SalesOutlook CRM vs. vCita

We were using [SalesOutlook CRM] for a seamless experience when it comes to managing clients and their databases in a uniform way. I personally think this tool is a bit hard to learn & is most recommended to someone with prior experience with using Microsoft products.

Incentivized

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

• It makes it easy to transfer information
• It is easy to view in conjunction with Outlook
• Keeps people accountable for details in the file

Incentivized

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

Incentivized

• Does not sync all contact info
• Does not sync all SFDC info regarding account

Incentivized

• 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

The tool lives up to its expectation and completely ticks all the required boxes. Starting from its intuitive features to the post-sales support everything is on point and this makes the end-user experience more hassle free.

Incentivized

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

Easy to implement and utilize. Provides the ultimate in efficiency in my workload

Incentivized

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

I have never used a similar product to this. So far my experience with this product is pretty good. I would recommend it to colleagues and other businesses

Incentivized

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

Incentivized

• Saves time.
• Lets us focus on more important task.
• Helps in managing client communication more effectively.

Incentivized

• 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