servis vs. vcita

FreeAgent CRM allows a sales professional to be on top of their pipeline, sales funnel, activity, and projections! It's easy to use, easy to understand, and easy to navigate. It's very customizeable to your organization liking and organizations needs.

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

• Pipeline View
• Task Management
• Sales Funnel Evaluation
• Sales Projection

Incentivized

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

Incentivized

• Emailing compatibility from the platform
• Calling compatibility from the platform
• A more automated Task logging process

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

It's easy to use, very customizable, and very effective!

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

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 not used previous CRMS.

Incentivized

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

Incentivized

• FreeAgent CRM has allowed me to be on top of my pipeline, which has led to countless closed deals.
• FreeAgent CRM has given me the understanding of my true activity, allowing for me to make adjustments to my sales processes, leading to more sales.
• FreeAgent CRM has allowed me to be on top of the larger enterprises and has led to closed deals with larger accounts.

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