Virtual Assistants

Helping other people run their businesses and lives is how virtual assistants make money. Wasting time on your own admin isn’t. So let Indy help you streamline your work with smart tools that get your common jobs done quickly and easily.

Simplify your projects with Indy’s Tools

Step one

You can use Indy to find new clients

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.

Step two

Seal the deal faster with Indy’s Proposals and Contracts

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.

Step three

Launch your next project quickly with the Forms and Calendar tools

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.

Step four

Manage every detail with Indy’s Projects Tool

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.

Step five

Get Paid Faster with Indy’s Invoices Tool

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.

Bring all your freelance admin work together in one workspace using Indy’s tools to create a seamless workflow.

Freelancing Made Simple

Freelance Virtual Assistants FAQ

Why is Indy good for freelance virtual assistants?

Virtual assistants can make great use of Indy’s forms, proposals, and contracts to find new leads, land new clients, and get on with the business of doing business. Once the job starts, tracking billable hours and getting paid are simple with Indy’s Time Tracker and Invoices tools.

How long is the free trial?

The free trial doesn’t have an end date. For some of our tools, there are some limits on how much you can use them each month. However, Indy costs less than the two cups of coffee you bought last month while you tried to sort out your admin at Starbucks.

Which payment methods does Indy support?

When you create an invoice with Indy, you can integrate payment methods like PayPal, Zelle, Stripe, and other card payment providers.