Virtual office software
Virtual office management software.
Virtual office clients rarely visit, so everything has to run without them in the room: the proposal, the agreement, the renewal and the payment.
Sales
Virtual office leads, tracked.
Virtual office enquiries sit in the same pipeline as cabins and desks, filtered on their own, with the plan's yearly value.
- Enquiry to proposal in a few clicks.
- Proposals accepted from a phone.
- Follow-up flags for proposals with no reply.
Agreements
Signed without a visit.
Draft the agreement, let the client review it, and collect signatures online. The signed copy is stored with the client.
- Online signatures from any device.
- Documents kept with the client's record.
- Statuses from draft to signed.
Billing
Renewals that pay themselves.
Plans bill on their own cycle. Reminders carry a Pay Now link, and receipts go out as soon as the money lands.
- Annual or monthly billing.
- WhatsApp and email reminders.
- Member portal with bills and documents.
Questions
Frequently asked
Can I bill virtual office clients yearly?
Yes. Each plan bills on its own cycle, monthly or yearly.
Can clients sign agreements without visiting?
Yes. Agreements are reviewed and signed online, and the signed copy is stored with the client.
Can clients download their documents?
Yes. The member portal shows their bills, receipts and agreements.
Can I run virtual offices alongside cabins and desks?
Yes. It is the same system, and the pipeline and reports can be filtered by space type.