- Manage and maintain customer/partner data in Zoho CRM.
- Create and maintain CRM modules, fields, tags, pipelines and records.
- Import,clean,validate and update large databases.
- Identify and remove duplicate, incomplete and outdated records.
- Maintain accurate information such as name, phone number, WhatsApp status, school name, subject, class, board, city, last interaction and purchase information.
- Create customer segments and maintain accurate contact information.
- Manage lead allocation and reassignment among team members.
- Maintain activity history, follow-up dates and contact status in CRM.
- Prepare regular MIS and CRM reports related to database health, active/inactive contacts, lead status and team activity.
- Coordinate with telecalling, sales, marketing and relationship teams for database updates.
- Support CRM integrations and database automation.
- Ensure regular database verification and data accuracy.