14 Ratings
81 Ratings
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Score 8.7 out of 100
14 Ratings
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Score 9.5 out of 100

Feature Set Ratings

  • Salesforce Essentials ranks higher in 5 feature sets: Sales Force Automation, Marketing Automation, CRM Project Management, Customization, Platform
  • vCita ranks higher in 1 feature set: Security

Sales Force Automation

9.1

Salesforce Essentials

91%
8.7

vCita

87%
Salesforce Essentials ranks higher in 6/8 features

Customer data management / contact management

9.0
90%
2 Ratings
9.5
95%
5 Ratings

Territory management

9.5
95%
2 Ratings
N/A
0 Ratings

Opportunity management

8.0
80%
2 Ratings
N/A
0 Ratings

Integration with email client (e.g., Outlook or Gmail)

9.5
95%
2 Ratings
N/A
0 Ratings

Quote & order management

9.0
90%
1 Rating
N/A
0 Ratings

Interaction tracking

9.5
95%
2 Ratings
N/A
0 Ratings

Channel / partner relationship management

9.0
90%
1 Rating
N/A
0 Ratings

Workflow management

N/A
0 Ratings
8.0
80%
4 Ratings

Marketing Automation

7.4

Salesforce Essentials

74%
7.0

vCita

70%
Salesforce Essentials ranks higher in 1/2 features

Lead management

7.4
74%
2 Ratings
N/A
0 Ratings

Email marketing

N/A
0 Ratings
7.0
70%
3 Ratings

CRM Project Management

9.0

Salesforce Essentials

90%
8.0

vCita

80%
Salesforce Essentials ranks higher in 3/3 features

Task management

9.0
90%
1 Rating
N/A
0 Ratings

Billing and invoicing management

9.0
90%
1 Rating
9.0
90%
5 Ratings

Reporting

9.0
90%
1 Rating
7.0
70%
3 Ratings

CRM Reporting & Analytics

9.0

Salesforce Essentials

90%

vCita

Feature Set Not Supported
N/A
Salesforce Essentials ranks higher in 3/3 features

Forecasting

9.0
90%
1 Rating
N/A
0 Ratings

Pipeline visualization

9.0
90%
1 Rating
N/A
0 Ratings

Customizable reports

9.0
90%
1 Rating
N/A
0 Ratings

Customization

9.1

Salesforce Essentials

91%
6.8

vCita

68%
Salesforce Essentials ranks higher in 4/4 features

Custom fields

9.5
95%
2 Ratings
6.7
67%
7 Ratings

Custom objects

9.0
90%
1 Rating
N/A
0 Ratings

Scripting environment

9.0
90%
1 Rating
N/A
0 Ratings

API for custom integration

9.0
90%
1 Rating
7.0
70%
2 Ratings

Security

9.3

Salesforce Essentials

93%
9.7

vCita

97%
Salesforce Essentials ranks higher in 1/2 features

Single sign-on capability

9.5
95%
2 Ratings
N/A
0 Ratings

Role-based user permissions

9.0
90%
2 Ratings
9.7
97%
6 Ratings

Social CRM

9.0

Salesforce Essentials

90%

vCita

Feature Set Not Supported
N/A
Salesforce Essentials ranks higher in 1/1 features

Social engagement

9.0
90%
1 Rating
N/A
0 Ratings

Integrations with 3rd-party Software

9.0

Salesforce Essentials

90%

vCita

Feature Set Not Supported
N/A
Salesforce Essentials ranks higher in 2/2 features

Marketing automation

9.0
90%
1 Rating
N/A
0 Ratings

Compensation management

9.0
90%
1 Rating
N/A
0 Ratings

Platform

9.5

Salesforce Essentials

95%
8.5

vCita

85%
Salesforce Essentials ranks higher in 1/1 features

Mobile access

9.5
95%
2 Ratings
8.5
85%
7 Ratings

Attribute Ratings

  • vCita is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

9.5

Salesforce Essentials

95%
2 Ratings
9.7

vCita

97%
10 Ratings

Usability

Salesforce Essentials

N/A
0 Ratings
9.5

vCita

95%
4 Ratings

Support Rating

Salesforce Essentials

N/A
0 Ratings
8.5

vCita

85%
4 Ratings

Likelihood to Recommend

Salesforce

SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.
Read full review

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.
Read full review

Pros

Salesforce

  • CRM Managment
  • Streamlining Sales Funnel
  • Providing data sets and analytics
Read full review

vcita

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

Cons

Salesforce

  • SalesforceIQ has some reporting items that are a little harder to easily uncover but I have found work arounds or manually created reporting to get that information, such as number of times a salesperson was at a location.
  • Some of the upgrade items I would like to see are available in salesforce sales cloud that allow easier automation for marketing.
Read full review

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.
Read full review

Pricing Details

Salesforce Essentials

Starting Price

$35 per month per user

Editions & Modules

Salesforce Essentials editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    vCita

    Starting Price

    $29 per month

    Editions & Modules

    vCita editions and modules pricing
    EditionModules
    Essentials291
    Business592
    Platinum993

    Footnotes

    1. per month
    2. per month
    3. per month

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Usability

    Salesforce

    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).
    Read full review

    Support Rating

    Salesforce

    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.
    Read full review

    Alternatives Considered

    Salesforce

    We selected SalesforceIQ over Insightly because of the email automation they offered. Their app also seemed to be a little more robust. I highly recommend a trial before you make a decision. The trial with SalesforceIQ is what sold us on the product
    Read full review

    vcita

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

    Return on Investment

    Salesforce

    • Not budget friendly for smaller start-ups.
    Read full review

    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
    Read full review

    Screenshots

    Add comparison