CRM Data Entry and Record Maintenance
Your EA keeps contact records, company profiles, and deal stages current in HubSpot, Salesforce, or your CRM of choice, so your data is actually usable when you need it.
Fractional CRM & Project Management
Keep your CRM clean & your projects moving, without doing it yourself
CRM hygiene and project coordination are the kind of work that's easy to deprioritize and expensive to ignore: missed follow-ups, stalled deals, and projects that slip because no one is tracking the details. Nacho EAs have logged 141 time entries in this category, working inside tools like HubSpot, Salesforce, Asana, and Monday.com on behalf of clients across 16+ industries. Delegating this work means your pipeline stays accurate, your team stays unblocked, and you stay focused on the work only you can do.
What we handle
What your executive assistant handles
Concrete tasks our team takes on. No vague promises.
Pipeline Monitoring and Follow-Up Sequencing
Your EA flags stalled deals, updates pipeline stages after calls or emails, and ensures follow-up tasks are created and assigned before anything falls through the cracks.
Project Task Creation and Deadline Tracking
Your EA builds out task lists in Asana, Monday.com, or ClickUp, assigns owners, sets due dates, and sends reminders so project milestones don't get missed.
Meeting Notes to Action Items
After calls or team meetings, your EA converts raw notes into structured action items, updates the relevant project board, and notifies responsible parties, closing the loop without you chasing anyone.
CRM Reporting and Dashboard Updates
Your EA pulls weekly or monthly pipeline reports, updates deal summaries, and maintains dashboards so leadership has a current view of sales activity without digging through raw data.
Onboarding and Project Template Setup
Your EA builds repeatable project templates, client onboarding workflows, or intake forms inside your project management tool so new work starts consistently every time.
How it works
How the handoff works
After you sign up, your dedicated Client Success Manager schedules a Strategic Delegation Plan session to map out exactly which CRM and project management tasks you're handing off, what tools you're using, and what access your EA will need. In the first week, your EA typically starts with a defined, bounded task: auditing stale CRM records, cleaning up an existing project board, or documenting a current workflow, so you can evaluate the work quality before expanding scope. From there, you establish a regular cadence: daily task updates, weekly pipeline reviews, or whatever rhythm fits your business. Communication happens through your preferred channel, whether that's Slack, email, or a shared project board.
Your stack
Tools our team works with
We adapt to your existing stack, no forced migrations.
Salesforce 
Attio 
Notion 
ClickUp 
Asana 
Make.com Talent Budget
What crm & project management support costs
Drag the sliders to build a monthly plan that fits your workload.
Executive Assistants
~$35/hourSpecialists
~$50/hourFractional Executives
~$95/hourYour monthly budget
$1,500
Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
Book a discovery callGood questions
Frequently asked questions
Most CRMs like HubSpot and Salesforce support role-based permissions, so you can grant your EA access to only the records and features they need without giving admin-level control. Your Client Success Manager can walk you through the recommended permission setup for your specific platform during onboarding.
Nacho EAs are experienced across a wide range of platforms, and most can get up to speed on a new tool quickly if you use something less common. During the Strategic Delegation Plan session, your CSM will assess whether your specific tool is a good fit and match you with an EA who has relevant experience.
It depends on the volume of deals, contacts, and active projects you're managing, but most clients handling CRM maintenance and project coordination delegate between 10 and 30 hours per month for this work. Monthly Talent Budgets start at $1,000, and unused hours roll over, so you're not locked into a fixed weekly commitment.
Yes: setup and configuration work falls within scope for Nacho Specialists, who bill at $50/hour and have experience building out CRM pipelines, project templates, and workflow automations. If you need more strategic guidance on which tools to adopt or how to architect your systems, that's work for a Fractional Executive at $95/hour.
Ready when you are
Stop being your own project coordinator
Get matched with a US-based EA who can take CRM and project management off your plate starting this month. Plans begin at $1,000/month with a one-time $300 onboarding fee.