vCita Empowers your Customers and Gives You More Time
May 11, 2020

vCita Empowers your Customers and Gives You More Time

David Cook | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with vCita

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.
  • 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.
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

Customer data management / contact management
7
Workflow management
7
Email marketing
Not Rated
Billing and invoicing management
7
Reporting
Not Rated
Custom fields
7
API for custom integration
Not Rated
Role-based user permissions
Not Rated
Mobile access
7