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All-in-One virtual assistant CRM software

You will always be ahead of the game with HoneyBook’s clientflow management platform, which is so much more than a regular virtual assistant CRM software. By combining CRM functionality with project management, communication tools, and online payments, you can manage your entire virtual assistant business all in one place.

No credit card required
All-in-One virtual assistant CRM software

Streamline your entire clientflow

Stop switching tools for every task. As a comprehensive clientflow management platform, our virtual assistant CRM manage communications, online contracts, and projects from one central hub.

Showcase what makes your virtual assistant business unique

Stand out with virtual assistant contract templates, online invoices, proposals, and questionnaires that fit your brand and business.

Let clients sign, pay, and book faster

Send professional invoices and proposals that make it easy for clients to pay online. Plus, let automatic payment reminders do the follow-up for you.

Easily manage clients from the first touch to final payment

  • Funnel inquiries directly into HoneyBook
  • Automate follow-ups and tasks to take work off your plate
  • Use questionnaires to understand clients’ needs
  • Get real-time notifications for important status updates
Easily manage clients from the first touch to final payment
Easily manage clients from the first touch to final payment

Streamline all client communication

  • Keep the back-and-forth in one place within our virtual assistant CRM
  • Let clients schedule consultations or meetings based on your availability
  • Get read receipts on all emails and files
  • Invite team members or collaborators so everyone’s on the same page
Streamline all client communication
Streamline all client communication

Run your entire virtual assistant business on-the-go

  • Get notified whenever a new inquiry comes in
  • Send proposals, invoices, and contracts from your phone
  • Access project details offline, anytime
  • Track payments in real time. Cha-ching!
Run your entire virtual assistant business on-the-go
Run your entire virtual assistant business on-the-go

Thinking of switching?

Grow your virtual assistant business without losing the personal touch.

Features virtual assistants love

All-in-one clientflow platform

Stop switching tools for every task. Keep everything — client communication, documents, payments, scheduling, and more — in one organized place.

Lead and project tracking

Funnel prospective clients from your website, Facebook ads, and email directly into your clientflow on HoneyBook. From there, easily follow up and track projects from end-to-end.

Online invoices

Make it easy for clients to receive your invoice and pay you for your social media consultant services. Set a fixed payment schedule or charge on a recurring basis. Plus, let automatic reminders do the follow-up for you.


Combine online invoices, online contracts, and payments into one seamless experience. Proposals cut down on back-and-forth and help you book clients 2x faster.

Online contracts

Protect your social media consultant business and create legally binding contracts written by attorneys. Start from one of our templates and add custom language, plus get notified as soon as a contract is signed.

Online meeting scheduler

Set your availability and let clients easily schedule time with you. Plus, create multiple session types, add locations and send auto-replies and reminders.

Online payment software

Accept all major debit/credit cards with processing fees as low as 2.9% + 25¢ and ACH payments with a 1.5% processing fee. We replace PayPal or Square and even work directly with you in the event of a payment dispute.


Automate steps in your process, at the cadence of your choice. Automations free up your time, so you’re free to focus on your clients and growing your social media consultant business.

Free file setup

Our team is here to make your transition onto HoneyBook's virtual assistant CRM seamless. Simply send us the documents you currently use to run your virtual assistant business, and we’ll set them up on our platform for free.

Client portal software

Give clients access to an organized shared workspace, so you’re always on the same page.

Payment reminders

Automatically send payment reminders to clients when they have upcoming or overdue payments, so you never have to chase down another payment.

Mobile app

Work from anywhere with the HoneyBook App for iOS and Android. Get real-time updates on leads, payments, and more.

Create professional documents and emails in minutes with customizable templates

You save everyone else’s time - now start saving your own. Speed up Start saving major time on your client communication with templates for virtual assistants.

Virtual Assistant invoice templates

No matter what kind of virtual assistant work you do, you won’t get paid unless you send an invoice. Whether you charge on a recurring basis, collect an up-front deposit, or want to bill clients on specific dates, our virtual assistant invoice templates have you covered.

Instead of creating an invoice from scratch every time, start with a template and customize it to make it your own. Our virtual assistant invoice templates allow you to provide a tailored online invoice that you can use to showcase your itemized services and packages.

Virtual Assistant invoice templates

Virtual Assistant contract templates

Protect yourself with virtual assistant contract templates. Quickly craft comprehensive and legally-binding online contracts. The best part is that clients can sign your contract from any device.

Start from our provided virtual assistant contract template, tailor it to fit your service offering, and add any existing legal language you have. Our smart fields help you quickly fill out contracts with existing job-specific details so you save tons of time and get your contracts out asap! We always recommend reviewing your virtual assistant contract template with your attorney to make sure that every aspect of your work is covered.

Virtual Assistant contract templates

Virtual Assistant brochure templates

Show your clients how exactly you can help them get on top of their business. Sell your packages, add-ons, and other services to clients with brochure templates for virtual assistants. Brochures are professional and customizable documents that can function as welcome packets, pricing lists, quotes, testimonials, questionnaires, progress guides, worksheets, and more.

Present your work to clients with virtual assistant brochure templates and capture their response, whether they select one of your services, answer your questions, or ask you for more information.

Virtual Assistant brochure templates

Virtual Assistant proposal templates

Show everyone how you get things done and convert inquiries into booked clients with HoneyBook’s online proposal software. Proposals combine an online invoice, online contract, and payment into one user-friendly flow, so that you can skip the back and forth and get paid fast.

Creating your customized proposal for virtual assistants is easy. Find a template you like and tweak it to suit your specific needs, adding your services in minutes. After that, all you have to do is send your proposal to your clients. Once you send your virtual assistant proposal, your clients can review, fill out and sign the contract, and pay!

Virtual Assistant proposal templates

Virtual Assistant questionnaire templates

It’s your job to know exactly what your clients need. Get all the answers and collect feedback with questionnaire templates for virtual assistants.

Virtual assistant questionnaire templates help you ask the right questions and get the information you need. No matter what stage of the process you’re in, there’s a virtual assistant questionnaire template to do the job. You can save and use as many questionnaire templates as you’d like!

Virtual Assistant questionnaire templates

HoneyBook's virtual assistant CRM software FAQ

What should I look for in good virtual assistant CRM software?

How can I grow my virtual assistant business?

How would HoneyBook work for my virtual assistant business?

What should I look for in a good virtual assistant mobile app?

I’m looking to become a virtual assistant, what online tools do I need?

Does HoneyBook provide virtual assistant contract templates?

Does HoneyBook provide virtual assistant proposal templates?

Does HoneyBook provide virtual assistant client questionnaires?

How much does HoneyBook cost?

It’s free to try.

We hope you do.

93% of members would recommend HoneyBook to a friend.

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