Explore the full range of solutions Helpware divisions provide:
Your CRM should help your team sell, not slow them down. Our CRM management experts keep records accurate, remove duplicates, enrich missing data, and keep pipeline updates moving with trained specialists and AI-powered validation.
Your CRM management team gets to work on your CRM from week one—cleaning records, fixing gaps, and keeping every update aligned with your systems as data volume grows.
We handle hiring, training, tools, and daily coverage, so you can run CRM operations without building a full in-house team.
Your gain:
Lower payroll costs, faster team launches, more budget for revenue-generating work.
We handle research, CRM updates, and account history, keeping records current on the same day.
Your gain:
More selling hours, faster pipeline reviews, less admin after every call.
We set up templates, merge fields, and next-step tasks, then trigger them from real activity in your CRM.
Your gain:
Faster responses, fewer missed touchpoints, more consistent follow-up with inbound leads.
We check every entry before it syncs, then sample live records and score data quality every week.
Your gain:
Cleaner reports, fewer duplicate accounts, forecasts built on reliable data.
We are fully compliant with all necessary data protection protocols and implement advanced security measures across our operations. This approach reduces compliance risks, simplifies audit processes, ensures transparency, and increases customer trust in highly regulated and sensitive environments.
We enforce strict access controls, ensuring security and confidentiality across on-site and remote teams to maintain the integrity of client data.
We collect only necessary personal data, retain it for defined periods, implement multilevel security, and provide full user control over it.
We safeguard protected health information through end-to-end encryption, secure access protocols, and real-time threat detection.
We secure payment data throughout processing and storage, continuously monitoring our systems to identify and address potential risks.
Our CRM experts keep your records clean, current, and ready to use. We update customer data, manage pipeline changes, enrich contacts, and keep reporting accurate while AI helps us stay efficient at every step.
We update account details, call notes, and deal stages the same day, so your pipeline reflects what is actually happening.
Our experts merge duplicate records, remove dead emails, and clean your database on a consistent weekly schedule.
Our CRM management team routes every inbound lead to the right owner with its source, score, and next step clearly recorded.
We keep deal records current from the first quote through closed-won paperwork, so your reps always have the latest information.
We research and verify missing job titles, phone numbers, and firmographic details to give your team a fuller picture of every account.
We build and check your weekly reports, then deliver clear insights your managers can use in pipeline reviews.
As your business grows, CRM data gets harder to keep clean. More tools, channels, and people create more gaps, duplicates, and outdated records. We keep your data organized, your workflows consistent, and your team working from information they can trust.
Handoff records arrive half filled as implementation volume climbs, leaving onboarding teams chasing missing details before kickoff. Our CRM experts complete account records, log key milestones, and follow up on missing fields, keeping onboarding moving as new accounts come in.
Peak trading weeks bring duplicate customer profiles and force agents into manual lookups during live conversations. Our team merges duplicates, resolves conflicting details, and keeps one accurate profile for each shopper, helping agents handle more volume without adding headcount.
Audit requests expose gaps when consent records and contact histories sit across multiple systems. Our specialists standardize fields, reconcile records, and document every change, giving compliance teams a complete record and keeping review turnaround predictable.
Busy shifts leave calls unlogged and trip records outdated when agents have no time for CRM admin. Our back-office team clears the queue after each shift, updates records, and reconciles accounts overnight, keeping data complete across every coverage window.
Get ROI projection for current support needs.
-40% annually
/monthly costs with Helpware
vs
/internal team costs (approx)
Your requirements fall outside our standard parameters.
Fill in your details to schedule a consultation.
-40% annually
/monthly costs with Helpware
vs
/internal team costs (approx)
Your requirements fall outside our standard parameters.
-40% annually
/monthly costs with Helpware
vs
/internal team costs (approx)
Your requirements fall outside our standard parameters.
Shared Team Leader
Shared L&D Specalist
Shared QA Specialist
Account Executive by default
Shared Ops Delivery Manager
Admin/Finance/Legal support for the agents by default
1-2 Dedicated Team Leaders
Shared L&D Specialist
Shared to 1 Dedicated QA Specialist
Shared Ops Manager
Account Executive by default
Admin/Finance/Legal support for the agents by default
Shared Real Time Analyst
2-5 Dedicated Team Leaders
0,5 to 1,5 Dedicated L&D Specialists
1-2 Dedicated QA Specialists
Up to half of a dedicated Ops Manager
Account Executive by default
Admin/Finance/Legal support for the agents by default
1 Dedicated Real Time Analyst
Ready to get a personalized estimate for your team?
Contact us for a personalized assessment tailored to your specific needs.
*These projections are estimates for informational purposes only and do not represent a formal offer. Contact us for a personalized quote.
Thank you!
You’ll hear from us within one business day.
AI handles high-volume data work while our specialists handle the decisions that require judgment. It checks formats, finds duplicate records, flags outdated fields, and processes routine updates at scale. Our CRM experts resolve conflicting information, maintain your data model, and step in when the right answer is not straightforward.
Checks names, formats, and field logic across every record before updates reach your CRM.
Completes routine record work faster, so updates reach your CRM the same day instead of sitting in an admin queue.
Flags contacts that are going stale and sends them for verification before outdated information reaches an outreach campaign.
Normalizes names, addresses, and notes across 45+ languages before the data reaches your nightly sync.
Review records that automation cannot resolve, compare the available information, and choose the version that best matches your business rules.
Update field logic and picklists with your ops team whenever your sales process, reporting needs, or workflows change.
Trace recurring data errors back to the workflow that created them and fix the source instead of correcting the same records repeatedly.
Review the numbers with your managers each week, explain the biggest gaps, and agree on the changes that will improve data quality.
We review your CRM objects, fields, and workflows, set accuracy and sync targets, then size the team around your actual record volume.
We recruit CRM specialists with hands-on experience in your platform, from admins to data analysts, and assign a dedicated team lead.
We train the team on your naming conventions, deal stages, and customer note standards, using your own records to practice.
We handle daily data entry, cleanup, and enrichment in your CRM, then check a live sample of records each week.
We trace recurring errors to their source, tighten validation rules, and automate repetitive tasks where it makes sense.
Deep CRM expertise, rigorous data standards, and experienced teams that stay close to your operation. Our specialists learn your systems, understand your workflows, and keep the quality consistent as your business grows.
Our 90% CSAT across client programs reflects the standard we bring to every interaction, including the accuracy and care behind the CRM work.
We keep our teams happy and engaged, helping reduce turnover and giving your CRM program a more consistent team without constant retraining.
Our 19 locations across 11 countries give you flexible coverage across time zones, languages, and record volumes as your CRM workload changes.
Clients stay with us for five years on average because we make CRM operations easier to run, deliver consistently, and stay responsive as their needs change.
CSAT
ESAT
locations
years average length of client partnership
Keep your CRM running reliably as your business grows. Our experienced teams take care of the day-to-day work, adapt to changing requirements, and give your people cleaner data they can rely on.
CRM management covers the day-to-day work that keeps a customer database accurate and usable, including data entry, deduplication, enrichment, lead routing, pipeline updates, and reporting. Keeping this work under control matters: Gartner estimates that poor data quality costs organizations an average of $12.9 million each year.
An outsourced CRM team can log customer interactions, update deal stages, merge duplicate records, enrich contacts, route inbound leads, and prepare weekly reports. Helpware CX provides six core service lines inside your own CRM instance, with a named team lead responsible for meeting your accuracy targets.
Helpware CX rates range from $8 to $15 per hour, depending on the service model you choose. That can mean talent only, talent plus primary support, or full support with management and quality oversight. Pricing also varies based on team size, specialist seniority, and delivery location.
Most teams launch within four to six weeks, starting with an audit and scoping, followed by recruitment and platform and brand training using your live records. When volume increases, Helpware CX can scale from a five-person pilot to 500 specialists within 90 to 120 days.
Our specialists work directly in Salesforce, HubSpot, Zendesk, and comparable enterprise platforms, along with the integrations that feed data into them.
Continuous verification helps prevent the problems that an annual cleanup leaves behind. With B2B databases decaying by 2.1% per month, according to HubSpot research, roughly 22.5% of contact data can become outdated each year. We re-verify contacts on a rolling cycle and flag aging records for outreach checks before campaigns go live.
Yes. Helpware CX operates under SOC 2 Type II, ISO 27001, ISO 9001, HIPAA, and GDPR frameworks, with role-based access, audited change logs, and secure delivery sites. Regulated clients in healthcare and fintech use the same controls to manage patient and account records.
