Mobile CRM

Away from the office? On-the-go? No problem. Manage, follow-up and serve your clients from anywhere, anytime – with the only mobile CRM that will help you remove “unavailable” from your business’ vocabulary.

SMALL BUSINESS CRM

SMALL BUSINESS CRM

Manage your clients on-the-go

Keep your clients close wherever you are, building long-lasting customer relationships.

  • Swiftly reply to new client inquiries – wherever you are
  • Store all client information and history in one place – appointments, payments, documents & conversations
  • Schedule appointments with clients or invite them to schedule with you
  • Accept payments and process invoices away from your workstation

Instantly import your existing contacts

Bring your business’ address book into the digital age. Quickly import and organize your clients into our contact management system from your smartphone, Gmail or Excel.

Finally, a CRM that connects to your website

Transform your website into a lead-generating machine. Instantly funnel leads from your site directly into your online CRM with absolutely no hassle, never losing track of your leads.

Keep better tabs on your clients

Add private notes and custom client tags (“VIP client,” “new client”) to keep your clients organized and your client management simple. No more wondering “who’s who” when sending out promotions or inviting clients to your next event.

Always stay in touch with your team

Manage your staff’s work schedules, assign appointments to specific staff members and share client information across your entire team – without missing a beat.

Apple or Android? We’ve got you covered

Our mobile CRM app is available for Apple fans and Android lovers alike.

Mobile CRM

GET STARTED

It’s the only client management software that will help you both manage AND grow your client base.

Free forever when you sign up for a free account.

LEAD MANAGEMENT

LEAD MANAGEMENT

Lead management made easy

Spend less time juggling leads and more time closing them with a mobile CRM that streamlines lead management:

  • Add a pop-up contact widget to your website, inviting clients to connect with your business
  • Collect leads from your website and social channels, directly into your CRM
  • Invite potential clients to book a free consultation or appointment online 24/7
  • Send targeted email promotions and special offers to new leads

MANAGE LEADS

Gather essential info about your clients

Learn more about your leads in an instant, ensuring that you make the perfect first impression. When a new lead comes in through your site to book an appointment or get in touch, our CRM software gathers essential personal information from their public social media profiles.

MANAGE LEADS

CLIENT PORTAL

Provide great service with a personal client portal for each client

Small business software should be simple for everyone involved, right? With the help of a self-service client portal, communication is easy and efficient for all sides. Our client portal includes any action your clients could possibly take to engage with your business, all in one place. It’s the ultimate customer experience on any device, providing a mobile-friendly experience that anyone can navigate through with ease.

CLIENT PORTAL

Your clients are empowered to self-serve online at their convenience:

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Book & reschedule appointments and services

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Review past activity with your business

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Securely share files with you and your team

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Pay for services & invoices online

GET STARTED

Your search for the perfect mobile CRM ends here.

Free forever when you sign up for a free account.

CLIENT MANAGER

CLIENT MANAGER

Guarantee timely responses

Your clients shouldn’t be kept waiting, should they? Get push notifications to your mobile for every incoming inquiry and provide speedier service.

CLIENT MANAGEMENT

Auto reminders to keep you on track

Keeping your appointments and billing straight doesn’t have to be a headache. Built-in reminders for follow-ups, appointments and invoices means that you never miss a beat when it comes to wrangling your schedule.

CLIENT MANAGEMENT

Business owners worldwide love vCita

vCita is a fundamental infrastructure for any small business, essential in managing leads and opportunities.

Jennifer Bagley

CEO at CI Web Group

Because vCita runs on multiple platforms, I can take my business with me when I’m away from my desk and work from anywhere.

Stephanie Miller

Marketing Consultant

We include vCita on every new website we build for our clients, because it turbo charges engagements.

Brandon Klayman

Founder & CEO, Conscious Commerce

WE’RE HERE FOR YOU

Build stronger customer relationships, save time and expand your business.