CRM & Automation Virtual Assistant

Leads Shouldn’t Sit Unassigned or Unfollowed

  • Leads get assigned and followed up without you checking
  • One person owns routing, workflows, and pipeline movement
  • Workflows run without needing constant fixes or re-triggering
No more checking if follow-ups actually happened
4.8/5 avg.
Google N
Goodfirms N
Clutch N
Product Hunt
  • Leader in Managed Virtual Assistant Services
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10,000+ Active Assistants Powering 10,000+ Companies

What Wing Assistants Get Done Every Day

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New leads are routed and assigned. No contacts left unassigned.

  • Updated in CRM + automation tool
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Follow-ups triggered after lead activity. No missed outreach steps.

  • Checked in automation tool
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Pipeline updated to match real activity. No stale deal stages.

  • Updated in CRM
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Broken workflow fixed and re-triggered. No steps left incomplete.

  • Checked in Zapier / Make / n8n

Your CRM & Automation Virtual Assistant Handles

01
Lead Routing & Assignment
  • Set up lead routing rules
  • Assign leads to the right owner
  • Prevent unassigned leads
02
Workflow Automation
  • Build automation workflows
  • Fix broken triggers
  • Maintain workflow logic
03
Pipeline Management
  • Update pipeline stages
  • Track deal movement
  • Keep pipeline accurate
04
CRM Hygiene
  • Clean duplicate records
  • Fix incomplete fields
  • Maintain clean data
05
Follow-Up Automation
  • Trigger follow-ups
  • Manage sequences
  • Ensure actions fire correctly
06
Integration Monitoring
  • Connect tools and systems
  • Monitor automation runs
  • Fix integration failures

How it Works

Be as involved (or uninvolved) as you prefer – our expert recruiters will guide you through every step, ensuring a smooth and seamless experience.
  • Step 1
    Meet us to discuss
    your requirements
  • Step 2
    We shortlist talents
    for your review
  • Step 3
    We interview and
    assess candidates
  • Step 4
    The perfect Wing Assistant joins your team

Measured Results Across Teams

Real companies. Defined ownership. Measurable outcomes.

Delegate Everything but Leadership.

The Problem Isn’t the CRM—It’s What Doesn’t Get Triggered

You can’t stay on lead routing and workflows all day. But leads don’t wait.

Your Wing Virtual Assistant works directly inside your CRM and automation tools and stays on the pipeline until leads are assigned, followed up, and moving forward.

How Wing Keeps CRM & Automation Work Moving

This isn’t a freelancer setup—one person handles your CRM and automation layer, backed by support, so work doesn’t stop, reset, or come back to you.

Flexible, No-Commitment Monthly Support

Add support when lead volume increases or new workflows get added. Scale back when things stabilize without changing how work runs.

Secure and Compliance-Ready

Wing is SOC 2–certified and HIPAA-compliant. Data is encrypted in transit and at rest, with restricted and logged access.

NDAs and System-Level Access Control

Your assistant works inside your CRM and automation tools with role-based permissions. You control what gets accessed and what gets updated.

Coverage That Doesn’t Reset Work

One assistant stays on your CRM and workflows day to day. If coverage expands, work continues without re-explaining setups or fixing what was already in motion.

We Meet Challenging Talent Needs and Ensure Ongoing Success

Our resources and systems are designed to deliver tailored solutions that go beyond the basics, empowering your business to thrive.

Benefit from a dedicated Client Success Manager (CSM) who will be your single point of contact for all your needs. Your CSM will ensure smooth onboarding, provide ongoing support, and proactively address any concerns to maximize the value of our services.

We can work with you to analyze your requirements, and can launch new recruitment processes/ roles exclusively tailored to your needs, in your budget.

Your assistant isn't alone. They're supervised by both Wing's Team Captains and Supervisors.

Additionally, you can opt-in to use sophisticated artificial intelligence technology that flags potential issues ahead of time to our supervisory team, who work to proactively resolve issues.

If quality is your goal, Wing remains the best choice in this industry.

We can work with you to analyze your requirements, and can launch new recruitment processes/ roles exclusively tailored to your needs, in your budget.

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Operational Ownership, Powered by the Wing Workspace App

Wing doesn’t just assign an assistant. We run execution through a centralized, human + AI–powered workspace built to keep work moving around the clock.

  • Real-time task visibility and status tracking
  • Documented workflows with built-in oversight
  • Structured handoffs and cross-time-zone continuity
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Highly Rated by Operations & Leadership Teams

4.5

Google Cicle
123 Reviews on Google

4.7

Capterra N
51 Reviews on Capterra

4.8

Goodfirms N
10 Reviews on Goodfirms

4.8

Clutch N
18 Reviews on Clutch

Hundreds of Stellar Client Reviews

Clutch N
Overall, I have been very pleased with each aspect of hiring my Wing VA. We were looking at a variety of virtual assistant programs; what made us choose Wing was the fact that their talent had specific marketing experience... Working with Wing is seamless. They have a robust platform that makes communicating with our VA incredibly easy. It also helps that they act quickly and are incredibly responsive...
Christine Mulvey
Christine Mulvey
Director of Marketing
charlesgate.com
Google Cicle
I've had the best VA experience so far after multiple tries. The app is easy to use to communicate and create tasks, there's loads of real-person communication, and my assistant was so capable at MANY things. He was so good that every week I found more things I could take off my plate and all for a low fixed price per month. Great value and it's taken a lot of stress off me.
Kelsey Galarza
Kelsey Galarza
Co-founder, Orange Marketing orangemarketing.com
Google Cicle
Amazing service! Excellent customer support and the work done by my assistant Kirti S. from Wing is top notch. I’ve enjoyed the help and the genuine personality and willingness to learn. Also a big call out to Maryann U. my customer success manager. She is fantastic and so full of life.
Chris Mullaly
Chris Mullaly
Founder and Managing Partner spiruscapitalpartners.com
Capterra N
Wing is an innovative software-powered interface to virtual assistants. Wing has provided a software-augmented virtual assistant service that's unique in the field. Just as important as the software platform is the quality of their assistants behind the scene. Their ability to organize and run a process of matching our needs with available talent was successful. Wing is easy to use.
Roy Chua
Roy Chua
Principal AvidThink avidthink.com
Google Cicle
Wing provides exceptional Virtual Assistant services and an accompanying productivity platform. Using Wing has been incredibly beneficial for our business, allowing us to explore some things in far more depth, or scale up some operations more effectively. Some of the benefits far exceed what you might expect from a virtual assistant in terms of capabilities and outside traditional administrative work.
Dylan Schiemann
Dylan Schiemann
Co-Founder &CEO
livingspec.com
1921
What I like best about Wing is the quality and reliability of their virtual assistants. We started with one assistant and were so happy with the experience that we’ve since onboarded additional VAs. I’ve also confidently recommended Wing to colleagues and contacts looking for virtual assistant services. The combination of strong support, trustworthy assistants, and a seamless experience is what sets Wing apart for me.
Marysa C
Marysa C.
Mid-Market (51-1000 emp.)

CRM & Automation Virtual Assistant Pricing

Choose part-time or full-time. Bilingual support is available if needed.

Either way, one person stays responsible for your work, and nothing sits waiting or comes back half-done.

Full-Time
16% Savings

$2,099/Month

  • 160 Hours per month
  • Dedicated CRM & Automation VA
  • Free replacement
  • Customer Success Manager
  • Rigorous quality control and supervision
  • Wing Workspace App
  • Your timezone—any hours you want
  • Share with colleagues
  • Unlimited file sharing/storage
Part-Time

$1,050/Month

  • 80 Hours per month
  • Dedicated CRM & Automation VA
  • Free replacement
  • Customer Success Manager
  • Rigorous quality control and supervision
  • Wing Workspace App
  • Your timezone—choose from designated slots
  • Sharing is limited
  • 10 GB file sharing/storage limit

Popular Questions

Yes. You get a dedicated CRM & automation assistant who stays on your systems during scheduled hours, so workflows don’t need to be re-explained or checked repeatedly.
You choose the schedule based on your lead flow and pipeline activity. Whether you hire a CRM & automation assistant part-time or full-time, coverage fits how your team works.
Yes. You can communicate with your assistant from anywhere using Slack, email, or the Wing app while they stay inside your CRM and automation tools.
Within scheduled hours, you can assign as much work as needed when you outsource CRM & automation assistant support. Work continues without per-task limits or resets.
Extended coverage is available if you need to book a CRM & automation assistant across time zones or manage high lead volume consistently.
Most teams use Slack, email, or the Wing app. Your CRM & automation assistant services fit into your current workflow so updates don’t get missed.
Wing provides a professional CRM & automation assistant who stays on your pipeline and workflows so leads don’t sit or require manual follow-up.
During scheduled hours, updates are handled quickly so leads don’t sit unassigned or miss follow-up timing.
Yes. Your assistant works inside tools like HubSpot, Salesforce, GoHighLevel, Zapier, Make, and n8n with approved access.
Yes. Many teams get a CRM & automation assistant for small business use when lead volume increases but internal follow-through can’t keep up.