Item: vCita
Rating: 9
Author: John Stroud

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 and Cons

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.

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.

Key Insights

Do you think vCita delivers good value for the price?

Yes

Are you happy with vCita's feature set?

Yes

Did vCita live up to sales and marketing promises?

Yes

Did implementation of vCita go as expected?

Yes

Would you buy vCita again?

Yes

Other Software Used

Grammarly, Keeper, Adobe Creative Cloud Express (formerly Adobe Spark)

Usability

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

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!

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!

We LOVE vCita

Overall Satisfaction with vCita