CRM & project management support for technology teams

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. Trusty Oak provides US-based assistants and 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.

100+ tasks completed in this service category across our client base.

Fractional crm & project management support for tech companies

How Trusty Oak handles crm & project management for tech companies

A Trusty Oak 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.

Tools our team works with:

Jira · Linear · Asana · HubSpot · Salesforce

What your EA takes 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. Trusty Oak's onboarding includes a Strategic Delegation 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.

Tools our team works with

We adapt to your existing stack — no forced migrations.

Salesforce
Asana
Monday.com
Notion
HubSpot
ClickUp

...and many more!

Trusted by tech companies

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

What crm & project management support costs for tech companies

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

Executive Assistants
~$35/hour
15 hours $525
Specialists
~$50/hour
10 hours $500
Fractional Executives
~$95/hour
5 hours $475
Your monthly budget
$1,500

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

Book a Discovery Call

Frequently Asked Questions

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.
Trusty Oak Specialists at $50/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.
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 unused hours roll over so you're not losing time during slower weeks.

Get your CRM and sprints under control

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