Client management
A dedicated workspace for each client.
Add a client from Virtual Assistance and they get their own isolated NexoBiz tenant. You switch authorized workspaces. They never see your other clients.
VIRTUAL ASSISTANCE & PROFESSIONAL SERVICES
The Operating System for Virtual Assistants.
Manage every client, task, report, workflow, and business process from one secure workspace.
- Manage multiple clients
- Reduce app switching
- Automate repetitive drafts and reports
- Keep each client isolated
14-day free trial. No credit card required.
The problem
Managing 10 clients shouldn't mean managing 50 tabs.
Email. Spreadsheets. Chat. Drive. CRM. Accounting. Project tools. Your work should not be scattered across disconnected systems.
- Spreadsheet
- Chat
- Drive
- CRM
- Accounting
- Reports
ONE WORKSPACE. EVERY CLIENT.
The workspace
Everything you need to run client services. In one workspace.
Tasks & Projects
Track deliverables, time, and project work inside the active client.
CRM
Use the live NexoBiz CRM — VA Add Client writes a CRM client without a lead convert.
Accounting
Bookkeeping, invoices, and reports when the client package includes Accounting.
HR
HRIS and payroll support packages for HR virtual assistance.
Documents
Media library files stay in the client workspace.
Reports
Daily and weekly work reports from the activity you provide.
AI Assistant
Summarize, draft replies, and turn briefs into tasks — scoped to the current client.
Outcomes
Built to help you work smarter — and grow.
Manage more clients
Keep every client organized inside a dedicated workspace instead of another folder of tabs.
Save administrative time
Draft replies, turn instructions into tasks, and write reports without hopping tools.
Deliver better service
Clients see assigned work, reports, and their provider — not your other accounts.
Stay organized
Tasks, time, documents, and CRM stay connected to the same client record.
Protect client data
Each client is an independent tenant. Permissions and queries stay scoped.
Scale your service business
Reuse HR, accounting, and CRM packages instead of rebuilding onboarding every time.
Built for your work
Built for the way Virtual Assistants actually work.
-
01
Executive Virtual Assistant
Calendars, documents, recurring workflows, tasks, and client requests in one place.
-
02
Bookkeeping VA
Accounting workflows, client records, recurring tasks, and reporting in the client workspace.
-
03
Sales & CRM VA
Leads, follow-ups, pipelines, and customer records using the existing CRM and sales tools.
-
04
Operations VA
Projects, documents, HR processes, and operational reporting for the active client.
-
05
VA Agency
Multiple isolated clients, service packages, and provider access from one account.
AI assistant
Let AI handle the repetitive drafts.
- Draft a client reply
- Summarize instructions
- Turn notes into tasks
- Generate a daily work report
- Prepare a weekly activity summary
The assistant is tenant-aware and limited to the active client. Mutating actions still require your approval. It does not invent another client's data.
YouSummarize ABC Construction's activity this week.
NexoBiz AIWeekly activity brief
- Uses the current client workspace only
- Summarizes the activity you provide
- Can draft a client reply from the same brief
- Can turn instructions into a task list
- Can write a daily or weekly work report
How it works
How NexoBiz works
-
01
Create your workspace
Start a Virtual Assistance trial. The industry pack opens the VA command center — not a job board.
-
02
Add and organize your clients
Create a client workspace or link an existing CRM client. Each client stays isolated.
-
03
Manage work from one place
Tasks, time, deliverables, documents, and the modules in that client's package.
-
04
Use AI to reduce repetitive work
Summarize instructions, draft replies, and write reports for the client you are in.
-
05
Deliver and scale your services
Invite the client owner, reuse service packages, and switch authorized workspaces.
Before / after
Less tool switching. More client work.
Before NexoBiz
- 7+ separate logins
- Scattered files
- Manual reports
- Repeated data entry
- Too many tabs
- Client folders that mix together
After NexoBiz
- One workspace
- Client-specific environments
- Connected tasks and CRM
- AI drafts and summaries
- Centralized client information
- A professional client view
Trust
Built on the same NexoBiz platform your other industries already use.
No fabricated customer counts or invented reviews. What you can verify today: tenant isolation, role-based access, audit trails, and the live VA workspace.
- Multi-tenant data isolation
- Role-based permissions
- Audit trails
- Secure cloud hosting
Customer stories from live Virtual Assistance workspaces will appear here. Do not publish invented quotes.
Subscription
Simple tools for growing client-service businesses.
Published NexoBiz plans. Live prices and included modules are on the pricing page — amounts are not listed here. Pay-As-You-Go is not offered on public pricing.
For solo professionals
Start Free
14-day Virtual Assistance trial. No credit card required. Open the VA command center and add your first isolated client.
For VAs managing multiple clients
Business Pro
The plan most growing service businesses start on. CRM, HRIS, projects, and AI credits are on the published catalog.
For growing teams
Enterprise ERP
For agencies that need contract seats, advanced governance, and dedicated support.
FAQ
Questions Virtual Assistants ask first
Can I manage multiple clients?
Yes. Virtual Assistance is built for multiple isolated client workspaces from one provider account.
Can each client have their own workspace?
Yes. Each client is an independent NexoBiz tenant. You switch authorized workspaces; they do not see each other.
Can clients access their assigned work?
Yes. You can invite the client owner. They see their workspace, assigned work, and reports — not your other clients.
What tools are included?
VA packages recommend existing NexoBiz modules: CRM, Sales Tools, HRIS, Payroll, Accounting, Projects, Task Board, Documents, Reports, and AI Copilot. Inventory and procurement are available when the client package includes them.
Does NexoBiz include CRM?
Yes. CRM is an existing NexoBiz module. From the VA command center, Add Client creates or links a CRM client without sending them through Leads.
Does NexoBiz include accounting?
Yes. Accounting is an existing module. Bookkeeping VAs can recommend it on a client package.
How does the AI assistant work?
It is a tenant-aware work assistant for the current client only. It can summarize instructions, draft replies, turn briefs into tasks, and write daily or weekly reports. It does not invent data from another client, and changing records still needs your approval.
Can I invite team members?
Yes. NexoBiz tenants support users and roles. Service-provider access is scoped to the client workspace you attach them to.
How is client data separated?
Each client workspace is its own tenant. Queries, files, and AI context stay scoped. Client A never becomes Client B.
Can I upgrade later?
Yes. Start a trial, then choose a published plan on the pricing page when you are ready.
Stop managing clients across multiple tools.
Bring client work, workflows, and AI assistance into one professional workspace.
Built for Virtual Assistants and client-service professionals. Not a job board.