vCita Appointment Software Review

vCita Review
3.8
3.8 of 5 stars 1 review
  • Pricing
    (3.5)
  • Features
    (4)
  • Support
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User Rating 0 (0 reviews)

Pros

  • Comprehensive support system
  • Rich integration
  • Flexibility
  • Billing tools
  • Powerful marketing tools
  • Free trial

Cons

  • No free plan offered
  • Competitors offer more affordable plans

ABOUT

In an age when businesses are making the jump to online platforms to boost productivity and improve returns, the industry that revolves around promoting business has heated up as well. vCita is a leading business management platform that offers an expansive toolset to enhance efficiency. It improves how you do business with customers with a featured CRM(Customer Relationship Management) toolset. Besides, it offers tools such as a robust scheduler, the means to receive online payments, and other tools that a business may require. Further, it drives traffic from the internet to your service with extensive marketing campaigns. This feature, in turn, increases revenue, letting you scale up and compete with established rivals.

In this article, I take a look at what makes vCita such a compelling client management platform to thousands of customers and clients. This article will let you choose the right plan based on the features that your organization requires.

Who Is vCita For?

Every business, be it a startup or an established firm, requires a platform to keep tabs on the latest happenings in the organization. This facility of viewing all information on one platform lets higher management make the right decisions, which can have a significant impact on the growth and scale of the business. vCita empowers employees and clients alike with its powerful array of features. It also has solo plans, ideal for freelancers and contractors who wish to make a dent in the industry. Further, Team plans allow your employees to work cohesively as one unit to tackle any challenges thrown at your firm.

PRICING

Unlike its competitors, vCita offers users both solo and team plans. Solo plans let individuals make the best of their time and resources, whether they run a business or work in the industry as a freelancer-for-hire. Team plans let organizations boost their output with a multitude of features at varying price points. The Essentials plan is only available to solo entrepreneurs and offers the core features that make vCita such a compelling management solution. From business management and automated notifications to scheduling and payment handling, the $19 a month plan gets you started with most of vCita’s suite of tools.

Solo Plans

Essentials

Business

Platinum

Yearly Cost

$19 per month

$45 per month

$75 per month

Monthly Cost

$29 per month

$59 per month

$99 per month

Business Management

Yes

Yes

Yes

Automated Campaigns

No

Send

Send and customize

Campaign Recipients

None

5000

10000

Custom Client Portal Domain

No

No

Yes

Online Coupons

No

Yes

Yes

Automated Reminders

Yes

Yes

Yes

Monthly SMS Credit

100

250

500

Support

Email

Email+Phone

Priority

Integration With Zapier

No

Yes

Yes

Setup Support Sessions

No

1

2

Team Plans

Business

Platinum

Platinum 10

Platinum 20

Team Size

Up to 2

Up to 5

Up to 10

Up to 20

Yearly Cost

$45 per month

$75 per month

$117 per month

$196 per month

Monthly Cost

$59 per month

$99 per month

$139 per month

$239 per month

Admin View Of Team Calendar

Yes

Yes

Yes

Yes

Set Staff Roles And Permissions

No

Yes

Yes

Yes

Business Management

Yes

Yes

Yes

Yes

Automated Campaigns

Send

Send and customize

Send and customize

Send and customize

Campaign Recipients

5000

10000

20000

Unlimited

Client Portal

Yes

Yes

Yes

Yes

Online Coupons

Yes

Yes

Yes

Yes

Monthly SMS Credit

250

500

1000

2000

Support

Email+Phone

Priority

Priority

Dedicated account manager

Integration With Zapier

Yes

Yes

Yes

Yes

Setup Support Sessions

1

2

Full onboarding

Full onboarding

Pricing Tiers

vCita offers a variety of plans, unrivaled in flexibility. Each plan caters to a different sort of business, with various features and support options. Unlike most of its peers, vCita offers solo plans for aspiring freelancers and solo entrepreneurs to maximize their productivity and take their business to the next level. The Business and Platinum plans offer the same features irrespective of whether you pick the solo or team plan. But the Platinum 10 and Platinum 20 plans provide users and clients the very best of what vCita has to offer. Further, the Business plan for teams lets two users work with advanced marketing campaigns and third-party integrations, in addition to the core features enjoyed by those subscribed to the Essentials plan.

The Platinum plan offers even more features. On top of the Business plan features, add staff roles and permissions, take advantage of priority support and more advanced features for your organization. The Platinum 10 and Platinum 20 plans for teams offer even more relaxed limits for tools like SMS marketing campaigns. Further, the Platinum 20 plan also gives you the option to interact with a dedicated account manager to make the most of vCita’s tools to get impressive results. Pick a plan based on the size and requirements of your company. A free 14-day trial lets you test the waters before committing. You can switch between plans at any time as well, allowing you to scale up when needed.

FEATURES​

  1. Scheduling
  2. Client Management
  3. Billing
  4. Marketing

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.

INTEGRATIONS

vCita’s powerful integrations with renowned third-party applications let it automate critical parts of your workflow to boost productivity. Its Square integration allows you effortlessly to handle payments to your organization. The Zapier Store offers you the option to integrate with thousands of apps from the G Suite, Microsoft, and more organizations. You can handle contacts with ease with contact management tools such as Google Contacts. Accounting tools such as Xero and CRM tools like Pipedrive boost the already incredible capabilities of the vCita suite.

Integrate with tools from the following categories:

  • Payment Gateways
  • Accounting
  • Cloud Storage
  • Blogging
  • Analytics
  • Contact Management
  • Customer Relationship Management
  • Website Builders
  • Forms
  • Marketing Automation
  • Project Management

More About vCita Appointment Software

Setup And Ease Of Use

Setting things up is a relatively intuitive and straightforward process. Sign up with your account details, pick a plan, and you’re good to go. You can choose from a variety of templates to craft the best fit for your organization. These templates consist of default services that you can modify or delete based on your requirements. The interface across the service was crafted with flexibility and simplicity in mind. These features let novices get into the service without being burdened with a complicated system to get accustomed to before starting work.

Device Compatibility

Desktop Browser App

Android App

iOS App

Windows Phone App

Apple Watch App

X

X

In addition to vCita’s excellent desktop browser application, use the suite’s tools wherever you are with their mobile offerings. Available both on Android and iOS devices, get work done from the comfort of your couch. Even on the go, you can stay in the loop with the powerful Calendar application. Further, the CRM app lets you handle everything from scheduling, billing, client management, and marketing strategies without opening up your laptop or primary computer. Besides, vCita’s mobile apps are just as intuitive and easy to operate as their primary counterpart. In effect, even novices at management can come to grips with the features vCita has to offer.

Customer Support

vCita’s customer support solution is highly flexible. You can pick a plan based on the support solution you require. The Essentials plan lets you drop an email at any point in time. A team of experts will go through your queries and resolve them. If your firm would like to contact support via phone, spring up to a Business plan. Further, subscribing to a Platinum plan nets you priority support, ensuring that your issues are given more importance than those of firms who opt for lower tiers of support. Also, if you opt for a Platinum 10 or Platinum 20 subscription, a dedicated account manager will be ready to assist you with any issues that you may have concerning using vCita’s suite of tools. This tiered approach to support lets you pick a solution based on the requirements of your firm.

PROS AND CONS

PROS

  • Comprehensive support system
  • Rich integration
  • Flexibility
  • Billing tools
  • Powerful marketing tools
  • Free trial

CONS

  • No free plan offered
  • Competitors offer more affordable plans

CONCLUSION

vCita offers its clients everything a business needs to take things to the next level. Kickstart your business with online scheduling, CRM tools, marketing campaigns, and more. Even though some other suites are more affordable for smaller teams, the expansive toolset on offer more than compensates for it. Also, scheduling lets you maximize productivity and spend more time on things that matter. Invest in a vCita subscription today!

Check out our list of the best Appointment Scheduling Software companies

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