Conversion Marketing Pros
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Software

Sidekick CRM

Virtual assistant marketplace and agency management platform

Client: Conversion Marketing Pros

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Agency command center displaying total revenue, active contracts, workforce size, and match counts at a glance, with quick-action cards for customer management, VA profiles, and performance insights - giving operators a complete business snapshot the moment they log in.
Sidekick CRM mobile view

The Challenge

Virtual assistant agencies lacked a unified platform to manage their workforce, customer relationships, contracts, and payments.

Our Solution

An all-in-one agency management platform with VA marketplace, messaging, contract lifecycle management, payment processing, and real-time analytics.

The Results

Complete agency operations visibility with customer management, VA workforce tracking, revenue analytics, and integrated payments.

More Screenshots

Multi-channel messaging hub with threaded conversations, read receipts, and contact-linked message history - centralizing all client and VA communications in one searchable inbox.
Contract lifecycle manager with status tracking (Active, Pending, Completed), monthly billing details, client-VA pairings, and automated payment schedules - managing every engagement from proposal through completion.
Virtual assistant marketplace with skill-based search filters, hourly rate ranges, experience levels, and detailed profile cards featuring bio summaries and capability ratings - matching clients with the perfect VA in seconds.
Intelligent matching system pairing clients with virtual assistants based on skill requirements, availability, and budget - automating the placement process that traditionally requires hours of manual coordination.
Admin operations dashboard with KPI cards tracking 24 active customers, 82 sidekicks, match success rates, and revenue metrics - providing platform operators with the metrics that matter for scaling a VA staffing business.
Virtual assistant workforce management with skill profiles, availability status, hourly rates, and assignment history - enabling operations teams to track and deploy 82+ VAs across client engagements.
Customer account management with company details, needs assessments, contract counts, revenue tracking, and pending payment indicators - giving account managers a complete view of every client relationship.
VA applicant pipeline with application review workflow, skill evaluation, and status progression from submitted through approved - streamlining the hiring process for scaling the virtual assistant workforce.
Centralized contact directory with role-based categorization, company associations, and communication history - maintaining a complete relationship map across the entire platform ecosystem.
Platform-wide messaging administration with conversation monitoring, message templates, and bulk communication tools - enabling operators to maintain quality communication standards across all client interactions.
AI usage analytics dashboard tracking API costs, token consumption, and model performance across platform features - providing transparent cost visibility for AI-powered operations like smart matching and automated messaging.
Resource hub with Command Center for real-time operations and Cape & Compass Vault for training materials - equipping virtual assistants with the tools and knowledge they need to deliver exceptional client service.
Time-off request management with approval workflows, balance tracking, and calendar integration - handling workforce scheduling at scale without spreadsheets or email chains.

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