5 Best CRM for Virtual Assistants

So, you are in the market for a CRM that suits Virtual assistants.

Ideal, because in this article we have our compilation list for our top picks, and we compare the features and pricing for you. 

If you just want the best choice, we’ve added that right at the top of the article as this was what is most requested by our customers. So, that’ll be the “can’t go wrong” option. 

Otherwise, feel free to explore all the options we’ve reviewed on the market to find something that might fit you a little better.

Enjoy the list!

What CRM would you recommend?

In short, It’s Monday.com CRM

It’s very well rounded, well priced, feature-rich with a large community of support and a very top-notch set of tutorials for every use case. You can’t go wrong with Monday.com. It’s the software we use with our clients at our ad agency.

“🚀Try Monday.com CRM For Free, It’s my favorite webinar software to use and recommend.” -Scott Max

Monday.com is a user-friendly CRM platform that provides advanced solutions with its robust marketing tools. It allows larger companies with complex workflows to perform efficiently and produce nifty results. Monday.com has you covered for your: Service, Sales, CMS, Operations, and Marketing needs.

For more details, read our Monday.com Review.

The Best CRM specifically for Virtual assistants

Virtual assistants help manage schedules and administrative tasks; from a remote location, either through a phone call or chatbox. A CRM that allows you to understand clients’ expectations and provides a quality customer support system will be the perfect fit for this category. Have a look at the products below to choose the best CRM for virtual assistants:

1. Zoho CRM

Zoho CRM is a tool quite similar to Salesforce, integrated by different tools and functionalities that you can use according to the needs of your company. It has a number of free options and paid PRO versions, which you can evaluate according to your needs. One of its great advantages is that it can be integrated with a multitude of other tools that are not necessarily complementary to its use.

Get Started with ZohoCRM🔥

Zoho CRM Features

Zoho CRM is a robust software that fulfills all your business requirements, from closing the deal and managing company data to collaborating with your colleagues. It provides CRM solutions according to the niche and size of your organization for an ideal sales experience which makes it one of the most coveted CRM tools in the market. Zoho CRM thrives in solving unique business scenarios with a quick turnout time and produces compelling results.

Here’s a wide range of features offered by Zoho CRM:

• Canvas design studio: Every business has different requirements, so it’s weird why you should not be able to personalize your software experience. Zoho CRM allows users to makeover their homepage, tabs and menu bar with Canvas design studio. You can add aesthetic background to your CRM software and work efficiently by placing the frequently accessed; tabs on your homepage.
• Journey orchestration: Zoho CRM allows users; to create flowcharts that will determine the next step in the customer journey depending upon the response. Zoho Command Centre provides a unique interactive experience to potential clients and existing customers by analyzing the customer’s intentions.
• Omnichannel: Zoho CRM integrates all of your communications sources in one platform and smoothens proceedings with incoming leads. Moreover, you can hold web conferencing, set up service portals and live chat, collaborate with colleagues, and get real-time updates within the Omnichannel.
• Sales Enablement: Zoho CRM provides surfeit options for sales tools and lets you conduct every sales-related activity with comfort. It increases visibility into the client interactions and empowers your business portal by constantly adhering to the pre-entered commands. You can prioritize specific leads, get alerts regarding opportunities and build up a document library to assist the sales rep in negotiations.
• Performance management: Zoho CRM allows you to set targets for your employees to provide added motivation and track their performance with the SPM tool. You can also classify clients according to region, budget, and services required. Moreover, it lets you deal with multiple currencies and see exchange rates that can bolster your business.
• Developer platform: Zoho CRM’s developer platform helps you make custom solutions; for your business needs without much coding. You can integrate and unify your data from various applications, create automation, and run deluge codes to configure the CRM. It’s a perfect platform to help your developers get familiar with CRM services and build exciting products.

Zoho CRM Pricing

Zoho CRM offers subscription plans for every business, whether small, medium, or large.

The ” Standard” plan is priced: at ₹1300/month/user. It offers custom dashboards, multiple pipelines, and 1 canvas design creation.

The “Professional” plan is priced: at ₹2100/month/user. It offers SalesSignals, validation rules, and inventory management.

The “Enterprise” plan is priced: at ₹3000/month/user. It offers CommandCenter, a Multi-user portal, and advanced customization.

The “Ultimate” plan is priced: at ₹3200/month/user. It offers Enhanced feature limits, Zoho Analytics, and 25 customizable canvas designs.

Small businesses can opt for “Bigin” by Zoho, priced at ₹550/month/user.

There’s also a free edition of Zoho CRM which offers essential management tools.

2. FreshSales

FreshSales currently has more than 10,000 satisfied customers with its refreshing interface, which offers – at a glance – everything needed on the customer flow. You will be able to have information about conversations with customers, agreements, tasks and scheduled appointments with them, as well as find out how they have interacted with the website and the product, among many other functions. In addition, it allows you to control potential customers to know when it is the key moment to impact them.

Get Started with FreshSales🔥

Freshsales Features

Freshsales provides a modern-day sale engagement solution to users that want to expand their business and maximize their marketing efforts. Managing leads takes up a lot of effort and hours of scouring through various sources, but Freshsales eases that with a smooth transition of Incoming leads onto the next phase.

Here are some dedicated features of Freshsales:

• Marketing Automation: Freshsales lets you set conditions to see desired customer leads and automate the marketing tasks for prompt communication. Moreover, you can create alerts for the sales team whenever there is progress in negotiations or; the clients respond positively to marketing activity. You can set up chatbots to deal with incoming inquiries and reach out to the client via Whatsapp, Gmail or other network sources with Marketing automation.
• Deals Management: Freshsales lets you manage and visualize the sales process to convert potential leads into permanent clients. You can prioritize leads that are most likely to come to fruition and analyze the conversion rate to forecast sales for similar deals in the future. 
• Workflow automation: Sales process involves many repetitive tasks that are essential to the working of the company. Workflow automation handles routine operations to reduce manual dependency and boosts sales efficiency by breaking complex processes into simple ones.
• Cloud Telephony: Calling is a vital part of the sales process: to update clients about the latest advancements and offers regarding new products. With Freshsales, users can get over 90 virtual phone numbers for employees: to connect with the customers over the computer. You can create notes and record a conversation to provide full context and reassign a task without any problem.
• Freddy AI: Freshsales identifies leads and organizes them to make sales tasks easier. You can set up instructions, and Freddy AI will cohere to them while processing client information. It provides you insight into the likelihood of closing the lead; so you know what the next step should be and approach the opportunity effortlessly.
• Product CPQ: You can maintain an updated product catalog on Freshscales to give clients and the sales team a reference about intrinsic features along with pricing details. Moreover, you can track individual unit sales and see which products are in demand and what audience you should target.

Freshsales Pricing

Freshsales has 4 pricing options available for businesses looking to expand their sales through CRM. The “Free” version provides basic management services free of cost. The “Growth” plan is a CRM tool with automation that can boost your sales and prevent respective tasks; It is priced at ₹999/user if billed annually. The “Pro” subscription will help you customize the tools to your liking and increase sales revenue; It costs ₹2799/user if billed annually. The “Enterprise” plan gives you the AI forecasting to know the shortcomings and modify the strategy accordingly; It is priced at ₹4999/user if billed annually.

3. SumaCRM

SumaCRM allows you to visualise at a click of a button complete user files of all the company’s contacts at the same point, with information on conversations, calls, negotiations, etc… It is a perfect tool for those companies whose activity consists of providing services, as the CRM allows you to save, in a simple way, information on negotiations and the management of pending activities. In addition, it has a free 30-day demo despite the fact that it is subsequently paid for.

Get Started with SumaCRM🔥

SumaCRM Features

SumaCRM is a Madrid-based CRM service that was launched: in 2015. It gathers all of your client information in one place where you can access the entire team detail. SumaCRM avoids time wastage by automatically arranging emails and lead sources for your business while collecting every piece of information from integrated sources. It solves the problems related to the lack of internal communication in the company and makes sure that everyone is in touch with the ongoing operations.

Here are some features offered by SumaCRM that make it a perfect match for your CRM requirements:

• GDPR compliance: It is mandatory for every company in the EU to abide by the GDPR rules and disclose how the customer data is being stored, used, and shared. SumaCRM anonymizes your data to prevent it from being exploited by malicious entities. It ensures that the client data stored inside the system has a finite lifespan and stops the distribution if the client has been inactive for three years.
• Efficy integration: SumaCRM was recently acquired; by Efficy, one of the most efficient CRM service providers. It has made SumaCRM amenable to SaaS mode and On-Premise hosting. Users can decide which one to choose; based on their company’s infrastructure and data restoration requirements while being in complete control of assets.
• Calendar Synchronization: SumaCRM allows users to optimally manage time by creating tasks and making deadlines or pivotal events in the in-built calendar. You can set alerts and avoid missing out on promising business opportunities. Moreover, the administrator can create polls to determine the best time for a meeting by consulting all relevant members within the SumaCRM.
• Management of areas of Interest: SumaCRM can ease the tasks of your marketing department by categorizing the client database with domains of interest and providing a personalized communication experience. Your clients can choose which notifications they want to receive with an extranet account, or your marketing department can add areas of interest to the customer’s profile.
• Multi-Cargo Management: SumaCRM avoids sending a package to the same client holding positions in different organizations. It is done by identifying similar responses and eliminating the recurring contacts so that it is only counted once. Imagine a potential client fills up a web form multiple times by mistake; SumaCRM will bracket such instances and ensure that only the initial response is taken into context.

SumaCRM Pricing

SumaCRM offers 4 pricing options:

The “Starter” plan is priced at €20/month/user upon annual billing and offers simple email marketing along with task scheduling.

The “SMB” plan is priced at €40/month/user upon annual billing and offers high configuration ability, marketing campaign management alongside customer segmentation.

The “Enterprise” plan is priced at €60/month/user upon annual billing and offers Extranet integration, advanced tracking tools alongside gamification.

The “Corporate” plan is priced at €80/month/user upon annual billing and offers BPM automation, multi-channel marketing alongside form creation tools.

4. Streak

Streak is a CRM fully integrated into your Gmail inbox and works in conjunction with all other G Suite applications. It can be used to track many business processes, including sales, partnerships, support, recruitment, business flow and more. Streak also includes a powerful set of email tools, such as email tracking, which allows you to keep track of when an email is opened.

Get Started with Streak🔥

Streak Features

Streak helps you to organize the inbox, collaborate with your team and be more productive in Gmail. It structures all incoming emails into “Boxes”, which store all the relevant information about the entity you want to track. A box can contain an incoming lead, customer service ticket or any other incoming data that is of paramount importance for the rapid growth of your business.

Here are some enticing features offered by Streak:

• Context-specific Tracking: Streak records and tracks emails with contextual information to make case reassignment easier. It ensures that everyone can deal with a lead by providing pertinent details and suggesting the upcoming approach. 
• Customizable Workflow: Streak lets you alter the pipeline composition to suit your requirements. You can rearrange leads, switch between views, change the menu buttons and create different pipeline templates to work efficiently.
• User-friendly interface: Streak has an uncomplicated interface, and anyone who knows the basics of Gmail or Google Sheets will have no problem using Streak. You can transfer your data in and out of Streak at any time by integrating it with Google Sheets. Moreover, Streak recognizes all input types and automatically updates the creation date of an email.
• Fundraising: Most of the professional conversation with investors or co-founders takes place within Gmail. Streak lets you see the entire history of a mail directed toward your company and connect easily with stockholders and venture capitalists. As an administrator, you can limit other users from accessing information regarding investment and set reminders to avoid missing the deadlines.
• Business relations management: Streak handles every sales-related task and marketing campaign within Gmail while allowing you to collaborate on projects with team members. You can automate follow-up emails to reduce the waiting period for clients and get feedback regarding your outgoing mails to improve the chances of getting a positive response from the customers.
• Recruitment process management: Streak simplifies the hiring process by creating a customized email experience depending upon your previous mailing patterns. You can view all applications inside your Streak integrated Gmail account and forward it to the relevant person with contextual information regarding the applicant. Moreover, Streak lets you use templates to send personalized messages to each applicant.
• Built-in Customer support: Streak lets you access customer complaints within Gmail, sort tickets related to FAQS, understand the customer issue, and prioritize cases for a quick resolution.

Streak Pricing

Streak offers 4 pricing options to get a Gmail-integrated CRM service.

The “Free” plan lets you get familiar with the basic features of Streak for absolutely no cost. You can create private pipelines, perform 50 “mail merge” a day, track emails, and create 500 “Boxes”.

The “Solo” plan is priced at $19/month/user and increases the “Box Creation” limit to 5000 while allowing you to perform 800 mail merge a day.

The “Pro” plan is priced at $59/month/user and offers a shared pipeline to bring your team on a single platform.

The “Enterprise” plan is priced at $159/month/user and lets you customize Streak completely, as per your preferences. This plan unlocks all available features.

5. DataCRM

DataCRM is one more of the recommended software because it allows, in an easy and simple way, to track in real time all the businesses, prioritizing activities with the help of colours and establishing workflows. In addition, it allows you to adapt to business processes and define metrics and progress indicators, as well as obtain detailed reports on performance. It has 24/7 online support and can be used from anywhere in the world.

Get Started with DataCRM🔥

DataCRM Features

DataCRM helps users to define acquisition, sales, and customer service processes that rationalize business operations. It’s a great tool to obtain quick results and maximize the efficacy of marketing campaigns. Businesses can record each task within DataCRM and sort pending activities according to the priority. It mitigates the risk of missing out on crucial conferences or business events and keeps you updated with any recent changes in the schedule.

Here’s a list of features that DataCRM offers:

• Managerial indicators: It is like an analysis hub inside DataCRM where you get a broader vision of what is happening commercially. You can get daily work reports of each sales rep, set reminders about future tasks, and define parameters to entertain selective solutions.
• Sales statistics: DataCRM has set up the most common sales procedures that a business goes through; while converting a lead. You can modify these junctures according to your firm’s unique requirements and group leads in similar negotiation stages. Moreover, you can also observe the commercial evaluation of each opportunity and approach it suitably.
• Sales rep metrics: It gives you the desired information regarding the sales rep allowing you to assign them the task accordingly. You can tune the indicators to find out the productivity of each sales rep and assess whether they have achieved the targets. It also provides data about sales leads created or lost: making it a promising tool for management-related activities.
• Email templates: DataCRM allows you to prepare Email templates that assist in relaying new offers to the clients deftly. Each template will be stored and available for future use. You can change the intrinsic details and reuse relevant templates to save time and effort.
• Lead modules: DataCRM allows you to access specific leads from the pipeline and add pertinent attachments. It gives the sales rep an idea about how to approach the deal and makes it easier for you to reassign a task. You can add documents of the case file to make every information accessible for trainees or new employees.

DataCRM Pricing

DataCRM offers 2 pricing options to utilize the CRM services. Also, the total cost depends on the number of users you have, with the minimum amount being 3. The “Basic” plan comes with limitations in the number of custom reports you can create, automatic tasks you can assign, storage space, and does not have an API for developers, whereas the “Pro” plan offers all available features without any restraints.

Benefits of Using CRM for Virtual Assistants

Utilizing a CRM like Zoho offers numerous advantages that can significantly enhance the efficiency and productivity of virtual assistants. Here are some key benefits:

1. Streamlined Communication

A CRM centralizes communication, ensuring that all interactions with clients are stored in one location. This feature minimizes the chances of losing important information and maintains a clear communication trail. Whether it’s emails, chat logs, or meeting notes, you can quickly access all relevant conversations, which ensures smoother and more efficient collaboration with clients.

2. Enhanced Task Management

Virtual assistants often juggle multiple clients and projects simultaneously. With a CRM, you can easily assign tasks, set deadlines, and track progress for different clients within a single platform. This organized approach helps prioritize workloads based on urgency and importance, allowing you to stay on top of deadlines and keep clients satisfied.

3. Improved Client Relationship Management

A CRM system helps you gain a deeper understanding of your clients’ preferences and behaviors. By analyzing customer data, you can personalize your interactions and tailor your services to meet their specific needs. This level of personalization fosters stronger relationships and builds client loyalty, which is vital for retaining clients in a competitive market.

How to Choose the Right CRM for Virtual Assistance

Choosing the right CRM system for your virtual assistant business can be a transformative decision. With so many options available, it’s important to consider several key factors to ensure you select a system that fits your unique needs. Here are some essential criteria to evaluate when making your choice:

1. User-Friendliness

A CRM should be intuitive and easy to navigate. Since virtual assistants often manage various tasks and clients simultaneously, a system that requires minimal training and can be easily adopted is crucial. Look for a CRM with clear interfaces and features that allow you to quickly access necessary functions without unnecessary complexity.

2. Customization Options

Each virtual assistant has different workflows and client needs. Opt for a CRM that allows for customization to fit your specific business model. This might include customizable dashboards, editable fields, or the ability to create tailored reports. A flexible system can adapt to your evolving requirements without the need for significant adjustments.

3. Integrations

Consider a CRM that integrates seamlessly with other tools you already use. Whether it’s email marketing platforms, scheduling software, or project management tools, effective integrations can reduce manual data entry and enhance overall efficiency. A robust CRM with a variety

Why use a CRM at all?

Business management requires efficiency across all departments and an understanding of clients’ requirements; to deliver personalized services. Without a dedicated system to store client data and process customer requests, you cannot scale your operations and reach your business potential.

CRM helps you digitize your business operations and improve the productivity of your employees by allowing them to focus on primary objectives. It automates repetitive tasks and uses client data to analyze current market trends. So your marketing teams can devise strategies accordingly and prepare effective campaigns.

Why should Virtual assistants use a CRM?

Virtual assistants provide services to the client and try to minimize their workload by efficiently managing all tasks. Scheduling your client’s jobs is essential as a virtual assistant and determines whether you’ll be able to hold on to a customer or not.

Without a dedicated system; to process client requests and deal with repetitive tasks, you cannot maximize your business potential. CRM allows you to seamlessly connect with your customer base and customize dashboards to suit their requirements.

You can schedule appointments, handle administrative requests and process several leads in a centralized location. CRM stores every detail and analyzes it to provide valuable insights into your operations.

Moreover, CRM is integratable with outside channels optimizing lead generation and increasing the chances of closing a deal. CRM enables you to effectively use client data and provide personalized services for long-lasting relations.

You no longer have to switch between phone calls or scour through emails to handle client’ requests as CRM automatically imports all relevant conversations or incoming leads inside its database. So you can access everything from one unified interface.

CRM for Virtual assistants, A Summary

Virtual assistant business depends on managing several client requests and delivering personalized solutions for every entity. With a CRM, you can distinguish between tasks easily and prioritize the urgent customers by segmenting client profiles.

Zoho CRM offers a customizable platform that serves all requirements of a virtual assistant business. It comes with a scheduler that can help you manage clients’ schedules in real-time based on the provided information. Zoho is our suggested pick for a CRM that suits Virtual assistants. Visit the website to get started.