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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…

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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...
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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
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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
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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
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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 7.6

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 8.3

Platform

8.6
Avg 7.5
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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).
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Comparisons

View all alternatives
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Reviews From Top Reviewers

View all reviews
(1-5 of 5)

vCita brings victory in business

Rating: 10 out of 10
Incentivized
December 21, 2021
SR
Samuel Reynolds
Chief consultant
UnlockAstrology (Alternative Medicine, 1-10 employees)
Vetted Review
Verified User
vCita
9 years of experience
View profile
Use Cases and Deployment Scope
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 and needed a separate merchant account for payment. They also make it easier for my assistant to use my account through her portal.
Pros
  • Answer my questions and requests.
  • Keep me posted on renewals for their service.
  • Continually add new features over the years.
Cons
  • They've become more restrictive with their live customer service hours.
Likelihood to Recommend
It's way easier to supply people with a link to book services than it is to rely on a glut of emails from potential clients.
vCita Feature Ratings
Sales Force Automation (2)
85%
8.5
Customer data management / contact management
90%
9.0
Workflow management
80%
8.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
80%
8.0
Email marketing
80%
8.0
CRM Project Management (2)
85%
8.5
Billing and invoicing management
90%
9.0
Reporting
80%
8.0
CRM Reporting & Analytics
N/A
N/A
Customization (2)
65%
6.5
Custom fields
60%
6.0
API for custom integration
70%
7.0
Security (1)
90%
9.0
Role-based user permissions
90%
9.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
70%
7.0
Mobile access
70%
7.0
Return on Investment
  • Made it easier for me to be booked and stay booked.
Alternatives Considered
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.
Other Software Used
Usability
9
I find it easy to use.
Support Rating
8
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.

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.
vCita Feature Ratings
Sales Force Automation (2)
70%
7.0
Customer data management / contact management
70%
7.0
Workflow management
70%
7.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (2)
35%
3.5
Billing and invoicing management
70%
7.0
Reporting
N/A
N/A
CRM Reporting & Analytics
N/A
N/A
Customization (2)
35%
3.5
Custom fields
70%
7.0
API for custom integration
N/A
N/A
Security (1)
N/A
N/A
Role-based user permissions
N/A
N/A
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
70%
7.0
Mobile access
70%
7.0
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.
Alternatives Considered
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 are cheaper and easy to use but involve more effort from you and there is little or no automation to assist you. Zoho and similar platforms are a more complete solution for customer relationship however there is a harder learning curve and can prove more expensive as you add more features better suited to larger organisations.
Other Software Used

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 Feature Ratings
Sales Force Automation (2)
N/A
N/A
Customer data management / contact management
N/A
N/A
Workflow management
N/A
N/A
Customer Service & Support
N/A
N/A
Marketing Automation (1)
60%
6.0
Email marketing
60%
6.0
CRM Project Management (2)
70%
7.0
Billing and invoicing management
80%
8.0
Reporting
60%
6.0
CRM Reporting & Analytics
N/A
N/A
Customization (2)
20%
2.0
Custom fields
40%
4.0
API for custom integration
N/A
N/A
Security (1)
100%
10.0
Role-based user permissions
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
Return on Investment
  • Increase in the number of completed financial transactions.
  • Decrease in the loss of time with clients due to technical issues.
  • Reduction of lost time due to ease of onboarding.
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.
Other Software Used
Grammarly, Keeper, Adobe Creative Cloud Express (formerly Adobe Spark)
Usability
10
This is a very useable tool. I find the functions to be easily accessible and highly intuitive. We can get to the app online with little to no difficulty. Clients do not complain about their interactions with the tool, and other employees have been able to quickly adapt and use it for client appointments.
Support Rating
9
I think the support team is amazing. I appreciate the bot, and it very often finds what I need, but sometimes I need live support. My only complaint is that occasionally there's a lag between the time I need help and when live help is available. Once they get there, they square things up for me really quickly! Stellar support!

vCita is terrific for home-service companies

Rating: 10 out of 10
Incentivized
August 10, 2018
Use Cases and Deployment Scope
Teach 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.
Pros
  • 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
Cons
  • 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
Likelihood to Recommend
I find that vCita works great for our needs as a home services company. I would like some more integration on the CRM side and the ability to put in more customer information like communication history and a better tagging system.
vCita Feature Ratings
Sales Force Automation (2)
80%
8.0
Customer data management / contact management
80%
8.0
Workflow management
80%
8.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
80%
8.0
Email marketing
80%
8.0
CRM Project Management (2)
90%
9.0
Billing and invoicing management
100%
10.0
Reporting
80%
8.0
CRM Reporting & Analytics
N/A
N/A
Customization (2)
40%
4.0
Custom fields
80%
8.0
API for custom integration
N/A
N/A
Security (1)
100%
10.0
Role-based user permissions
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
Return on Investment
  • 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
Alternatives Considered
I liked vCita a lot more for my home services company mainly because it handled scheduling through the software which was terrific.

Easy-Peasy Client Management when it COUNTS~!

Rating: 10 out of 10
Incentivized
December 22, 2021
JJ
Janay Joy
Owner/CEO
High Vibe Bride (Retail, 1-10 employees)
Vetted Review
Verified User
vCita
10 years of experience
Use Cases and Deployment Scope
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 form on my website, and my brides rave about my easy-peasy booking, contact, and payment through their personal client portal with vCita!
Pros
  • Integration of Contact/Client Portal Into Website.
  • Keeps all of my Client Data in ONE Place (easy!)
  • Ability to Store Images/Documents on a Client's File.
  • Ability to have Internal Only Notes on a Client's File.
Cons
  • I don't have anything to say here!
Likelihood to Recommend
This is great for ANY business that offers online scheduling or works with clients. I love peeking all client data in one place, and being able to track my leads and provide epic customer service with this great tool!
vCita Feature Ratings
Sales Force Automation (1)
100%
10.0
Customer data management / contact management
100%
10.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (1)
100%
10.0
Billing and invoicing management
100%
10.0
CRM Reporting & Analytics
N/A
N/A
Customization (2)
50%
5.0
Custom fields
100%
10.0
API for custom integration
N/A
N/A
Security (1)
100%
10.0
Role-based user permissions
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
70%
7.0
Mobile access
70%
7.0
Return on Investment
  • My customers are happy with the communication and ease!
Usability
10
Easy to Use, with tons of customization options!
Support Rating
10
Always quick to reply and help out!
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