Irrespective of the industry you operate in, if your CRM isn’t streamlined, you are bound to face challenges in managing customers efficiently. Eventually, this might even result in increased operational costs, reduced efficiency, and low profits.
Juggling multiple CRM tasks as a business owner? Consider hiring a CRM Virtual Assistant!
CRM virtual assistants are dedicated professionals who handle every aspect of customer relationship management for your business.
From setting up CRMs and automations, to managing emails, calendars, and appointments—these remote assistants can offload many day-to-day tasks for you.
Apart from this, they can also double up as general admin assistants to provide help with answering calls, preparing documents, data entry, and much more.
To compile a list of the best CRM VA websites across the world, we considered the following metrics:
Now, let’s check out the websites!
Starting Price: $2,600/assistant/month, working full-time
Types of Remote Staff Provided: Virtual Assistants, Marketers, Designers, Developers, and Customer Support
US-Based Staff Availability: No. Globally based
Languages Supported: English
Credibility: High
Leverage Assistants is a white-glove virtual assistant staffing company. The company was founded by Stephen Turban, a serial entrepreneur and McKinsey alum (his last company was bootstrapped to 8-digit revenue), and it focuses on picking 1% talent globally and then training you to delegate to them effectively. Leverage is highly selective for applicants—selecting less than 0.2% of its applicants who apply.
Leverage Assistants match businesses with flexible, college-educated, competent offshore talent. Most of Leverage’s talent is in the Philippines or South Africa. Leverage is known for its high quality of talent and its delegation training for founders.
The service, however, is not as in-demand as other virtual assistant companies like Upwork (placement times are 2-4 weeks), and the service often includes a waitlist for interested founders, Leverage only provides full-time virtual assistants.
Starting Price: £429/month
Types of Services Offered: Email Support, Message Handling, Market Research, Outbound Calls, and more
Location of Staff: UK, US, Europe
Full-Time/Part-Time: Full-Time
Credibility: High
If you’re a small business looking to hire a CRM VA, Bizee might be the ideal solution for you. They offer most basic services in this domain, such as email support, help desk assistance, outbound calling, etc.
Apart from this, you can also hire VAs for marketing, content writing, lead generation, and more. Bizee claims to host several experts who are led by teams with 5+ years of experience. In fact, all its solutions and pricing plans are exclusively tailored to meet the requirements of small businesses. However, if your CRM needs are slightly more advanced, you might want to check out other alternatives.
Starting Price: Custom pricing
Types of Services Offered: CRM Tool Management, Customer Follow-Up, Sales Performance Analysis, and more
Location of Staff: US, Europe, Asia
Full-Time/Part-Time: Both
Credibility: High
Wishup is another CRM VA provider platform. It has a pool of over 500 remote assistants who demonstrate proficiency in data organization, workflow management, performance tracking, and other core CRM activities.
Besides this, you can also delegate tasks like data entry, bookkeeping, project management, etc., to its VAs. With an extensive range of services and a quick onboarding process, the platform simplifies offshore delegation for business. But on the downside, its pricing details are unclear, which makes it tough for us to assess the platform thoroughly.
Starting Price: $350/month
Types of Services Offered: Customer Inquiry Management, Complaint Resolution, Order Processing, and more
Location of Staff: US, Canada
Full-Time/Part-Time: Both
Credibility: Medium
Virtual Gurus is an online marketplace for hiring VAs. Whether you want someone to help you with general business administration or look after sales, it can match you with the right remote personnel for any task.
Its CRM VAs provide a range of services, including inquiring management, order and payment assistance, CRM management and updation, etc. Moreover, you also get a dedicated client success team that monitors your experience with the VA. The platform boasts a list of credible clients and its pricing plans are pretty flexible too. However, you should be wary of the time zone differences since all its VAs are located either in the US or Canada.
Starting Price: $1,299/month
Types of Services Offered: Chat Support, Email Support, Call Management, and more
Location of Staff: US
Full-Time/Part-Time: Both
Credibility: Medium
Premium Help is a platform that specializes in VA outsourcing. Especially if you are looking for basic assistance in tasks like data entry, social media management, web design, etc., you can opt for this.
As for CRM, their core service in this domain is mostly limited to customer communication management only. But apart from this, their VAs can also facilitate appointment scheduling and resolve management. The platform claims to recruit vetted professionals with proven experience—the reason why we’ve included it on the list. However, one potential disadvantage is the expensive price range, which doesn’t justify the basic services it offers.
Starting Price: Custom Pricing
Types of Services Offered: Customer Onboarding, Customer Database Management, Order Processing, and more
Location of Staff: Philippines, Indonesia, and other East Asian countries
Full-Time/Part-Time: Both
Credibility: Medium
Outsourcing Angel is another solution that offers CRM VAs. With its help, you can offload a wide range of tasks like customer onboarding, inquiry management, communication handling, and much more.
Apart from this, the platform also provides VAs for eCommerce management, admin support, project management, sales, etc. As most of their VAs are based in the Philippines, their services are more affordable than other platforms. However, since the pricing plans aren’t explicitly mentioned, it’s impossible to evaluate whether their services provide actual value for money.
Starting Price: $7.99/hour
Types of Services Offered: Customer Inquiry, Live Chat Support, Order Processing & Tracking, and more
Location of Staff: US
Full-Time/Part-Time: Both
Credibility: Medium
If you are looking for VAs who can handle both basic and advanced CRM activities, Ossisto is an ideal option. From chat support to dispute resolution—their roster of offsite assistants can offer help with various big and small tasks.
Ossisto professionals also facilitate data entry, recruitment, content marketing, and financial management. The platform offers a flexible pricing plan which makes it affordable for all kinds of businesses. However, its VA onboarding process is quite sluggish, so look for alternatives if you need to hire a VA on a tight timeline!
Starting Price: NA
Types of Services Offered: Email Management, Calendar Management, CRM Updating, Call Handling, and more
Location of Staff: US
Full-Time/Part-Time: Both
Credibility: Low
BELAY is another destination for businesses scouting for CRM VAs. However, its range of services in this domain is largely limited to CRM management only.
Apart from this, the platform makes for a good choice for outsourcing accounting, marketing, and financial tasks. There are over 2,000 professionals associated with BELAY—all of whom it claims to be vetted. But the reviews aren’t good at all, so it’s best to consider substitutes.
Starting Price: $1,500/unit/month
Types of Services Offered: Customer Data Management, Reporting, Research, and more
Location of Staff: US, Philippines
Full-Time/Part-Time: Full-Time
Credibility: Low
Prialto is a platform that offers fully managed VAs for hire. They are adept in a range of services, including CRM management, task management, calendar management, and expense management, among others.
Right from call handling to customer research—Prialto’s CRM VAs execute every core CRM activity on your behalf. Besides, you also get a dedicated Engagement Manager to look after your ROI with them. However, their flat pricing option might be a bit expensive for smaller businesses with fewer requirements.
Starting Price: $2,100/month
Types of Services Offered: Data Entry, Order Processing, Customer Account Management, and more
Location of Staff: US
Full-Time/Part-Time: Both
Credibility: Not enough data to be asserted
Although Boldly is primarily known for providing fractional executive assistants, you can also hire VAs from this platform. They claim to have a pool of professionals with 10+ years of experience, multilingual proficiency, and other knacks.
In terms of CRM, Boldly’s VAs can help you with tasks ranging from simple data entry to full-fledged customer account management. Apart from this, you can also hire VAs for social media marketing, project management, bookkeeping, and so on. We particularly picked this platform for its extensive range of services and straightforward onboarding process. However, the pricing plans are a bit too expensive—given that there’s no tangible proof to justify Boldly’s service credibility.
Founded by serial entrepreneurs, Leverage Assistants is a white-glove service that helps you find 1% assistants and then teaches you how to build leverage with them.
If you’re interested in a strategy session to learn how to use an assistant, click here.
Stephen is one of the founders of Lumiere and a Harvard College graduate. He founded Lumiere as a Ph.D. student at Harvard Business School. Lumiere is a selective research program where students work 1-1 with a research mentor to develop an independent research paper.
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