Master Your CRM, ERP & Spreadsheets Without Burnout
Delegate your complex data entry, Salesforce & HubSpot maintenance, advanced Excel modeling, ERP workflows, and daily executive administrative duties to top-vetted remote professionals.
Sarah M.
Sr. Operations VASpecialist: Salesforce CRM, Odoo ERP & Advanced Pivot Tables
Our Virtual Assistants Are Certified & Experienced In Industry Standard Platforms
What Can Your Dedicated QillzVA Handle?
From heavy database cleanup to daily inbox triage, our virtual assistants function as seamless extensions of your core operations team.
CRM Operations & Maintenance
Complete pipeline updates, contact deduplication, lead scoring rules, tag management, and activity logging across Salesforce, HubSpot, and Zoho.
- Lead Enrichment & Data Scrubbing
- Deal Stage & Pipeline Tracking
- Automated Workflow Triggers
ERP & Inventory Administration
Managing purchase orders, vendor communications, stock level reconciliations, and invoice entries inside SAP, NetSuite, Odoo, and QuickBooks.
- PO Generation & Tracking
- Vendor Invoice Matching
- SKU Catalog Maintenance
Advanced Spreadsheets & Modeling
Harnessing Excel formulas (INDEX/MATCH, XLOOKUP), Pivot Tables, AirTable databases, macros, Google Sheets scripts, and automated dashboard builds.
- Data Cleaning & Formatting
- Automated KPI Dashboards
- AirTable & Notion Databases
Executive Inbox & Calendar Triage
Zero-inbox management, meeting scheduling across time zones, travel logistics, event RSVP tracking, and priority escalation filtering.
- Calendar Conflict Resolution
- Executive Email Drafting
- Flight & Accommodation Booking
No-Code Workflow Automation
Connecting apps using Zapier, Make (Integromat), and Webhooks to eliminate manual copy-pasting between forms, CRMs, and email platforms.
- Zapier Multi-step Zaps
- Form Data Extraction
- Slack / Teams Notifications
General Back-Office Support
Customer support ticketing (Zendesk, Freshdesk), web research, transcription, presentation deck formatting, and team task follow-ups.
- Zendesk Ticket Resolution
- PowerPoint & Canva Formatting
- Online Market Research
Calculate Your Monthly Time & Cost Savings
Executive time is valued upwards of $100–$250/hour. Spending hours on manual data entry, ERP updates, and routine emails diminishes strategic growth.
Save Up to 70% Over Local Hires
No payroll taxes, medical insurance benefits, office hardware, or recruitment agency fees.
Gain Back 15+ Hours Weekly
Focus on high-value sales calls, strategic partnerships, and scaling revenue.
Interactive ROI Estimator
How Your Virtual Assistant Onboards
We match you with qualified specialists trained in your exact CRM, ERP, and operational tech stack.
Discovery & Scope
Tell us your software stack (Salesforce, Excel, NetSuite, etc.), weekly hours required, and specific workflow rules.
Targeted VA Match
We present top pre-vetted candidates with proven skill certifications in your exact tools within 48 hours.
Secure Setup
Password manager provisioning (1Password / Bitwarden), VPN configurations, and NDA sign-offs for data security.
Seamless Execution
Daily EOD progress reports, direct Slack/Teams integration, and dedicated Account Manager monitoring.
Specialized Administrative & Technical Portfolios
Whether you need a full-time CRM administrator or an expert spreadsheet modeler, our virtual assistants deliver precision execution.
Salesforce Pipeline Audit
Cleaning duplicate leads, updating deal stages, configuring validation rules, and creating custom opportunity reports.
CRM CategoryOdoo / NetSuite Inventory Sync
Entering vendor invoices, monitoring reorder thresholds, creating purchase requisitions, and tracking SKU shipments.
ERP CategoryExcel VBA & Pivot Dashboard
Converting raw CSV exports into dynamic executive dashboards using XLOOKUP, Nested IFs,! and Pivot Charts.
Spreadsheet CategoryAirTable Relational Databases
Designing custom relational AirTable bases, linking client records, and setting up automated Email/Slack notifications.
Spreadsheet CategoryExecutive Inbox & Calendar Triage
Handling high-volume emails, color-coding calendar commitments, booking flight itineraries, and protecting executive focus hours.
Executive AdminCustomer Success & Ticketing
Answering incoming customer inquiry tickets in Zendesk or Help Scout with predefined macro responses and SLAs.
Executive AdminTools & Platforms We Operate Daily
Zero learning curve. Our virtual assistants are already fluent in the enterprise software ecosystems your business relies on.
Salesforce & HubSpot
Opportunity stages, custom fields, contact imports, sequence setups, and workflow triggers.
Excel & Google Sheets
Pivot Tables, VLOOKUP, XLOOKUP, Query functions, conditional formatting, and AppScript macros.
SAP & Oracle NetSuite
Purchase orders, inventory reconciliations, vendor billing, SKU management, and financial reporting.
Zapier & Make
Automating cross-platform data transfers, form submissions, and webhook notification routes.
Predictable Monthly VA Pricing
No hidden setup fees, zero payroll liabilities, and flexible month-to-month contracts.
Part-Time VA
Ideal for founders needing targeted weekly operational relief.
- 20 Hours / Week Dedicated Support
- CRM & Data Entry Maintenance
- Spreadsheet Formatting & VLOOKUPs
- Dedicated Account Manager
- 1Password Security Management
Full-Time Executive VA
Complete back-office & technical administrative coverage.
- 40 Hours / Week Dedicated Support
- Salesforce / HubSpot Pipeline Audit
- SAP / NetSuite / Odoo Operations
- Advanced Pivot Tables & AirTable
- Inbox & Calendar Triage
- Zapier Workflow Automations
Operations Squad
Multi-assistant coverage for scaling enterprises.
- 80+ Hours / Week (2 Dedicated VAs)
- Custom Database & ERP Migrations
- 24/7 Coverage Across Time Zones
- Priority Replacement SLA (< 24h)
- Quarterly Operations Audit Call
Frequently Asked Questions
Empowering Growth-Driven Executives
OmniVA was founded to solve the operational friction modern companies face. As SaaS ecosystems like Salesforce, NetSuite, and AirTable grow more complex, executives spend hours managing back-office data rather than scaling revenue.
We bridge this gap by sourcing, vetting, and managing top-tier global talent equipped with technical mastery in business software tools.
Speak With an Operations Strategist
Have specific CRM or ERP requirements? Send us a message and we'll craft a custom staffing plan.