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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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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 …
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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%
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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
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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 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

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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

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
December 31, 2021

vCita is a winner!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Online payments.
  • Appointment scheduling.
  • Messaging.
  • Receiving and sending documents.
  • 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).
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.
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)
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (2)
N/A
N/A
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics
N/A
N/A
Customization (2)
N/A
N/A
Custom fields
N/A
N/A
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)
100%
10.0
Mobile access
100%
10.0
  • Positive - improves overall client satisfaction.
  • Positive - improves speed with which payments are received.
  • Negative - requires some modifications to incorporate with website.
QuickBooks Desktop Pro, Time Matters, Microsoft 365 (formerly Office 365)
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).
Relatively quick response times when we submit questions. Generally the answers are sufficient to address our questions.
MaryLee Trettenero | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User
Incentivized
I 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.
Well suited to freelancers who have clients that book appointments with them. It's good when a freelancer offers a variety of services. When it's working, it's good for a client to be able to book an appointment and pay for it at any time of the day or night. I don't know the scenarios that would be less appropriate. There are many features, like for groups, that I don't use.
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)
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (2)
N/A
N/A
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics
N/A
N/A
Customization (2)
25%
2.5
Custom fields
40%
4.0
API for custom integration
10%
1.0
Security (1)
40%
4.0
Role-based user permissions
40%
4.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
90%
9.0
Mobile access
90%
9.0
  • 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.
I haven't tried other products yet.
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