Skip to main content
TrustRadius
vCita

vCita

Overview

What is vCita?

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…

Read more

Learn from top reviewers

vCita is a winner!

Rating: 10 out of 10
December 31, 2021
IncentivizedVetted ReviewVerified User
We use vCita for the following: 1. Online payment portal - which allows us to accept payments faster. 2. Appointment scheduling - which makes appointment scheduling easier and...
Continue reading
William Niffen
Partner - Legal
Partner
Barlow & Niffen P.C.
vCita2 years of experience

We LOVE vCita

Rating: 9 out of 10
December 29, 2021
IncentivizedVetted ReviewVerified User
We are a Christian nonprofit organization that offers life and spiritual coaching for adults who are dealing with issues that have become obstacles to the life they truly want...
Continue reading
John Stroud
Project Manager - Information Technology
Senior Coach
Grace Ministries, Inc. Manassas
vCita1 year of experience

Easy-Peasy Client Management when it COUNTS~!

Rating: 10 out of 10
December 22, 2021
IncentivizedVetted ReviewVerified User
VCita Rocks My Business! I use this for communicating with EVERY bride, and bridal is a field in which perfect customer service is required. I integrated the VCita contact for...
Continue reading
Janay Joy
Director - Customer Service
Owner/CEO
High Vibe Bride
vCita10 years of experience

vCita brings victory in business

Rating: 10 out of 10
December 21, 2021
IncentivizedVetted ReviewVerified User
I have used vCita for nearly ten years, and I have been pleased with their products and services. They helped me with the flood of emails I used to get for booking sessions an...
Continue reading
Samuel Reynolds
Consultant - Other
Chief consultant
UnlockAstrology
vCita9 years of experience

vCita Empowers your Customers and Gives You More Time

Rating: 8 out of 10
May 11, 2020
IncentivizedVetted ReviewVerified User
vCita was originally used as an appointment booking service for my computer training business. It was very good for allowing customers to book an appointment online without ha...
Continue reading
David Cook
Consultant - Information Technology
Owner
Frontier PC Tutoring
vCita5 years of experience
Log in with LinkedIn to see content from your network
Return to navigation

Pricing

View all pricing

Essentials

$29

Cloud
per month

Business

$59

Cloud
per month

Platinum

$99

Cloud
per month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.vcita.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
Return to navigation

Product Demos

vcita Demo Marketing Module

YouTube

vcita Demo Client portal

YouTube

vcita Demo Payments Module

YouTube

vcita Demo Business Management Platform for Small Businesses

YouTube

vcita Demo Clients Module

YouTube

vcita Demo Time Module

YouTube
View more demos
Return to navigation

Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

8.8
Avg 7.7

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

7
Avg 7.7

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

8
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

6.8
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

9.7
Avg 8.4

Platform

8.6
Avg 7.5
Return to navigation

Product Details

What is vCita?

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 view information / perform actions on a personalized client portal
- Assign clients or leads to staff members
- Get instant notifications for every "red flag" - let nothing slip through the cracks
- Set follow-up reminders for future tasks
- Add tags, client custom-fields & notes
- Share and receive documents online
- Sync with Gmail, iCal and other calendars
- Build a client base with a lead-capturing widget
- Accept appointment requests from verified prospects 24/7
- Reduce no-shows with SMS & email reminders
- Send email, SMS & coupon marketing campaigns

vCita Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management

Marketing Automation Features

  • Supported: Email marketing

CRM Project Management Features

  • Supported: Billing and invoicing management
  • Supported: Reporting

Customization Features

  • Supported: Custom fields
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions

Platform Features

  • Supported: Mobile access

Additional Features

  • Supported: Online Scheduling
  • Supported: Client Portal
  • Supported: Online Payments
  • Supported: Lead Capturing Widget
  • Supported: SMS Marketing
  • Supported: Online Coupons
  • Supported: Automated Follow-Ups
  • Supported: Team Collaboration

vCita Screenshots

Screenshot of Exclusively designed for service providers & service-based businessesScreenshot of The only marketing-driven CRM for small businesses

vCita Integrations

vCita Competitors

vCita Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesWorldwide
Supported LanguagesEnglish, French, German, Spanish, Portuguese, Russian, Polish, Hebrew

Frequently Asked Questions

Schedulicity, Calendly, and Agendize are common alternatives for vCita.

Reviewers rate Role-based user permissions highest, with a score of 9.7.

The most common users of vCita are from Small Businesses (1-50 employees).
Return to navigation

Comparisons

View all alternatives

Compare with

Thryv

Thryv

Compare
Calendly

Calendly

Compare
Salesmate

Salesmate

Compare
Acuity Scheduling, a Squarespace company

Acuity Scheduling, a Squarespace company

Compare
Square Appointments

Square Appointments

Compare
HubSpot CRM

HubSpot CRM

Compare
Salesforce Sales Cloud

Salesforce Sales Cloud

Compare
Zoho CRM

Zoho CRM

Compare
Microsoft Dynamics 365

Microsoft Dynamics 365

Compare
Insightly

Insightly

Compare
Pipedrive

Pipedrive

Compare
SAP Sales Cloud

SAP Sales Cloud

Compare
Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM)

Compare
Bigin by Zoho CRM

Bigin by Zoho CRM

Compare
Return to navigation

Reviews From Top Reviewers

View all reviews
(1-5 of 10)

vCita for On-Line scheduling and File Sharing

Rating: 5 out of 10
Incentivized
August 10, 2018
Use Cases and Deployment Scope
We are using vCita to schedule calls with clients and prospects and to send/receive secure files containing sensitive data.
Pros
  • Integrates with Google Calendar
  • Integrates with our website
  • Responds to support inquiries quickly
Cons
  • 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
Likelihood to Recommend
We moved to vCita from a different online scheduling solution because of their integration with our new website manager (Duda). They are more expensive, but we were able to justify the additional cost because of this integration and the additional file sharing feature (although this feature's functionality is less than ideal).

vCita is a winner!

Rating: 10 out of 10
Incentivized
December 31, 2021
WN
William Niffen
Partner
Barlow & Niffen P.C. (Law Practice, 1-10 employees)
Vetted Review
Verified User
vCita
2 years of experience
Use Cases and Deployment Scope
We use vCita for the following: 1. Online payment portal - which allows us to accept payments faster. 2. Appointment scheduling - which makes appointment scheduling easier and more efficient. 3. Messaging with clients - which allows us to communicate very quickly. 4. Exchanging documents with clients - which allows us to keep documents in one place. The online payment portal makes payments much easier and faster.
Pros
  • Online payments.
  • Appointment scheduling.
  • Messaging.
  • Receiving and sending documents.
Cons
  • Fillable pdf forms that don't require downloading and remain online.
  • More online payment link choices - currently only works with Square, Stripe, and PayPal.
  • Confirming user email addresses prior to accepting profile (rather than allowing incomplete or non-existent email addresses).
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.

vCita it works well for the value

Rating: 9 out of 10
Incentivized
February 19, 2020
DD
Denise Deem
Marketing and Business Development Manager
Laramie Plains Federal Credit Union (Financial Services, 11-50 employees)
Vetted Review
Verified User
vCita
2 years of experience
View profile
Use Cases and Deployment Scope
We use the online scheduler by vCita. We pay for five users. Many people like to schedule an appointment online rather than calling to make an appointment. This gives them the option of making an appointment easier.
Pros
  • The help "chat" is excellent
  • You can script your own message in the widget
Cons
  • Syncing with our google calendars has some flaws or is just not clear
  • Messages show unread when they have been read
Likelihood to Recommend
vCita is a good program at a reasonable cost. I would highly recommend it. I looked at other programs before choosing this one and am glad I decided vCita. I haven't noticed any upgrades in the past two years since using it, so I'm sure they could improve. I always find email tips helpful on how to master any dashboard, but they do not offer those.

We LOVE vCita

Rating: 9 out of 10
Incentivized
December 29, 2021
JS
John Stroud
Senior Coach
Grace Ministries, Inc. Manassas (Non-profit Organization Management, 1-10 employees)
Vetted Review
Verified User
vCita
1 year of experience
View profile
Use Cases and Deployment Scope
We are a Christian nonprofit organization that offers life and spiritual coaching for adults who are dealing with issues that have become obstacles to the life they truly want to live. We have a team of coaches who meet one-on-one or with small groups. We needed a web-based solution to help us manage client relationships. This needs to include appointment management, communication, and financial transactions. Ideally, we needed a telehealth tool that would give us the ability to manage both face-to-face and virtual appointments. It had to be scalable for the future and useful for clients not only in our city or state but accessible to a national, even international client base.
Pros
  • Client Management
  • Appointment Scheduling
  • Form creation and Deployment
Cons
  • 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.
Likelihood to Recommend
It is nearly perfect for the work we do. With it, we can manage our client relationships more effectively. After setting the appointment, the system automatically sends out reminders that can be tailored to suit your level of need. The fact that it uses Zoom is a real plus for us. It is the most reliable teleconferencing software we've used- and we have used many! We love this product!

vCita Empowers your Customers and Gives You More Time

Rating: 8 out of 10
Incentivized
May 11, 2020
DC
David Cook
Owner
Frontier PC Tutoring (Education Management, 1-10 employees)
Vetted Review
Verified User
vCita
5 years of experience
View profile
Use Cases and Deployment Scope
vCita was originally used as an appointment booking service for my computer training business. It was very good for allowing customers to book an appointment online without having to call me back and forth until we found a time that worked for us. Initially, this saved me a lot of time and allowed me to prepare better for training sessions and the customer had an opportunity to put the nature of the lesson in the request. As time went by, more features were added to the platform allowing me to take payments, store documents and increase my interaction which resulted in more repeat business. Now I am using vCita as a support service in addition to the initial use of appointment bookings. Customers can make initial contact with their issue and request a solution at a time that I can help them best. It is a win-win for both parties. I can see the potential to build a strong customer base with the marketing features as vCita continues to develop.
Pros
  • Great for online appointment bookings.
  • Good for taking payments.
  • Good for onboarding new clients.
  • Integrates with your website.
  • Integrates with Facebook Pages.
Cons
  • Expensive for the features you get.
  • Some features appear disjointed.
  • Not a complete system yet.
Likelihood to Recommend
It is really good for taking online bookings including the scheduling of repeat appointments. The ability to store documents for particular clients is useful however I feel that the client should have a more secure method of access if you were to put sensitive information on their profile. At the moment the client only needs their email address to get into their profile which is good to allow them to review a history of interaction.
With continued improvements and new features added the platform is growing into a CRM tool however I feel it is still not complete and can be used for this purpose but with limitations.
Return to navigation