Teamleader vs. vCita

It is great for making proposals, sending invoices and for keeping time. It is also a great CRM tool. I love the business card scanner in the app.

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

• Comply clients data
• Invoices
• Track and measure time for projects

Incentivized

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

Incentivized

• Synching contacts between iPhone and Teamleader could be easier.
• Integration with Aweber would be great.

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

Besides having some tools to improve, it's a simple yet useful tool to organize data in order to improve patients quality and internal development.

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

Very effective team. If ANYTHING occurs their assistance is pretty much immediate. They take longer by email but it works everytime.

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

Act-On I used for a client. It is more a marketing automation tool than a CRM solution and it is also more suited for bigger organizations.

Incentivized

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

Incentivized

• Positive: invoices are easy to pay thanks to the direct link, invoices are mostly paid timely
• Positive: it is easy to monitor deals and proposals. When followed up timely, more opportunities become deals.

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