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Manage Clients and Track Communication

When interacting with clients, professional and efficient communication can make a big difference. vCita equips you with a set of tools that is usually only available to bigger companies. vCita lets you connect with clients through customized emails, automated notifications and a branded client portal, and provides your business with contact management and comprehensive clients’ archive for your correspondence, appointments, invoices and payments.
vCita will take you to the next level of client relations management with a simple and effective solution!
Manage Clients and Track Communication
"One of my biggest challenges was to manage the way I connected with my clients. Since installing vCita, I have been able to manage my website inquiries as well as my time through the phone consultation feature much better. Thanks!"
Stephanie Keenan, SK FitLife Fitness
  • Manage Clients and Track Communication

    Contact Management

    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.

  • Manage Clients and Track Communication

    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.

  • Manage Clients and Track Communication

    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.

  • Manage Clients and Track Communication

    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 Clients and Track Communication

    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.

  • Manage Clients and Track Communication

    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.