WeInvestments - Virtual Assistance (Zoho CRM)
Provided CRM and virtual assistance support involving text-based data work for business operations. Responsibilities included marketing-related tasks and cold-calling, along with CRM operations using Zoho. The work required careful management of leads and customer information and maintaining organized CRM records. • CRM virtual assistance using Zoho • Cold-calling and outreach support • Marketing and graphic design tasks (non-labeling, included only as part of the role scope) • Ongoing management of text-based lead/customer information