Contact Management software and client relationship management are at the heart of your business.
vCita provides a small business CRM software for a 360 degree view of the client relationship, communications, appointments, documents and payments.
It’s also your personal assistant streamlining your client dialogue from anywhere, anytime
on any device — managing client requests, automating responses and generating reminders for timely follow-ups.
Finally, vCita contact management integrates with your website, helping you capture additional information about your
clients, gain insights, prioritize leads and deliver amazing service with personalized client portal.
Automatically add leads and contacts to your client database, including contact information, past activity and private notes.
Gain Client Insights
Tailor the client record according to your needs. Obtain more client information via the web, including social media with one click.
Deliver Amazing Service
Receive email and mobile notifications of incoming client communications or as a reminder for a required follow-up and provide an immediate response using any device, anytime, anywhere.
24/7 Client Portal
Make your website and Facebook page personalized and dynamic, engaging clients in every interaction. Provide a self-service portal for your clients to review their activity and take action anytime, anywhere, including scheduling, messaging, file sharing and credit card payments.
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
Easily import and export client information via Excel, Gmail or as a CSV.