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CRM updates and data entry
Update customer profiles, contact details, case notes and activity records in your agreed systems. Check for missing information and flag records that need your review.
CRM · SCHEDULING · EVERYDAY ADMIN
Give routine administration a dedicated owner. Our office-based team in Pakistan helps organise records, bookings, calendars and follow-ups so your business can keep day-to-day work moving.
Based in Pakistan. Working agreed hours for businesses in the UK, USA, Canada and worldwide.
WHAT WE CAN HANDLE
Administrative support works best when responsibilities are clear. We follow your procedures, maintain the records you specify and raise exceptions with your team. You set the priorities; Legacy Solutions manages the staff, workplace and daily supervision.
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Update customer profiles, contact details, case notes and activity records in your agreed systems. Check for missing information and flag records that need your review.
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Manage shared calendars, book appointments, send confirmations and reminders, and coordinate changes within your scheduling rules.
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Enter booking details, collect outstanding documents, record special requests and process permitted amendments. Keep your team informed when information is incomplete.
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Organise digital documents, maintain spreadsheets and task lists, and prepare routine operational reports using the formats you approve.
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Track missing information, outstanding actions and deadlines. Coordinate routine supplier or contractor appointments and raise delays with the responsible person.
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Maintain handover notes and update customers or colleagues on approved next steps. Keep progress visible across your agreed workflow and coverage hours.
A WORKFLOW IN PRACTICE
A service business receives an appointment request. Our staff check the agreed calendar, arrange a permitted time, send a confirmation and update the customer record. If a required document is missing, we follow up and note the outstanding action. Changes that need approval are referred to your team. This example illustrates the process; your own workflow is defined during onboarding.
We review the tasks you want to delegate, their frequency, your systems and the working hours required. You provide your procedures and initial business-specific training. We agree on access permissions, approval limits, reporting and a realistic start date before assigning the work.
Start dates depend on staff availability, training and system access. We confirm readiness and the launch date with you.
MONTHLY SUPPORT PLANS
Pricing is per support role. Tasks, time zones, working days and reporting are agreed before launch.
Focused support
per support role · 5 agreed days per week
Discuss this plan ↗Full-day support
per support role · 5 agreed days per week
Discuss this plan ↗Extended support
per support role · 5 agreed days per week
Discuss this plan ↗Weekend support
per support role · Saturday and Sunday
Discuss this plan ↗Twelve-hour coverage uses arranged staff shifts and handovers. Weekend Support covers eight hours each Saturday and Sunday throughout the month. Multiple simultaneous roles are priced separately.
Service fees are payable monthly in advance. Your proposal specifies breaks, holiday and absence cover, replacement arrangements, cancellation notice, and any additional software, telephone, onboarding or other charges. Digital services are scoped separately.
See full pricing details ↗BEFORE YOU START
Our monthly plans cover a defined support role during agreed hours. Assigned staff work on your business during that coverage window. The scope and expected workload are agreed in advance.
Yes, if the tasks fit the agreed hours, required skills and workload. We review the combination before preparing your proposal. Multiple simultaneous roles are priced separately.
You supply the necessary software licences, approved access and business-specific knowledge. We coordinate onboarding, document the agreed procedures and train our assigned staff.
Before access begins, we agree on confidentiality, access permissions and data-handling requirements. Staff follow approved instructions and refer requests outside their authority to your team.
Yes. You can begin with one defined role and add support as your workload grows, subject to recruitment, training and system-access lead times.
LET’S TALK
Share your workload, preferred hours and the systems you use. We will review the scope and prepare a proposal.
Request a consultation ↗Need a team to handle customer emails, telephone enquiries and live chat? Explore our customer service support.
Customer Service Outsourcing ↗Questions? Email info@legacysolutionsglobal.com.