Manage your pipeline, automate data entry,
and focus on the right things with a dedicated assistant
RATED ON
Sara Barek
Founding Team Member Oceans Ventures
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.
Your assistant will be able to tackle tasks from some of these areas. Need specialized tasks? Check out all of our services here.
Your Fintedd data entry assistant will find information on websites about listings, clients, or anything else needed for lead generation.
Finetdd CRM assistants will set up, manage, and enter data in your customer relationship management databases or spreadsheets.
Fintedd Assistant will remove duplicate records or erroneous information in generated data.
A Fintedd Assistant can pre-qualify your leads using criteria you provide and take several steps off the validation process.
Your CRM data entry assistant will ensure that your database reflects clients’ details, e.g. mailing address, contact numbers, etc.
CRM data entry VAs can use databases to provide you or your team with summaries and reports containing critical metrics or client information.
A Fintedd Assistant can pre-qualify your leads using criteria you provide and take several steps off the validation process.
Fintedd Assistants can convert recordings of interviews, meetings, and webinars into text documents for your team’s reference.
Fintedd CRM data entry VAs can update schedules, reports, and other official company documents.
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Get access to our complimentary data entry VA management software built to help you communicate with your assistant and track their tasks.
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.
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.
You'll have a dedicated Customer Success Manager help you with set up, and anytime you need any help with Fintedd.
If you need a bilingual assistant, weekend coverage, or additional assistants, just speak with us. We'll get you what you need!
Customize everything, from the way we operate, to the tools we use, to the processes we follow.
Manage Fintedd & get notifications on the go, with our mobile app, available on Android and iO
Fintedd Customer Support is available round the clock, and usually gets back within minutes.
Fintedd Assistants are available 8 hours a day, 5 days a week. You pick the window!
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.