Manage Clients and Track Communication
vCita will take you to the next level of client relations management with a simple and effective solution!
Keep track of all your business contacts in one place. Contacts are automatically created for every lead from your website, and with each new appointment or invoice sent. Ask leads for their email, phone, address and additional information, and keep an internal client file with private notes and details. You can even start an email campaign or export all your contacts to excel or other applications as needed.
Your Own Client Portal
Create your own branded page within minutes, where your clients can review previous communication, contact you and follow-up. Clients can read about additional services, book appointments, reschedule or cancel an upcoming appointment, review their pending invoices and even pay them online.
Keep Client History
Easily review client details and previous correspondence anywhere you go, and never worry for a backup. Each client activity is archived in a client file that includes its contact details, messages, appointments, invoices and online payments.
Get Email Notifications
When a client wish to contact you, requests a service or schedule an appointment, or respond to your message, vCita will notify you via email, with all the necessary information to follow-up.
Manage Requests on Any Device
Whether you read your email on your desktop, laptop, tablet or phone - you can quickly respond, accept the scheduling requests, and manage your contacts.
Furthermore, when an appointment is confirmed and scheduled, it will automatically show up on your existing calendar software and synchronize with all your devices.
Track your Messages
Every message you send via vCita is sent using a professional email delivery, and is being tracked. This way you know when your message has been received and even when it has been read.