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CRM & Project Management · Technology

CRM & project management support for technology teams

By Zack Pennington, CEO Updated

When your engineering sprints are slipping, your HubSpot pipeline hasn't been touched in two weeks, and onboarding tickets are piling up in Jira, the problem usually isn't capacity, it's that no one owns the administrative layer. Nacho provides US-based specialists who handle the operational work inside your CRM and project management tools so your team stays focused on building. This is support built for technology companies where Salesforce, Linear, and Asana are already part of the stack.

Tools we work with: Jira Linear Asana HubSpot Salesforce

Can a Virtual Assistant handle CRM & project management for tech companies?

Yes. Nacho matches tech companies with a vetted, 100% US-based Executive Assistant or Specialist who owns CRM & project management week after week, not a one-off task. You start with a $300 Delegation Strategy Plan, set a monthly Talent Budget from $1,000, and we match you in about a week.

See how the match works What a Talent Budget costs Book a discovery call

How it works

How delegated CRM & project management works for tech companies

A Nacho EA working with a technology client typically starts by getting read access to your existing tools: whether that's Jira, Linear, Asana, HubSpot, or Salesforce, and then takes ownership of the recurring administrative work your team keeps deprioritizing. On the project management side, that means sprint support: organizing the backlog, triaging incoming bug reports, updating ticket statuses, and making sure blockers are flagged before standup. On the CRM side, it means keeping your pipeline current: logging activity, moving deals through stages, setting follow-up reminders, and tracking where new customers are in the onboarding sequence. Your role is to review, make decisions, and communicate priorities; the EA handles the execution and keeps the data clean so you're not flying blind when you open the dashboard.

Off your plate

What comes off your plate

Before handing off CRM or project management work, document your current naming conventions, ticket categories, and deal stages, even a rough Loom walkthrough is enough to start. The most common mistake is assuming the EA will infer your internal logic from the tool alone; a 20-minute onboarding call where you show how you actually use Jira or HubSpot will cut the ramp-up time significantly. Nacho's onboarding includes a Delegation Strategy Plan, so you're not starting from a blank page.

  1. Jira/Linear Sprint Administration

    Creating and updating tickets, organizing the backlog by priority, and flagging overdue or blocked items before sprint review meetings.

  2. Bug Report Triage and Organization

    Reviewing incoming bug submissions, tagging by severity and component, assigning to the appropriate team member, and ensuring duplicates are merged in Jira or Linear.

  3. HubSpot or Salesforce Pipeline Maintenance

    Auditing deal stages for accuracy, logging call and email activity, updating contact records, and surfacing stale opportunities that need follow-up.

  4. Customer Onboarding Tracking

    Monitoring onboarding milestone completion in Asana or your CRM, sending status updates to internal stakeholders, and escalating accounts that are behind schedule.

  5. CRM Data Hygiene and Reporting

    Identifying and merging duplicate contacts, standardizing field entries across records, and pulling weekly pipeline or project status reports for leadership review.

Your stack

Tools our team works with

We adapt to your existing stack, no forced migrations.

Salesforce
Monday.com
Attio
ClickUp
Asana
Notion

...and many more!

Client proof

Trusted by tech companies

Nacho supports tech companies including Permute AI, Ritual, handling everything from crm & project management to broader operational support.

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.

  1. 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.

  2. 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.

  3. 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.

  4. 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 for tech companies

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants
from $40/hour
15 hours $600
Specialists
from $65/hour
10 hours $650
Fractional Executives
from $125/hour
5 hours $625
Your monthly budget
$1,875

Starting at $1,000/month. One-time $300 onboarding fee includes your Delegation Strategy Plan.

Good questions

Frequently asked questions

Can a Nacho EA work directly inside our Jira or Linear instance?
Yes, EAs are granted access to your existing tools and work inside them rather than asking you to move to a new platform. They operate within whatever permission level you're comfortable assigning, typically as a project member or contributor, and follow your team's existing workflows rather than introducing new ones.
We use Salesforce with custom objects and fields. Will a Specialist understand our setup?
Nacho Specialists starting at $65/hr have hands-on Salesforce experience, but any CRM with heavy customization will require a short orientation to your specific object model and naming conventions. The more context you can provide upfront, even a quick walkthrough of your key views, the faster they'll be able to work accurately without needing to ask clarifying questions on routine tasks.
How does this work if we're in active sprints with fast-moving ticket volumes?
EAs can work on a recurring daily or weekly schedule that aligns with your sprint cadence, so triage and backlog updates happen consistently rather than in batches. For higher-volume needs, you can scale your monthly talent budget to accommodate more hours, and up to $200 of unused budget rolls over each month so slower weeks don't erase your full investment.

Ready when you are

Get your CRM and sprints under control

Monthly plans start at $1,000 with a one-time $300 onboarding fee that includes a Delegation Strategy Plan tailored to your tech stack. If your backlog and pipeline are both overdue for attention, this is a practical place to start.

Not sure yet? See how it works, compare the Executive Assistant, Specialist, and Fractional Executive roles, or read why we stayed 100% US-based.