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
ZipBooks
Score7 out of 10
Small Businesses (1-50 employees)
ZipBooks is an accounting software solution for small business owners and accountants. Users can track expenses, manage their team, send recurring invoices and manage projects.
$15
per month
Pricing
vcita
ZipBooks
Editions & Modules
Essentials
$35
per month
Business
$65
per month
Platinum
$110
per month
ZipBooks Starter
$0
ZipBooks Smarter
$15
ZipBooks Sophisticated
$35
ZipBooks Accountant
Custom
Offerings
Pricing Offerings
vcita
ZipBooks
Free Trial
Yes
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
Discount available for annual billing.
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More Pricing Information
Features
vcita
ZipBooks
Sales Force Automation
Comparison of Sales Force Automation features of vcita and ZipBooks
Feature
vcita
8.8
5 Ratings
12% above category average
ZipBooks
-
Ratings
Customer data management / contact management
9.55 Ratings
00 Ratings
Workflow management
8.04 Ratings
00 Ratings
Marketing Automation
Comparison of Marketing Automation features of vcita and ZipBooks
Feature
vcita
7.0
3 Ratings
10% below category average
ZipBooks
-
Ratings
Email marketing
7.03 Ratings
00 Ratings
CRM Project Management
Comparison of CRM Project Management features of vcita and ZipBooks
Feature
vcita
8.0
5 Ratings
4% above category average
ZipBooks
-
Ratings
Billing and invoicing management
9.05 Ratings
00 Ratings
Reporting
7.03 Ratings
00 Ratings
Customization
Comparison of Customization features of vcita and ZipBooks
Feature
vcita
6.8
7 Ratings
12% below category average
ZipBooks
9.1
2 Ratings
18% above category average
Custom fields
6.67 Ratings
00 Ratings
API for custom integration
7.02 Ratings
9.12 Ratings
Plug-ins
00 Ratings
9.11 Ratings
Platform
Comparison of Platform features of vcita and ZipBooks
Feature
vcita
8.6
7 Ratings
12% above category average
ZipBooks
-
Ratings
Mobile access
8.67 Ratings
00 Ratings
Security
Comparison of Security features of vcita and ZipBooks
Feature
vcita
9.7
6 Ratings
14% above category average
ZipBooks
9.5
5 Ratings
15% above category average
Role-based user permissions
9.76 Ratings
9.34 Ratings
Single sign-on capability
00 Ratings
9.74 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of vcita and ZipBooks
Feature
vcita
-
Ratings
ZipBooks
10.0
6 Ratings
24% above category average
Dashboards
00 Ratings
10.06 Ratings
Standard reports
00 Ratings
10.06 Ratings
General Ledger and Configurable Accounting
Comparison of General Ledger and Configurable Accounting features of vcita and ZipBooks
Feature
vcita
-
Ratings
ZipBooks
8.8
6 Ratings
14% above category average
Accounts receivable
00 Ratings
8.05 Ratings
Bank reconciliation
00 Ratings
8.01 Ratings
Expense management
00 Ratings
10.05 Ratings
Time tracking
00 Ratings
9.06 Ratings
Multi-currency support
00 Ratings
9.12 Ratings
Order Management
Comparison of Order Management features of vcita and ZipBooks
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.
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
ZipBooks is really strong for small businesses (and non-profits like the ones I help manage). It may not yet be ready to handle medium or large businesses given the deep, niche functionality that is sometimes required in those cases.
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
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
Invoicing is particularly easy-to-use, quick, clean and beautiful. GREAT for branding.
The time tracker was unexpected, but very useful and integrates well with the invoicing. Leads to quick invoicing every time.
Customer support is phenomenal -- the support staff is friendly and helpful.
Although they are a new company, they are definitely on the right track!
I recommend this software to clients, colleagues, and friends alike, mostly for it quick and beautiful invoicing.
They do what they can to live up to their name! It doesn't take very long to get set up, or very long to create a complete invoice and send it to the right person.
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
There is some difficulty with a need to learn the use of the menus, they are not open and click, at the moment, the user needs to open the menu then using the pad keys scroll down and use enter to select from the drop-down menu. A mouse does not work.
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).
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.
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
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've primarily compared ZipBooks vs. Quickbooks because I've used Quickbooks at larger companies before. ZipBooks was the right fit for a smaller organization because it still had all the core features of Quickbooks but at a dramatically lower price that fits the budget.
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
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
ZipBooks is entirely affordable, and with my current $15/mo payments, I get ROI pretty quickly.
Invoices are simple and easy to make, while staying beautiful and functional at the same time. This saves me TIME, which means that I don't need to spend 15-20 minutes fiddling with the software to make it do what I want it to do. It just works. And that means, I can spend more time doing client work, and managing projects and sales.