Online CRM for teams

Whether in your office or on-the-go, your clients are always a click away. Manage all client communications and stay in touch with your staff around-the-clock.

*14 days. No credit card required.

CRM SOFTWARE

Why contact management matters

Businesses are built on relationships – your contact management software is at the core of building a stronger connection with your clients. But vcita is more than just as a CRM – it’s a personal assistant, lead generator and organizational tool all rolled into one platform. We help you grow your business by…

Organizing your leads and storing your clients’ information all in one place

Making you and your business accessible to clients around the clock

Streamlining everything from initial client contact to processing invoices and beyond

AN ONLINE CRM – FOR YOU & YOUR TEAM

Bring your staff and clients closer together

Collaboration among your staff is easier than ever through an online CRM. With a shared team calendar, keeping an eye on your staff’s day-to-day activities is a cinch. In short, you and your staff will never have to second-guess what’s next on the agenda again.

CLIENT MANAGEMENT

Let your team take control

Looking to let your team do more legwork when it comes to your leads? Good idea. Through our platform, you can assign leads from your website or social media directly to a team member to nurture that new relationship. In fact, our solution lets you assign any of your clients across your team at any time, all the while allowing you to monitor your clients’ information once you’ve passed them along.

A GREAT CLIENT RELATIONSHIP

Give clients the freedom of choice

Let your clients know that you value their wants and needs. Our CRM software gives your clients the opportunity to choose which staff member they want to book with. Remember: sometimes it’s the smallest conveniences that make the biggest impact on your clients.

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

Swiftly take care of client requests

Boost your efficiency and communicate better with clients by distributing appointment requests and client inquiries among your staff members. The best part? You can use our client management software to route client requests automatically.

Stay connected with your clients & staff 24/7

Client management doesn’t suddenly stop when you check out for the day or go on vacation. Keep your clients and staff in your pocket around the clock with our mobile CRM app for Apple and Android.

Set up unique staff permissions

You deserve a sense of control when it comes to your team. With our online CRM, you’re in the driver’s seat when setting up staff permissions. Want to provide your team total access to client records? Feel like you should be the only one in charge of payments? No problem- you’re the one in control.

CLIENT MANAGEMENT FOR EACH STAFF MEMBER

Unique logins for each team member

Help your staff keep their schedules more organized. Thanks to separate staff logins within our contact management system, your team members can…

Set their own specific business hours

Manage their personal client calendar and schedule

Create notifications and reminders for future appointments

Relied on by over 100,000 business owners and teams

Rated 4.7 (271 votes) on Google My Business

Marketing agency

Using vcita helps us win more opportunities, by simply being available when our prospects were ready to buy. It also helps us retain customers – they’re way more engaged now and things aren’t falling through the cracks.

Kenneth Durrum

Owner of Released Solutions marketing agency

Webmaster

The percentage of people contacting me now over my old ‘contact’ page, is nothing short of amazing. I LOVE this service!

Greg Swift

Webmaster

Consultancy

It’s was real easy to set up, and I’m now able to track my time and income in one place. I can schedule, take payments and follow up all in one platform. It has simplified the way I do business, and my clients also love the ease of use.

Caren Glasser

Co-founder of Spark It Network

  • What is online CRM software?

    Short for ‘customer relationship management’, CRM refers to the process that businesses use to manage their communications and interactions with clients and prospects, building lasting relationships with them. To achieve this, they typically use platforms called CRM software.

    Recently, most CRM platforms have made the move from on-premises to cloud deployment, freeing the businesses from being forced to install software on multiple desktop computers and mobile devices. Online CRM software is now the most practical, connected, secure, and popular way for businesses to manage their customer relationships.

    In addition to tracking their clients, businesses can also use online CRM to analyze their behavior in-depth and make informed decisions to optimize their processes and improve bottom line.

    The usefulness of online CRM software extends even beyond these objectives. As it covers the client-business relationships across the whole customer lifecycle, it assists in customer service, marketing, sales, supply chain management, and digital commerce operations of a business.

    As such, CRM software benefits the organization’s relationships with clients, team members, service users, and suppliers. It supports finding and reaching out to new clients, providing one place for storing all their contact and other information. It helps team members discover new sales opportunities and manage marketing campaigns, as well as take note of any service problems.

  • Does CRM require coding?

    No. At least not unless you’re planning on building custom CRM systems yourself.

    Although it can look intimidating, installing and utilizing online CRM software and adjusting it to your business is very simple and straightforward. In fact, its complexity level is very close to that of a typical email and contacts app. Think of it as a bigger, better version of an address book, enhanced with all sorts of additional features and capabilities.

    Sure, certain CRM systems may require knowledge of coding for deep-level customizations and unusual integrations. However, most online CRM platforms have enough customization options for any business to apply without any programming expertise.

    The same goes for integrations. A capable modern CRM system will allow you to easily connect your workflow with a number of outside platforms and services – no code required. Examples of such CRM integrations include those with Zapier, Quickbooks, and Google Analytics.

    Also, CRM platforms like vcita typically offer setup assistance and video tutorials for their partners to help them become familiar with the system and clear any confusion.

  • Does using CRM require training and how long is CRM training?

    After a business invests in a CRM platform, it usually requires a small amount of preparation on behalf of the manager and employees before they can use it. Different CRM platforms come with different levels of complexity, so they may need a different number of training sessions. The length of training may also depend on the experience of the team with similar kinds of software.

    Some online CRM platforms, like vcita, are very easy and straightforward to navigate and they don’t require any complicated, lengthy, or expensive training. Instead, when purchasing a subscription, vcita will provide your business with personalized onboarding in whichever way you find it easier to digest – be it by phone or by email.

    In addition to the installation assistance, all the clients have access to video tutorials, comprehensive guides, and detailed step-by-step explanations and descriptions of every feature and capability. On top of that, clients are more than welcome to get in touch with speedy and knowledgeable customer support whenever they have any new issues or additional questions.

  • What is a CRM database and what does it contain?

    A CRM database is a part of the CRM system that organizes in one place all the information about an organization’s clients and their interactions with the organization. Once the clients’ information is added into the database, you can sort and filter them by different properties, facilitating easier and faster access.

    This database is shared among the manager and employees and typically comes equipped with marketing and sales reporting capabilities, extending its usefulness beyond just tracking clients. For instance, it allows you to forecast revenue to see if you’re on the right track toward meeting your business goals.

    Usually, a CRM database contains several types of information, including:

    – client data (name, title, and contact information: email address, phone number, home address, and so on)
    – the date of the last communication (such as phone calls, emails, chats, etc.) with the client and details about the communication
    – the client’s order(s) and transaction history
    – source of leads (e.g. your website, their company, and so on) and lead scores
    – other information about the client, potentially useful in nurturing the relationship with the business (e.g. job, hobbies, birthday, and the like).

    Using this information, businesses can deploy their CRM to bring in new customers, make optimizations in their operations, as well as pursue and achieve their marketing and sales goals.

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