vcita vs. Wingmate Simple CRM

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Wingmate has engaged the field staff, by showing them, the mechanisms that suit the customers, from the communications processes, the contact controls methods, and other CRM tools. Further, the customer mapping and profiling have been enhanced by Wingmate, with advanced analytical options. The lead generation and relationship molding have been enhanced by Wingmate, making the company more solid and preferred.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Wingmate guarantees a high level of interaction between users.
• Wingmate can also be used educationally (demo version).
• It is possible to easily create sales simulations since Wingmate is not industry-specific at all.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Still a very basic product. Although it does the basics well, a more rounded marketing solution would be better
• Designed for people on the go, rather than desk-based marketers
• Not as intuitive as other apps I've used (for example, sometimes some information/features are not the easiest to find)

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Wingmate has simple usability procedures, for instance, the communications options, the customer mapping options, and others. Further, Wingmate creates proper orientation processes, which are sustainable and they make all users more equipped. Lastly, Wingmate is less technical, more outstanding, and the customer support have knowledgeable facts regarding the tool, and they share with customers.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The support is very good. They are willing to work on updates and continuous improvements. Support service is prompt and efficient from the software team. They help in training and make Wingmate always easy to use. Even if we use it educationally and not professionally, they are always ready for suggestions to improve the performance of the software at an educational level.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Wingmate was used because the system was mostly used by sales/new business people rather than marketing people. Other products, such as HubSpot, [are] better suited for marketers but for simple lead management, pipeline management, and reporting to the wider team, Wingmate was used and that was a good choice based on needs.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Customer mapping helps us understand the customers, and apply the right marketing methods.
• Besides, Wingmate creates a contact control, where future communications and direct marketing are conducted.
• The analytical requirements have been supported by Wingmate very efficiently.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info