Vcita CRM Review 2024 | Overview of Features & Pricing
My Verdict
- Schedule feature
- Payment providers
- Simplicity
- America focussed
- Pricey
Pricing
Essentials
Business
Platinum
Integrations
Recommended by our experts
Vcita offers a 14-day free trial for you to explore their product. No action is needed if you decide not to continue with a paid subscription. Your account will automatically expire at the end of the trial period, and no billing information is required for trial accounts.
Monthly and annual subscriptions are prepaid and automatically renewed at the end of each billing cycle. If you stop using your account, it will remain active until the end of the billing cycle, and no prorated refund will be issued for the unused portion of the subscription.
You have two ways to cancel your subscription:
- If you want to resume using your account, change its status to Expired. An expired account can be accessed and reactivated at any time, and you will not be billed while it is expired.
- You can close your account permanently. Please note that a closed account cannot be accessed, so export any data you need before closing your account.
If there’s a lapse in payment for a monthly or annual subscription, your account will enter a dunning phase. If the subscription remains unpaid, the account status will change to Expired.
What does Vcita CRM do?
Vcita CRM is a comprehensive business management solution for service-based micro and small businesses. It combines traditional CRM functionalities with a full-fledged client portal, allowing clients to exchange documentation and conduct basic self-service operations.
What sets Vcita apart is its focus on empowering small businesses. It offers a complete and easy-to-use app to manage your entire business. From gaining and retaining clients to automating payment collection and scheduling appointments, Vcita provides tools to streamline your operations.
Key Features of Vcita CRM
Vcita CRM is a powerful tool designed to streamline small businesses’ operations. It offers a suite of features tailored to meet users’ unique needs. Let’s delve into some key features that make Vcita CRM stand out.
Client Management
Vcita CRM’s client management feature is a game-changer for businesses. It provides a unified platform to store records of all your customers, leads, and clients. This feature allows businesses to keep track of all their clients and contacts in one place. It gives you a centralized database to store client information, communication history, deadlines, and invoices.
With Vcita, you can manage all your client conversations, including email and text messages, from one place. It also allows you to add custom fields and tags for relevant details to client information. This comprehensive view of client information enables businesses to provide quick, personalized responses and understand their client’s needs.
Payment Collection
Vcita CRM simplifies the payment collection process for businesses. It allows businesses to securely store and charge client credit cards online or send clients links for simple and secure online payments. This feature ensures that your hard-earned money gets into the bank hassle-free.
It also offers automated billing, which allows businesses to have their payment requests and invoices sent automatically at the end of every billing period. This means less time chasing payments and more time focusing on growing your business.
Scheduling & Calendar
Vcita CRM’s scheduling and calendar feature is another standout. It allows businesses to manage an online calendar and lets clients book appointments and services. This feature includes tools for managing contacts, tracking communications, automating follow-ups, and gaining insights into your customers and sales pipeline.
It also offers calendar synchronization features, allowing you to sync your existing calendar with your work calendar. It also provides automation options for appointment reminders, ensuring you never miss an appointment.
Available Integrations
Vcita CRM integrates with many applications, enhancing its functionality and making it a versatile business tool. Here are some of the integrations:
- QuickBooks: Streamline your bookkeeping with seamless integration between Vcita and QuickBooks.
- Zapier: Enhance efficiency and productivity by connecting Vcita with hundreds of other apps via Zapier.
- PayPal: Manage payments effortlessly with the Vcita and PayPal integration.
- Stripe: Simplify payment processing with the Vcita and Stripe integration.
- Zoom: Enable seamless virtual meetings with the Vcita and Zoom integration.
- Square: Streamline your payment process with the Vcita and Square integration.
- Salesforce: Connect Vcita contacts, appointments, and payments with Salesforce to manage and analyze customer interactions.
- HubSpot: Integrate Vcita with HubSpot to enhance your customer relationship management.
These integrations allow Vcita to connect with your favorite tools, streamlining your business operations and boosting productivity.
Pricing Plan
Vcita offers a flexible and scalable pricing structure designed to cater to businesses of different sizes. The pricing is based on user licenses and is billed annually. Let me break down their pricing plans for you:
Essentials Plan
The Essentials plan is designed for solo entrepreneurs. The monthly cost is $29 for an entire year. This plan includes client management, a secure portal, customized billing and invoicing workflows, e-signable estimates, online scheduling, and a business calendar.
Business Plan
The Business plan is suitable for small teams. When billed annually, it costs $54 per month for one member. If your team size is between 5 and 10 members, the cost is $155 per month, and for 11 to 20 members, it’s $255 per month. This plan includes all the features of the Essentials plan, plus email campaigns, SMS marketing, client tags and follow-ups, client text messages, multiple staff accounts, team calendars, third-party integrations, and analytics.
Platinum Plan
The Platinum plan is designed for larger teams and costs $93 monthly for one seat when billed annually. This plan includes all the features of the Business plan, plus staff roles and permissions, auto-assignment rules, custom email and SMS notifications per service, and integrations via API.
Vcita CRM also offers a 14-day free trial to explore its product. No action is needed if you decide not to continue with a paid subscription. Your account will automatically expire at the end of the trial period, and no billing information is required for trial accounts.
Is Vcita CRM Easy to Use?
In 2024, Vcita continues to be recognized for its user-friendly interface and overall positive user experience. The platform is intuitive and easy to navigate, making it accessible to users of all levels of tech-savvy. Users have praised its ease of use, stating there isn’t much of a learning curve.
Vcita CRM provides various training resources to help users get the most out of the platform. They offer a comprehensive guide on how to get started with CRM software and a detailed article on CRM best practices for small businesses. They also host webinars where users can learn from top experts and small business owners.
The onboarding process for Vcita CRM is designed to be smooth and efficient. They provide resources on providing the best onboarding experience for your clients, and users have shared positive experiences about the onboarding process.
Vcita Customer Service
Vcita offers a comprehensive help center where users can find guides and FAQs to help them understand the platform’s features and workflows. The center also provides resources on managing your Vcita subscription, account access, and billing.
Users have found immense value in Vcita CRM’s online booking feature. It eliminates the need for constant communication by enabling clients to schedule appointments directly. This simplifies the booking process and saves precious time for both parties. As Vcita introduced more features like payment processing and document storage, user engagement has grown, increasing repeat business.
Which companies work with Vcita CRM
These companies span various industries, demonstrating the versatility of Vcita CRM.
- PLEXUSS
- AVDG – GC Pro
- Social-Hire.com
- The Tech Garden
- The Sales Experts Ltd
- Piedmont Avenue Consulting
- Capium
- Avatara
- eMazzanti Technologies
Suitability Assessment
Choose Vcita if:
- You are a small or micro business looking for a comprehensive CRM solution.
- You need a platform that combines traditional CRM functionalities with a full-fledged client portal.
- You want to streamline your operations with features like online booking, payment processing, and document storage.
- You prefer a CRM with an intuitive and user-friendly interface.
- You are looking for a CRM that offers a free trial and flexible pricing plans.
Avoid Vcita if:
- You are a large enterprise that requires advanced CRM features that Vcita does not offer.
- It would help if you had a CRM with 24/7 customer support.
- You prefer a CRM with a flat pricing structure, as Vcita’s pricing is based on user licenses and is billed annually.
- You require a CRM that offers more integrations than what Vcita provides.
Please note that these are general guidelines, and the suitability of Vcita CRM can vary depending on your specific needs and circumstances. Using the free trial to see if Vcita CRM is the right fit for your business is always a good idea.