A CRM your team actually trusts.
Dedicated CRM admin support for Salesforce and HubSpot: hygiene, dedupes, imports, reports, dashboards and user administration.
Every CRM decays without an owner.
CRMs decay: duplicates multiply, fields go stale, reports break when someone renames a stage. Most growing companies don't need a full-time senior architect, but they do need someone who owns the data every day.
An ExecWing CRM administrator handles day-to-day admin: deduplication, imports, field hygiene, list and view management, report and dashboard upkeep, user provisioning and light workflow changes you approve. Larger configuration changes are documented and reviewed before going live.
Combined with weekly hygiene routines, this turns the CRM into a system leadership can forecast from.
Tasks your assistant owns
Data hygiene
- Dedupe accounts, contacts and leads
- Standardize fields and picklists
- Enrich and correct records
Reporting
- Build and maintain reports and dashboards
- Weekly pipeline snapshot
- Data-quality scorecards
Administration
- User setup and permissions you approve
- Imports and integrations monitoring
- Workflow and automation upkeep
Tools
Your assistant works in your accounts, under your access policies.
Ideal client
- Revenue teams without a dedicated admin
- RevOps leaders who need execution help
- Companies preparing for a CRM migration
What we do — and what we don't
Admin rights follow least privilege; production changes are logged and approved.
How this maps to our plans
One dedicated, full-time assistant. Month-to-month, 30-day cancellation, $3,000 buyout if you want to hire them directly.
| Plan | Price | When it fits |
|---|---|---|
| Core | $1,900/mo | Standard scope for a single team or leader. |
| Growth | $2,300/mo | Broader scope with reporting and process ownership. |
| Executive | $2,700/mo | Senior specialist with 3+ years of US-client experience. |
Full plan details on the pricing page. Founding clients: 50% off the first month (first 5 clients).
A realistic first 30 days
How a typical CRM Administrators (Salesforce & HubSpot) engagement ramps. Your plan is set on the fit call and adjusted to your SOPs.
| When | What happens |
|---|---|
| Week 1 | Access, tools and shadowing Your assistant gets accounts in Salesforce, HubSpot, Pipedrive and shadows the current process for data hygiene. You share SOPs or record short walkthroughs; they turn them into written checklists. |
| Week 2 | First owned workflows They take ownership of dedupe accounts, contacts and leads and standardize fields and picklists, with your review on every item. ExecWing QA reviews output against the checklist. |
| Weeks 3–4 | Expand scope Add reporting work such as build and maintain reports and dashboards. Review shifts from every item to daily spot checks. |
| Day 30+ | Steady state Administration joins the routine. You get a weekly scorecard and a monthly review of what to delegate next. |
CRM Administrators (Salesforce & HubSpot): common questions
Are they certified?
We match candidates with Salesforce or HubSpot experience; certifications vary by candidate and are verified during matching.
Will they change our configuration?
Only changes you approve, ideally tested in a sandbox.
Can they migrate CRMs?
They can support migrations with data prep and validation alongside your implementation partner.
What does it cost?
From $1,900/mo.
Get your evenings back.
Book a 20-minute fit call. We'll map the work you want off your plate and tell you honestly whether a dedicated assistant is the right move.