Crm_contact_management

Contact Management Software

A communication center to manage contacts and stay in touch with clients

Contact management software is core to your business. vCita provides a 360-degree view of the client relationship and communications. Your team can track upcoming appointments and shared documents, invoices and payments.
But vCita is more than a contact management software – it’s a personal assistant, facilitating client management and timely responses anytime, anywhere, on any device - even automating scheduling and reminders.
vCita LiveSite will integrate your contact management with your website, helping you capture more contacts and gain additional insights so you can prioritize leads and deliver the best service to clients.

  • 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

    Manage contacts and collect client information through your website. vCita automatically creates a profile for every contact with the client’s photo and social media information.

  • Deliver Amazing Service

    vCita Contact Management Software sends email and mobile notifications of contact requests or client follow-ups. 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. See when clients read your emails. Recognize and greet returning clients and personalize their experience on your website.

  • Easy to Integrate

    Import and export contact information via Excel, Gmail or as a CSV into vCita client management software.

Pricing

Free

Basic contact management

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

Professional

$12.45/month to $36.90

Contact Management Software for small business.
Includes free installation and customization

  • Unlimited contacts and leads with import/export
  • Branded LiveSite with full contact history
  • Mobile notifications & automated follow-up
  • Customized contact record, including social media insights
  • Integrated with scheduling, invoicing, online payments and file sharing
Email & Phone Support

Teams

Starts at $39.90/month

Everything in Professional - for your whole team

  • Company branding and customization
  • CRM administrator view & control
  • Share client records across your team
  • Assign contacts to specific staff members
Dedicated account manager

vCita is more than a client management software.

Learn more about LiveSite