TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Efficy

    Score10 out of 10
    N/AEfficy is marketing and sales software, providing: Sales Force Management and Motivation Contact Management Marketing Campaign Management After-Sales Service Management Collaborative Project Management Document Management Data Visualization and Analysis Efficy starts with contact and task management features, priced per user per month, and from there the business can add campaign management, timesheets and project…

    $21.15

    per month per user

    vcita

    Score9 out of 10
    N/AvCita 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…

    $35

    per month

    Pricing
    Efficyvcita
    Editions & Modules
    Starter
    20€
    per month per user
    SMB
    40€
    per month per user
    Enterprise
    60€
    per month per user
    Corporate
    80€
    per month per user
    Essentials
    $35
    per month
    Business
    $65
    per month
    Platinum
    $110
    per month
    Offerings
    Pricing Offerings
    Efficyvcita
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsDiscount available for annual billing.
    More Pricing Information
    Features
    Efficyvcita
    Sales Force Automation
    Comparison of Sales Force Automation features of Efficy and vcita
    Feature
    Efficy
    -
    Ratings
    vcita
    8.8
    5 Ratings
    12% above category average
    Customer data management / contact management00 Ratings9.55 Ratings
    Workflow management00 Ratings8.04 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Efficy and vcita
    Feature
    Efficy
    -
    Ratings
    vcita
    7.0
    3 Ratings
    10% below category average
    Email marketing00 Ratings7.03 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Efficy and vcita
    Feature
    Efficy
    -
    Ratings
    vcita
    8.0
    5 Ratings
    4% above category average
    Billing and invoicing management00 Ratings9.05 Ratings
    Reporting00 Ratings7.03 Ratings
    Customization
    Comparison of Customization features of Efficy and vcita
    Feature
    Efficy
    -
    Ratings
    vcita
    6.8
    7 Ratings
    12% below category average
    Custom fields00 Ratings6.67 Ratings
    API for custom integration00 Ratings7.02 Ratings
    Platform
    Comparison of Platform features of Efficy and vcita
    Feature
    Efficy
    -
    Ratings
    vcita
    8.6
    7 Ratings
    12% above category average
    Mobile access00 Ratings8.67 Ratings
    Security
    Comparison of Security features of Efficy and vcita
    Feature
    Efficy
    -
    Ratings
    vcita
    9.7
    6 Ratings
    14% above category average
    Role-based user permissions00 Ratings9.76 Ratings
    Best Alternatives
    Efficyvcita
    Small Businesses
    Salesflare
    Score10 out of 10
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Efficyvcita
    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
    Efficyvcita
    Likelihood to Recommend
    Efficy
    No answers on this topic
    WiseStamp
    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
    Read full review
    Pros
    Efficy
    No answers on this topic
    WiseStamp
    • Great for online appointment bookings.
    • Good for taking payments.
    • Good for onboarding new clients.
    • Integrates with your website.
    • Integrates with Facebook Pages.
    Incentivized
    Read full review
    Cons
    Efficy
    No answers on this topic
    WiseStamp
    • 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
    Read full review
    Usability
    Efficy
    No answers on this topic
    WiseStamp
    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
    Read full review
    Support Rating
    Efficy
    No answers on this topic
    WiseStamp
    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
    Read full review
    Alternatives Considered
    Efficy
    No answers on this topic
    WiseStamp
    I liked vCita a lot more for my home services company mainly because it handled scheduling through the software which was terrific.
    Incentivized
    Read full review
    Return on Investment
    Efficy
    No answers on this topic
    WiseStamp
    • 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
    Read full review
    ScreenShots

    vcita Screenshots

    Screenshot of vcita's features, that make it a marketing-driven CRM for small businesses