ClientTree CRM+ vs. vCita

ClientTree CRM+

vCita

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
ClientTree CRM+	Score 0.0 out of 10	N/A	The ClientTree CRM + client portal system is for brokers operating in the UK mortgage and insurance market. The system is client-centric to enable users to see what each client has and add a new transaction as applicable. Yet, there are various tools available to track each transaction and see the individual users' pipeline. Via 3rd party integrations, mortgage and insurance sourcing is also available with a few clicks, where information and documents can be pulled back into the CRM and used…	N/A
vCita	Score 9.0 out of 10	N/A	vCita is a marketing-focused CRM for service providers. According to the vendor, the product helps service providers move clients through every stage of the sales cycle: from the first point of contact to closing, upselling and follow-up. vCita is a lightweight CRM with the following features: - Manage appointments, payments, and clients - Access info & respond to clients on the go with a mobile app - Invite clients to…	$29 per month

Pricing

ClientTree CRM+

vCita

Editions & Modules

No answers on this topic

Essentials: $29
per month
Business: $59
per month
Platinum: $99
per month

Offerings

Pricing Offerings
ClientTree CRM+	vCita
Free Trial
Yes	Yes
Free/Freemium Version
No	Yes
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

Additional Details

—

More Pricing Information

Community Pulse
	ClientTree CRM+	vCita

Features

ClientTree CRM+

vCita

Sales Force Automation

Comparison of Sales Force Automation features of Product A and Product B
	ClientTree CRM+ - Ratings	vCita 8.8 5 Ratings 12% above category average
Customer data management / contact management	00 Ratings	9.55 Ratings
Workflow management	00 Ratings	8.04 Ratings

Marketing Automation

Comparison of Marketing Automation features of Product A and Product B
	ClientTree CRM+ - Ratings	vCita 7.0 3 Ratings 10% below category average
Email marketing	00 Ratings	7.03 Ratings

CRM Project Management

Comparison of CRM Project Management features of Product A and Product B
	ClientTree CRM+ - Ratings	vCita 8.0 5 Ratings 4% above category average
Billing and invoicing management	00 Ratings	9.05 Ratings
Reporting	00 Ratings	7.03 Ratings

Customization

Comparison of Customization features of Product A and Product B
	ClientTree CRM+ - Ratings	vCita 6.8 7 Ratings 12% below category average
Custom fields	00 Ratings	6.67 Ratings
API for custom integration	00 Ratings	7.02 Ratings

Platform

Comparison of Platform features of Product A and Product B
	ClientTree CRM+ - Ratings	vCita 8.6 7 Ratings 13% above category average
Mobile access	00 Ratings	8.67 Ratings

Security

Comparison of Security features of Product A and Product B
	ClientTree CRM+ - Ratings	vCita 9.7 6 Ratings 15% above category average
Role-based user permissions	00 Ratings	9.76 Ratings

Best Alternatives
	ClientTree CRM+	vCita
Small Businesses	Salesmate Score 10.0 out of 10	Salesmate Score 10.0 out of 10
Medium-sized Companies	Creatio Score 9.1 out of 10	Creatio Score 9.1 out of 10
Enterprises	Creatio Score 9.1 out of 10	Creatio Score 9.1 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	ClientTree CRM+	vCita
Likelihood to Recommend	- (0 ratings)	9.7 (10 ratings)
Usability	- (0 ratings)	9.5 (4 ratings)
Support Rating	- (0 ratings)	8.5 (4 ratings)

User Testimonials
	ClientTree CRM+	vCita
Likelihood to Recommend	ClientTree Group Ltd No answers on this topic	vcita 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. Incentivized WN William Niffen Partner Read full review
Pros	ClientTree Group Ltd No answers on this topic	vcita Great for online appointment bookings. Good for taking payments. Good for onboarding new clients. Integrates with your website. Integrates with Facebook Pages. Incentivized David Cook Owner Read full review
Cons	ClientTree Group Ltd No answers on this topic	vcita 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. Incentivized John Stroud Senior Coach Read full review
Usability	ClientTree Group Ltd No answers on this topic	vcita 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). Incentivized WN William Niffen Partner Read full review
Support Rating	ClientTree Group Ltd No answers on this topic	vcita 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. Incentivized Samuel Reynolds Chief consultant Read full review
Alternatives Considered	ClientTree Group Ltd No answers on this topic	vcita I liked vCita a lot more for my home services company mainly because it handled scheduling through the software which was terrific. Incentivized Christopher Cater Training Specialist Read full review
Return on Investment	ClientTree Group Ltd No answers on this topic	vcita I have no clue I'm assuming that we would not have people making appointments with us if we didn't have this service Incentivized Denise Deem Marketing and Business Development Manager Read full review
ScreenShots		vCita Screenshots