vCita REVIEW

CRM Software

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USER SATISFACTION 100%
OUR SCORE 8.8

What is vCita?

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.

Overview of vCita Benefits

Online 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.

Overview of vCita Features

  • Be in sync with your phone and calendar
  • Built-in appointment scheduling and services menu
  • Client interactions management
  • Contact form Facebook plugin
  • Customizable forms, and styles text and fields
  • Forms for any web platform
  • HTML contact form generator
  • Manage your calendar on any device
  • Minimize “no shows”, simplify rescheduling
  • Perfect fit to Facebook, mobile, and websites
  • Predefined services and meeting options
  • Proactive contact form choices for your website
  • Reminders, email confirmation, and autoresponder
  • Schedule with multiple employees
  • Secure an online payment upfront
  • Self-service appointment scheduling for your clients
  • CRM
  • Email and SMS marketing
  • Invoicing
  • Client portal

What Problems Will vCita Solve?

1. 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.

Awards & Quality Certificates

vCita Position In Our Categories

Position of vCita in our main categories:

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100

vCita is one of the top 100 CRM Software products

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10

vCita is one of the top 10 Online Booking Software products

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100

vCita is one of the top 100
CRM Software products

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10

vCita is one of the top 10
Online Booking Software products


vCita is also listed in the following subcategories:

Category:Position:Category:Position:
Billing and Invoicing Software#21 Customer Service Software#8
Email Marketing Software#23
Category:Position:
Billing and Invoicing Software#21
Customer Service Software#8
Email Marketing Software#23

Organizations have diverse needs and requirements and no software application can be perfect in such a scenario. It is useless to try to find a perfect off-the-shelf software system that fulfills all your business needs. The wise thing to do would be to customize the solution for your special requirements, employee skill levels, budget, and other factors. For these reasons, do not hasten and subscribe to well-publicized trendy solutions. Though these may be widely used, they may not be the perfect fit for your particular wants. Do your homework, check out each short-listed application in detail, read a few vCita reviews, contact the maker for explanations, and finally select the application that offers what you require.

How Much Does vCita Cost?

vCita Pricing Plans:

vCita offers four plans as well as a 14-day free trial.

Free

  • Business management app (clients, calendar, billing & documents)
  • LiveSite client portal (forms, files & custom actions)
  • 300 clients

Essentials – $29/month or $24/month (billed annually)

  • Online scheduling plan: $15/Month
  • All Free features, plus:
  • Online appointment booking & event registration
  • Online payments
  • 1,000 clients
  • Email support
  • Single user

Business – $59/month or $49/month (billed annually)

  • All Essentials features, plus:
  • Email marketing and SMS campaigns
  • Coupons
  • Client text messages (SMS)
  • Client tags & follow-ups
  • 3rd party integrations & analytics
  • 5,000 clients
  • Free onboarding session, email & phone support
  • 2 staff members included, $15/month for each additional user

Platinum – $99/month or $79/month (billed annually)

  • All Business features, plus:
  • Staff roles & permissions
  • Auto-assign rules
  • Custom email & SMS notifications per service
  • Set your own LiveSite domain
  • Unlimited clients
  • Free onboarding session, priority support
  • 5 staff members included, $15/month for each additional user

User Satisfaction

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and vCita reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with vCita. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

5

NEGATIVE SOCIAL MENTIONS

0

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Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
  • German
  • Spanish
  • French
  • Russian
  • Italian
  • Portugese
  • Polish
Pricing Model
  • Free
  • Monthly payment
Customer Types
  • Small Business
  • Medium Business
  • Freelancers
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE NO.
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

What are vCita pricing details?

vCita Pricing Plans:

vCita offers four plans as well as a 14-day free trial.

Free

  • Business management app (clients, calendar, billing & documents)
  • LiveSite client portal (forms, files & custom actions)
  • 300 clients

Essentials – $29/month or $24/month (billed annually)

  • Online scheduling plan: $15/Month
  • All Free features, plus:
  • Online appointment booking & event registration
  • Online payments
  • 1,000 clients
  • Email support
  • Single user

Business – $59/month or $49/month (billed annually)

  • All Essentials features, plus:
  • Email marketing and SMS campaigns
  • Coupons
  • Client text messages (SMS)
  • Client tags & follow-ups
  • 3rd party integrations & analytics
  • 5,000 clients
  • Free onboarding session, email & phone support
  • 2 staff members included, $15/month for each additional user

Platinum – $99/month or $79/month (billed annually)

  • All Business features, plus:
  • Staff roles & permissions
  • Auto-assign rules
  • Custom email & SMS notifications per service
  • Set your own LiveSite domain
  • Unlimited clients
  • Free onboarding session, priority support
  • 5 staff members included, $15/month for each additional user

What integrations are available for vCita?

vCita supports the following integrations:

  • Wix
  • Weebly
  • Facebook
  • WordPress
  • Drupal
  • Gmail
  • Google Calendar
  • Constant Contact
  • Mailchimp
  • PayPal
  • Stripe
  • Zapier
  • Quickbooks

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