Contact management software is at the core of your business. vCita offers a Small Business CRM that provides a 360-degree view of the customer relationship and communications. Your team can keep track of upcoming appointments and shared documents, invoices and payments. It’s more than a CRM – it is a personal assistant for small business, facilitating client management and timely response anytime, anywhere, on any device, and automating scheduling and reminders. Finally, vCita contact management software integrates with your website, helping you capture more clients and gain client insights, so you can prioritize leads and deliver the best service to your customers.
Manage Contacts and Customers
Automatically add leads and contacts to your contact management software, including their contact information, communication history, past activity and private notes.
Gain Client Insights
Tailor the client record according to your needs and collect client information on your website. vCita automatically creates a profile for every contact with the client’s photo and social media information. All part of your small business CRM.
Deliver Amazing Service
vCita business CRM sends email and mobile notifications of contact requests, or when a client needs attention or a follow-up. You can respond using any device, anywhere.
24/7 Client Portal
Build customer relationship in every website and Facebook interaction. Provide a self-service portal for your clients to review their activity and take action, schedule appointments, send messages, share files or pay online.
Personalize the Experience
Brand and customize client-facing communications, notifications and reminders with your business logo, colors and text. Track emails when read or replied. Recognize and greet returning customers and personalize their experience on your website.
Easy to Integrate
Import and export client information via Excel, Gmail or as a CSV into your small business CRM.