Virtual Assistants

Finding new leads isn’t always easy, but Indy can help you through the process. You can create a custom web form to use as a survey, or add it to an email campaign, or even link to it from a social media group. However you get them there, you can start gathering leads for your next marketing campaign using Indy’s Forms tool. Then keep on top of your outreach with the lightweight CRM capabilities of Indy’s People tool.

Clients expect you to be organized. Show off your skills with professional documents created in minutes with Indy’s Proposals and Contracts tools. You can use the simple editors to draft new documents quickly and then send them to your new clients. Automatic signature tracking and file storage help you keep your documents with the right projects.

Every client wants to get off to a quick start. You can help them with great onboarding forms. Indy’s Forms tool comes to the rescue here as well. You can create one or multiple forms for bringing new clients on board quickly and easily. Once they’re getting rolling, use the Calendar tool to set up a winning launch meeting.

Every client has multiple tasks, deadlines, and work going on. Use Indy’s Projects tool to bring all the details together in one place - the dashboard. See your upcoming work, billable hours, and files at a glance. Then, you can plan your work around your client’s priorities and keep everything moving. The Time Tracker integrates easily with each project so you can track your billable hours with just a few mouse clicks.

When it’s time to send the invoice, Indy can help you get it done faster. Add all your unbilled hours from the Time Tracker to an invoice with a single click. Check your totals, add any extra items, and you’ll be ready to go. Once you send your invoice, your clients can pay via PayPal, Stripe, or Zelle. Offering multiple payment methods can help you get paid faster.