Your business deserves more than just a standard CRM solution. vCita is an all-in-one business management app designed to help you run your business smoothly and let your clients interact with you online.
vCita CRM connects client management to other business tasks such as scheduling, billing, and marketing - helping you run an efficient business and save valuable time. vCita simplifies and automates client communications, reminders and follow-ups, allowing you to focus on what you do best.
Client interaction is made easy when clients can self-serve and take action online, even after business hours. With vCita, your clients can self-serve 24/7: schedule an appointment, book a service, register for an event, join a class, make a payment, share a document and more.
Your QuickBooks contacts, invoices and payments will be kept in-sync with your vCita CRM. Your business can also accept client payments online via credit card or PayPal, and funds will be deposited directly into your bank account. vCita also connects with other business tools you already use - your website, email marketing, social media, calendar, payment processing platform and more.
Import existing clients, funnel leads from your website into your CRM, add notes and organize clients by tags. vCita also automates business tasks such as scheduling, email confirmations, appointment reminders and follow-ups.
Though rather new on QuickBooks App Center, vCita has long been a top-rated business app, #1 in online scheduling. vCita was designed with service businesses in mind - accountants, lawyers, business & marketing consultants, coaches, counselors, fitness trainers, educators, and more.
Get a 360-degree view of client activity on your mobile, initiate new interactions on-the-fly, respond to client requests in real-time and assign clients to staff members.
Get started for free! Free version available for unlimited time.
QuickBooks sync is available at no cost for existing QuickBooks customers.
|Free||$0||1||Free CRM to manage up to 300 clients. In-sync with QuickBooks.|
|Essentials||$12-$29 /month||1||Offer self-serve appointment booking and online payments for clients|
|Business||$39-$59 / month for up to 3 staff members.
$10/month per additional user.
|3||Advanced CRM, 3 staff members included. SMS text message notifications.|
Our Seattle-based team is here to get you started and help you make the most of vCita..