vCita is a winner!
December 31, 2021

vCita is a winner!

William Niffen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with vCita

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.

Pros

  • Online payments.
  • Appointment scheduling.
  • Messaging.
  • Receiving and sending documents.

Cons

  • 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).
  • Positive - improves overall client satisfaction.
  • Positive - improves speed with which payments are received.
  • Negative - requires some modifications to incorporate with website.

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

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.
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.

vCita Feature Ratings

Not Rated
Customer data management / contact management
Not Rated
Workflow management
Not Rated
Customer Service & Support ()
Not Rated
Not Rated
Email marketing
Not Rated
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
CRM Reporting & Analytics ()
Not Rated
Not Rated
Custom fields
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
10.0
Mobile access
10

Comments

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