info@fintedd.com

At Fintedd, wе offer virtual assistant services tо оur clients tо hеlр reduce thеir daily stress аnd givе thеm timе tо rest. Our services аrе suitable fоr start-ups, small, medium аnd large scale organizations.

Follow us on

CRM Data Entry Assistant

CRM Data Entry Virtual Assistant FULLY MANAGED

Manage your pipeline, automate data entry,
and focus on the right things with a dedicated assistant

RATED ⭐⭐⭐⭐⭐ ON

Bipin helps us take in new deals and enter them into our CRM so that they can be assessed. It is a huge help and boosts our efficiency and ability to assess and triage new deals. Now we know what to pay attention to, and what to quickly ignore.
 

Sara Barek

Founding Team Member Oceans Ventures

Clear data, right when you need it need it

Streamline your sales pipeline, consolidate your customer data and truly understand the people you serve. Your assistant can work on essential tasks like updating your CRM platform, data input and cleaning, and generating CRM reports.

What Our CRM Data Entry VAs Can Do VAs Can Do

Your assistant will be able to tackle tasks from some of these areas. Need specialized tasks? Check out all of our services here.

Data Scraping

Your Fintedd data entry assistant will find information on websites about listings, clients, or anything else needed for lead generation.

Data Input

Finetdd CRM assistants will set up, manage, and enter data in your customer relationship management databases or spreadsheets.

Data Cleanup

Fintedd Assistant will remove duplicate records or erroneous information in generated data.

Lead Screening

A Fintedd Assistant can pre-qualify your leads using criteria you provide and take several steps off the validation process.

Updating Records

Your CRM data entry assistant will ensure that your database reflects clients’ details, e.g. mailing address, contact numbers, etc.

Report Creation

CRM data entry VAs can use databases to provide you or your team with summaries and reports containing critical metrics or client information.

Lead Screening

A Fintedd Assistant can pre-qualify your leads using criteria you provide and take several steps off the validation process.

Audio Transcription

Fintedd Assistants can convert recordings of interviews, meetings, and webinars into text documents for your team’s reference.

Data Upkeep

Fintedd CRM data entry VAs can update schedules, reports, and other official company documents.

What our clients say about us

Fintedd General Virtual Assistant: Part-Time Package

Premium Support

$ 999/ Month
Full 160 hours of assistance monthly
Your own dedicated virtual assistant
Complimentary assistant replacement if needed
Assigned Customer Success Manager
Strict quality assurance and oversight
Access to Fintedd Workspace App
Flexible scheduling in your preferred timezone
Option to share assistant with team members
Unlimited file sharing and storage capacity
Maximize your productivity with our comprehensive full-time virtual assistant solution. Sign up now to experience professional support tailored to your business needs.
Save
Fintedd General Virtual Assistant: Part-Time Package

Flexible Support for Your Business Needs

$ 499/ Month
80 hours of assistance per month
Personally assigned virtual assistant
Free assistant replacement option
Dedicated Customer Success Manager
Stringent quality control measures
Access to Fintedd Workspace App
Work hours in your timezone (select from available slots)
Limited assistant sharing capability
16 GB file sharing and storage capacity
Enhance your productivity with our tailored part-time virtual assistant solution. Perfect for businesses seeking professional support with more flexibility. Sign up now to streamline your operations and focus on core business activities.

Fintedd Task Management App

Get access to our complimentary data entry VA management software built to help you communicate with your assistant and track their tasks.

Frequently asked questions

Fintedd has the following methods available:

Web app
Slack integration
Mobile app for iOS & Android
Dedicated phone number (call & texts)

Email, WhatsApp, Microsoft Teams, or custom methods are available upon request.

Fintedd Assistants are based worldwide – they are typically college-educated, fluent English speakers who have undergone a rigorous vetting process and an in-depth training and testing program. All Assistants are supervised by talented Managers and have a team they can rely on for help. Our Assistants are compensated at higher-than-market salaries and incentivized by your happiness!

Fintedd guarantees a reply time of 3 minutes. Within this time, your Assistant should be able to notify you when they’ll start working on your request or provide an update on their progress. How long the work itself takes depends on how complex the tasks are. Nevertheless, you can be sure your Assistant will do high-quality work. Fintedd Assistants undergo weeks of training, are highly educated, and speak English (mostly on top of at least another language).

Yes. Fintedd can use any software you use, e.g., Salesforce, Trello, Later, Hootsuite, etc.

Fintedd has excellent Customer Support, available round the clock on all plans. Fintedd guarantees a reply within one business day on any support matter, but you typically get a reply within a few hours. You can contact Fintedd Support via the web app or ask your Assistant to relay a concern, question, or item of feedback to Fintedd Support.

You also get a dedicated Client Success Manager who can help you with any aspect of the Fintedd experience.

Enterprise Priority Support is also available and guarantees a response time of 10 minutes within business hours.

Fintedd has the following methods available:

Web app
Slack integration
Mobile app for iOS & Android
Dedicated phone number (call & texts)

Email, WhatsApp, Microsoft Teams, or custom methods are available upon request.

Fintedd Assistants are based worldwide – they are typically college-educated, fluent English speakers who have undergone a rigorous vetting process and an in-depth training and testing program. All Assistants are supervised by talented Managers and have a team they can rely on for help. Our Assistants are compensated at higher-than-market salaries and incentivized by your happiness!

Fintedd guarantees a reply time of 3 minutes. Within this time, your Assistant should be able to notify you when they’ll start working on your request or provide an update on their progress. How long the work itself takes depends on how complex the tasks are. Nevertheless, you can be sure your Assistant will do high-quality work. Fintedd Assistants undergo weeks of training, are highly educated, and speak English (mostly on top of at least another language).

Yes. Fintedd can use any software you use, e.g., Salesforce, Trello, Later, Hootsuite, etc.

Fintedd has excellent Customer Support, available round the clock on all plans. Fintedd guarantees a reply within one business day on any support matter, but you typically get a reply within a few hours. You can contact Fintedd Support via the web app or ask your Assistant to relay a concern, question, or item of feedback to Fintedd Support.

You also get a dedicated Client Success Manager who can help you with any aspect of the Fintedd experience.

Enterprise Priority Support is also available and guarantees a response time of 10 minutes within business hours.

Ready to Explore Fintedd

Fintedd is changing the way businesses around the world hire virtual assistants.

Fintedd Assistant is an entirely managed service experience that provides clients with a dedicated assistant, a Customer Success Manager, a surrounding team for support, and an industry-first virtual assistant management software to streamline communication, task management, file sharing and team collaboration.

For a low monthly fixed price, you’re getting a dedicated Virtual Assistant (VA) to work on as much as you’d like, just like having an in-office team member who is available to take on work for you whenever you need help. Starting at just $599/mo, you will get a truly unlimited VA.

As Featured In

All plans come with... with...

Customer Success Manager

You'll have a dedicated Customer Success Manager help you with set up, and anytime you need any help with Fintedd.

Loads of Addons!

If you need a bilingual assistant, weekend coverage, or additional assistants, just speak with us. We'll get you what you need!

Full Customization

Customize everything, from the way we operate, to the tools we use, to the processes we follow.

App & Notifications

Manage Fintedd & get notifications on the go, with our mobile app, available on Android and iO

Award Winning Support

Fintedd Customer Support is available round the clock, and usually gets back within minutes.

Full Availability

Fintedd Assistants are available 8 hours a day, 5 days a week. You pick the window!

Contact Form Demo