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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    vcita

    Score9 out of 10
    N/AvCita 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
    vcitaZipBooks
    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
    vcitaZipBooks
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsDiscount available for annual billing.—
    More Pricing Information
    Features
    vcitaZipBooks
    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 management9.55 Ratings00 Ratings
    Workflow management8.04 Ratings00 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 marketing7.03 Ratings00 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 management9.05 Ratings00 Ratings
    Reporting7.03 Ratings00 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 fields6.67 Ratings00 Ratings
    API for custom integration7.02 Ratings9.12 Ratings
    Plug-ins00 Ratings9.11 Ratings
    Platform
    Comparison of Platform features of vcita and ZipBooks
    Feature
    vcita
    8.6
    7 Ratings
    12% above category average
    ZipBooks
    -
    Ratings
    Mobile access8.67 Ratings00 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 permissions9.76 Ratings9.34 Ratings
    Single sign-on capability00 Ratings9.74 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of vcita and ZipBooks
    Feature
    vcita
    -
    Ratings
    ZipBooks
    10.0
    6 Ratings
    24% above category average
    Dashboards00 Ratings10.06 Ratings
    Standard reports00 Ratings10.06 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 receivable00 Ratings8.05 Ratings
    Bank reconciliation00 Ratings8.01 Ratings
    Expense management00 Ratings10.05 Ratings
    Time tracking00 Ratings9.06 Ratings
    Multi-currency support00 Ratings9.12 Ratings
    Order Management
    Comparison of Order Management features of vcita and ZipBooks
    Feature
    vcita
    -
    Ratings
    ZipBooks
    9.2
    6 Ratings
    22% above category average
    Credit card processing00 Ratings10.06 Ratings
    Cost of goods sold00 Ratings8.52 Ratings
    Best Alternatives
    vcitaZipBooks
    Small Businesses
    Salesflare
    Score10 out of 10
    QuickBooks Self-Employed (discontinued)
    Score4.2 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    MYOB
    Score8.3 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Microsoft Dynamics GP
    Score5.4 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    vcitaZipBooks
    Likelihood to Recommend
    9.7
    (10 ratings)
    9.0
    (6 ratings)
    Usability
    9.5
    (4 ratings)
    -
    (0 ratings)
    Support Rating
    8.5
    (4 ratings)
    -
    (0 ratings)
    User Testimonials
    vcitaZipBooks
    Likelihood to Recommend
    WiseStamp
    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
    Read full review
    ZipBooks
    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.
    Incentivized
    Read full review
    Pros
    WiseStamp
    • Great for online appointment bookings.
    • Good for taking payments.
    • Good for onboarding new clients.
    • Integrates with your website.
    • Integrates with Facebook Pages.
    Incentivized
    Read full review
    ZipBooks
    • 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.
    Read full review
    Cons
    WiseStamp
    • 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
    Read full review
    ZipBooks
    • 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.
    Incentivized
    Read full review
    Usability
    WiseStamp
    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
    Read full review
    ZipBooks
    No answers on this topic
    Support Rating
    WiseStamp
    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
    Read full review
    ZipBooks
    No answers on this topic
    Alternatives Considered
    WiseStamp
    I liked vCita a lot more for my home services company mainly because it handled scheduling through the software which was terrific.
    Incentivized
    Read full review
    ZipBooks
    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.
    Incentivized
    Read full review
    Return on Investment
    WiseStamp
    • 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
    Read full review
    ZipBooks
    • 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.
    Read full review
    ScreenShots

    vcita Screenshots

    Screenshot of vcita's features, that make it a marketing-driven CRM for small businesses

    ZipBooks Screenshots

    Screenshot of ZipBooks DashboardScreenshot of ZipBooks TransactionsScreenshot of ZipBooks InvoicingScreenshot of ZipBooks Accountant Messaging