vcita is an all-in-one customer service and business management software designed for service providers, specifically SMBs and professionals such as lawyers, accountants, educators, consultants, fitness trainers, coaches, photographers, among others. The cloud solution combines essential tools to help users manage their everyday business activities and operations such as calendar and online scheduling, client portal, client management, billing and invoicing, lead generation, and email and SMS marketing. With vcita, you get in one platform functionalities to handle CRM, marketing, booking, appointment and scheduling, client communication, online payment, and more.
Its expansive capabilities make vcita a handy solution especially if you’re a sole entrepreneur or run a small team. You need all the assistance that you can get and vcita can provide that starting with putting in order and making sense of all your appointments and schedules. The online calendar and scheduling lets you manage your appointment, classes, sessions, and events where you can select your time zone, business hours and availability. You can display a customizable, branded calendar on your website where clients can request appointments. Meanwhile, a self-service portal enable your clients to book your services, make appointments online, or register to an event as well as pay online as the system integrates with third-party payment gateways. You can even create and issue branded invoices.
Aside from ensuring that you don’t miss out on your appointments, vcita lets you undertake CRM activities and targeted marketing campaigns. You can store and manage your leads and clients in a centralized online hub, view their contact history with you (appointments, documents, payments, invoices, conversations), and collaborate with your team (assign clients and appointments). You get to boost your marketing by creating landing pages with a page builder, and putting dynamic widgets on your website, and sending out effective email campaigns. It’s touted to be the only email marketing tool that includes built-in capabilities to invite clients to complete a payment, fill in a form or submit a document in a single click.
All of software’s capabilities and features are intended to drive your business to the next level with enhanced productivity and efficiency, and increased revenues. vcita understands that managing a business, no matter how small, is complex, arduous, and time-consuming. Hence, it provides easy to use tools to simplify and streamline processes so that you get to handle and complete operational and administrative tasks quickly and more efficiently. vcita is offered in a wide range of flexible plans, starting with a free edition, allowing you to upgrade and scale your operations with the features you need. Now you can have professional tools to give your business a competitive edge without having to come up with an enterprise-level budget.
Show MoreOnline scheduling & booking
Convenience is an important factor for clients in choosing their service providers. vcita lets your clients book and schedule their appointments anytime, anywhere, and on any device. It’s a flexible software that lets your clients choose a time and service that works for them with various options on services, fees, and schedules. It reduces back and forth that opens up more errors and conflicts by providing you with a calendar that automatically syncs with your existing one – whether it’s Google Calendar, iCal, and Outlook, among others. This online scheduling feature reduces no-show and boosts coordination by allowing easy reminders and alerts to your clients. You can also save time and costs from phone bookings that leave many customers frustrated, especially when there’s a long waiting queue.
Calendar management & client communication
The online calendar of your organization goes beyond helping you handle your business schedule. It is a crucial factor that can empower your business when used properly. vcita provides you with a calendar that lets your clients book their appointments online 24/7. They can check their schedule and make modifications, like rescheduling, using various platforms including your website, mobile app, social network page, or emails. If you need to communicate, you can easily schedule appointments on your phone, Skype, online meeting software, and vcita’s teleconferencing service. You will be able to stay ahead of your schedule and prevent conflicts as you can block time to pave way for preparation or scheduled appointments. It supports multiple calendars and syncs with your existing calendar to ensure everyone is on the same page when it comes to your organization’s schedules. Calendar updates are also available through SMS notifications.
Customized billing and invoicing
A centralized payment dashboard lets you monitor and oversee your business income. It even allows you to filter and sort payments depending on their status, like overdue payments, for example. Your invoices can easily be branded and customized with your own business logo, colors, and overall branding look. You can input your company information and set payment terms, currencies, taxes, and discounts. Issuing invoice, tracking payments, and doing follow-ups can be done in real-time, even when you’re on the go because the app is mobile-friendly. Clients can send their payments via PayPal or their credit cards. If an invoice is overdue, you will be notified by the app so you can forward the reminder to your client. All your invoices and transactions are kept in an unlimited invoice archive.
Convenient online payments
Clients can have the convenience of doing online payments with this feature – a quick and reliable method for your clients to pay your services and for you to receive their payment. You can collect your payments upfront or after the service is completed. A customizable invoice template is available to let you create and send professional invoices to your clients. Clients can enter their personal details and payment information on your payment form and button that you can place anywhere on your website. They can remit a predefined amount or exact amount to pay and complete the transaction using their credit card or PayPal account.
Self-service client portal
The client portal is a space for your clients to have more control over finishing certain actions such as booking and paying online. It is a safe, secure, and friendly portal for your clients to get in touch with your business at any time of the day, even after your business hours, that’s convenient for them. It makes things easier for your client without requiring them to be tech-savvy as the platform is user-friendly, simple, and interactive. This also reduces the workload of your staff so they can prioritize more important business processes.
Easy landing page builder
LiveSite drives higher conversion rates as it’s designed to prompt clients to take action. It’s attractive and mobile-responsive that looks great on any device – whether your clients are viewing it on their desktop, tablet or mobile phone – to ensure your customers enjoy navigating around your website. It is quick and easy to build a landing page for your business. You don’t need to hire a designer or developer as there is no coding required. Furthermore, setting it up won’t cost you anything as there are no hidden costs for the URL and storage. It’s equipped with CRM tools and built-in forms for online scheduling, payment methods, and file sharing, among others.
Effective email campaigns
Email marketing is one of the most effective ways to get in touch with your customers and prospects. Even without design skills, you can easily craft an attractive email announcement or promotion using a pre-built template. It effectively encourages your clients to take immediate action such as booking your service, making a payment, or registering to an event. Compose and send your email campaigns even while you’re on the go using your mobile device. Tracking results is streamlined by monitoring actual client activity and click rates. This data gains you a better understanding of your campaigns and measures its real success.
Robust client management
This CRM is exclusively tailored towards service providers; hence, it is more effective in growing your business. It lets you transform your business into a self-managing unit by being in control of how you handle and interact with your clients. Clients won’t get tied to your business hours as they can manage their preferred appointments anytime and anywhere on your website and social media platforms. All information about your leads, contacts, and clients are stored and managed in the online hub. You can also understand your clients better by easily overseeing their transaction history such as previous conversations, documents, invoices, appointments, and payments. It’s a mobile and online CRM that offers convenience by enabling relevant information to be easily accessible by your clients. It also lets you manage and collaborate with your team wherever they are in the world.
Dynamic lead capturing
Aside from a platform for your business, your website can be a client-generating powerhouse. When visitors check out your website, vcita makes sure it is easy for them to get in touch with you on each page they interact with. It also lets you start a conversation with prospects using an online form. Not only will you allow them to share their pain points but this also helps you gain their trust. Actionable buttons, such as a “Schedule Now” button, generate more bookings as it motivates your clients to take your services through your call-to-actions that encourage clicks. You will be notified of each new lead to let you respond immediately to any of their potential inquiries and concerns.
Show More1. Expanding business activities and offerings
Problem: In wanting to find a way to deepen relationships with her existing clients and make connections with new ones, online retailer Dina decided to expand her offering into more than just an online retail shop. She wanted her website to be a place where women could shop for great fitting clothes, learn how to start their own e-commerce business, or just get coaching from someone who could provide entrepreneurship and life advice.
Solution: vcita’s LiveSite client engagement platform to capture more website visitors and turn them into clients. Customers were able to reach out to Dina anytime and she was able to respond quickly having collected important client data by using customized fields she set up through the intake form vcita provides.
2. Managing and coordinating schedules
Problem: A business consultant was looking for a way to reduce the amount of time spent on scheduling and coordination. Around 30 minutes of precious time is by a busy professional going back and forth with every scheduling of an appointment.
Solution: vcita’s online scheduling solution reduced that time to 5 seconds to accept an appointment which can only be scheduled when the consultant is available.
Keeping in mind businesses have their own business-related wants, it is only sensible that they avoid buying a one-size-fits-all, ideal software product. Regardless, it is difficult to try to discover such an app even among well-known software products. The best step to undertake is to jot down the different vital functions that necessitate research like major features, price terms, technical skill aptitude of staff members, business size, etc. Next, you must follow through the research exhaustively. Go over some vcita review articles and look over each of the software programs in your list in detail. Such all-encompassing research makes sure you stay away from unsuitable apps and buy the one that delivers all the tools your company requires.
Position of vcita in our main categories:
vcita is one of the top 100 CRM Software products
There are trendy and widely used applications in each software category. But are they necessarily the best fit for your enterprise’s unique wants? A popular software product may have thousands of subscribers, but does it provide what you require? For this reason, do not blindly shell out for popular systems. Read at least a few vcita CRM Software reviews and mull over the elements that you wish to have in the software such as the fees, main features, available integrations etc. Then, choose a few solutions that fit your requirements. Check out the free trials of these apps, read online comments, get clarifications from the seller, and do your research meticulously. This profound research is certain to aid you select the most excellent software application for your company’s unique requirements.
vcita Pricing Plans:
$19/month
$45/month
$75/month
vcita Pricing Plans:
Free Trial
Essentials
$19/month
Business
$45/month
Platinum
$75/month
vcita offers 3 plans as well as a 14-day free trial.
Essentials – $19/month ($29/month when billed monthly)
Business – $45/month ($59/month when billed monthly)
Platinum Solo- $75/month ($99/month when billed monthly)
Platinum 2 to 4 staff members – $91/month ($119/month when billed monthly)
We are aware that when you choose to buy a CRM Software it’s vital not only to find out how professionals score it in their reviews, but also to discover if the actual people and companies that bought these solutions are indeed satisfied with the product. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and vcita reviews across a vast array of social media sites. The data is then displayed in an easy to digest form revealing how many customers had positive and negative experience with vcita. With that information available you should be prepared to make an informed business choice that you won’t regret.
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vcita average rating:
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ADD A REVIEWThe most favorable review
PROS: The best part of vCita is its Gmail integration and email alerts. It lets me know a day and an hour before my appointments so that I do not miss them. It is also helpful that it permits me to take notes, tag applicants, and get in touch with talents via the platform. These are all complemented by a user-friendly interface that enables the smooth reassignment of conversations when needed.
CONS: vCita's mobile app has limited features so I have to do most of my task's on the website. I have also experienced slow response from the app when I navigate between different tabs, which is very much different from the ease that the website offers. I could only be biased against the app because I am too comfortable with the website but I feel that vCita could still improve their mobile app.
The least favorable review
PROS: Set up is very easy and their customer support will walk you through it.
CONS: For the most part the service was ok. However, don't purchase the year membership without really giving it a good trial. You will not get refunded any portion of your fee if it doesn't work out. They will keep the entire year's fee. Only pay monthly until you really feel it is going to work for you. Our clients struggled with the appointment process and became frustrated with the system. We had to go another direction and were out $615 for only three months of service.
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A visually appealing and user-friendly solution
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PROS: Configuring vCita is an easy process, which cannot be said for the other apps that I have used in the past. It is also a huge help that I can tag clients in the solution, which allows me to export lists to other platforms effortlessly. Apart from those things, I like that vCita has integrated SMS messaging because it can be quite difficult to connect a third-party text messaging platform.
CONS: I wish that vCita has a recurring events feature. It would also be advantageous if we can synchronize our leads with our main calendar. Though we are enjoying the integrated SMS functionality, we wish that it is more cost-effective than it currently is.
It transformed the way I work
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PROS: This software eliminates the worries related to time zones and the availability of my clients. I just book everything in our local time zone and the software automatically adjusts the schedule of the appointments according to the client’s time zone. The invoicing tool is also worth praise. Generally, this software has made scheduling and my job way easier to manage.
CONS: There’s no way to permanently sort or list clients alphabetically by their surname. Whenever I tried to make a list alphabetically by their last name, it always goes back to its default state which is first-name order.
I am in awe of vCita
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PROS: The best part of vCita is its Gmail integration and email alerts. It lets me know a day and an hour before my appointments so that I do not miss them. It is also helpful that it permits me to take notes, tag applicants, and get in touch with talents via the platform. These are all complemented by a user-friendly interface that enables the smooth reassignment of conversations when needed.
CONS: vCita's mobile app has limited features so I have to do most of my task's on the website. I have also experienced slow response from the app when I navigate between different tabs, which is very much different from the ease that the website offers. I could only be biased against the app because I am too comfortable with the website but I feel that vCita could still improve their mobile app.
Love it!
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PROS: I am happy to share my experience using this platform. So far, everything is amazing. I love the ease of scheduling as well as the ability to add a procedure in Zapier to ensure that leads or new clients will be captured into the email autoresponder. The automated messages, as well as the customer portal, are also a great help. On top of that, the software is constantly updated and with every update comes new tools.
CONS: I just love this product. There’s nothing to dislike so far. In case I see something not that pleasant, I’ll be back to share it.
Make sure your clients like it before you commit.
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PROS: Set up is very easy and their customer support will walk you through it.
CONS: For the most part the service was ok. However, don't purchase the year membership without really giving it a good trial. You will not get refunded any portion of your fee if it doesn't work out. They will keep the entire year's fee. Only pay monthly until you really feel it is going to work for you. Our clients struggled with the appointment process and became frustrated with the system. We had to go another direction and were out $615 for only three months of service.
A top-notch schedule management app
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PROS: vCita has armed us with a vast variety of tools that eases our scheduling and invoicing processes. This makes it a wonderful option for startups who are looking to increase their productivity without breaking the bank.
CONS: The pricing tiers are costly and the solution becomes steep when you need more features. Aside from that, vCita should also look into fixing their time zone configuration because it does not adjust at times. This has caused difficulties for us in setting online meetings with people in other time zones.
A great solution for everything.
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PROS: I like how my CRM tool lets me send out and take in payment, and sending and setting up appointments. Its Business Insights section gives me an idea on the current relationship I have with every client. An attractive tool that makes everything convenient.
CONS: I'd like to have more filter options in my own Business Intelligence widget. For instance, it'd be nice to have a fair idea as to how much I've been making from certain services within the one-month window year over year. It'd be nice to have a filter for the leads I was able to meet via ads versus that of referrals.
It’s pleasing to the eye and very intuitive.
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PROS: The tool's settings happen to be straightforward. I've been using a bunch of programs back then and I found them too technical for my taste. They were also difficult to navigate. But this tool has been nothing but a good experience. I love how you get to tag clients.
CONS: I was hoping there was some sort of functionality in getting group events to constantly repeat. I also found it hard to sync the scheduled leads within our admin calendary. We appreciate that there are texts but such feature can be found in other tools at a more affordable pricing.
It’s a great way to offer consulations for free.
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PROS: I love the fact that I get to know what stuff people are looking for way before they can set up a free appointment with me. I love how easy it is for any user or visitor to reach out to me. Keeping in touch with me has never been this easy!
CONS: The one downer what I don't favour is paying for the service they're offering. I was hoping it would be free. But right now, that's not the case. Maybe the folks over at vCita can do something about it in the later going. I still wish their service is free though.
Very handy and easy to use.
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PROS: It's very simple running a small business with clients, making payments, doing client follow-ups, and sending/receiving messages. You get to make inscriptions, do a quick view the situation, and making plans. Interacting with clients is seamless. Adding and sending documents can be done with ease.
CONS: From time to time, I do things in French. Unfortunately, there aren't any translations available for me to work with. I wish this tool would give me an option to that. I'm hoping they'll come up with multi-language support to make things easier for those who want to dab things into another language.
I love using vCita!
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PROS: It can automatically make appointment adjustments based on the time zones of my clients. I'm no longer pressured to think critically of my client's time whenever I do appointments. I'm booking everything according to my own time zone. I leave everything else to vCita.
CONS: So far, I've yet to discover an approach in getting the tool to list my clients by alphabetical order in terms of their last name (rather than their first name). I'm struggling to this by default. I was able to that temporarily. In the end though, it gets reverted back to the typical front-name list each time I go back to that tool's section.
This tool equates to more business.
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PROS: The pop-up widget can easily be customized to ensure client engagement potential. I initially made use of this tool to get visitors to have a free 10-minute meet with me. Right off the bat, I saw a surge of numbers for both my patients/clients after getting the widget installed.
CONS: At this point, there's no functionality available for curbing people from cancelling their appointment without incurring a penalty. Although the policy specifically indicated a no-cancellation option within the 48-hour period. I feel a warning notification should be made for anyone who intends to cancel their appointment in that time period and charge a fee for cancelling their appointment.
I’ve had a great experience using vCita. They’re customer support has been amazing since day one!
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PROS: I love how their customer service works. Waiting time is very minimal, which is a good thing. I like their online chat help. The features they have are good. I can simply make a link to add to my blogs, programs, sites, and etc. Its editing functionality is simple to utilize whenever I'm in need of making changes.
CONS: I don't like being bugged about going for an upgrade. It's been happening a lot thanks to this tool's intrusive advertising notification. I'm still not ready to make the upgrade at this time. I wish I could limit this somehow or at least disable the notification. Unfortunately, I can't.
I like how this scheduling tool works.
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PROS: It's simple for me to use. My clients get to schedule the time with me. I love how I can include a process within Zapier to ensure I can capture new clients within my email auto responder. I favor the auto messages that I can send along with my follow-up messages.
CONS: So far, I've yet to see anything that I find negative. From my standpoin, the product is awesome. It keeps the innovation by including new tools that'll align to using a great software like Vcita. As I push through with using the product, I'll be here to take notes of anything that I don't like and offer feedback.
A fantastic system that keeps my client appointments organized.
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PROS: It's simple to utilize. Very clear in terms of use. Simple to navigate. It can keep track of payments and allows note taking of clients. A widget is available and can be placed on the site to let your clients directly set an appointment with you.
CONS: Unfortunately, this tool doesn't come for free. You'll have to pay for it if you intend to completely benefit from all of its offerings. At the same time, you'll need to subscribe to a monthly plan if you intend to continue using it. It's one significant drawback that you'll need to put with.
Robust sharing of documents, simpilified scheduling, and significant communication enhancements.
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PROS: Making use of vCita in improving the way I can get users to set up appointments using any social platform or my own site. I can do email campaigns and getting users to register and take part in my webinars/events/seminars in one place at the highest possible quality.
CONS: vCita badly needs to have improved integration with other tools utilized by smaller businesses. It's a good thing to know they have a Facebook page so everyone can hear what they're planning say, their intentions for more features, and improving integrations to cater to user needs.
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A visually appealing and user-friendly solution
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
It transformed the way I work
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
I am in awe of vCita
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
Love it!
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
Make sure your clients like it before you commit.
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
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