Crm_contact_management

Client & Contact Management

Manage all your contacts, leads and clients in one place.

vCita offers cloud CRM & contact management for small businesses who focus on providing services to their client.

Get everything your business needs to engage more clients, keep track of contact and client requests, manage appointments and invoices across your team and communicate with clients professionally.

  • Contact Management

    Manage leads, contacts and clients across your team. A new contact is created with every client message, meeting or invoice. Add notes and customized fields to the standard contact details. Export all your business contacts to excel.

  • Connected to Your Website

    Use vCita Active Website to capture more clients on your website, Facebook and email campaigns. Get client details and additional information submitted online right to the client card on your dashboard.

  • Manage Requests on Any Device

    Receive client requests, follow-ups and appointment reminders to relevant staff members via email or text message (SMS). Your staff (wherever they are) can quickly respond, return calls, accept scheduling requests, and manage contacts.

  • Client History & Follow-ups

    Easily search and review client details, notes, previous messages, conversations, appointments, invoices and payments. Assign an administrator to manage activity across the team. Follow-up with clients with an email, set an appointment or schedule a service.

  • Branded, Trackable Emails

    Every message, appointment confirmation, reminder, meeting invitation or invoice you send to your clients is branded with your logo and optional staff member photo. The message is sent via a trackable email delivery service, so you know when your message is received and read.

  • Your Client Portal

    Welcome clients with your branded portal, and empower them interact with your business. Clients can access your portal from any email you send, review previous conversations with anyone on your team, respond and follow-up. When you enable Online Scheduling, clients can also reschedule an upcoming appointment on their own, schedule another service, review pending invoices and even pay.