Virtual assistant CRM
A complete history for every virtual assistant customer
See invoices, quotes, payments and notes on a single timeline for every customer. Import contacts from your phone, vCard or CSV, or quick-add a customer straight from an invoice.
No credit card required
Bridge Street Offices
Customer · Virtual Assistants
Phone · 07700 900123
Email · accounts@example.co.uk
Address · United Kingdom
Recent activity
Invoice INV-0089 · Paid
£680.00 · Card · 2 days ago
Quote EST-0142 · Sent
£975.00 · Monthly VA — Bridge Street
Note
Called about follow-up — prefers mornings
Never lose track of a virtual assistant customer conversation
Every email, invoice, quote and payment lands on your customer's timeline — so when they call, you already know what was quoted, what's outstanding and what you said last time.
- Chronological history for each customer
- See linked jobs, invoices and estimates at a glance
- Add notes after calls or site visits
- Spot patterns: repeat work, late payers, big spenders
Customer
Bridge Street Offices
Payment received
INV-0201 · £680.00 · Today
Quote accepted
EST-0098 · £975.00 · Mon
Note
Virtual assistant visit booked for next month
Get virtual assistants' customers into fixdd in seconds
Whether you're moving from a spreadsheet or adding people as you go, fixdd makes it painless — import a batch or capture details the moment you raise paperwork.
- Import from phone contacts or vCard files
- Upload a CSV for bulk customer lists
- Quick-add a new customer while creating an invoice
- Keep billing and contact details in sync
Import customers
Drop CSV or vCard here
or choose from contacts
Quick-add from invoice
New customer · pre-filled from draft
Virtual assistant CRM FAQs
What shows up on a virtual assistant customer's timeline?
Invoices, estimates, payments, notes and linked jobs — in order — so you get a clear picture of what's been sent, what's been paid and what's still open for that customer.
Can I import virtual assistant customers from my phone or a spreadsheet?
Yes. You can pull from your phone contacts, import vCard files or upload a CSV. It's designed for real-world data from small businesses, not perfect columns.
Is my customer data secure?
Customer records are stored securely and only accessible to your account. Use fixdd as your single source of truth instead of scattered notes and screenshots.
Can I add a customer while I'm raising an invoice on a virtual assistant job?
Yes — quick-add lets you capture name, phone and email as you create an invoice or quote, so you don't break your flow to set someone up first.
Put every virtual assistant customer in one place
Start free — bring your contacts, send your next invoice and see the full picture on every timeline.
Get started freeNo credit card required