Starter
$29/month
- 2 team members
- Up to 50 clients
- 1 GB secure file storage
- Client intake & referrals
- Task management & shared calendar
- Team assignments & activity log
- Standard reports & notifications
The business workspace built for virtual assistants
Your VA business.
One organized workspace.
Manage clients, bookings, tasks, forms, documents, contracts, invoices and calendars — without jumping between six different tools.
ClientsBookingsTasksFormsDocumentsContractsInvoicesCalendar
Stop running your business from six different tools.
Every disconnected tool is another tab, another password, another place to lose something. ClientDesk VA replaces that patchwork with one workspace that already knows your clients, your calendar and your money.
Email
Calendar
Spreadsheets
Booking tool
Forms
Documents
Invoicing
ClientDesk VA
One clear path, from first hello to final invoice.
Every step of your client relationship lives in one place, in the order it actually happens.
- New clientCapture the lead
- OnboardingIntake, forms, welcome
- BookingDiscovery call scheduled
- TasksThe actual work
- DocumentsContracts, deliverables
- InvoiceSent and paid
- Follow-upRetain the relationship
What's inside
Fewer tools. More time serving clients.
Clients
Everything about your client, in one place.
Contact details, appointment history, active tasks, uploaded documents, invoices and portal access — one profile that grows with the relationship.
Scheduling & bookings
Bookings without the ping-pong emails.
Publish appointment types with your availability, take bookings from a public link, and confirm meeting details automatically — Google Calendar and Outlook stay in sync.
Tasks
Never lose a follow-up again.
Personal, team and client-linked tasks with priorities, due dates and status. Everything you owe someone, in one honest list.
Forms & onboarding
Onboard new clients in minutes, not days.
Intake forms, service requests, contracts and welcome documents live together. Send one link — get everything you need back, filed under the right client.
Calendar
Your whole workday, one clean view.
Month, week, day and list views. Every booking, every event, every deadline — in a calendar you actually want to open on a Monday morning.
Purpose-built
Not another complicated sales CRM.
ClientDesk VA was designed around the day-to-day workflow of running a virtual assistant business. Bookings, tasks, forms and documents are first-class citizens — not afterthoughts stapled to a sales pipeline.
Client-first, not lead-first
Built around the client you already have, not the pipeline you don't. No deal stages you'll never use.
Onboarding is the star
Intake, welcome documents, contracts and portal access are baked in — not bolted on with a third-party app.
Made for how VAs actually work
One workspace across every client. No context-switching, no half-full spreadsheets, no lost details.
Simple from day one.
No 60-minute setup call. No implementation package. If you can send an email, you can run your VA business inside ClientDesk VA.
- 01
Create your workspace
Sign up and name your organization. That's your desk.
- 02
Add your clients
Import from a spreadsheet or add them one at a time — takes seconds either way.
- 03
Connect your calendar
Link Google Calendar or Outlook so bookings and events stay in sync automatically.
- 04
Start working
Send intake, book calls, deliver documents, invoice. All in the same place.
Integrations
Works with the tools your day already runs on.
We only list what you can actually connect today. More coming, but we don't advertise them until they ship.
Google Calendar
Two-way calendar sync
Microsoft Outlook
Two-way calendar sync
Google Meet
Auto-generated meeting links
Microsoft Teams
Auto-generated meeting links
Stripe
Web billing & invoice payments
Apple StoreKit
iOS in-app subscriptions
Product tour
See it in two minutes. No signup required.
Pricing
Simple pricing. No surprise fees.
Every plan includes clients, bookings, tasks, forms, contracts, invoices and calendar. Choose the size that fits your practice.
Most popular
Professional
$79/month
- Everything in Starter
- 10 team members
- Up to 500 clients
- 10 GB secure file storage
- Advanced intake, calendar & activity
- Advanced reports & full notifications
- Priority support
Business
$149/month
- Everything in Professional
- 25 team members
- Up to 2,000 clients
- 50 GB secure file storage
- Advanced reporting & custom branding
- Multiple locations & API integrations
Need more? Talk to us.
More users, more clients, larger storage, or a custom setup for your team? Get in touch and we'll build a plan around you.
Security & privacy
Built to earn your trust in plain language.
We don't claim things we can't prove. Here's exactly what we do — and where to find the details.
TLS 1.2+ in transit
Every request between your browser and ClientDesk VA is encrypted with modern TLS.
Passwords hashed by Supabase Auth
Your password is bcrypt-hashed and never stored in plaintext, ever.
Tenant isolation at the database
Postgres Row-Level Security means your organization's rows stay in your organization.
Audit logging
Every mutating action is logged with the actor, timestamp and IP for security review.
You can delete everything
Account deletion is available from Settings → Account, and by writing to us. See the details.
Spend less time managing tools.
Spend more time serving clients.
Bring your VA business into one organized workspace. Every client, every task, every document — in the right place.
Coming soon on the App Store.