Jeeves for Virtual Assistants
Quick Links
Quick Links
Everything in one place
- Not just another CRM, sales tool, or website builder, Jeeves is online software specifically designed for Virtual Assistants
- Helps manage efficient running of your work by easing many administrative duties
- Provides your customers, and your customers’ customers with online access to many of the services you provide them with
Website builder
- Easily customise your website using a built-in website builder that’s even easier than WordPress
- Add new pages with a few clicks, insert them into menus and submenus
Portal For Your Customers, and Their Customers
- Portal for your customers, and your customers’ customers to view and update their details
- Grant access to selected areas of your knowledgebase
- Allow your customers, and customers’ customers to log and track enquiries
- Configure your portal with new sections, each with a custom title, custom link, and custom image
Templates for You, your Customers, and your Customers’ Customers to Generate Documents from
- Add even more value to your customers by providing them with templates to download – with their own details automatically inserted, e.g. logo, organisation name etc.
Managing Organisations And People
- Easily add, edit and find details for companies and people, customers and suppliers in one place
- Quickly filter by individuals or organisations, whether they’ve been granted portal access, and much more
- Save your searches, pin custom results to your personal dashboard, export to Excel
Managing Memberships
- Create, edit, cancel, renew, and easily find membership details
- Track fees, payment status, and which of your services they use
Powerful Knowledgebase
- Use the Knowledgebase to manage your internal processes, and the processes of your customers
- Choose which categories of knowledgebase articles you want customers to be able to access via the portal
Event Management
- Create events, publish them to your website, decide whether they’re free or billable, take online ticket purchases, set up automatic emails to send before, during, and after the event
Surveys
- Create and share surveys
- View collated results to enable the best possible decision making
Marketing and Communication tools
- Email Templates
- Mailshots / Mass Emailing
- Email Tracking: sent, delivered, bounced, clicked, opened, replied
Employee Management (HR)
- Built-in, integrated HR features, linking your VA colleagues user logins to their Employee records
- Store critical employee details
- Set working hours and manage booking time off / approvals
Project Management
- Manage multiple projects
- Easily add project “stages” to monitor progress, e.g. To Do, In Progress, Complete
- Create and delegate tasks
- Easily find, filter, and group tasks
- Pin tasks to your dashboard, to quickly see what’s outstanding for you, your team, or everyone
eLearning
- Create and sell your own eLearning courses
- Each eLearning course consists of Sections, Content (text, PDF, embedded videos etc.), and Certifications
- Restrict access to portal users only
- See who’s attended and finished your course
Easy to learn
- Jeeves has a lot of features, so our subscriptions include access to a series of knowledgebase articles consisting of:
- …simple user guides for common activities
- …”Training Paths” for users to learn how the system fits together
- …more advanced “Admin Training Paths” for administrators to learn how to configure the system
Development Driven by you
- All Jeeves subscribers have the opportunity to log feature requests for the system
- Browse everyone’s requests, and vote on the features you want most
- Join Steering Groups to help us develop what’s most useful to you
