Logan Davis needed a virtual assistant to conduct in-depth research on CRM platforms capable of integrating data from multiple sources into a centralized system. The project required clear communication, attention to detail, and the ability to evaluate CRM solutions based on specific client needs. Additional skills in basic website management (Squarespace, Wix, WordPress) and familiarity with payment processors such as Stripe were also valued.

What I Delivered:

CRM Research — Conducted detailed research and comparisons of CRM platforms to identify the best solution based on client requirements

Virtual Assistance — Provided clear, well-organized recommendations to help guide the client’s platform selection

Technical Support — Advised on website management platforms and integrations with CRM and payment processors

Flexible Project Execution — Completed all project requirements quickly and to a high standard

Results:

Delivered actionable CRM recommendations based on thorough research

Helped streamline client decision-making on platform selection

Established a trusted working relationship for future projects