What we handle
- Formatting and tidying documents
- Naming and filing to a consistent structure
- Data entry into your CRM or spreadsheet
- CRM cleanups, updates and tagging
- Creating templates and standard documents
- Converting, merging and preparing files for sending
- Basic reporting pulled from your own data
Who this suits
Anyone whose CRM has gone stale. Teams producing proposals, contracts or reports regularly. Businesses with years of files and no system.
What changes
You can find any document in under a minute. Your CRM reflects reality. Repeat documents become templates that save hours.
Tools
Google Workspace, Microsoft 365, HubSpot, Pipedrive, Notion, Airtable, and most CRMs. We work inside your existing stack.
What it costs
From £20 per hour on our 40-hour monthly package. Smaller retainers and pay as you go available — see pricing.
Send a short note and we will come back the same working day.
Arrange a call today