Get An Executive Edge With These Proven Virtual Assistant Tools

I’m sure you’ve heard the phrase “time is money,” and it’s especially true in the business world. As an executive, managing your time is essential to ensure success. Thankfully, virtual assistants are available to help you get the most out of your time and provide you with an executive edge.

To get the best results from your virtual assistant, it’s essential to understand which tools can make their job easier and streamline yours.

And now, I’m here to share with you the top tools executives rely on for their virtual assistant projects.

Automation Software

Automation software simplifies mundane tasks like scheduling meetings and responding to emails. Many of these software solutions also offer custom templates that let you quickly generate reports or letters.


Zapier is a popular automation tool that lets you connect multiple apps and automate data transfers. For example, you can use Zapier to trigger an email notification whenever there’s a new entry in your contact database.


IFTTT (If This Then That) is another automation tool that enables you to create custom “recipes” to automate tasks. For example, you can set up an IFTTT recipe that automatically adds new contacts from your email list into a CRM system.

Customer Relationship Management (CRM) Software

CRM software allows executives to keep track of customer interactions, store customer data, and track the progress of projects.


One of the most popular CRM software solutions available today is Salesforce. It allows executives to store contact information, manage sales deals, track activities, and more.

HubSpot CRM

HubSpot CRM is another powerful CRM software solution. It offers automation features to streamline your workflow and lead management capabilities to help you keep track of leads in the sales pipeline.

Video Conferencing Software

Video conferencing is a great way for executives and virtual assistants to communicate effectively and efficiently. Now that freelance workers are becoming more common, video conferencing software is a must-have.


Zoom is one of the most popular video conferencing solutions available today. It offers high-definition audio and video features, screen sharing, and recording capabilities to ensure smooth communication with your virtual assistant.


Skype is another popular video conferencing solution that allows virtual assistants to connect with executives in real time. It also offers features like group chats, file sharing, and screen sharing capabilities.

Scheduling Software

To successfully manage your time, it’s important to have a reliable scheduling solution. Scheduling software can help you and your virtual assistant coordinate meetings, manage tasks, and keep track of deadlines efficiently.

Google Calendar 

Google Calendar is a free web-based scheduling tool that lets you easily share calendars with your virtual assistant. It also offers tasks management, reminder notifications, and real-time syncing with other devices.


Calendly is another popular scheduling solution that enables virtual assistants to book meetings and send out reminders on your behalf quickly. It also allows you to set up automated responses for specific events or tasks, ensuring everything runs smoothly.

Task Management Software

Most task management software can enable you and your virtual assistant to assign, track and collaborate on tasks.


Trello is a popular task management tool that offers an intuitive visual interface for keeping track of tasks. It also enables you to share boards with other users, providing a simple way for your team to collaborate on projects.


If you’re looking for a more comprehensive task management solution, Asana is a great option. It offers features such as timeline views, project templates, and the ability to assign tasks to multiple users.

Data Storage Services

Once you enter the world of virtual assistants, data storage becomes a critical aspect of your business. Fortunately, many cloud-based storage solutions are available to help you maintain secure backups and access data from anywhere.


Dropbox is a well-known cloud storage service with plenty of features for storing and sharing files securely. It offers version control and encryption features, so your data is always safe.

I love how Dropbox also integrates with other popular apps, allowing you to access and manage your data from anywhere quickly.

Google Drive

Another excellent choice for cloud storage is Google Drive. It offers a safe environment for sharing documents and files, collaborative features like shared folders and comment threads, and online backup capabilities.


OneDrive is Microsoft’s cloud storage platform, enabling you to store, access and share data from any device. It also offers features such as automatic backups, version control, and secure sharing options so your data always remains safe.


For Apple users, iCloud is the perfect cloud storage option. It offers secure access to documents on any device and provides features such as automatic backups and synchronization across devices.


Whether you’re looking for video conferencing, scheduling, task management, or data storage solutions, many great options are available to help you and your virtual assistant stay connected. Investing in the right tools can ensure your team stays productive and efficient during meetings and other tasks.

To determine the best tools for your business, think about your specific needs and goals. Having the appropriate tools can help you and your virtual assistant accomplish impressive results.

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