vcita CRM: Review, Features & Solutions, and Prices

About vcita

vcita was established in 2010 with the promise to provide small businesses with a better way to operate. vcita supports a wide range of industries and offers them marketing solutions, payment processing, scheduling software, besides its CRM software. vcita is rated 4.5/5 stars on Capterra, Software Advice, and Getapp, with recognition awards for Category Leaders and Front Runners for 2021.

Over 100,000 service providers and small businesses are happy using vcita's software, as they praise the comprehensive features and the productivity boost it has provided them. You can try vcita for 14-days free of charge without any credit card information or commitment before subscribing to a paid plan.
 

vcita Key Features and Solutions

Customer Relationship Management (CRM)

Contact Management

vcita will provide your business with a unified platform to store records of all your customers, leads, and clients. It can present you with all the information you need regarding a client, such as their appointments, engagement history, payments, documents, and invoices. vcita also provides your clients with an online self-service portal where they can schedule appointments, pay their invoices, and share documents.

You can also import your existing contact list from Gmail or Excel and use your website forms to integrate leads directly to the CRM software.

vcita also provides you with a contact management mobile application compatible with both Android and iOS devices, so you can take your clients with you wherever you go.

vcita also provides you with staff management tools that allow you to share client cards, information, and history with any of your team members and assign new client inquiries and appointment requests directly to your staff members.

You can create separate accounts and logins for each of your staff members, and assign them roles and permission levels, so you can restrict sensitive information from being accessed by anyone.
 

Automated appointment reminder software

vcita's automated appointment reminder software will be your new virtual assistant, and it can put your business messages on auto-pilot and save you precious time focusing on your client relationships and important daily matters.

As its name suggests, you can automate appointment reminders and follow-ups to guarantee nothing slips, allow you to score more bookings, and overall help you seem more professional. The automated appointment reminder software allows you to send:

• Thank you messages
• Meeting confirmations
• Appointment reminders
• Post-meeting follow-ups
• Payment reminders
• Two-way messages
   

Team Scheduling Application

vcita's team scheduling application provides your team with a great collaboration platform where they can see all bookings and booking requests in a one-view calendar. They can also easily set shift times and dates with a color-coded grid and auto-assign work based on who is best for the job or available.

Moreover, your team also gets to see all client communications, emails, notes, and documents in a centralized hub and get real-time updates whenever a payment gets processed. vcita has built-in Zoom integration to provide full-featured video calls.
 

Marketing

vcita offers businesses its own marketing solutions that allow them to automate email and SMS messaging campaigns. It offers pre-designed templates that allow you to create eye-capturing marketing campaigns and also allows you to create your own designs that fit your business's branding and image.

You can segment your clients based on their location, interests, or status to send personalized campaigns for a specific target audience. You can customize your email templates to include a client's name and improve click-through rates instantly.

Email marketing allows you to:

• Create captivating promotions
• Segment clients
• Personalize emails
• Integrate call-to-action buttons
• Track real results

SMS marketing allows you to:

• Get 98% open rate
• Combine SMS messages with emails
• Send last-minute promotions or deals
   

Online Payments

vcita's online payments application allows you to manage your entire payment process from one place and make it easy for clients to pay for your service or products any time of the day. You can create branded estimates, invoices, and receipts, turn invoices into receipts in a single click and send them to clients via SMS or emails.

vcita's payment processing allows you to accept payments from your website or Facebook page, as it provides your clients with a secure payment portal. vcita's payment processing accepts any kind of credit cards or payments through third-party integrations such as Venmo, Stripe, Square, or PayPal.

Moreover, you can also offer your clients and customers bundled packages and customize their pricing and expiration dates. vcita also allows you to process refunds directly from your desktop or mobile application and save customers' credit card information for future purchases.
 

Online Scheduling Software

vcita offers its intuitive online scheduling software, which allows you, clients, to schedule appointments or meetings through a variety of channels. With this software, you can add a call-to-action button to your Facebook page, add vcita's scheduling widget to your website, or use vcita's landing page to let your clients book through it.

Furthermore, the online scheduling software allows you to:

• Sync your existing calendar with your work calendar
• Include location, duration, and pricing for each service you offer
• Automatically adjust your availability to your client's time zone
• Assign different colors to different services or staff members
• Send automated confirmations and meeting reminders
• Let your clients choose the type of meeting they are comfortable with
   

vcita Plans and Prices

vcita offers a 14-day free trial to try out its CRM software before committing to a subscription. As for its plans, it offers three tailored plans to your business size, and you can adjust your team size on their website to present you with the real prices you will be paying for your business and team.

We will present you their basic plans and prices for a team of one person:

Essentials plan: $19/month

The Essentials plan is great for small businesses and one user. It offers the basic necessities, which include:

• Client management
• Secure client portal
• Customized billing & invoicing workflows
• E-signable estimates
• Payments through various integrations: Stripe, Square, Paypal & Venmo
• Online scheduling & Business calendar
• Zoom integration
• Online lead capturing widget
• Reserve with Google integration
• Automated billing
• Automated reminders
• 100 monthly SMS credits (inside the U.S)
• 20 monthly SMS credits (outside the U.S)
• Email support
   

Business plan: $45/month

The business plan is best for businesses with teams with more than two members. It includes everything in the Essentials plan, plus:

• 5,000 campaign receipts
• Email & SMS marketing campaigns
• Online coupons
• Remove "Powered by vcita" from online assets
• SMS notifications & reminders
• 250 monthly SMS credits (inside the U.S)
• 50 monthly SMS credits (outside the U.S)
• Google Analytics, QuickBooks integration
• Email + Phone Support
• HIPAA Compliant + BAA
• 1 free set-up and installation session
   

Platinum plan: $75/month

The Platinum plan is the fully-featured CRM package from vcita. In packs everything previously offered in the Business plan, in addition to the following:

• Business performance reports
• Automated campaigns
• 10,000 campaign receipts
• 500 monthly SMS credits (inside the U.S)
• 100 monthly SMS credits (outside the U.S)
• Zapier integration
• 2 free set-up and installation fees
• Priority support
   

Customer Support

You can reach vcita's team through live chat on their website or by requesting a callback from their Contact Us page. A help center is also available on their website, packed with helpful guides and articles to guide you through its software and best practices to boost efficiency.
 

Final Thoughts

vcita offers an inclusive CRM and business solutions software designed to meet small businesses' needs and help them operate more efficiently, and nurture great customer relationships. vcita has grown to become a popular CRM software provider; it is highly rated and trusted by over 100,000 businesses.

You can try its CRM software for 14 days with no commitment before subscribing to a paid plan or request a live demo from their team to see their software in action.