One of the easiest ways to become an indispensable Virtual Assistant is to master something that every busy business owner needs help with — keeping track of their clients. In this post, we’ll walk through the CRM basics every VA should know, how to choose the right tool, and how to turn this essential admin skill into one of your strongest selling points.

Managing client relationships is crucial for business success, and a Customer Relationship Management (CRM) system can significantly aid small businesses in this task. A CRM is a tool designed to manage interactions with clients, providing insights, automating follow-ups, and offering analytics to enhance decision-making.

With so much to learn and navigate, it’s easy to feel overwhelmed. Here are ten essential lessons I’ve learned throughout my VA journey.