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 specialists 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.
Can I delegate CRM & project management to a Virtual Assistant?
Yes. Nacho matches you with a vetted, 100% US-based Executive Assistant or Specialist who owns your CRM & project management every week, not a one-off task. Onboarding starts with a $300 Delegation Strategy Plan, your Talent Budget starts at $1,000 a month, and matching takes about a week.
See how the match works What a Talent Budget costs Book a discovery call
What we handle
What you can hand over
Recurring work your US-based Executive Assistant or Specialist owns from week one. 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 Delegation Strategy 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 The model
What delegating to Nacho actually looks like
This is ongoing delegation to one vetted, US-based person, not a task posted to a marketplace.
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Start with a Delegation Strategy Plan
A one-time $300 onboarding fee pairs you with a Client Success Manager who maps what to hand off first. See the full process.
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Get matched in about a week
We match you with a vetted, 100% US-based Executive Assistant or Specialist in your time zone. If the fit is not right, the Nacho Guarantee re-matches you free.
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Set a monthly Talent Budget
Budgets start at $1,000 a month and draw across Executive Assistants from $40/hr, Specialists from $65/hr, and Fractional Executives from $125/hr. Up to $200 of unused budget rolls over each month. For operations-led work, that senior seat is usually a Fractional COO. See pricing in detail.
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Three months, then month to month
The initial term is three months so the working relationship has time to compound, then it rolls month to month. Book a discovery call to size yours.
Talent Budget
What delegating CRM & project management costs
Drag the sliders to build a monthly plan that fits your workload.
Executive Assistants
from $40/hourSpecialists
from $65/hourFractional Executives
from $125/hourYour monthly budget
$1,875
Starting at $1,000/month. One-time $300 onboarding fee includes your Delegation Strategy Plan.
Good questions
Frequently asked questions
How do I give an EA access to my CRM without compromising security?
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.
What if my CRM or project management tool isn't on your list?
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 Delegation Strategy Plan session, your CSM will assess whether your specific tool is a good fit and match you with an EA who has relevant experience.
How many hours per month does this type of work typically require?
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 up to $200 of unused budget can roll over each month, so you have flexibility in how you use your hours week to week.
Can an EA help us set up a CRM or project management system from scratch, not just maintain an existing one?
Yes: setup and configuration work falls within scope for Nacho Specialists, who bill starting at $65/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 starting at $125/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.
Not sure yet? See how it works, compare the Executive Assistant, Specialist, and Fractional Executive roles, or read why we stayed 100% US-based.