Professional Business Process Support Services
🏢 Business Process Support
Let a ZumaZip virtual assistant take care of your to-do list so you can focus on what matters most.
In today’s digital world, small businesses face a flood of options on freelancing marketplaces, making it tough to find the right fit. That’s where ZumaZip.com steps in.
We deliver streamlined business process support backed by proven systems, reliable virtual talent, and scalable workflows. Our goal is to help you enhance efficiency, reduce overhead, and boost profitability, all without the hassle of hiring and managing in-house teams.
Whether you’re looking to offload repetitive tasks or scale operations with confidence, ZumaZip provides the capabilities and consistency you need to grow smarter.
🎯 Smart Processes
🤝 Trusted Support
📈 Results You Can Measure
Begin Your Virtual Assistant Solution Today: Just 15 Minutes to Take Control.
Industries we serve
Industry Specific Offerings for Virtual Assistants
From business workflows to personal errands, event planning your next vacation, we’re here to support every step of your journey. Consider us your reliable partner, always in the background, making sure everything gets done smoothly and on time.
Let us handle the to-do list so you can focus on what matters most.
💼 BFSI
(Banking, Financial Services & Insurance)
For small and mid-sized firms in the BFSI sector, offering a wide range of financial solutions isn’t just a goal — it’s a necessity to stay competitive.
That’s where ZumaZip.com can help.
We provide dedicated support to streamline back-office operations, improve client servicing, and ensure you can focus on what matters most, — delivering secure and efficient financial solutions.
With expertise tailored for banks, NBFCs, fintech startups, and insurance providers, ZumaZip is your virtual partner in operational excellence.
🔐 Confidential & Compliant
📊 Financial Operations Support
⚙️ Scalable Virtual Staffing
🧾 BFSI Support – Offerings
📌 Lead Management
• Lead Generation
• Lead Validation & Qualification
• Pre-sales Support
💸 Commission Management
• Commission Statement Processing (From Insurance Carriers)
• Agent Commission Disbursal
📊 Reporting Services
• Standard & Custom Reports
• Phone Call Logs
• Premium Reports
📈 Analytics & Insights
• Performance Dashboards
• Stock & Company Analytics
🔄 Monitoring & Updates
• Insurance Rate Revisions
• New Carrier Onboarding
• Real-time Trade Monitoring
📉 Financial Analysis
• Preparation of Financial Statements
• In-depth Analytical Reports
🛠️ Tools & Platforms We Work With
Lead Management: Leads360, Velocity, 411.com
Agency Management: AgenciesHQ.com, Agency Integrator
Sales Enablement: VitalSalesSuite.com
Trade Monitoring: MetaTrader, InteractiveBrokers.com
🎓 Education & Training Support Services
Online education has transformed the way the world learns, making it accessible, flexible, and scalable. Whether you’re an e-learning startup, a training institute, or an established educator, ZumaZip.com helps you manage the backend while you focus on teaching and growing your impact.
📘 Our Core Offerings
📚 Course Management
• Course Listing & Updates
• Submissions to Online Directories
👨💼 Admin Support
• Student Enrollment Processing
• Course Material Dispatch
• Attendance Tracking
• Lecture Scheduling
📎 Back Office Support
• File Conversions
• Presentation Creation
• Document Formatting & Processing
📣 Marketing Support
• Lead Generation
• CRM Management
• Email/Mailer Campaign Execution
💰 Accounting Services
• Client & Student Billing
• Third-Party Invoicing & Payment Processing
• Payroll Support
📝 Assessment & Feedback
• Test Evaluation & Score Reporting
• Student and Tutor Feedback Collection
• Online Reputation Monitoring (Yelp, BestLocalReviews, etc.)
🛠️ Tools & Platforms We Work With
SharePoint 365
Office 365
SugarCRM
🎤 Entertainment & Event Management Support
Managing an event or entertaining an audience might look glamorous, but behind the scenes, it’s all about precision, organization, and multitasking. At ZumaZip.com, we take care of the operational load so you can focus on creating memorable experiences for your audience or clients.
🎯 Our Core Offerings
📋 Event Registration
• Registration Tracking
• Delegate Kit Preparation
🗓️ Event Calendar Management
• Calendar Scheduling & Management
• Website Event Updates
📢 Event Marketing
• Blog Writing & Content Creation
• Social Media Marketing & Promotion
📞 Customer Support for Events
• Inquiry Handling
• Attendee & Client Coordination
• Liaison with Event Managers & Vendors
🎯 Custom Research
• Shortlisting Invitees, Contestants, Artists, Musicians, or Bands
💳 Billing & Finance Management
• Payment Record Maintenance
• Expense Tracking
• Invoice Generation & Refund Processing
🛠️ Tools & Platforms We Work With
EventBrite
Ticketfly
🏥 Healthcare & Fitness Back-Office Support
As a healthcare provider or fitness expert, your time is best spent caring for your clients—not buried in admin work. ZumaZip.com provides reliable back-office support to help you streamline operations, improve efficiency, and deliver better client experiences.
✅ Key Offerings
👥 Patient / Client Management
• Record Updates
• Appointment Scheduling
• Reminder Settings
🧾 Insurance Claims Support
• Program Subscription Management
• Claims Filing & Follow-ups
📄 Specialized Services
• Medical Transcription
• Electronic Health Records (EHR) Management
💳 Billing & Payments
• Bookkeeping
• Invoice Creation
• Payment Processing
🏋️♂️ Programs & Workshops
• Fitness Program Promotion
• Schedule Coordination & Bookings
📊 Performance Evaluation
• Fitness Tracking
• Performance Analytics & Evaluation Reports
🛠️ Tools & Platforms We Use
EHR Systems: Practice Fusion, Cliniko
Database Management: Microsoft Access
🏡 Real Estate Virtual Support Services
Managing listings, marketing properties, nurturing leads, and closing deals, real estate professionals have a lot on their plate. ZumaZip.com offers comprehensive real estate support services so you can focus on client relationships and growing your business, while we handle the rest.
✅ Key Offerings
🏘️ Property Listings Management
• Price Research & Uploads
• Listing Updates & Tracking
📊 Reports & Comparisons
• Crime Rate & School Zone Reports
• Apartment Ratings & Local Comparisons
📄 Financial Statements
• Loan & Second Mortgage Tracking
• Payment Schedules
📑 Property Management / Tenancy
• Rent Collection & Rent Roll
• Invoicing & Lease Agreements
• Service Provider Coordination
📣 Advertising & Promotions
• Ad Posting on Craigslist, Backpage
• Email Campaigns & Banner Ads
👥 Client Relationship Management
• Lead Generation & CRM
• Mailing Lists, Scheduling & Feedback
🛠️ Tools & Platforms We Work With
Listing Networks: MLS, Zillow, Trulia, Condo, Foreclosure, ApartmentRating, ForSaleForLease (AU), RentToOwnHome (AU)
Classifieds: Gumtree, Craigslist, Backpage
🛒 Retail & E-Commerce Virtual Support Services
Running a retail or e-commerce business means juggling operations, customer expectations, and seasonal fluctuations, all while trying to grow. ZumaZip.com acts as your reliable virtual partner, providing tailored support that helps your store run like clockwork, 24/7.
✅ Key Offerings
📦 Order Processing & Payments
• Order Verification & Billing
• Shipping Coordination & Refund Management
💬 Customer Support
• Email, Phone & Chat Support
• After-Hours Coverage
📊 Inventory & Logistics
• Real-Time Inventory Tracking
• Fulfillment Center & Warehouse Coordination
🛡️ Risk Mitigation
• Fraud Detection & Blocking Suspicious Transactions
🛍️ Product Catalog Management
• Updating Product Listings & Images
• New Product Launches
⭐ Feedback & Reputation Management
• Customer Grievance Handling
• Review Monitoring on Social Media & Marketplaces
📣 Marketing Support
• Promotions & Campaign Management
• Social Media & Digital Marketing
🚀 Strategic Services
• Product Launches & Market Analysis
• Sales Reports & Inventory Insights
🧩 End-to-End Storefront Management
• Amazon, eBay & Other Marketplace Support
⚙️ Business Process Optimization
• Data Analytics & Process Improvements
• Quality System Implementation
🛠️ Tools & Platforms We Work With
Sales, CRM & E-commerce:
Salesforce, Microsoft Dynamics, SugarCRM, Magento, BigCommerce, osCommerce, Shopify, Volusion
Marketplaces:
Amazon Storefront, eBay, Yahoo Store, Etsy, NotOnTheHighStreet
Project Management Tools:
Basecamp, Zoho, Trello
🚀 Sales & Marketing Virtual Support Services
As a small business owner or startup founder, your energy should be focused on serving your clients, not stuck in the cycle of chasing leads or managing campaigns. ZumaZip.com provides dedicated virtual assistance for your sales and marketing efforts, helping you close more deals, grow faster, and stay organized.
✅ Key Offerings
📈 Lead Management
• Lead Generation & Research
• Contact Management & Categorization
• CRM Updates & Pipeline Tracking
🕵️ Competitive Intelligence
• Market & Product Research
• Competitor Analysis
• Pricing Comparisons & Insights
📞 Follow-Up & Pre-Sales
• Client Outreach & Appointment Setting
• Pre-Sales Communication Support
🌐 Global Sourcing Support
• Vendor Research for Marketing Promotions
• Supplier Coordination & Product Sourcing
📣 Marketing Promotions
• Campaign Planning & Execution
• Content Research, Blog Ideas, and Scheduling
📊 Marketing Reports
• Cost Per Lead (CPL)
• Campaign Performance Analysis
• Lead Source Metrics
💵 Sales Reporting & Insights
• Cost Per Sale (CPS)
• Revenue Analysis by Segment / Product / Region
• Sales Funnel Effectiveness
🛠️ Tools & Platforms We Use
Salesforce, Insightly, Sage CRM, Zoho CRM, LinkedIn, Constant Contact, MailChimp
👥 Staffing & Recruitment Virtual Assistant Services
Hiring the right people can make or break your business. But recruitment isn’t just about sourcing talent, it’s a time-consuming process of managing job ads, resumes, interviews, and admin tasks. That’s where ZumaZip.com steps in.
We provide end-to-end recruitment and staffing support to streamline your hiring operations, reduce overhead, and help you focus on hiring quality candidates—not paperwork.
✅ Our Staffing Support Includes:
📢 Job Postings
• Job Board Research
• Drafting & Posting Ads
• Account & Listing Management
📄 Resume Management
• Resume Search & Sourcing
• Formatting, Tagging & Filing
• Candidate Database Management
📋 Applicant Tracking & CRM
• Profile Updates
• Work History & Skills Tagging
• Job Opportunity Matching
🔍 Screening Support
• Initial Resume Screening
• Reference Checks & Shortlisting
📅 Interview Coordination
• Interview Scheduling
• Candidate & Client Follow-ups
📈 Lead Generation for Staffing Firms
• Newsletter Campaigns
• Email Marketing & Lead Sourcing
💼 Billing & Payroll
• Timesheet Management
• Invoice Generation
• Payroll & Paycheck Processing
🛠️ Tools We Use
Salesforce, ZipRecruiter, LinkedIn, Jigsaw, Resumate, Intuit, and leading ATS platforms.
🌴 Travel & Vacation Rentals Virtual Assistant Services
Running a vacation rental or travel planning business is exhilarating, but it’s also nonstop. Between managing guest inquiries, updating listings, and ensuring every detail is perfect, you’re doing the work of five people. ZumaZip.com helps you scale without stress.
Our virtual assistant services are built specifically for travel agencies, Airbnb hosts, and vacation rental managers, helping you stay ahead of the competition while delivering flawless guest experiences.
✈️ Our Services Include:
🛎️ Reservations & Guest Management
• Booking Requests & Quote Handling
• Guest Follow-ups & Itinerary Coordination
📈 Lead Management
• Travel Lead Generation
• Query Handling & Sales Conversion
• CRM Updates
🌐 Website Management
• Site Building & Hosting
• Photo & Listing Updates
🗣️ Guest Feedback & Reviews
• Follow-ups Post-Stay
• Review Monitoring (TripAdvisor, Airbnb, etc.)
📅 Scheduling & Inventory
• Availability Calendars
• Room/Property Inventory Syncing
🔧 Vendor Coordination
• Maintenance Scheduling
• Housekeeping & Plumbing Management
• Vendor Contracts
💼 Sales & Marketing
• Performance Analysis & Reporting
• Online Campaigns & Email Marketing
• Newsletter Setup
💳 Accounting Support
• Invoicing & Billing
• Refund & Payment Processing
📝 Content Creation
• Local Research (Best Places to Visit, Things to Do)
• Travel Guides & Area Highlights
🏡 Vacation Rental Management
• Airbnb Listing Management
• Trip Itinerary Planning
• Guest Communication Support
🛠️ Tools We Work With
Airbnb, VRBO, HomeAway, Booking.com, Hostaway, Google Calendar, Stripe, and more.
💼 What We Do in Business Support
Outsourcing isn’t just for big corporations, ZumaZip.com is proof that even solopreneurs and small businesses can harness the power of streamlined virtual support.
We help businesses of all sizes outsource time-consuming and repetitive tasks, giving you back your most valuable resource: time.
✅ End-to-End Business Process Support
There’s virtually no back-office process we can’t assist with. If your task involves a clear process, administrative work, or a repeatable methodology, we can do it. Whether it’s:
CRM & lead updates
Invoicing & billing
Vendor coordination
Document management
Data entry & reporting
Email correspondence
Our virtual assistant team is trained to understand your workflow, document it clearly, and ensure it’s executed with precision, every time.
💡 Why Businesses Trust ZumaZip
With over a decade of experience supporting entrepreneurs, startups, and SMEs globally, we’ve built long-term relationships that stand the test of time. Some of our clients have stayed with us for 10+ years, relying on our services to scale smartly and work efficiently.
Ready to delegate like a pro and grow your business faster?
📞 Contact us today for a free consultation.
Start Delegating in 3 Simple Steps
Getting started is easy. Share your needs, and we’ll take care of the rest.
✔ Sign Up
Register for a ZumaZip plan. We’ll match you with a dedicated virtual assistant in your time zone based on your goals and workload.
✔ Connect & Delegate
Begin assigning tasks through email, phone, or your preferred communication method. Your assistant is ready to support you.
✔ Relax & Stay Informed
Your assistant will handle the tasks and keep you updated along the way. You can monitor progress and track your hours at any time.
Have a single task that you want us to do?
Send your request and we will get back to you with an estimate.
How Does it Work?
We’ve made it effortless to delegate tasks and stay updated—working with ZumaZip feels just like having your own personal assistant at your fingertips.
Step 1: Sign Up
Join ZumaZip by choosing the plan that fits your needs. Setup is quick and easy.
Step 2: Meet Your Assistant
Get matched with a dedicated U.S.-based virtual assistant. Start assigning tasks via email, phone, or your preferred platform.
Step 3: Breathe Easy
Your VA handles the work, keeps you updated, and helps you stay on top of everything—so you can focus on what matters most.
🚫 Tasks We Cannot Support
❌ Illegal Activities
Completing school or college assignments
Taking online exams
Plagiarism or fraudulent content
⚠️ Unethical Requests
Impersonating others
Completing online courses on someone’s behalf
Creating fake social media accounts or manipulating rankings
🙅♀️ Uncomfortable Topics
Collecting payments or debts
Online dating interactions
Tasks that are culturally insensitive or socially inappropriate
What do our Client Say?
🦷 Dr. Amanda Reyes, DDS – Smile Haven Dental
Location: San Diego, CA
“As a busy dentist managing both clinical hours and a growing private practice, I used to feel overwhelmed by administrative tasks—scheduling, insurance follow-ups, inventory management—it all piled up fast. Hiring a virtual assistant through ZumaZip was a game-changer. My VA handles all patient communications, manages our digital calendar, and even tracks lab orders. What’s more impressive? She’s professional, HIPAA-conscious, and always one step ahead. I now spend more time with patients and less time buried in paperwork. This is hands down one of the best investments I’ve made for my practice!”
🏡 Jason Fields – RealtyPro Group
Location: Austin, TX
“I run a small but busy real estate brokerage, and things used to fall through the cracks—missed follow-ups, chaotic open house scheduling, and inconsistent client communication. Since bringing on a ZumaZip virtual assistant, my operations have transformed. My VA handles CRM updates, email marketing, listing descriptions, and calendar syncing. She even creates custom showing itineraries for high-end clients. My productivity and client satisfaction have skyrocketed. ZumaZip’s support has made me look like I have a full-time in-house staff, without the overhead!”
🛠️🌱 Carlos Mendoza – Mendoza GC & Landscape
Location: Phoenix, AZ
“Running both a general contracting and landscaping business means my days are split between the field and the office. I needed help staying organized—quotes, scheduling, supplier follow-ups, you name it. My ZumaZip virtual assistant is my right hand. She sends out estimates, follows up with leads, manages supplier communication, and helps with invoicing. She even helped me get my QuickBooks sorted. The best part? She’s consistent, friendly, and totally reliable. I never thought a remote assistant could make this kind of impact in such a hands-on industry, but now I can’t imagine running my business without her!”
Feel free to call us. We are available 24/7 for your support.
Feel free to call us. We are available 24/7 for your support.