What is vCita?

vCita offers a single online platform that covers marketing, CRM, scheduling, booking, payments, and client communication. The client portal allows you to keep doing business after hours, as clients can make payments, book services, and download documents 24/7. The stellar appointment setting system and payment options make it a popular choice with consultants, accountants, health care providers, and service-based businesses.

Ease of Use vCita has an intuitive interface, making it easy to keep client notes, appointments, invoices, and payment history in one place. Plus, the mobile version isn't just an afterthought. vCita has taken care to ensure you get a fully functional CRM in the palm of your hand. However, users struggle with the lack of customer support and overall improvements to the platform.

Updates are mostly cosmetic, with few enrichments to the set of features. vCita also has few integrations unless you subscribe to their Platinum Plan. It's best to make use of their free-trial and ensure vCita CRM has the functionality you require in-house. Contact Management With vCita CRM, you can store, manage, label, and connect with all your leads and contacts. Every customer detail is organized in one central hub--bookings, purchase history, documents, notes, and communications.

The automated follow-up system issues reminders to both staff and clients, reducing no-shows by up to 50%. Automated reminders can also nudge clients to book their next appointment. Client Portal vCita`s client portal makes it easy for your customers to make a payment, book appointments, and download documents. You can set up a mobile code generator so clients don`t have to fuss with another password. The client portal is simple and secure--but not without its glitches. Users report that the app often fails to confirm customer payments.

Online Payments Clients can pay via your website or Facebook, using any credit card or Paypal. Return clients can save their payment details in a secure system, allowing one-click purchases. You can also issue receipts and refunds in just a click. Calendar and Appointment Setting Users have almost universal praise for the appointment setting features within vCita. It integrates seamlessly with Google Calendars.

The system can auto-assign tasks based on availability or skillset. Both bookings and booking requests can be viewed. It also offers the option to view the calendar by an individual or the entire team. Automated reminders ensure no task or booking slips through the cracks. Marketing Tools vCita can produce email campaigns for up to 10,000 recipients. To remove the vCita branding, you must subscribe to their Platinum Plan. Dozens of attractive, mobile-friendly email templates are available. You can segment audiences and personalize each email. SMS marketing is also available.