6 products in 1 platform
Automated scheduling | Payments | Reminders
6 products in 1 platform
Manage your entire business with vcita
CRM | Scheduling | Email & SMS marketing Payments | Client portal | Reminders
With vcita you can offer
1. Automated scheduling 24/7
Offer your clients to book appointments with you at their convenience. Let clients choose the type of meeting they’re most comfortable with. Conduct online meetings via Zoom or meet clients face to face.
2. Accept payments
Quote, invoice and bill clients – all in one, simple app.. Let clients pay online via credit card or PayPal by adding a simple payment button to your estimates and invoices Turn invoices into receipts in a single click and send to clients via email or SMS
3. Reminders
Send automated confirmations and meeting reminders, so you never have to worry about no-shows or last-minute cancellations again. Send automatic payment reminders when your client's invoices are due and avoid late payments.
4. CRM & Client management
Never lose a contact again. Store and label your leads and contacts, manage your pipelines. Know your clients inside & out. Get a birds-eye view of your clients’ history ₋ appointments, payments, invoices, documents and conversations.
5. Email & SMS Marketing
Easily create email & SMS campaigns, manage subscribers & get real-time results – all from your mobile. Import contacts & use tags to target campaigns to clients based on their location, interests, previous purchases and more.
6. Client Portal
With an online client portal at their fingertips, your clients can take any action, any time. Make your clients’ life easier by letting them schedule appointments, pay for services, share files online, message directly with you and so much more.
With vcita you can offer:
1. Automated scheduling 24/7
Offer your clients to book appointments with you at their convenience. Let clients choose the type of meeting they’re most comfortable with. Conduct online meetings via Zoom or meet clients face to face.
2. Accept payments
Quote, invoice and bill clients – all in one, simple app.. Let clients pay online via credit card or PayPal by adding a simple payment button to your estimates and invoices Turn invoices into receipts in a single click and send to clients via email or SMS
3. Reminders
Send automated confirmations and meeting reminders, so you never have to worry about no-shows or last-minute cancellations again. Send automatic payment reminders when your client's invoices are due and avoid late payments.
4. CRM & Client management
Never lose a contact again. Store and label your leads and contacts, manage your pipelines. Know your clients inside & out. Get a birds-eye view of your clients’ history ₋ appointments, payments, invoices, documents and conversations.
5. Client Portal
With an online client portal at their fingertips, your clients can take any action, any time. Make your clients’ life easier by letting them schedule appointments, pay for services, share files online, message directly with you and so much more.
6. Email & SMS Marketing
Easily create email & SMS campaigns, manage subscribers & get real-time results – all from your mobile. Import contacts & use tags to target campaigns to clients based on their location, interests, previous purchases and more.
Try vcita free for 14 days. No credit card required.
Latest Customer's Reviews:
In just 3 months, I have 300 contact requests or appointments booked with vcita!
Lisa Hendrickson
Microsoft Outlook Expert
vcita saved us at least 150 hours of phone calls and coordination during tax season.
Effie Bar-Caspi
COO - GPL Accounting
We received three leads within 24 hours of adding vcita to our website!
Michael Raanan
Landmark Tax Group
We play nicely with:
Focus on your clients. Leave the rest to vcita
Try vCita free for 14 days. No credit card required.
Focus on your clients. Leave the rest to vcita.
Try vCita free for 14 days. No credit card required.
