Virtual assistants know how to keep others organized.  From spreadsheets to calendars, to-do lists to inventory, from contracts to invoices, they know how to keep businesses moving like well-oiled machines.  However, who is organizing the virtual assistant’s work?  With the assistant’s focus on the client, it is easy to fall behind on their own business organization.  The answer lies in one powerful, yet often overlooked, tool – CRM software.

The best CRM option, CRM RUNNER, allows you to organize your workflow from start to finish, especially for the virtual assistant.  These five steps show how.

1. Attract more customers
   How does the virtual assistant attract more customers? CRM RUNNER answers the question with a professional landing page.  The tool creates a template for a website that collects the information of interested parties.  Then a list is generated of leads in the Sales Funnel  This tool shows where the lead is in the sales process, helping convert the lead to customer in less time.
2. Create estimates easily
   You can categorize your services by project or by hourly rates and create a professional estimate to send clients. Clients are always looking at their bottom line, so it is important to create an estimate that shows you are giving the right fee for your services.
3. Send contracts for signature
   Once a contract is created based on the approved estimate, you can send it directly to the client from the CRM application. The tool offers electronic signature so the partnership can begin sooner than later.
4. Invoice for completed work
   CRM does invoices from within the application. It even allows for inclusion of time, project, mileage, and inventory.  The finalized invoice is professional, available for electronic delivery and sports your logo.  Customers can pay the invoice online or in the application.  The payment software you already use to track your finances can be integrated into the CRM database, so you have access to reports within CRM RUNNER as well.
5. Call for repeat business
   Some customers use virtual assistants for one-time projects or do not think of other ways they can take advantage of virtual assistant services. By creating distribution lists of past customers, you can craft messages to invite them to utilize your virtual assistance services once again.  Sending messages is easy as the CRM application has a built-in text editor that allows for document attachment.

Virtual assistants by nature love organization, so it is no wonder that once they discover CRM RUNNER, they enjoy its benefits.  Connect your office with the field staff seamlessly! Try it out with our 14 days free trial.