Customer & CRM Operations
Wherever customer data drives revenue, human judgment still wins.
We’ve supported sales and marketing teams across CRM platforms. Consistent across specialists and data sources. Your customer data complexity isn’t a barrier to us.
Contacts, accounts, leads, opportunities, customer records, campaign lists. CRM data is the foundation of revenue operations. CRM systems organize, but they can’t maintain the data quality that drives pipeline accuracy, personalization, and customer relationships.
Before you outsource anything, we’ll walk through your current operations with you and assess:
Where automation genuinely helps
Where human judgment is required
Whether outsourcing makes sense & how to do it cleanly
The Real Problem
Most teams don’t struggle to have a CRM. They struggle to maintain the data quality that makes it valuable.
Automation generates speed, but it also generates risk
Contact data decays 30% annually without maintenance
Duplicate records pollute reporting and outreach
Lead quality varies dramatically by source
Customer insights hide in fragmented data
When revenue depends on CRM accuracy, “in the system” isn’t the same as “actionable.”
Where Human-Led Operations Still Win
CRM Data Entry Services
Salesforce Data Entry
Customer Database Management
Lead Generation Support
Customer Analytics Support
Your Operations May Be Different—That’s Fine
Most of our client work is bespoke. The categories above reflect our core expertise, but we’re always open to custom requirements. If your operations share the same fundamentals—high volume, real stakes, and the need for human follow-through—we should talk.
What Assivo Actually Does
Assivo provides managed CRM operations, with 99.7% accuracy rates, dedicated teams across four global offices, and fixed-price structures aligned to outcomes.
We take ownership of:
Process Design & Documentation
Dedicated, Trained Offshore Teams
Multi-layer Quality Assurance
Clear SLAs, Reporting, & Escalation
Strategic Human-in-the-Loop Governance
Automation scales the work. Humans own the result.
Three principles guide every engagement
Humans where data validation, duplicate resolution, and quality judgment require expertise
Automation where sync and alerts make sense
Clear ownership when something breaks
Quiet execution. Clear ownership. No surprises.
Why Assivo
Founded in 2017, Assivo applies the rigor of institutional finance and strategy consulting to outsourced operations, with a focus on clear accountability, fixed-price commercial structures, and outcome-oriented delivery. As an independent, privately held firm, Assivo structures partnerships around client priorities, emphasizing continuity, transparency, long-term relationships, and client integrity.
Accuracy-first Execution
Every deliverable passes through multi-layer quality review before it reaches you. We measure in defect rates, not just throughput.
Strategic Human-in-the-Loop Governance
Automation handles volume. Human judgment handles exceptions, edge cases, and the decisions that affect outcomes.
Managed Teams, Not Seat-based Staffing
You get a trained team that learns your processes, not a rotating pool of contractors. Our annual turnover is ~15%—a fraction of the 50% industry average. Continuity drives quality.
Offshore Efficiency, Onshore Standards
Our global teams operate under U.S.-caliber management, documentation, and accountability structures.
Clear Accountability from Intake to Output
One point of contact. Defined SLAs. Transparent reporting. When something goes wrong, you know who owns the fix.
Trusted by America’s Leading Operators
Before you outsource anything, we’ll walk through your current operations with you and assess:
Where automation genuinely helps
Where human judgment is required
Whether outsourcing makes sense & how to do it cleanly