Contacts, deals, and follow-ups.
Zero yikes.
Otterly is the CRM that doesn't make you cry into a spreadsheet. Built for VA freelancers who'd rather be doing client work than data entry.
No spam. Just an otter with good news.
Why VAs pick Otterly
Contact management
Every client's info, budget, urgency, and notes on one card. No more digging through DMs at 11pm.
Deal pipeline
Drag deals from Lead to Won on a kanban board built for how VAs actually sell — not enterprise sales teams.
Follow-up reminders
Set a due date once. Otterly nudges you before a client ever notices you went quiet.
Everything a freelance VA needs to run client work
Not just contacts — quotes, invoices, time tracking, and expenses, all linked back to the client they belong to.
How Otterly works
Three steps, no onboarding call required.
Add your contacts
Import from a spreadsheet or add clients one by one — with budget, urgency, and industry baked in.
Track the pipeline
Move deals across Lead, In Progress, Won, and Lost so you always know what's worth chasing.
Get reminded to follow up
Set a 30/60/90-day reminder once. Otterly flags overdue follow-ups before they slip.
Dive in before everyone else
Join the waitlist and be first in line when Otterly opens up for new freelancers.