduled so your pipeline reflects reality.
- included items
- 5
- included items
- step process
- 3
- step process
- typical setup
- 2 wks
- typical setup
Problems we solve
sound familiar?
These are the operational bottlenecks we hear most from founders before they start with Doxcta.
CRM data is outdated or incomplete
Follow-ups aren't logged consistently
Pipeline reports don't match what's actually happening
What's included
everything in your plan
Clear scope. No arbitrary hour blocks. Every item below is part of managed delivery.
Process
how this service runs
Every service follows the same disciplined approach: audit, setup, then ongoing managed delivery.
audit
Week 1We review your CRM setup, data quality, and usage patterns.
setup
Week 1–2We clean data, configure workflows, and document SOPs.
operate
OngoingOngoing CRM maintenance and reporting.
FAQ
service questions
ready for crm administration?
Book a discovery call and we'll assess whether this service fits your operations.