Keep your CRM clean, current, and actually useful

An untended CRM becomes an expensive contact list. Trusty Oak's US-based Specialists handle the day-to-day work, data hygiene, lead intake, pipeline updates, reporting, and integrations, so your CRM stays a source of truth your team can trust.

Signs your CRM needs ongoing management

Even a well-built CRM drifts without consistent care. These are the warning signs we hear most often.

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Pipeline data is stale

Deals sit in the wrong stage for weeks. Old contacts clog reports. No one trusts the numbers, so leadership stops looking.

Leads slip through cracks icon

Leads slip through cracks

Inquiries hit the inbox but never get logged or routed. Follow-ups get missed because no one owns the next step.

Reports don't reflect reality icon

Reports don't reflect reality

You can't tell what's actually working. Dashboards are out of date or built on fields nobody fills in correctly.

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Reps skip CRM entry

Your team finds the CRM tedious, so notes live in heads, texts, and inboxes. The next person to touch the account starts from zero.

CRM Specialist managing pipeline data for a growing business

How Trusty Oak runs your CRM management

Hiring a full-time CRM admin is expensive and often more bandwidth than a small or mid-sized business needs. Our US-based Specialists work fractionally at $50/hour and live inside your CRM every week, owning data hygiene, lead intake and routing, pipeline updates, segmentation, dashboards, and integration monitoring. Many clients start with a CRM implementation and roll directly into ongoing management with the same person.

What CRM management costs

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

Executive Assistants
~$35/hour
5 hours $175
Specialists
~$50/hour
20 hours $1,000
Fractional Executives
~$95/hour
0 hours $0
Your monthly budget
$1,175

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

Book a Discovery Call

Frequently asked questions

Our Specialists handle the recurring work inside your CRM, data hygiene and deduplication, lead intake and routing, pipeline and deal updates, segmentation and list maintenance, reporting and dashboards, and monitoring integrations with email, billing, and marketing tools. The exact scope flexes with your sales volume.
Our Specialists work daily inside HubSpot, Salesforce, Pipedrive, Go High Level, Zoho, Monday CRM, Keap, and others. We work in your existing platform, no forced migrations or platform changes.
A full-time CRM admin costs $60,000-$90,000+ per year plus benefits, and most small and mid-sized businesses don't need 40 hours of CRM work every week. Our Specialists work fractionally at $50/hour, scale up or down with your volume, and live inside your CRM consistently enough that updates happen daily instead of when someone finally has time.
Yes, and most clients do this. After a CRM implementation, your Specialist already knows your pipelines, automations, integrations, and data quirks. Rolling them directly into ongoing management means no re-onboarding and no lost context.

Ready to make your CRM pull its weight?

Hand the recurring work to a US-based Specialist who actually likes living inside a CRM. Book a call to see what we'd own for your team.