Sales Leads
Keep track of your prospects and clients using the Sales Leads module. Your Virtual Butler sets reminders and alerts for follow-up, meeting times and tasks.  You and your sales staff can manage/ track lead and sales opportunities, including notes and communication history.
Once the prospect becomes a client the Butler simply imports your new customer directly into the company module.

Sales Reports
Data entered into the Sales Leads Module is searchable.  Your Virtual Butler will search new, pending and/or closed leads and can prepare and print custom reports.

Mailers
Your Virtual Butler helps you keep in contact with customers using branded email templates, while managing communication records and mail lists.  You compose the text and select the list.  The Butler sends out your email in one of your preset, branded layouts.

Company/Client Databse
Keep track of all client companies and their employees using Your Virtual Butler. This module provides fields to insert notes, track communication and manage lease agreement information like dates and renewal terms.
Clients create and update their own contact information, minimizing staff data entry time.  The Butler helps manage client account activations, edit registration and reset passwords. 
The Company/Client module is searchable.  Your Virtual Butler can sort any Company/Client information into your own customizable reports.

Secure Log In
Access to Your Virtual Butler is through a Secure Log In page, which allows the system to identify the user.  Initial client registration is screened before access is permitted.  All subsequent access uses standard password identification.

Services
Your Virtual Butler’s Services Module works behind the scenes to manage the information that you give to your clients.  Your menu of services, including details and pricing are made available to customers, allowing them to select and order services online.  This saves time and middlemen, increasing the efficiency and responsiveness of your team.

Tracking Tasks
Part of every good Butler’s job is to keep those around him organized and efficient.  In the Tracking and Task Module your management, staff and customers add, edit, view and search tasks.  Your Virtual Butler helps prioritize, inform, document and track information regarding requests received.
Tasks entered send e-mail to appropriate staff members and provide a paper trail for generating customer estimates.  The Butler creates a customer acceptance document that can be directly emailed or printed for authorization.
The Tracking and Task module also has the ability to sort and report on activity based on your customizable criteria.

Documents
Your Virtual Butler is an excellent information resource for your customers and a time saver for you. The Documents Module provides access and administration for company approved documentation. Ensure your employees and your customers are working with the most current forms and documents. The Butler helps maintain accuracy and consistency in your company documentation.
The Documents Module is searchable and forms can be printed on demand.

News
The client portal provides the perfect opportunity to make announcements and distribute news related to your business.  The Butler provides an opening page featuring information that your company wishes to share with clients.  Remind customers about the latest promotions, upcoming events and support services.  Posts are easy to create and change to keep your information fresh.

Classified Ads
The client portal provides the perfect opportunity to make announcements and distribute news related to your business.  The Butler provides an opening page featuring information that your company wishes to share with clients.  Remind customers about the latest promotions, upcoming events and support services.  Posts are easy to create and change to keep your information fresh.

Affiliates
Maintaining relationships with other businesses is also an excellent tool.  The Butler’s Affiliates Module gives you the opportunity to showcase information on additional business resources.

Intranet
To keep things moving smoothly Your Virtual Butler provides an Intranet (private computer network) Module.  This company portal contains shortcuts to internal information, sites and linked resources.

Settings
Your Virtual Butler’s Settings Module is used to keep in-house matters up to date.  You can manage settings and functions for Services, Locations, Billing Types, Client Types, Status Types, etc.

Employee Security
Managing users is simple with Your Virtual Butler.  In the Employee Module you decide on staff permissions and security levels.  The Butler keeps all employment information, organizes project groups, maintains internal mail lists and can search current and historical employee records.

Main Page
The Main Page Module allows your company to link to Your Virtual Butler through your current main page. Don’t have a main page? The Butler provides a “template” for new client websites.

Invoice Payment
Your Virtual Butler gives your customers the opportunity to pay their invoices online. While they are logged in they can enter any invoice number, amount and credit card payment choice. Payment is processed through a secure, established, internet payment system and deposited directly to your bank.

Accounting
The Accounting Module is designed to share information with your existing accounting software, minimizing duplication of entry for address updates, client charges and billing instructions. Ask us if your current accounting software is supported. More software choices are being added regularly.

Meeting Room Scheduler
The Butler’s Meeting Module keeps your room booking calendar up to date, helping you to utilize your resources wisely. Software can be adapted to work with existing meeting room programs, or Your Virtual Butler can operate a stand-alone scheduler.