Software
We work inside your software
Virtual assistant software skills at AssistBPO cover 80 tools you already run. Help desks such as Zendesk, Gorgias and Intercom, CRMs such as HubSpot, Salesforce and Follow Up Boss, practice systems such as Clio, Dentrix and athenahealth, field and store platforms such as ServiceTitan, Shopify and Seller Central, phones such as RingCentral and Dialpad, and Google Workspace or Microsoft 365.
Assistants work inside your own user accounts, so you keep the subscription and the data.
Which software do assistants work in?
All 80 of them, on six shelves named for the job the tool does rather than the label its vendor uses, because that is how an owner looks for their own stack. Each card opens the page for that tool.
Help desk and chat
- Freshdesk Tickets resolved from your canned responses, in your tone
- Gorgias WISMO, returns and exchanges answered with the order open beside the ticket
- Help Scout Every inbox worked in your hours, replies in your voice
- Intercom Inbox conversations answered in your hours; Fin handoffs picked up fast
- Zendesk Works in your Zendesk seat, under your admin and your rules
- Microsoft Teams Chats and channel posts triaged, routed and answered in your hours
- Slack Channels triaged and routine questions answered within your working hours
CRM and marketing
- GoHighLevel Works in your sub-account under your own agency admin
- HubSpot Contacts, companies and deals kept complete and duplicate-free
- Pipedrive No deal without a next activity: the Pipedrive rule, kept every day
- Salesforce Leads, accounts, contacts and opportunities kept current and de-duplicated
- Zoho CRM Leads entered, qualified and converted within your Blueprint rules
- Follow Up Boss New leads called and texted within minutes of hitting your account
- kvCORE Behavioral alerts acted on the same hour they fire
- Lawmatics New enquiries answered in minutes, not at the end of the day
- ActiveCampaign Automations documented, tested and kept current
- Klaviyo Campaigns built, tested and scheduled inside your Klaviyo account
- Mailchimp Newsletters and promotions built from your brief and sent on schedule
Phones and messaging
- 8x8 Ring groups and call queues answered from your own 8x8 Work seat
- Aircall Queues answered from your Aircall seat with every call tagged and noted
- Comcast Business VoiceEdge Hunt groups and call queues answered from your own VoiceEdge seat
- Dialpad Departments and contact center queues answered from your Dialpad seat
- GoTo Connect Ring groups and call queues answered from your own GoTo Connect seat
- Grasshopper Your Grasshopper number answered by a person, not a forwarded cell
- Nextiva Call groups answered from your own Nextiva seat, with Call Pop read first
- Ooma Office Ring groups and your main number answered from an Ooma Office seat
- OpenPhone Your shared number and shared inbox worked to empty every shift
- RingCentral Your queues answered from a softphone on your own RingCentral extension
- Vonage Call Groups and queues answered from your own VBC extension
- Zoom Phone Call queues and the main line answered from your Zoom Phone seat
- Twilio Inbound SMS, WhatsApp and Flex voice tasks answered by a person in your hours
Dialers and contact center
- Aloware Calls and texts handled in Aloware and logged straight to your CRM
- CloudTalk Ring groups, VIP queues and IVR steps answered from your CloudTalk seat
- Convoso Employed agents on your Convoso seats, on lists you may lawfully call
- Five9 Skill queues answered from a seat in your own Five9 tenant
- Genesys Cloud Voice, web messaging and email queues covered from your own org
- JustCall Calls, SMS and WhatsApp answered from one seat in your JustCall account
- Kixie PowerCall dialing straight from your CRM, on lists you may lawfully call
- Mojo Dialer Click, single line or triple line sessions worked from your own Mojo seat
- NICE CXone Skills answered in CXone Agent from a seat in your own business unit
- Orum Live connects taken and qualified from your own Orum seat
- PhoneBurner Dial sessions worked from your own PhoneBurner seat, in your hours
- Talkdesk Ring group calls answered in Talkdesk Workspace on your own account
Practice systems
- athenahealth Schedule filled, confirmed and reminded across every provider column
- eClinicalWorks Telephone encounters cleared the same day they are created
- Kareo Tebra Schedule filled and confirmed, no-shows called back the same day
- Dentrix Continuing Care recall worked daily instead of once a quarter
- Open Dental Recall list and Unscheduled List worked every single day
- Clio Matters opened correctly, with contacts, practice area and billing set
- MyCase Cases opened with contacts, case type and billing set the same day
- AxisCare Open shifts filled and missed clock-ins chased inside minutes
- Mindbody Class schedule, substitutes, waitlists and appointments kept accurate daily
- Vagaro Appointments booked, confirmed and moved while your team is with clients
Field, store and property
- Housecall Pro Jobs booked and dispatched without the owner touching the phone
- Jobber Requests answered and quoted the same day they arrive
- ServiceTitan Calls booked into the right job type and business unit every time
- Shopify Products, variants and collections built to your template every time
- WooCommerce Products, variations, SKUs and stock kept accurate in your WordPress admin
- Amazon Seller Central Buy Box, pricing and stock coverage checked every single morning
- eBay Listings built with item specifics, business policies and clean photos
- Etsy Listings, tags, variations and photos kept complete across the whole shop
- AppFolio Guest cards followed up and showings booked while the lead is still warm
- Buildium Maintenance requests turned into assigned work orders and chased to close
- Dotloop Loops created from your templates within hours of an accepted offer
Workspace, books and admin
- QuickBooks Online Invoices raised, sent and chased the same week the work is done
- Xero Sales invoices and quotes raised and sent on schedule, reminders running
- Airtable Records entered, deduplicated and linked across tables every day
- Notion Wiki pages and SOPs written, updated and organized in teamspaces
- Google Workspace Gmail triaged, labeled and drafted every day through delegated access
- Microsoft 365 Outlook inbox triaged with rules, categories and drafts under delegate access
- Asana Every task has an owner, a due date and the right custom fields
- ClickUp Workspace hierarchy, statuses and custom fields kept consistent
- Monday.com Items, columns and groups updated daily from your notes and messages
- Trello Cards created, labeled and dated from your emails, notes and requests
- Acuity Scheduling Appointment types, padding, calendars and availability kept true every week
- Calendly Event types, availability and buffers kept accurate for every team member
- Make Incomplete executions resolved and retried before data goes missing
- Zapier Zap history checked daily, failed runs replayed and errors traced to the step
- Canva Daily graphics built from your Brand Kit, not from scratch
- ChatGPT Drafts, summaries and briefs produced fast and checked by a person before use
How do virtual assistants get access to your software?
- Assistants log in through user accounts you create, with the permissions you choose, so you can revoke access at any time.
- Every candidate passes a practical test inside the tools their desk uses before they are proposed to you; the how we hire page has the full pipeline.
- Work happens on managed devices with MFA and no local downloads, and no card numbers are ever taken by an assistant.
- If your tool is not listed, tell us on the staffing plan form. Most desks add a new tool in the first week of onboarding.
Product names and marks belong to their owners and are shown only to identify the software we work in. AssistBPO is independent and lists no partner, reseller or certification status unless held.
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Next step
Your desk, staffed. Wherever you are.
Tell us what is overloaded. A named person replies within 1 business day with a staffing plan, and we propose your assistant within 72 hours.
Get a staffing plan Book a 20-minute call
Or call +1-657-777-0006 during US, UK or Australian business hours, or hear our demo receptionist.
- A named assistant proposed within 72 hours
- Employed, screened and managed staff, never freelancers
- Your hours, your tools, your data