Skip to main content
TrustRadius

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
Recent Reviews

TrustRadius Insights

vCita has proven to be a versatile solution for various business needs, as highlighted by the experiences of its users. One key use case …
Continue reading
Read all reviews

Popular Features

View all 9 features
  • Role-based user permissions (6)
    9.7
    97%
  • Customer data management / contact management (5)
    9.5
    95%
  • Mobile access (7)
    8.6
    86%
  • Custom fields (7)
    6.6
    66%
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
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 7.6

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
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 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
Return to navigation

Reviews and Ratings

(13)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

vCita has proven to be a versatile solution for various business needs, as highlighted by the experiences of its users. One key use case is its effectiveness as an online payment portal, allowing for faster and easier payment processing. This feature has greatly benefited users, streamlining their financial transactions and providing a convenient way for customers to make payments. Another valuable use case is vCita's appointment scheduling feature, which has significantly improved efficiency for users. By simplifying the process of scheduling appointments, vCita saves time and improves organization, enabling businesses to better manage their client appointments.

Additionally, the messaging feature of vCita has been praised for its quick and effective communication capabilities with clients. Users have found this feature to be a reliable tool for staying in touch with their customers and addressing any inquiries or concerns promptly. Another valuable aspect of vCita is its document exchange feature, which provides users with a centralized location for storing important documents. This functionality keeps all documents organized and easily accessible, enhancing productivity and workflow.

Furthermore, vCita serves as an all-in-one web-based solution for managing client relationships. From appointment management to communication and financial transactions, users have relied on vCita to efficiently handle these vital aspects of their businesses. Moreover, vCita's scalability has made it an ideal tool for managing both face-to-face and virtual appointments across a national and international customer base.

Customers have greatly appreciated the time-saving benefits of vCita's online booking feature. By allowing clients to book appointments directly without the need for back-and-forth communication, vCita streamlines the booking process and frees up time for both users and customers alike. Over time, additional features such as payment processing and document storage have further increased user interaction and led to more repeat business.

Additionally, users have expressed satisfaction with vCita's support service, which allows customers to reach out and request assistance at their convenience. This level of support has been highly beneficial for users, ensuring a positive customer experience and addressing any concerns or issues promptly. Furthermore, the integration of vCita with websites has provided clients with a seamless experience in terms of booking appointments, contact, and payment.

Moreover, vCita has proved to be a valuable tool for managing prospective client communications. From pre-sale questions to appointment scheduling, vCita enhances the overall customer experience and streamlines the communication process. Users have also found vCita useful in automating the booking process on their websites, resulting in improved efficiency and client satisfaction.

One specific use case shared by Teach Me Tech is that vCita serves as their main CRM system. It efficiently stores customer information, work history, and payment details, all in one centralized platform. This comprehensive solution also facilitates appointment deployment and scheduling, allowing users to manage their client relationships seamlessly.

Users have consistently praised vCita's products and services over nearly ten years of usage. They have found it particularly effective in managing bookings and streamlining payment processes. The secure file exchange feature within vCita has also proven valuable to users who need to send and receive files containing sensitive data.

One standout aspect of vCita is its integration with websites. Clients have lauded the seamless experience it provides in terms of booking appointments, contacting businesses, and completing payments. This smooth integration enhances customer satisfaction and simplifies the overall user experience.

Furthermore, vCita is frequently used to schedule calls with both existing clients and prospects. Its reliable communication channel allows users to securely send and receive files containing sensitive data, further enhancing client interactions.

In conclusion, vCita's wide range of features and functionalities has made it a valuable tool for businesses across various industries. From online payment processing to efficient appointment management, streamlined communication, document storage, and beyond—users have found vCita to be an indispensable solution for optimizing their business operations and providing a seamless experience for their clients.

Online Payment Feature: Many users have praised the online payment feature, stating that it has made transactions easy and convenient. Several reviewers mentioned that they were able to seamlessly process payments through the product's platform. Appointment Scheduling Function: The appointment scheduling function has received positive feedback from a number of users. They have found it effective in managing their appointments and appreciated the flexibility to easily adjust allotted times. Some reviewers mentioned that this feature helped them streamline their scheduling process. Form Creation and Deployment: Users have found the form creation and deployment feature helpful for onboarding new clients and integrating with their website. Several customers mentioned that it simplified the process of collecting client information, making it easier to gather necessary data for their business operations. Integration with Facebook Pages: The integration with Facebook Pages was well-received by users who appreciated the seamless connection between their social media presence and appointment scheduling. Some reviewers stated that this integration allowed them to reach a wider audience and attract new clients through their Facebook Page.

Limited Online Payment Options: Some users have expressed a desire for more online payment link choices, as they feel the current options of Square, Stripe, and PayPal are limited. They would like to have additional options such as Apple Pay or Google Pay added to the platform.

Difficulties with Software Forms: Several reviewers have found the forms in the software to be difficult to use and have suggested improvements to enhance their ease of use. They recommend simplifying the form layout and providing clearer instructions to make it easier for users to input information accurately.

Expensive for Features Offered: A number of users feel that the software is expensive considering the features it offers. They believe that the price should be adjusted or that more advanced features should be included in order to provide better value for money.

Attribute Ratings

Reviews

(1-5 of 5)
Companies can't remove reviews or game the system. Here's why
December 29, 2021

We LOVE vCita

John Stroud | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Client Management
  • Appointment Scheduling
  • Form creation and Deployment
  • 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.
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!
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
  • 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.
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.
Grammarly, Keeper, Adobe Creative Cloud Express (formerly Adobe Spark)
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.
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!
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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!
  • 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.
  • I don't have anything to say here!
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!
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
  • My customers are happy with the communication and ease!
Easy to Use, with tons of customization options!
Always quick to reply and help out!
Samuel Reynolds | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Answer my questions and requests.
  • Keep me posted on renewals for their service.
  • Continually add new features over the years.
  • They've become more restrictive with their live customer service hours.
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.
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
  • Made it easier for me to be booked and stay booked.
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.
I find it easy to use.
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.
David Cook | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Great for online appointment bookings.
  • Good for taking payments.
  • Good for onboarding new clients.
  • Integrates with your website.
  • Integrates with Facebook Pages.
  • Expensive for the features you get.
  • Some features appear disjointed.
  • Not a complete system yet.
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.
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
  • 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.
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.
Christopher Cater | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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
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.
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
  • 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
I liked vCita a lot more for my home services company mainly because it handled scheduling through the software which was terrific.
Return to navigation