Perfect for managing client communications via your website!
Josh Randall | TrustRadius Reviewer
December 20, 2018

Perfect for managing client communications via your website!

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with vCita

We 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.
  • vCita has helped us a lot to get organized with how we communicate with clients. It saves us a lot of confusion.
vCita is a much more simple than Zoho. Zoho is a full-blown CRM which we didn't need.
vCita is very well suited for managing communications with clients.

vCita Feature Ratings

Customer data management / contact management
8
Workflow management
8
Email marketing
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
Custom fields
Not Rated
API for custom integration
Not Rated
Role-based user permissions
Not Rated
Mobile access
Not Rated