vcita vs. Workpex

vcita

Workpex

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
vcita	Score 9.0 out of 10	N/A	vCita is a marketing-focused CRM for service providers. According to the vendor, the product helps service providers move clients through every stage of the sales cycle: from the first point of contact to closing, upselling and follow-up. vCita is a lightweight CRM with the following features: - Manage appointments, payments, and clients - Access info & respond to clients on the go with a mobile app - Invite clients to…	$35 per month
Workpex	Score 0.0 out of 10	N/A	Workpex is a sales and lead management software designed to organize and enhance sales processes for businesses of all sizes. It offers a suite of features that automate tasks and optimize efficiency, ensuring the best management of leads and sales activities for sales teams. From organizing lead data and providing timely reminders to tracking calls and integrating with popular communication platforms like WhatsApp, Workpex helps sales teams to stay productive and focused. It includes analytics…	N/A

Pricing

vcita

Workpex

Editions & Modules

Essentials: $35
per month
Business: $65
per month
Platinum: $110
per month

No answers on this topic

Offerings

Pricing Offerings
vcita	Workpex
Free Trial
Yes	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

Additional Details

Discount available for annual billing.

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More Pricing Information

Community Pulse
	vcita	Workpex
Considered Both Products	vcita John Stroud Senior Coach Chose vcita vCita has been very responsive to our needs and desires for improvement in certain areas. We have appreciated the level of support we receive when a problem arises. Our biggest gain when moving was the reliability of this product's teleconferencing integration with Zoom. … Incentivized Helpful? Samuel Reynolds Chief consultant Chose vcita I think only Acuity Scheduling rivals vCita. One weak point for vCita is that the others have a better link for reviews on social media and beyond than vCita. Incentivized Helpful? David Cook Owner Chose vcita vCita is a platform which is still developing and falls short of dedicated CRM platforms in some ways however it shines where it counts for any business wanting to provide more power to their customer to make bookings and manage their profile. Other platforms such as Insightly … Incentivized Helpful? Denise Deem Marketing and Business Development Manager Chose vcita It's been two years since I looked at other programs, I don't remember them. Incentivized Helpful? Josh Randall Co-owner, Operations & Marketing Manager Chose vcita vCita is a much more simple than Zoho. Zoho is a full-blown CRM which we didn't need. Incentivized Helpful? MaryLee Trettenero Founder and Owner Chose vcita I haven't tried other products yet. Incentivized Helpful? Debbie Sonntag President Chose vcita We were satisfied with TimeTrade and probably wouldn't have made the switch if we were able to integrate with our new Duda website as well as vCita does. They do not offer as many features as vCita, but for scheduling only, they work well and are very affordably priced. Incentivized Helpful? Christopher Cater Training Specialist Chose vcita I liked vCita a lot more for my home services company mainly because it handled scheduling through the software which was terrific. Incentivized Helpful?	Workpex No answer on this topic

Features

vcita

Workpex

Sales Force Automation

Comparison of Sales Force Automation features of Product A and Product B
	vcita 8.8 Ratings 11% above category average	Workpex - Ratings
Customer data management / contact management	9.50 Ratings	00 Ratings
Workflow management	8.00 Ratings	00 Ratings

Marketing Automation

Comparison of Marketing Automation features of Product A and Product B
	vcita 7.0 Ratings 10% below category average	Workpex - Ratings
Email marketing	7.00 Ratings	00 Ratings

CRM Project Management

Comparison of CRM Project Management features of Product A and Product B
	vcita 8.0 Ratings 3% above category average	Workpex - Ratings
Billing and invoicing management	9.00 Ratings	00 Ratings
Reporting	7.00 Ratings	00 Ratings

Customization

Comparison of Customization features of Product A and Product B
	vcita 6.8 Ratings 12% below category average	Workpex - Ratings
Custom fields	6.60 Ratings	00 Ratings
API for custom integration	7.00 Ratings	00 Ratings

Platform

Comparison of Platform features of Product A and Product B
	vcita 8.6 Ratings 12% above category average	Workpex - Ratings
Mobile access	8.60 Ratings	00 Ratings

Security

Comparison of Security features of Product A and Product B
	vcita 9.7 Ratings 14% above category average	Workpex - Ratings
Role-based user permissions	9.70 Ratings	00 Ratings

Best Alternatives
	vcita	Workpex
Small Businesses	Salesmate Score 10.0 out of 10	Salesmate Score 10.0 out of 10
Medium-sized Companies	Creatio Score 9.3 out of 10	Creatio Score 9.3 out of 10
Enterprises	Creatio Score 9.3 out of 10	Creatio Score 9.3 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	vcita	Workpex
Likelihood to Recommend	9.7 (0 ratings)	- (0 ratings)
Usability	9.5 (0 ratings)	- (0 ratings)
Support Rating	8.5 (0 ratings)	- (0 ratings)

User Testimonials
	vcita	Workpex
Likelihood to Recommend	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 WN William Niffen Partner Read full review	No answers on this topic
Pros	Very easy implementation of a contact/scheduling widget. Allows for scheduling of appointments with clients. The setup is easy and the allotted times can be changed as needed. Easy for the client to use as well. Managing communication between individual clients is easy as well. Incentivized Josh Randall Co-owner, Operations & Marketing Manager Read full review	No answers on this topic
Cons	Syncing with our google calendars has some flaws or is just not clear Messages show unread when they have been read Incentivized Denise Deem Marketing and Business Development Manager Read full review	No answers on this topic
Usability	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 WN William Niffen Partner Read full review	No answers on this topic
Support Rating	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 Samuel Reynolds Chief consultant Read full review	No answers on this topic
Alternatives Considered	vCita has been very responsive to our needs and desires for improvement in certain areas. We have appreciated the level of support we receive when a problem arises. Our biggest gain when moving was the reliability of this product's teleconferencing integration with Zoom. With OnCall we had trouble onboarding people, difficulty with the app they used going down, etc. We also had expectations about progress with Forms that we unmet. Incentivized John Stroud Senior Coach Read full review	No answers on this topic
Return on Investment	The initial cost was high compared to other options but the features in the base level allowed even the smallest of business to grow into the paid version of the service. The time saved with self service bookings and profile management for customers has been a big plus and made the purchase of the service worthwhile. The constant improvements to the platform have been enough to continue to use the service as it develops into a competent CRM. Incentivized David Cook Owner Read full review	No answers on this topic
ScreenShots	vcita Screenshots