Platforms
CRMs we support
We work inside HubSpot, Salesforce, Pipedrive, and most major CRM platforms already in use. We do not force migrations or duplicate your pipeline in another tool.
- HubSpot
- Salesforce
- Pipedrive
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
CRM administration only works when the data stays current without the founder touching it. We maintain contacts, deals, follow-ups, and pipeline hygiene inside your existing CRM.
Problems we solve
sound familiar?
These are the operational bottlenecks we hear most from founders before they start with Doxcta.
01
CRM data is outdated or incomplete
02
Follow-ups aren't logged consistently
03
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.
Contact and deal data entry
Follow-up scheduling and logging
Pipeline reporting and cleanup
Integration maintenance
Custom field and workflow management
Hygiene
Cleanup, maintenance, and pipeline accuracy
We handle contact updates, deal stage movement, follow-up scheduling, duplicate cleanup, and the administrative work that keeps reporting trustworthy.
Workflow documentation makes sure CRM updates happen consistently — not only when someone remembers after a call.
- Contact and company record updates
- Deal stage movement and pipeline hygiene
- Follow-up task creation and logging
- Duplicate detection and merge support
- Activity logging after calls and meetings
Reporting
Pipeline visibility without manual cleanup
When CRM data stays current, forecasting and new business reviews reflect reality. We include CRM health in weekly reporting so stale deals and missing follow-ups surface before they cost revenue.
Boundaries
What CRM admin does not replace
We maintain data and execute documented updates. Strategic sales decisions, pricing negotiations, and relationship judgment stay with you. Escalation rules define when a deal needs founder input.
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.