Recommended Client Management System

I get a lot of inquiries and requests for advice from new virtual assistants who are just beginning to build their businesses so I have decided to write a series addressing some of these issues.  One of the most commonly asked questions is what client management system do I use in my practice.   As a new virtual assistant I knew that organization is easily one of the most important things that my practice had to implement to survive and grow. 

I need to be able to have all of my clients’ information readily available in one spot so there is no delay on working on their projects.  Our clients are tremendously excited and involved in their online businesses and it is not at all unusual to get a phone call, email or text message with a time sensitive project request. 

I have tried several client management systems (CMS) including Basecamp but ultimately was most satisfied with ClientSpot.  In fact, I am so pleased with ClientSpot that I will be offering a free teaching course on it. 

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ClientSpot allows my very busy virtual assistance practice to create projects, add tasks, files and comments as we work for each individual client.  As we are a multi-VA firm, it is critical that each assigned virtual assistant have access to the projects that they are working on.  By adding my team members as a sub-contractor they can also have access to the same information that I have which means no more lenghthy conference calls or back-and-forth emails.  Clearly this creates more time each day to devote to your existing clients and also allows you to build and grow your virtual assistance business by giving you additional hours each week to obtain new clients for you or your virtual assistance multi-VA practice.

One of the best features is that you can send your client a login ID and they can login to their project to view progress, add tasks, check hours used and more.  My clients love this feature!

I would love to hear from working virtual assistants about their recommended CMS.