Business consulting software

Smarter workflows for you and your clients

Following through on a great first impression is easier than ever

Your business depends on constantly finding new leads and winning proposals, all while staying on top of invoicing and billing. Do it the easy way with vcita’s all-in-one business consulting software. With powerful lead generation tools that get results, estimates that help you build knockout proposals, and invoicing tools that get you paid faster, vcita is the perfect all-in-one software for business consultants.

Scheduling made simple

Let clients self-schedule consulting services from your vcita scheduler that shows your service list and calendar with your availability.
Add ‘schedule now’ buttons to your website, Facebook page or Google my business listing – and you are ready to accept appointments today.

With zoom integration, you can meet individual clients online, or host a webinar or talk for a group. Just connect your zoom account in a few easy steps, and a Zoom link to your next meeting will be generated automatically when clients book.

Network like a pro

A good network is the lifeblood of any consulting business—protect yours with user-friendly CRM software that’s just as easy to use on your mobile phone as it is on your desktop. Get a quick refresher on each consultant client’s project, payment history, and quirks before you make that call to check in on how your strategy is working out for them.

Have a team of consultants working under you? No problem! With vcita’s team management tools, you can easily assign leads to the team member with the right skill set. You can also restrict team members’ access to information if you’re working on a confidential project.

Simplify your proposals

Create clean, branded estimates for business proposals with vcita’s invoicing and estimate software, so your clients can see your price breakdown at a glance.
Once you’ve done the job, create an invoice that matches your proposal estimate with a single click.

Use the CRM tool to tag your clients’ proposal status, so you can easily filter by which proposals you’ve won and which are in your pipeline for follow up.

Attach proposals, contracts, and other documents to their CRM file to help you stay on top of those important leads.

Invoices that work for you

Spend more time finding new leads and less time chasing payments. Vcita’s invoicing software lets you send invoices with payment buttons right on the document, so clients can pay you online 24/7.
If your clients don’t remember right away, vcita has you covered with automated payment reminders.
See your accounts receivable at a glance when you need an overview of whose invoices are still outstanding.

Integration with Quickbooks means you’ll be able to use their in-depth financial tools like expense tracking—and apply them right to your vcita invoices.
Once your client pays your invoice, vcita’s software will send them a receipt automatically.

Check in with your contacts

Keep your network up to date on your latest ebook, blog post, or case study with vcita email and SMS campaigns module, featuring beautifully designed templates. Include a call to action button to any email or SMS campaign, so clients easily can take action.

If you have a few different markets, not to worry. Campaigns are easy to customize, with client segmentation and personalization features that let you tailor your communications to the right audience.

Easily track the success of any campaigns with real-time analytics.

Capture more leads from any marketing channel

Does most of your prospects find your consulting services on Facebook, Youtube, Twitter, Google My Business or maybe email outreach?
Make it simple for prospects to get in touch or schedule an appointment with you from any channel with vcita customisable call to action buttons.

Don’t have a website? No problem! Use vcita’s landing page builder to make a simple landing page for your services. You’ll also be notified every time a prospect gets in touch with you, so you can follow up with them right away.

Streamline your workflow—and your clients will trust you with theirs

Sometimes, it’s the little things that leave the biggest impression. Make a statement by staying responsive and organized, and your clients will trust you to organize their workflows too. Take a two-week test drive to see for yourself how vcita’s business consultant software can help.