trusted formApptivo CRM vs vcita CRM | Several.com
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Apptivo CRM vs vcita CRM

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Pros
  • A+ BBB rating
  • Comprehensive feature set with various customization options
  • Affordable plans
  • Mobile app
Pros
  • Mobile application
  • Free trial
  • Comprehensive integrations
  • Direct marketing tools
  • Lead nurturing tools
Cons
  • Steep learning curve
  • May require the use of a developer
  • Limited free trial
Cons
  • Restricted CRM capabilities
  • Lack of transparency
  • Most features only offered in Platinum plans
  • Phone support is limited
Summary

Founded in 2009 and headquartered in Fremont, California, Apptivo is a leading provider of cloud-based CRM and marketing management solutions tailored to businesses of all sizes, with a particular focus on small and mid-sized enterprises. They offer an integrated suite of tools that includes CRM, project management, invoicing, field service, and marketing automation, all designed to work seamlessly together. One of their standout features is the high level of customization, allowing businesses to tailor the platform to their specific needs and workflows. The software supports robust compliance with industry standards such as GDPR, ensuring data security and regulatory adherence. They also provide a versatile project management module that includes task tracking, time management, and collaboration tools, making it a comprehensive solution for managing various business functions. Explore more about how Apptivo might the solution for your business operational needs in this review.

Summary

Founded in 2010 and based in Bellevue, Washington, vcita provides a business management and client engagement platform tailored for small business owners. They offer various services, including CRM software, scheduling, payment management, invoicing, marketing tools, and lead capture, all integrated to help streamline business operations. Key features include a client portal, customizable client cards, and built-in payment processing, providing a centralized approach to managing client interactions and automating tasks. The platform also supports direct marketing through email and SMS, allowing businesses to engage with clients and manage campaigns efficiently. vcita’s scheduling tools offer online booking and appointment management, making it easier for businesses and clients to stay organized. Customer feedback varies, with some users highlighting their user-friendly interface and feature set while others note areas like support and customization as potential drawbacks. vcita is HIPAA and GDPR-compliant, using security measures such as DDoS protection and in-transit encryption to protect client data. For a deeper understanding of vcita’s offerings, explore our full review to uncover more about their features, user experiences, and how they may fit the needs of your business.

Quick Stats
  • Cloud-Based Software : True
  • Cost : Starting at $15 per user
  • Free Trial : 30 days
  • Mobile App : True
  • Business Size Supported : Small and medium businesses (SMBs)
Quick Stats
  • Cloud-Based Software : True
  • Cost : The 'Starting Small' plan is $29/month annually or $35/month monthly
  • Free Trial : Available
  • Business Size Supported : Small businesses
Selling Points
  • High level of customization
  • Integrated invoicing features
  • Extensive marketing tools
Selling Points
  • Personalized AI tool
  • Built-in credit card processing
  • Website widgets
  • Client portal
Pricing Options
  • Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Pricing Options
  • Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Features & Services
  • Activity Logging
  • AI-Powered Tools
  • API & Developer Tools
  • Automated Workflow Builder
  • Contact Management
  • Deal Tracking
  • Email Campaigns
  • Email Syncing & Templates
  • Field Customization
  • Lead Management
  • Performance Reports
  • Pipeline Management
  • Reporting & Insights
  • Workflows
Features & Services
  • Activity Logging
  • AI-Powered Tools
  • API & Developer Tools
  • Undisclosed
    Automated Workflow Builder
  • Contact Management
  • Deal Tracking
  • Email Campaigns
  • Email Syncing & Templates
  • Field Customization
  • Lead Management
  • Performance Reports
  • Pipeline Management
  • Reporting & Insights
  • Workflows
Integrations
  • Accounting Software
  • Lead Generation
  • Marketing Automation
  • Productivity Tools
  • Project Management
Integrations
  • Accounting Software
  • Lead Generation
  • Marketing Automation
  • Productivity Tools
  • Project Management
Security Features
  • Compliance Certifications
  • Data Encryption
  • Undisclosed
    Role-Based Permissions
  • Undisclosed
    Single Sign-On (SSO)
  • Undisclosed
    Two-Factor Authentication (2FA)
Security Features
  • Compliance Certifications
  • Data Encryption
  • Role-Based Permissions
  • Single Sign-On (SSO)
  • Two-Factor Authentication (2FA)
Customer Support
  • Email
  • FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone
Customer Support
  • Email
  • FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone

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