TrustRadius
https://media.trustradius.com/product-logos/Vz/qo/D64C2PIWTT7Z.JPEGvCitaPerfect for managing client communications via your website!2018-12-20T16:43:36.717ZWe use vCita to manage prospective client communications. It allows us to have a widget on the website so we can address pre-sale questions and also allow for appointments to be scheduled. We use it on purchase pages of the website. vCita works well for us and clients like the ability to ask questions right from the page where they are looking at a service to purchase.,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.,I would really like to see a live chat feature added so we don't have to use another piece of software.
At times I've had trouble finding particular settings. A little confusing sometimes to navigate the admin menu.,8,vCita has helped us a lot to get organized with how we communicate with clients. It saves us a lot of confusion.,Zoho CRM,Zoho CRMJosh RandallvCita Has Some Great Features And A Few Software Glitches2018-08-21T20:46:07.283ZI use vCita on my website so clients can book appointments with me. I am a one man show so it's the whole organization. I needed to automate my bookings. Prior to vCita I did everything manually.,Make it easy for clients to book the variety of services I offer.
They make it easy for me to adjust my schedule. I can add hours or block out times I'm away.
Make it easy to offer special promotions,They have a problem with the interface with Paypal. Dozens of clients have been kicked off the transaction, not completing their appointment requests even though they entered their credit card information. Another colleague has this same issue.
I go around this issue by not requiring that they provide payment at the time of the booking. I send them a manual invoice from Paypal. It adds extra time but I can't take the chance their appointments won't go through.
I have clients that receive confirmation notices that are not for the time that they booked. Sometimes, it has to do with time zones. It used to happen frequently when someone has a phone number registered in a different time zone. It hasn't happened in the past few months so they may have corrected this.
I can't change an appointment if the client made a mistake and booked the wrong type of service. The client has to cancel and rebook the appointment themselves. I should be able to do that once a client notifies me.,4,In the overall, by automating the appointment booking process, vCita saved hours of my time from having to book appointments myself.
It's user-friendly so it makes a positive impression on my clients.,,Authorize.Net, ThriveHiveMaryLee TrettenerovCita is terrific for home-service companies2018-08-10T20:40:19.176ZTeach Me Tech uses vCita as the main CRM system for the company. We use it to hold customer information like phone number, address, work history, and payment information. It also is our deployment software. When it’s time for a job the dispatcher will look to the software to inform the tech where the next location is. Lastly, the client's schedule works through the software as well.,Allows customer service to send links to schedule an appointment for a particular service
Allows the client to pay in multiple ways after service
Send SMS reminder to tech and client for appointments,I would like more visual customization for the invoice
I would like to customize the booking pages whenever a link is sent out or the page is embedded on the company website
I would like all payments to be attached to a particular job instead of showing as just a payment for a customer,10,The software allows easier payments for my company
I wish the reporting were better but offers a basic overview of finances
The ability to track previous work is very important to me,Salesforce App CloudChristopher CatervCita for On-Line scheduling and File Sharing2018-08-10T20:48:00.412ZWe are using vCita to schedule calls with clients and prospects and to send/receive secure files containing sensitive data.,Integrates with Google Calendar
Integrates with our website
Responds to support inquiries quickly,Wish we could send/receive multiple attachments (or no attachments) in a single message.
Back-end navigation is not very intuitive
We would like access for multiple staff members and their email marketing, but it's a bit too pricey,5,Streamlines and automates our appointment-setting process
Allows us to use a single client solution to provide multiple solutions,TimeTradeDebbie Sonntag
Unspecified
vCita
5 Ratings
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