Scale Your Virtual Assistant Business with Powerful CRM Software
Welcome to the only CRM sytem you will ever need to manage your virtual assistant business
Risk Free
14 days free trial
Streamline your systems
Sick of multiple tools, tabs & apps?
Convenience
Say goodbye to multiple apps, tab overwhelm and expensive costs by funneling all of your must-have software into one automated CRM system designed to help you win clients, nurture prospects and retain existing clients without having to lift a finger.
Automation
Using powerful automated workflows you can streamline customer and team onboarding processes, use funnels to build your mailing list, track leads with custom pipelines and keep your social media on track with scheduling and ads management.
Leads
Includes our bespoke Exclusive system to help you close deals within 24 hours, a bonus lead magnet funnel to attract your dream clients, and extra courses to help you win at marketing, bring in new leads and steer the course as your virtual assistant business goes through ups and downs.
More Than A CRM not only gives you the all-in-one software to run your Virtual assistant business, you also get a bank of free resources to help you on your business journey.
Explore Features
When you sign up for More Than A CRM you get:
Customised CRM System
CRM and client management system for virtual assistants with done-for-you funnels, workflows, a website template specifically for VAs so you can hit the ground running worth £85 per month
Seamless Client & Associate Onboarding
Automate your entire onboarding process so you can bring in new clients and associate VAs without the manual back and forth. AND get our ready-made virtual assistant client onboarding template system.
Analytics & Reporting
Make informed decisions with intuitive dashboards, performance metrics, and custom reports that help you measure success and identify growth opportunities.
Seamless, Simple Technology That Anyone Can Use
Get all your usual tools in one place.
Increase your profit by kissing goodbye to spending on multiple apps. More Than A CRM replaces all of these:
Calendly, Acquity etc
Hootsuite, Buffer, Later etc.
Active campaign, Hubspot, Mailerlite
Kajabi, Teachable, Thinkific
Wix, Squarespace, etc.
Clicksend
Clickfunnels
Typeform, Jotform etc.
Trello, Clickup, most project management tools
Twilio & online phone management
Our Mission
All-in-one automated CRM to help you become productive, efficient, and scalable.
Whether you're a solo virtual assistant or growing into an agency, investing in a system that can help you streamline operations, manage clients and projects and help you scale, is a smart business decision. More Than A CRM is the system we used to scale our virtual assistant agency to 6-figures.
The More Than A VA Account Management system is built on the power of Go High Level, a leading business CRM, and all-in-one sales and marketing platform used by agencies worldwide. Utilising this powerful system means that you get all the advanced features of Go High Level PLUS our exclusive VA agency-focused tools, templates, and training—all in one place. In addition, you don't get an out of the box CRM, you get a ready-made system designed specifically for virtual assistants.
Payments Integrations
Seamlessly connect to your payment provider and accounting software to automate sales and track conversions.
Client Management
Deliver personalised customer experiences through automation, segmentation, and smart setup.
Increase Income
Create courses, memberships, communities and training right inside the platform and use sales funnels to sell them.
Lead
Tracking
With the opportunities feature, you can create as many kanban style boards (or view in list view) as you like to track leads
Explore Features
Why Virtual Assistants Love More Than A CRM
Seamless Client & Associate Onboarding
Automate your entire onboarding process—so you can bring in new clients and VAs without the manual back and forth. AND get our ready-made virtual assistant client onboarding template system.
Scale Into An Agency
Easily track client calls, associate schedules, and appointments all in one place for your team. No more waiting for associates to let you know their availability. Book them in with clients automatically.
Pre-Loaded Funnels & Landing Pages
Get high-converting landing pages, email sequences, and automation ready to go—so you can attract more clients and onboard new VAs effortlessly.
Features You Won't Believe
Unlimited contacts and emails
No contracts month to month
Funnels, sales & landing pages
Multiple Calendars including 2-way sync
Powerful, automated workflows including AI integration
Onboarding and set-up included
Insights, feedback & reviews
Email marketing and newsletter campaigns
Sales pipelines and kanban boards
Task management and assignment
Forms, surveys, quizzes & QR codes
Social media scheduler & planner
Two-way text and email conversations
Google My Business & reviews integration
Optional Whatsapp integration
Text to pay, payments and invoicing
Proposals, estimates & digital contract signing
Conversation management across socials & email
Lead scoring and trigger links
Create websites and blogs
Create courses, memberships and communities
FREE regular updates
Training to help you get started
Full support
Socials Scheduled
Social Media Management With Unlimited Channel Integration
With everything under one roof inside More Than A CRM, it will come as no surprise that you can create and schedule social media across multiple channels and even create ads there and then inside the scheduling tool too.
⇨ Track your analytics right inside the platform
⇨ Schedule across unlimited & duplicate channel types
⇨ Use AI to create images alongside your posts
Staying ahead
Beyond Email marketing
#1
Mail Management
Create newsletters, emails and sms messages to share with your audience and customers without limits.
#2
Advanced Analytics
Monitor email opening rates, test to see what works best, and keep on track of unsubscribers and email bouncing to improve rates
#3
Email Integration
Integrate with your own email provider or use the built-in server to ensure your emails never go into spam.
Smart Solutions. Real Results.
"
"Your support and guidance is incredible, I appreciate you so much as I’ve watched my business grow with your support and CRM system - you are amazing Lisa"! 💞
"
"I can absolutely vouch that this is worth being in. I've only been in a couple of days and the quality of training/learning and systems in 🙌 "!
"
"Obsessed with the CRM! 🤩 "
Bonus Features For Virtual Assistants
For just £35 per month you get all of this included!
Full training and ongoing support
Access to our growing resources database
Access to the I Am More Than a VA Facebook Group
Instant access to new templates, guides and done for you documents as they are released
Weekly newsletter full of insights and tips
Done for you client & associate onboarding workflows, client win-back strategy & VA website template
FREE training: Monetise Your Knowledge As A VA
FREE Course: 15 Ways To Build A Massive mailing List
FREE Course: Steady and Scaleable: Preparing For The Realities Of VA Growth
Priority access to become a guest on our VA Live Lounge Podcast - perfect for PR
Additional tech videos to help you add more automation & systems
20% OFF all events, masterclasses, courses and programmes
The only system you will ever need for your virtual assistant business
Scalable & Efficient
Users: Unlimited
Sales & Marketing Tools
Email + Campaign Management
Funnels & Workflows
£35
Per Month
Included in the system is also a complete Virtual Assistant website template!
Smart Pricing
One Price. No limits
Your All-In-One Solution
Scalable & Efficient
Users: Unlimited
Sales & Marketing Tools
Email + Campaign Management
Custom Integrations
£35
Per Month
And Finally...
Your subscription includes unlimited contacts, users and emails, there are no hidden costs. However, within the system there are optional in-app purchases you can make including Whatsapp. In addition, when you send emails and sms messages a wallet charge of £7.65 is triggered to cover your sms & email costs. The wallet is topped up when your balance hits zero and covers over 14,000 emails. If you want to enjoy the benefits of sms simply buy a number from as little as £1.10. Some AI features incur an additional charge but all charges are displayed before purchase and are completely optional additions alongside the hundreds of features that are already included in your monthly subscription.
Unlock the true potential of your business with Us—your partner in growth and scalability. Designed to adapt to your evolving needs.
CRM
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