CRM Virtual Assistant

Your CRM Can't Drive Decisions When the Data Is Wrong

  • One dedicated assistant. Every CRM record owned.
  • Updates, cleanup, and pipeline data handled daily.
  • Your CRM, your workflows. No records left inaccurate.
4.8/5 avg.
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  • Leader in Managed Virtual Assistant Services
10,000+ Active Assistants Powering 10,000+ Companies

What Wing Assistants Get Done Every Day

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CRM records updated, new contacts added and verified.
  • Updated in Salesforce
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Lead stages tagged, deal progress tracked and logged.
  • Managed in HubSpot
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Duplicate records merged, data formats standardized throughout.
  • Cleaned in Salesforce
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Dashboard fields updated, reporting gaps flagged and resolved.
  • Updated in HubSpot

Your CRM Data Entry Assistant Handles

01
Record Updates & Entry
  • Update CRM records
  • Enter new contacts
  • Fill missing fields
02
Pipeline Management
  • Tag lead stages
  • Log lead activities
  • Track deal progress
03
Data Cleanup
  • Remove duplicate records
  • Fix data errors
  • Standardize formats
04
Data Verification
  • Verify contact details
  • Validate lead sources
  • Check data accuracy
05
Reporting & Maintenance
  • Generate simple reports
  • Update dashboard fields
  • Flag data inconsistencies

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.

Bad CRM Data Doesn't Fix
Itself

Outdated records, duplicate contacts, and missing fields compound until your pipeline stops reflecting reality.

Your Wing CRM assistant works inside Salesforce, HubSpot, and your CRM daily so records stay accurate, pipelines stay clean, and your team works from data they can trust.

Built So Your CRM Never Falls Behind

One dedicated CRM assistant matched to your systems, backed by Wing oversight and quality control, so records stay current without you managing every update.

Flexible, No-Commitment Monthly Support

Add coverage as CRM volume grows. No contracts, no restructuring, and no changes to your existing CRM workflows or access permissions.

Secure and Compliance-Ready

Wing is ISO 27001 compliant and SOC 2 certified. CRM data and contact records are encrypted in transit and at rest with restricted, logged access.

NDAs and Custom Data Policies

Contact records, pipeline data, and deal information stay protected with NDAs and custom policies aligned to your CRM standards and data governance requirements.

Coverage That Doesn't Break

One dedicated assistant handles your CRM daily. Coverage holds without losing system context or letting records fall out of sync between updates.

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.

Rolepage We Meetsec

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 Data Entry Assistant Pricing

Choose part-time or full-time, with a global or US-based CRM assistant. Bilingual support is available if needed. One dedicated assistant stays responsible for your CRM records and pipeline data.
Full-Time 2X
36% Savings

$2499/Month

  • 160 Hours per month
  • 2 Dedicated CRM Data Entry Assistants
  • 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
Full-Time
18% Savings

$1299/Month

  • 160 Hours per month
  • Dedicated CRM Data Entry Assistant
  • 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
15% Savings
Part-Time

$799/Month

  • 80 Hours per month
  • Dedicated CRM Data Entry Assistant
  • 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

A dedicated virtual assistant from Wing updates CRM records, tags lead stages, logs deal activity, merges duplicates, verifies contact details, and maintains pipeline data inside Salesforce and HubSpot so your CRM stays accurate without landing back on you.

Looking to hire a virtual assistant for CRM data entry? Wing matches you within 48 hours. They work inside your existing CRM and follow your data workflows without job posts, interviews, or ramp time.

CRM data entry services cover contact updates, pipeline management, duplicate cleanup, and reporting. Wing virtual assistant services make sense when records are falling out of date or your team is spending time on cleanup instead of selling. For broader support see Wing's General Virtual Assistant. If admin bottlenecks are the wider problem, see how Wing approaches administrative operations.

Your Wing CRM assistant works directly inside Salesforce handling record updates, contact verification, lead stage tagging, and pipeline maintenance with role-based access so nothing sits outside your existing workflows. As a dedicated Salesforce assistant, Wing covers ongoing CRM admin so your pipeline data stays accurate without landing back on your team.

Your Wing CRM assistant works inside HubSpot daily covering contact management, deal tracking, activity logging, and dashboard updates so pipeline data stays current without you managing every entry.

A CRM assistant owns the data layer specifically including record updates, pipeline management, and CRM maintenance. An administrative assistant covers broader work across scheduling, documentation, and coordination. For broader admin support see Wing's Administrative Assistant.

Plans start at $799/month part-time and $1,299/month full-time. Pricing varies by coverage hours and bilingual needs. Book a call for the right fit.

Dedicated. Your Wing assistant works exclusively on your account, building familiarity with your CRM structure, your data standards, and your pipeline workflows over time.

AI can suggest field values and flag anomalies. It can't verify a contact against a source, notice when a deal stage hasn't moved in weeks, or build the CRM context that keeps data consistently accurate. Your Wing assistant knows your pipeline and your data standards after months on the account. Wing assistants are trained on AI tools and use them daily, but that context is what keeps your CRM reliable.

Wing is ISO 27001 compliant and SOC 2 certified, with NDAs and role-based access controls on every account. CRM data and contact records are encrypted in transit and at rest from day one.