Axis Pro for virtual assistants and ops

VAs, OBMs, fractional operators on retainer. One app for the people you serve, the money they owe you, and the dates on the calendar.

Start a 5 day trial See plans

Built for

General admin VA
Executive assistant
Online business manager
Social media VA
Bookkeeping VA
Tech and systems VA
Customer support VA
Fractional operations

How Axis Pro sets itself up for virtual assistants and ops

What things are called: Clients, Retainers (projects), Packages (services) and Booking.
Calendar: Neither. Work is delivered, not scheduled.
Getting paid: Retainer or subscription, Net 15 by default.
Selling extras: off by default, one click to turn on.

What you get

Projects	Track each piece of work from start to done.
Pipelines	See every deal, what stage it is at, and what is going cold.
Clients	The people you serve, and everything tied to them.
Tasks	Your to-do list, with due dates and owners.
Contracts	Send an agreement and get it signed.
Lead Forms	Capture enquiries from your site straight into Pro.
Client Portal	A private page where each client sees their invoices, files and bookings.
Invoices	Bill, get paid, and see who still owes you.
Services	What you offer and what it costs.
Bookkeeping	Money in, money out, ready for tax time.
Files	Every document, photo and contract in one place.
Templates	Reusable text for agreements, invoices and emails.
History	Who changed what, and when.
Automations	Chase invoices, follow up leads and send reminders without touching them.
Reports	How the business is doing, in charts.

Hidden by default for virtual assistants and ops: Calendar, Booking, Shop, Courses, Live, Community and My Courses. Everything hidden is one click away under More tools.

Plans

Pro

$29.99 a month

$290 a year, 2 months free

Run the business: clients, money, bookings and a shop, in one place.

Clients, projects and tasks
Invoices with online payment
Booking pages with Zoom, Meet or in person
Shop, Classroom and Community
Client portal and files
Templates for every document
Calendar and bookkeeping
1 seat and 1 business included

Pro Plus

$89.99 a month

$899 a year, 2 months free

Get paid faster: the tools that chase, capture, move and sign.

Everything in Pro
Automations that chase invoices and follow up leads
Lead forms on your site
Pipelines for every deal
Agreements with e-sign
Team reports
Priority support
3 seats and 4 businesses included

Pro Studio

$149.99 a month

$1499 a year, 2 months free

Run several businesses under one login, each with its own space.

Everything in Pro Plus
10 businesses, each with its own setup, clients, books and Stripe account
10 seats included
Shared only where you say

Extra seats $12.99 a month each. Every paid plan starts with a 5 day trial. You are not charged until it ends, and you can cancel before then. Your clients pay nothing: portals, booking pages, shop and signing links are free for the people you serve.

Start a 5 day trial

Questions

Does Axis Pro work for a general admin VA?

Yes. Pick "Virtual assistants and ops" during setup and Axis Pro shows Projects, Pipelines, Clients, Tasks and Contracts and hides what a general admin VA does not use. Every choice can be changed later in Settings.

What does it cost?

Pro is $29.99 a month with everything most virtual assistants and ops need. Pro Plus at $89.99 adds automations, lead forms, pipelines and e-sign agreements. Every paid plan starts with a 5 day trial. You are not charged until it ends, and you can cancel before then.

Can I rename things to match how I talk?

Yes. By default virtual assistants and ops see Clients, Retainers, Packages and Booking. Rename any of them, or turn modules on and off, from Settings.

Other businesses

Coaches and consultants · Creative freelancers · Small agencies · Beauty and personal care · Wellness and bodywork · Fitness · Tutors and teachers · Home services · Events and hospitality · Pet services · Clinic front desk