19 Best Software for Virtual Assistants (in 2024)

Goutham Jay
Goutham Jay

Founder - Famewall

ยท
May 20, 2024
Best Software tools for Virtual Assistants
Best Software tools for Virtual Assistants


As a virtual assistant, you'd have a lot on your plate. You'll need to juggle so many tasks for your clients in little time.

So there isn't the option of being efficient with your time. It's a necessity

In this guide, I'm going to share the most essential tools you'll need as a virtual assistant. And don't worry I'll not be sharing generic tools like Google Meet/Zoom etc ๐Ÿ˜‰

TLDR; here's the list of software you'll need as a virtual assistant

  1. Website builders - WordPress & Squarespace
  2. Testimonial management tool - Famewall
  3. Calendar scheduling tools - Calendly & Cal
  4. Invoicing tools - Dubsado & Honeybook
  5. Time tracking tool - Toggl & Famewall's Freelance tracker
  6. Graphic design tool - Canva
  7. Project management tools - Trello, Asana & ClickUp
  8. Messaging tools - Slack & Voxer
  9. Social media scheduling tools - Pallyy & Metricool
  10. Video sharing tools - Loom & Tella

1. Website Builder

The first important thing you'll need as a virtual assistant is a website.

There are plenty of virtual assistants out there but you have an advantage with a high-converting website

Your website will act as the sales pitch and you can direct potential prospects to your website which would make it easier for clients to opt for your service

While there are a lot of modern website builders, it's best to go with the ones that have been in existence for quite a long time so that you have fewer problems to worry about

So based on those criteria, we'll have a look at WordPress & Wix

WordPress

WordPress is a popular website builder that offers plenty of features out of the box

WordPress-Landing-Page


What makes WordPress stand out is the variety of themes & plugins that make it easy for you as a virtual assistant to customize your website

For instance, the Yoast SEO plugin in WordPress helps you optimize your website for search engines for keyword optimization, content analysis, etc

You can also collect & add testimonials to WordPress in a few minutes

WordPress is also free to use, which makes it a cost-effective option for you as a virtual assistant when you're just getting started

WordPress Pricing:

WordPress has a free plan that quickly helps you get started in setting up your website.

You can later upgrade to their paid plans if you find the need to use any of their plugins

WordPress-Pricing

Wix

Wix is another popular website builder that allows you to create your websites without needing to know how to code

Wix-Landing-Page


The advantage Wix has over WordPress is that it has over 7000 designer website templates in the free plan itself unlike the plugin options in WordPress which are available only in the paid plans

It also has better customer support compared to WordPress

This makes Wix an attractive alternative to WordPress in case you're looking at AI features, SEO tools, etc at an affordable price

Wix Pricing:

Wix does not have a free plan unlike WordPress but has paid plans with a 14 day trial

Wix-Pricing-Plans

2. Testimonial management tool

Once you've setup your website, you'll naturally want clients to grow your business as a virtual assistant

It's a proven fact that 92% of consumers read online reviews and testimonials when making a purchase

That's where Famewall comes in handy

Famewall

Famewall is a no-code tool that helps you collect testimonials from your clients and display them in multiple ways on your website to convert prospects into clients

Famewall-Hero-Landing-Page


The best part about Famewall is that it has options to collect testimonials from scratch even if you have 0 testimonials using a custom collection page

Apart from this you might also be having existing testimonials in platforms like X (formerly Twitter, Linkedin, Trustpilot etc.) Famewall's got you covered in that aspect as well where you can import testimonials with a single click

Famewall's Testimonial Collection Page


You can also share the testimonials with your customers in a variety of ways using the widgets available on Famewall

Testimonial Display Widgets

Famewall's Pricing:

Famewall has a generous free plan and also affordable pricing plans with features that make it all-in-all a testimonial collection, management and sharing tool

Famewall-Pricing-Page


3. Client Meeting Scheduling tools

Now that you have a website with social proof that can convert customers, you'll need a meeting scheduling tool to establish trust with your clients & understand what they need

And I've picked 2 different tools for you based on pricing & functionality

Calendly

Calendly is one of the most popular meeting scheduling tools that does the job of setting up a meeting in Zoom/Google Meet/Microsoft Teams with your client

Calendly-Hero-Landing-Page


This helps you keep your calendar organized and makes you more productive with your time as a virtual assistant

It also helps you avoid the back-and-forth with your clients when you have to decide on a meeting time

Calendly integrates seamlessly with tools like Google Calendar, Outlook, Zoom, Google Meet and many more tools

Calendly's Pricing:

Calendly has a generous free plan which you can use to see if it suits your needs.

The paid plans start from $10 onwards and you can opt for it if you need to have unlimited event types or use their integrations with Hubspot, PayPal etc.

Calendly-Pricing-Page


SavvyCal

SavvyCal is an alternative to Calendly which is focused on the user experience of both the scheduler and the recipient

SavvyCal-Landing-Page-Hero


SavvyCal allows the recipient to also overlay their calendar to avoid conflicts in their time schedule

On top of this SavvyCal also allows you to limit the number of meetings per day, week or month

SavvyCal's Pricing:

SavvyCal also has a free plan that would allow you to see if it's the right fit for you

You can opt for the paid plans if you need to remove SavvyCal branding or need to create your own individual/team scheduling links

SavvyCal-Pricing-Page

4. Invoicing tools

When you have clients, you'll need to send them invoices to get paid as a virtual assistant

But choosing the right tool is important as it gets rid of your headaches in managing invoices, tracking payments, and sending reminders for overdue payments

There is a free online invoice maker which does not require any login to generate invoices

Apart from this, I've selected 2 popular tools that also have integrations for bookkeeping

Dubsado

Dubsado is an all-in-one tool to manage invoices, send contacts and get them signed from your client

Dubsado-Landing-Page-Hero


It has easily customizable form templates and also allows send out reminders to your clients about invoices in advance so that the payments complete before the due date

It also has an inbuilt scheduler that allows you to book calls and sessions with clients without the need for a separate meeting scheduling tool

Dubsado Pricing Page:

Dubsado is positioned to be a tool that fully helps you manage your clients, and for the value it offers, it has an affordable paid plan

Dubsado-Pricing


Honeybook

Honeybook is an alternative to Dubsado that also helps you manage client contracts, payments, and invoices in one place

Honeybook-Landing-Page


Honeybook is much more suited for you as a virtual assistant if you have multiple team members on your team

It allows you to manage unlimited clients & invoices

Honeybook's Pricing:

Honeybook also has a very affordable paid plan to help you get started with managing client contracts and invoices

Honeybook-Pricing-Page

5. Time Tracking Tool

A time-tracking tool helps you and your team stay organized with all the tasks at hand

Even more importantly, you'll be charging clients based on the time spent on tasks and projects

Hence a good time-tracking tool will tick all these checkboxes by allowing you to log your tasks and track the time spent on each of the tasks

Toggl

Toggl is a popular time-tracking tool that helps you track the time spent on tasks by you and your team

Toggl-Time-Tracker


You can calculate billable hours and generate reports for clients. This tool also works really well if you don't have a team and work solo

Toggl's Pricing:

Toggl has a free plan to track time and has more integrations in the paid plans

Toggl-Pricing-Page


Famewall's Freelance tracker

Famewall has a free-to-use time tracker that does not require any login/sign-up

Famewall-Time-Tracker


It works right in your browser whenever you need it. It has a countdown timer and makes note of all your tasks as you log them

If you need something simple to get started with tracking your time, then this works great

6. Graphic design tool

As a virtual assistant, you might be asked by your clients to create visually appealing presentations, help them with ad creatives

In such cases, you'll need a graphic design tool. It's even better when one tool can perform multiple functions for you

That's why I've chosen Canva for you in this category

Canva

Canva is an amazing design tool that I use every day as a founder myself for creatives that I share on social media, blogs etc

Canva-Home-Page


It has a variety of templates that you can get started with in case you feel you are out of inspiration

They've also launched an AI image generation feature that generates images on the fly inside the tool

Canva Pricing Page:

Canva has a free plan but it does not allow you to use paid elements to customize your images. The paid plans are affordable and they have weekly, monthly and yearly plans

If you need more premium elements, transparent image downloads and features like resizing your existing images dynamically, you can choose the paid plans

Canva-Pricing-Page

7. Project management tools

Project Management tools help you and your team organize tasks based on their difficulty/duration and track the tasks as they get completed

Having a project management tool ensures that you are able to deliver results to your clients within scheduled deadlines

Trello

Trello is a fantastic personal project management tool which goes well in both cases when you're a solopreneur or have a team.

Trello-Landing-Page


Trello has intuitive boards where you can add tasks and move them across the boards as you complete them

It gives a holistic view to your entire team about the tasks at hand

Trello Pricing:

Trello has a very generous free plan that takes care of all your project management features and allows creation up to 10 boards

If you need to create unlimited boards or need unlimited storage, then you can opt for the paid plans

Trello-Pricing


Asana

Asana is best suited for you as a virtual assistant if you have small to large teams who need to communicate and stay on track with each other

Asana-Home-Page


With Asana you'll get pre-set automation workflows and a variety of app integrations as it's built from the ground up for teams

In fact you can even assign tasks to individual members unlike other project management tools

Asana Pricing Page:

Asana offers a generous free plan using which you can collaborate with up to 10 teammates

You can opt for the paid plans if you'd like to go for AI assistance, 250+ automations per month and other advanced features in project tracking

Asana-Pricing-Page


ClickUp

ClickUp can do much more than project management as it is positioned to be the "everything-app for work"

It's best suited for you if you have a medium to large sized team

Clickup-Landing-Page


You can use ClickUp to create tasks for different projects, organize them into lists/folders based on their priority

It also allows you to track time spent on the tasks so that you don't have to pay for a time-tracking tool separately

Another cool feature is the Gantt Chart as you can visualize your project timeline, track dependencies, and manage priorities on a shared timeline

ClickUp Pricing:

ClickUp has a generous free plan that lets you track unlimited tasks.

You can opt for the paid plans if you need to make use of unlimited storage and integrations

Clickup-Pricing-Page

8. Messaging tools

Your team will be more productive if you can communicate asynchronously with them without having to jump on team meetings all the time

That's where messaging tools help you stay on track. Apart from this you can also use these messaging tools to communicate with your clients if you're a solopreneur

Slack

Slack is the most popular async messaging tool out there which you can use to communicate between different members of your team or your clients

Slack-Landing-Page


You can create separate messaging channels for your team eg. #projects or #client-support where you can add specific people to a channel and converse asynchronously

Apart from that you can also have 1-1 conversations with your team members directly

It also has an iOS and Android app

Slack Pricing Page:

Slack has a free plan which is more than enough to get started

You can upgrade to their paid plans if you would like to have unlimited message history or integrate with apps like Stripe, Hubspot etc to receive notifications

Slack-Pricing-Page


Voxer

Voxer is an audio focused communication tool for remote virtual assistant teams

Voxer-Landing-Page


It differs from other communication tools like Slack because it is primarily focused on async audio communication

You can create 1-1 or group chats. You can also exchange text, photos, videos, and other files

Voxer Pricing:

Voxer has a free plan that helps you manage async audio communication with your team.

You can opt for the paid plans if you'd like to have unlimited storage, use voice-to-text transcription, and integrate with other apps

Vox-Pricing-Page

9. Social media scheduling tools

Social media is an important channel that brings in customers and builds your brand as a virtual assistant

In fact, clients would trust you more when they see your expertise and community on social media

In other cases, clients might also ask you to manage social media accounts on their behalf.

Social media scheduling tools come in handy for these use-cases

Pallyy

Pallyy is a modern social media scheduling tool that integrates well with Instagram, Facebook, X (formerly Twitter), and many other platforms

Pallyy-Landing-Page


Pallyy also has everything necessary to add your team members and manage social media posts for your clients by coordinating with them

Apart from this it also has Social Inbox feature which allows you to reply to comments, DMs from social media in a single place

Pallyy's Pricing Page:

Pallyy has a generous free plan and also a very affordable paid plan if you need to have more social sets and additional users

Pallyy-Pricing-Page

Metricool

Metricool is another good option for a social media scheduling tool

Metricool-Landing-Page


It works well if you have freelancers or contractors within your team

It has more integrations than Pallyy and even has advanced features like competitor analysis and using an AI assistant for writing copy

Metricool Pricing:

Metricool also has a free plan that allows you to integrate with a variety of social media like Facebook, Instagram, X (formerly Twitter) and even web/blogs

You can upgrade to their paid plans if you need to manage more social media accounts

Metricool-Pricing-Page

10. Video sharing tools

Video marketing tools are super helpful for you as a virtual assistant when you need to show clarifications to your clients about a particular task

These tools capture a recording of your screen and also the feed from your webcam by the side

It's helpful in sharing roadblocks with clients asynchronously so that you can quickly get past them

Loom

Loom is the most popular video sharing tool that is suited for solopreneurs and big teams

Loom-Landing-Page


It's got a variety of advanced features like editing the video just by editing the transcripts, trimming and editing the video in the dashboard etc

It makes use of an extension which can be installed on your browser that captures the screen recording and also your face from the webcam's feed

You can share the Loom videos with your customers using a link or embed them on your website

Loom Pricing:

Loom has a generous free plan that allows you to record up to 25 videos up to 5 minutes in length

You can opt for the paid plans if you exceed the limits or need more recording time

Loom-Pricing-Page

Tella

Tella is a great alternative to Loom that allows you to present your webcam capture screen in various orientations

Tella-Landing-Page


Tella differs from Loom in the aspect that it has great design features and makes your videos more presentable

It also allows you to add zoom effects to your video so that it makes it more engaging

With Tella you can change backgrounds and record multiple clicks

Tella Pricing:

Tella does not have a free plan unlike Loom. It has 2 paid plans with unlimited videos

Tella-Pricing-Page

Conclusion:

We've now explored the best virtual assistant software in this article. You can choose the best ones based on your team size and workflow

Try Famewall for free to start collecting testimonials from your clients for your virtual assistant business with a simple link & display them as social proof on your websites without writing any code

Collect Testimonials from Customers