- Client Management
1 – Scheduling
With the help of vCita’s scheduler, spend less time on communication between your departments and team members. The suite lets you schedule processes from anywhere with the help of mobile apps. All you have to do is use the website app or let your clients do it themselves. Powerful automation tools allow your customers to book appointments via Facebook or a service portal. Also, you can integrate vCita’s scheduling software with your firm’s online assets with no extra coding. vCita can automatically deal with client scheduling requests as well.
The business calendar lets you set buffer time for rest between meetings and reschedule appointments at any point in time. Further, you can sync existing calendars to your work calendar as well, keeping all your important appointments in one place. Recurring events can also be added to vCita’s scheduler.
A branded client portal lets your clients schedule appointments by themselves, without any external assistance. You also can add custom branding to your portal, allowing you to boost your branding and reach. Further, you can customize forms for online event registration and send personalized confirmations using the suite’s powerful campaign tools. vCita offers real-time mobile notifications to keep tabs on meetings and appointments. You can respond to them on-the-go with the mobile app.
2 – Client Management
One of the essential facets of a business is handling clients and their contacts, offering them a personalized experience to boost satisfaction. A single app lets you manage contacts, leads, and clients. This simplification saves a great deal of time and allows your firm to work on more pressing matters. Besides, vCita lets you import existing customers with ease from other platforms such as Gmail or Excel. Further, you can interact with clients to accept payments or share files using the mobile apps itself. vCita lets you take advantage of effective lead management to prioritize the right leads to get more reach. The suite keeps track of past meetings, payments, documents shared, and more. This suite effectively lets you stay on top of prior commitments.
A shared team calendar lets both your firm and your clients collaborate on projects effectively. Also, you can use vCita’s client management tool for routing client requests to team members directly. This facility lets you divide work efficiently, boosting productivity, and keeps your members from being overworked. Over 100,000 firms across the world rely on vCita’s powerful client management platform to reach out to clients. Also, the branded client portal lets your clients perform activities from the comfort of their homes with ease.
3 – Billing
vCita’s powerful and secure billing tools let you invoice and quote in one place, without leaving the vCita interface. You can send estimates and receipts to your clients without any hassle. Credit card gateways such as Square, Stripe, and PayPal let you effortlessly process online payments. Besides, the suite enables you to minimize the time it takes for clients to pay you, with the help of timely reminders for payments that are due. You can further track clients’ balance and payment history, ensuring that recurring customers return for more services. You can use Quickbooks and several other accounting tools from the Zapier Store to greatly simplify your accounting needs.
4 – Marketing
Marketing lets your firm reach potential clients and customers that were previously inaccessible. An effective marketing campaign can mean the difference between a successful product and one that needs revisions. vCita offers pre-built templates for your campaigns. Besides, you can customize them to cater to your business ideology and boost customer engagement. You can further take advantage of cross-channel marketing across platforms to give your marketing strategy a sizable boost. Be it via email or SMS, reach more clients based on their interests, and more, using targeted advertising.
Deals and special offers can net you even more customers who may be parsing through your products. vCita lets you craft customized campaigns based on the location, status, and more. Also, it offers you pre-built mailing templates to start your campaign in a matter of minutes. Further, automated campaigns and drip campaigns let you send emails instantly to prospective clients without the hassle of developing a complex strategy. vCita enables you to create coupons to promote new products, gain more appointments, and more.