How My Freelance Admin Can Help You Build (or Fix) Your CRM System

Your CRM (Customer Relationship Management system) is the heartbeat of your business - the place where leads, clients, and communication all come together.

But too often, it becomes one of those “I’ll sort it one day” jobs. 😅

If you’ve been meaning to get your CRM built, tidied up, or better organised, our team can help you get it right - without the tech overwhelm.

Why a CRM matters

A good CRM helps you:

• Keep track of every lead and client relationship
• Stay on top of follow-ups and renewals
• Automate repetitive admin and reminders
• Centralise notes, documents, and communication
• Get a clear view of your pipeline and performance

Whether you’re running a growing small business or managing multiple projects, a streamlined CRM saves you time and gives you peace of mind.

Common problems we help fix

We often work with business owners who say things like:

• “I set up a CRM ages ago, but no one uses it properly.”
• “I’m not sure if the one I chose is still right for us.”
• “Everything’s there somewhere… but it’s messy.”

Our team helps you turn that chaos into clarity. From mapping your processes to setting up automation, we’ll help you create a system that actually works for the way you do business.

Platforms we support

We have experienced Virtual Assistants who specialise in:

• Go High Level - perfect for service-based businesses that want to automate lead capture, onboarding, and communication in one place.
• Monday.com - ideal for teams that like a visual, collaborative workspace that combines task management with CRM features.
• Zoho CRM - a great all-rounder for small to medium businesses, with strong reporting, customisation, and integration options.
• HubSpot powerful for marketing-led teams who want to connect sales, email automation, and customer relationships in one seamless system.
• And many more - our team can work with most major CRM platforms, helping you choose, set up, or streamline the one that best fits your business.

Whether you already use one of these or want help deciding which platform suits your business best, we can guide you through it and get everything set up smoothly.

How we can help

Depending on what you need, we can:

• Review and tidy your existing CRM data
• Map your client journey and automate repetitive steps
• Create custom templates, dashboards, and reports
• Integrate your CRM with email, forms, or accounting tools
• Provide ongoing support to keep things updated

We can also build you a light, easy-to-use CRM system if you’re not ready for a full platform yet.

Start the new year with clarity and control

A well-structured CRM is one of the best gifts you can give your future self.
It helps your team stay consistent, your clients feel valued, and your business run more efficiently - without the endless spreadsheets and guesswork.

If you’d like help getting your CRM sorted (or starting from scratch), get in touch. We’ll match you with a specialist who knows your platform and understands your business.

👉 Email: info@myfreelanceadmin.com
👉 Find out more about My Freelance Admin: www.myfreelanceadmin.com

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