Software

Sidekick CRM

Virtual assistant marketplace and agency management platform

Client: Conversion Marketing Pros

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Agency command center displaying total revenue, active contracts, workforce size, and match counts at a glance, with quick-action cards for customer management, VA profiles, and performance insights - giving operators a complete business snapshot the moment they log in.

// platform capabilities

What We Built

Every feature engineered to solve a real problem — not just fill a feature list.

Every Lead, Never Lost

Every contact, every note, every conversation lives in one place with full history. No more sticky notes, no more 'I thought you were following up on that' — whoever touches a lead can see everything that's ever happened with them.

See Your Entire Pipeline at a Glance

Drag deals through custom stages on a kanban board and instantly see where revenue is sitting and what needs to move. You'll know exactly which deals need attention today without opening a single spreadsheet.

No Lead Goes Cold

Automated follow-up reminders fire exactly when you need them — not when you remember. Set it once and the system makes sure you reach back out at the right time, every time.

Know Where You're Winning and Losing

Conversion rates, deal velocity, and revenue forecasts by stage show you exactly where deals are dying. Fix the bottleneck instead of guessing why your close rate is off.

Every Conversation on the Record

Log emails and messages directly from the CRM without switching tabs. Every interaction is attached to the right contact so there's never a question about what was said, promised, or agreed to.

Find Anything Instantly

Full-text search across every contact, deal, and note means you're never spending two minutes hunting for something. Type a name, a company, or a keyword — it's there.

The Challenge

Virtual assistant agencies lacked a unified platform to manage their workforce, customer relationships, contracts, and payments.

Our Solution

An all-in-one agency management platform with VA marketplace, messaging, contract lifecycle management, payment processing, and real-time analytics.

The Results

Complete agency operations visibility with customer management, VA workforce tracking, revenue analytics, and integrated payments.

Project Deep Dive

▸VA marketplace with service listings, advanced filtering by skills and experience, and match scoring algorithm
▸Contract lifecycle management with digital two-party signatures, auto-activation, and scope change workflows
▸Stripe payment processing with payment intents, invoice generation, refund support, and role-based payment views
▸In-app messaging system with unread counts, auto-scroll, read receipts, and conversation history
▸Agency admin CRM dashboard with revenue tracking, customer management, and sidekick workforce overview
▸PDF contract generation with signature status and secure authorized-party-only downloads

More Screenshots

Multi-channel messaging hub with threaded conversations, read receipts, and contact-linked message history - centralizing all client and VA communications in one searchable inbox.

Contract lifecycle manager with status tracking (Active, Pending, Completed), monthly billing details, client-VA pairings, and automated payment schedules - managing every engagement from proposal through completion.

Intelligent matching system pairing clients with virtual assistants based on skill requirements, availability, and budget - automating the placement process that traditionally requires hours of manual coordination.

Admin operations dashboard with KPI cards tracking 24 active customers, 82 sidekicks, match success rates, and revenue metrics - providing platform operators with the metrics that matter for scaling a VA staffing business.

Virtual assistant workforce management with skill profiles, availability status, hourly rates, and assignment history - enabling operations teams to track and deploy 82+ VAs across client engagements.

Customer account management with company details, needs assessments, contract counts, revenue tracking, and pending payment indicators - giving account managers a complete view of every client relationship.

VA applicant pipeline with application review workflow, skill evaluation, and status progression from submitted through approved - streamlining the hiring process for scaling the virtual assistant workforce.

Centralized contact directory with role-based categorization, company associations, and communication history - maintaining a complete relationship map across the entire platform ecosystem.

Platform-wide messaging administration with conversation monitoring, message templates, and bulk communication tools - enabling operators to maintain quality communication standards across all client interactions.

AI usage analytics dashboard tracking API costs, token consumption, and model performance across platform features - providing transparent cost visibility for AI-powered operations like smart matching and automated messaging.

Resource hub with Command Center for real-time operations and Cape & Compass Vault for training materials - equipping virtual assistants with the tools and knowledge they need to deliver exceptional client service.

Time-off request management with approval workflows, balance tracking, and calendar integration - handling workforce scheduling at scale without spreadsheets or email chains.

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