Client Management Software

Client Management Software

Grow Your Client Relationships with
a Powerful CRM App.

Grow Your Client Relationships with
a Powerful CRM App.

*14 days free trial. No credit card needed.

*14 days free trial. No credit card needed.

Store All Your Contacts in One Place

Client Management Software and CRM for Small Business

Never lose a contact again

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

Know your clients inside & out

Get a birds-eye view of your clients’ history ₋ appointments, payments, invoices, documents and conversations.

Run your business on-the-go

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

Boost your team’s productivity

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

Keep Your Lights on and Your Business Running 24/7

Client portal

Let clients schedule, pay, share documents and take any action online from a friendly self-service portal

Automated reminders

Spend less time on admin tasks and cut no shows by 50% with automated meeting reminders.

Custom follow-ups

Gain more returning business with post-meeting follow-ups inviting clients to book their next appointment.

CRM Software for Client Management

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

Rated 4.4 out of 5 by GetApp

Beauty & Fashion

“vCita changed everything… How do you go from 50% no-show rate to less than 1%?”

Joelle Nwoke

Business Coach

Sales & Marketing

“A business coach tells you what to do; vCita does the work for you.”

Brandon Klayman

Marketing & Sales Expert

Counseling & Mental Health

“It is very convenient that I can look at my client list and it’s all right there.”

Naomi Janzen

EFT Trainer & Practitioner

More Leads. Happier Clients.

More Leads.
Happier Clients.

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

Client Relationship Management Software

Smart. Simple. Powerful.

All the tools you need to manage your clients.

Calendar & Online Scheduling

Manage an online calendar and let clients book appointments & services.

Billing & invoicing

Handle your billing & invoicing like a pro and accept payments online.

Client Portal

Empower clients to self-serve online 24/7 through a personal client portal.

Lead Generation

Monetize your traffic with a friendly lead-generating website widget.

Email & SMS marketing

Generate more business with email campaigns & SMS marketing.

GET STARTED

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

No credit card required

Like cookies? We do too!
We use cookies on our website to make sure you get the best experience from your visit.
Please confirm that you accept the use of cookies & our privacy policy.