CRM & Admin Executive –

Experience: 1–3 Years

Main Objective

Maintain a clean, accurate, and updated CRM system while ensuring every lead has proper follow-up and next-action tracking.

Key Responsibilities
Upload and update current leads in the CRM.
Clean and maintain company and client data.
Identify and remove duplicate leads/data.
Assign leads to the concerned sales/team members.
Create and monitor follow-up tasks.
Ensure regular CRM updates and accurate lead status.
Maintain and organize client documents.
Prepare daily/weekly CRM and management reports.
Coordinate with the Accounts team for invoices and payment-related updates.
Track renewal dates and send timely reminders.
Maintain compliance-related reminders and deadlines.
Coordinate with internal teams to ensure timely action on pending leads.





Key Rule No lead should remain in the CRM without a defined next action, follow-up date, or proper closure status.

Required Skills
Good knowledge of CRM software and MS Excel/Google Sheets.
Robust data management and organizational skills.
Positive communication and coordination skills.
Attention to detail and accuracy.
Ability to manage follow-ups and deadlines.
Basic understanding of invoices, renewals, and compliance tracking.

Pay: ₹18,000.00 - ₹25,000.00 per month

Benefits
Cell phone reimbursement
Internet reimbursement
Paid time off

Work Location: In person

📌 Crm Administrator Motera
🏢 Betasys Healthcare
📍 Motera