If you are working as a remote virtual assistant, it is important that you have the best tools ready with which to optimize your productivity. In addition to helping you make your day-to-day work easier, you will be able to save a lot of time and achieve more professional results with which to surprise your company and your clients. And to start off on the right foot, check out this Application to record working hours .
Contents
- 1The 10 best tools to be a virtual assistant
- 1Trello
- 2Slack
- 3Zoom
- 4Calendly
- 5Google Workspace
- 6LastPass
- 7CamScanner
- 8Zapier
- 9HoneyBook
- 10Canva
The 10 best tools to be a virtual assistant
Among these tools to work as a virtual assistant you will find web applications for design, messaging for work environments and some that will be very useful when it comes to organizing your time and tasks. Here you have our selection of the best tools to be a remote virtual assistant.
Trello
Trello is a tool that will be useful for organizing your projects into various categories. Among its different functions, it allows you to divide them into boards, cards and steps. You can organize a group by assigning them boards associated with the tasks assigned to it. In this way you will not have to be sending and receiving emails from your team with the new tasks that each of them has to do. And if you work on your own, it will also help you to have a better control of what you have done and what you have left to do.
Slack
Coming back to the topic of communicating by email with your team, you should give Slack a try . Without a doubt, it is one of the best communication platforms. It is based on channels and will help you organize yourself by projects or teams, as well as send messages to specific people. In addition, you can use it both on your computer and on your mobile. Do you have to leave home for a moment without losing contact with the rest of your colleagues? Slack becomes your best ally where you can send all kinds of files, add meeting reminders and even remember important messages .
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How to join or leave a workspace in Slack?
Zoom
Do you think that text messages or voice notes via Slack fall short and you want to communicate with colleagues or clients by video call? Nothing better than Zoom for it. Its free version allows you to organize meetings with up to 100 people for 40 minutes at a time. They also have a mobile app which is great for when you need to have meetings away from home or the office.
You can create Zoom meetings , record the meetings and even share a screen so that others can see what you are explaining. It really has all the necessary functions to feel like you are in a real virtual office.
Calendly
Calendly is a program designed to automatically create meetings and send links to your team or clients so they can access them without having to re-add them to their calendar. The best thing is that it can be integrated with other calendar applications such as Google Calendar. It really helps reduce the stress that comes with coordinating with clients and co-workers. It allows you to have fewer emails, less back and forth, and more time to work on the other things that need time.
Google Workspace
Google Workspace , formerly known as G-Suite, includes several useful applications that can help you if you work as a virtual assistant. Some of the best known are Google Meet, Google Drive and Google Calendar.
- Google Meet is a video communication platform similar to Zoom.
- Google Drive is a cloud-based system that includes documents, spreadsheets, and slideshows.
- Google Calendar syncs with your account so you can access it on any device.
Overall, Google Workspace is a program where you can easily share and collaborate with team members. It is an all-in-one virtual assistant tool perfect for any need you may have. Everything is very easy to use and understand.
LastPass
Do you still store your passwords in Google Chrome? After the many leaks and hacks, I recommend you move to a password manager like LastPass . This tool securely stores all your passwords and allows you to share them privately with the rest of the team. It has a free plan with unlimited password storage and one-to-one sharing, but it also has paid plans with additional features like encrypted file storage.
LastPass makes collaboration easy. As a virtual assistant, you will inevitably need access to your clients’ accounts and other sensitive information, such as credit card numbers. So it is better to do it in a safe way without putting anyone’s privacy at risk.
CamScanner
CamScanner is a mobile app that allows you to take photos of documents and convert them into PDFs, documents and even spreadsheets for direct sharing. It’s also handy for working on the go. It’s like having your own scanner on your mobile with which you can quickly send contracts or documents without having to convert images into PDFs or anything like that.
Zapier
With so many tools, don’t you think it would be good to have one that could automate processes and match some of them? If you are logging in and out of different apps or manually entering data from this app to that app, you are wasting your time. Zapier is one of the best productivity apps for creating more effective processes. It takes those apps that don’t have integrations with each other and acts as the “middle man” to automate processes.
For example, you can use Zapier to create a link between Asana and Gmail, allowing you to create tasks in Asana from emails in Gmail. It has a free and paid version that is available for those who need more features and integrations.
HoneyBook
HoneyBook is a customer relationship management program that combines project management, customer communication, and invoicing in one place. It has a built-in contact book to make it easy to keep track of customers. It also has a built-in calendar, to-do list, and project list to allow for more efficient organization.
Canva
Finally, Canva is one of those essential tools in digital marketing that any virtual assistant can take advantage of. Its easy-to-use interface makes it easy to create professional-looking charts, posters, and presentations. So you can easily create images, videos and gifs without downloading anything. It has many preset templates for those who are not familiar with creating graphic designs.
Now that you know the best tools to work as a virtual assistant, you can surely optimize resources and make the most of your working day. Do you know any other? Surely with the passage of time we will be able to update our list with new and better tools for virtual assistants.
