Crm

CRM Software

Build stronger customer relationships and manage client interactions across your team

CRM software doesn’t have to be complicated and expensive.
Small businesses need an easy way to manage, follow up and serve their clients anywhere, anytime – even on their phone. But even more than that, your clients need a seamless experience when interacting with your business.
This is why both the vCita online CRM software and our Mobile CRM app uniquely integrate with your website, social media and email, creating LiveSite - an integrated client engagement platform for all your client interactions.

  • Collect Customer Details

    Customized client card fields and web forms help you collect and record all the information you need on every contact, lead or customer in your CRM software.
    vCita Online CRM software also automatically adds the lead source, photo and other insights from public social network profiles.

  • Manage Customer Relationships

    Access client information on your online CRM or on your Mobile CRM app anywhere you are. Review past communication, documents, payments and upcoming appointments.
    Easily add new clients on your phone,or import your contacts and customer data from Gmail, or an Excel file.

  • Follow-up with Customers

    Get instant notifications for new client requests to your smartphone and immediately respond via your Mobile CRM app. Remind yourself to follow up with customers, schedule appointments or create invoices.

  • Increase Client Engagement

    Go beyond managing customers and empower your clients with a self-service portal. Greet returning customers on your website, and allow them to review their past activity and take action: schedule appointments, send messages, share files and pay online.

  • Manage Your Team

    Manage work schedules, assign clients to staff members and share client information across your team. Easily generate customer activity reports and export to Excel.

  • Professional, Branded Emails

    Build relationships with every customer communication. Brand every email with your logo, colors and staff member photo – all in a professional templates that can be customized for each type of interaction.

Pricing

Free

Basic Contact Management

  • LiveSite forms and widgets, for web, mobile and social
  • Limited customer history and client details
  • Email notification for every contact request
Support forums

Professional

Starts at $12.45/month

CRM software for small business.

  • Unlimited customer records and customer relationship history
  • Customized customer details, including social media insights
  • Mobile notifications & branded follow-up emails
  • Integrated LiveSite with scheduling, invoicing, payments and file sharing
  • Easy import/export
Email & Phone Support

Business

Starts at $39.90/month

Everything in Professional - for your whole business

  • Company branding and customization
  • CRM administrator view & control
  • Share client records across your team
  • Assign customers to specific staff members
Priority Support. Free Installation & Customization.