Client Management Software

The perfect small businesses CRM, designed to help you both manage AND grow your business by building long-lasting customer relationships

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Turn your business into a powerful self-managing unit

Grow your business with a top-notch client experience

Enjoy the only CRM tailored exclusively for service providers

Stay organized & keep your clients close

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Contact management

Store and manage your leads, contacts and clients in one centralized online hub.

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Client relationship management

Understand your clients inside and out with a birds-eye view of their history – appointments, payments, invoices, documents and conversations.

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Mobile CRM

Have all the information handy wherever you are and whenever you need it with a friendly mobile app for Apple & Android.

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Online CRM - for you & your team

Easily collaborate with your team, assigning clients, appointments and incoming requests to staff members.

Client Management Software and CRM for Small Business

The only CRM focused on customer service

Wouldn’t you like new and returning clients to enjoy a friendly experience – with every interaction and on every channel?

You’re looking at the only client management app that will empower your clients to self-serve online.

It’s time to free clients from your business hours, letting them take action 24/7 from your website, Facebook page, email campaign or client portal.

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Online scheduling

Fill up your calendar by letting clients book appointments, schedule services, and register for events & classes online.

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Serve like the big guys and still keep your personal touch with a client portal for each client. Let clients log in to view their activity history, request services, reschedule an appointments and more.

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Online payments

Get money in your pocket sooner – let clients pay for services and invoices online via credit card or PayPal.

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Automated client notifications

Spend less time on daily admin tasks, minimize last-minute cancellations and cut no shows by 50% with automated meeting and payment reminders.

Score more business with a marketing-driven CRM

Double your leads with a friendly website widget that greets visitors and converts them into clients. Generate more repeat business and increase your revenue with actionable email and SMS campaigns, friendly self-service options and smart automated follow-ups.

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Lead generation & lead management

Monetize your traffic, doubling the amount of new leads from your website. Fill up your calendar with client bookings by adding actionable widgets, buttons and forms to your website, email and social channels.

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Email campaigns & SMS marketing

Target new leads with powerful promotions that drive results. Keep returning clients engaged by constantly announcing new services through built-in email campaigns and sending seasonal promotions via SMS.

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Custom client follow-ups

Keep clients in the know and boost efficiency by sending custom email & SMS confirmations and reminders. Gain more returning business with post-meeting follow-ups inviting clients to book their next appointment.

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Your search for the perfect small-business CRM ends here.

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It takes minutes to set up!

Over 100,000 service-based businesses use vCita to manage and grow their client base and business

vCita is that hidden gem among the many CRM apps in today’s market place. It’s easy to use, affordable and customizable.

Rated vCita 4.8 out of 5 by Capterra Srini Ramineni

DBA University, Inc.

We received three leads within 24 hours of adding vCita to our website, and have been receiving new inquiries steadily ever since.

Michael Raanan

Landmark Tax Group

I want to be easy to find, easy to hire and easy to work with – and vCita helps me to do just that.