FocalVA is an all-in-one CRM platform designed specifically for virtual assistants and VA firms. It helps you manage clients, track time, handle contracts, create invoices, and achieve your financial goals.

Is there a free trial available?

Yes! FocalVA offers a 14-day free trial with no credit card required. You can explore all features and see how it fits your VA business before committing.

What pricing plans does FocalVA offer?

FocalVA offers three plans: Solo at $29/month for one person, Team at $59/seat/month for up to 15 seats with 20 included assistants, and Agency at $199/seat/month with unlimited seats and assistants. All plans include a 14-day free trial.

What features does FocalVA include?

FocalVA includes time tracking, project management, contract management with e-signatures, client portals, payroll tracking, automated workflows, team collaboration tools, reporting dashboards, and integrations with popular tools like Google Calendar, Slack, and Twilio.

Feature Catalog

Everything FocalVA offers today, grouped by area. "Plan" notes where gating is plan-specific (Solo / Team / Agency); unmarked rows are available across all plans or are platform-wide admin capabilities.

CRM & Operationscore

The day-to-day workspace for running a VA business.

Feature	What it does	Plan
Customers	Client records with contact info, address, and history.	All
Service Orders	Track work requested and fulfilled for each client.	All
Invoices	Create, send, and collect payment on client invoices.	All
Contracts	Draft and send contracts, including digital signature.	All
Tasks & Projects	Assign and track work across the team.	All
Messaging / Mail	Internal messaging between owner, staff, and VAs.	All
Calendar & Meetings	Scheduling, with video conferencing on Agency.	Video: Agency
Time Management	Time tracking for billable work.	All
File Storage & Documents	Store and share files tied to clients or projects.	All
Support Tickets	Client-facing support request tracking.	All
Account Members / Staff Seats	Add team members beyond the owner, with permissions.	Team & Agency

PayrollW-2 employees

Full-service payroll for W-2 staff, with direct deposit and tax handling.

Feature	What it does	Plan
Payroll Runs	Process regular payroll for W-2 employees.	All
Direct Deposit	Employee payouts via Stripe Connect.	All
Payroll Taxes	Federal, state, and local tax calculation and withholding.	All
Paystubs	Itemized paystubs with YTD totals, taxes, and deductions.	All
Employee Tax Forms	W-4 and related onboarding tax paperwork, self-service.	All
Workers' Comp	Workers' compensation rate handling.	All
Payroll Reports	Run history, liability, and compliance reporting.	All
Employee Self-Service	Employees manage payout setup and personal/tax info directly.	All

Billing & SubscriptionsSolo / Team / Agency

Platform subscription tiers, usage-based add-ons, and prepaid credit systems.

Feature	What it does	Plan
Subscription Plans	Solo, Team, and Agency tiers, monthly or annual.	—
White-Label Branding	Custom logo, colors, and domain on client-facing portals.	Add-on (Solo/Team)
Voice Integration (QTvoice)	Voice calling and call recording for client communication.	Add-on, all plans
AI Credits	Prepaid balance for AI generation overage, auto-invoiced if empty.	All
SMS Credits & Number Rental	Prepaid per-message SMS balance plus recurring per-number rental.	Team & Agency
Seat Management	Add or remove paid team seats beyond the included count.	Team & Agency

Chatbotsmulti-channel

AI chatbots for Q&A or appointment booking, deployed across multiple channels.

Feature	What it does	Plan
Q&A Chatbot	Trained on uploaded knowledge to answer customer questions.	1 bot Solo, 3 Team, unlimited Agency
Appointment Booking Bot	Books appointments directly in conversation.	Same as above
Website Chat Widget	Embeddable chat bubble, with visitor name/email capture and End Chat.	All
Email Channel	Replies to a dedicated or custom-domain email address, with ownership verification.	Team & Agency
SMS Channel	Texts from a dedicated number; billed per number plus per message.	Team & Agency
Facebook Messenger	Replies to a connected Page's Messenger DMs.	Agency
Instagram DMs	Replies to a connected Instagram Business account's DMs.	Agency
WhatsApp	Replies on a WhatsApp Business number.	Agency
10DLC Registration	Carrier Brand & Campaign registration for SMS compliance.	All (SMS users)
Conversation Inbox	Per-channel conversation history with human takeover.	All

AI Toolsgeneration

AI-assisted drafting across the platform, metered by plan allowance then prepaid credits or invoice.

Feature	What it does	Plan
Contract Generation	Drafts contracts from a short description.	Free allowance + overage
Social Media Generation	Drafts social posts tailored to platform and tone.	Free allowance + overage
Compose Message	AI-assisted drafting for messages.	Monthly cap
Subtask Generation	Breaks a task into subtasks automatically.	Monthly cap
Workflow Assistant	Suggests next steps in a client workflow.	Monthly cap

Marketing & SocialAgency

Feature	What it does	Plan
Social Media Scheduling	Post and schedule across Facebook, Instagram, X, LinkedIn, YouTube.	Agency
OAuth Account Connections	Connect real business social accounts for posting.	Agency
AI Post Generation	Drafts on-brand post copy and image prompts.	Agency

Websites & Landing Pages

Feature	What it does	Plan
Website Builder	Multi-page sites from pre-built visual themes.	All, page/site limits by plan
Landing Pages	Single-page campaign pages.	All, limits by plan
Custom Domains	Point a real domain at a website or landing page.	Team & Agency

Client Portal

Feature	What it does	Plan
Client Portal	Self-service portal for clients to view invoices, files, and status.	All
Branded Portal	White-labeled with the owner's own branding and domain.	Add-on / Agency

Virtual Assistants

Feature	What it does	Plan
VA Management	Add and manage personal virtual assistants.	Limits by plan
Shared VAs	Share a VA's capacity across a team.	Limits by plan
VA Self-Service Dashboard	VAs manage their own assigned work, invoices, and documents.	All

Reporting

Feature	What it does	Plan
Basic Reports	Standard activity and financial reports.	All
Advanced Reports	Deeper filtering and breakdowns.	Team & Agency
Custom Report Builder	Build a report from any combination of fields.	Agency

Integrations

Feature	What it does	Plan
API Access	Programmatic access to account data.	Agency
FocalHire Connector	App-to-app single sign-on handoff with FocalHire.	All
WHMCS Integration	Sync with WHMCS for billing/hosting workflows.	All
Google (Gmail & Contacts)	Connect a Google account for mail and contact sync.	All
Microsoft / Outlook	Connect an Outlook account.	All
Slack	Connect Slack for notifications.	All

Security & Admin

Feature	What it does	Plan
Two-Factor Authentication	SMS, voice, or email-based 2FA on login.	All
Azure SSO	Single sign-on via Microsoft Azure AD.	Agency
Digital Signatures	Legally binding e-signature on contracts and forms.	All
Role-Based Permissions	Granular permissions for staff and account members.	Team & Agency
System Config (Platform Admin)	SUPERADMIN control of SMTP, Stripe, Twilio, Meta, and all integration credentials.	Platform admin only