Attio vs. vcita

Attio is great at being a CRM without all the junk other CRMs do. Its simple to use and has a clean interface. With that said, it could really use with more customization features and settings.

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It makes client communication extremely easy - we can message and schedule online appointments. Clients really like those options. We also like the online payment portal. That way clients can pay at their convenience, and we don't end up with credit card information that requires PCI compliance. It also helps with payments. It would also help with invoicing, but unfortunately, there are only 3 linked payment options (Square, Stripe, and PayPal). If you don't use one of those payment processors, you cannot link to billing.

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• You can BCC your Attio email and it reads it
• Keeps my list in check
• Lets me know who needs a followup

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• Great for online appointment bookings.
• Good for taking payments.
• Good for onboarding new clients.
• Integrates with your website.
• Integrates with Facebook Pages.

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• Payment collection: We want to have an option to allow clients to choose the amount they wish to pay.
• Improved ease of use with forms.

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Its pretty straightforward. Typically i don't have to search for fetaures to find them, its pretty intuitive for the most part.

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Overall - easy to use. There are some missing features (like fillable pdf forms), and it also requires using certain credit card processors to link billing (otherwise it doesn't work).

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I do miss the days when I could easily call up a rep and talk to them about any issues I had with the service. But I still do hear back from the customer service rep during the week within 24 hours.

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Hubspot has too much going on and its really not worth what you pay for. Fluent is good but a little too simple and you basically need wordpress, so its more niche but completely free. Attio sits in the middle

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I liked vCita a lot more for my home services company mainly because it handled scheduling through the software which was terrific.

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• I have no clue
• I'm assuming that we would not have people making appointments with us if we didn't have this service

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info