vcita Mobile CRM 4+
vCita
-
- Free
Screenshots
Description
Want to keep your business with you everywhere you go? Try vcita.
The vcita app for iPhone and iPad helps you manage your day-to-day activities like a pro and build a business you’re proud of: appointment scheduling, billing & invoicing, client management and even marketing! Simply sign up, log in and stay connected to your business and your clients 24/7.
With vcita you can also provide a seamless customer experience, allowing leads and clients to book appointments, pay for services, correspond with your business and share documents via your website, Facebook page or directly from Google search.
App Features:
Calendar, scheduling, client management, payments and marketing - all from one app.
Get more bookings from your website, Facebook page or through Google.
Send friendly automated meeting reminders to reduce no-shows.
Avoid unpleasant collection calls with actionable invoices and payment reminders.
Build strong relationships and never forget a face with detailed client cards.
Engage with clients and offer last-minute deals with coupons and campaigns.
What’s New
Version 4.1.22
Fix a rare case where the app launches with a blank screen
Ratings and Reviews
Still needs work
This was great until I got a new iPad and the app that they want you to use (because it pops up on the web every 2 seconds while using online version) doesn’t run well on iOS 11. It’s almost useless unless you do it on a computer. The invoices cannot take deposits or partial payments which means you cannot use the converted estimate as an invoice if you accept a partial payment. Then you have to create a new invoice. Customer service (live) isn’t all that easy to reach either. The client ecard is great and the ability to create tags and categories is nice. The rest just needs work. I’m disappointed but paid for the year.
Best CRM for any business of any size
Ive been a Vcita CRM user for the past 5 yrs and I can’t even describe how much easier it has made the backend of my business. All my clients pay thru the CRM, so no more cashapp and Venmo. All of my important docs are stored in my CRM. I can send estimates with E-sign feature through my CRM. All clients get receipts for all of their payments through my CRM. My clients contact me through my CRM, so no more texting, FB messenger and iG DMs. I can even market to all my clients with the Marketing feature. This CRM will literally do everything that you need it to do.
And btw they offer partnership opportunities where if you have a business like I do (marketing agency) you can white-label the software and resell it to your own clients!
A must have tool for small businesses!
To grow a small business you have to have time to work on the business instead of in it, vCita makes it much easier to handle daily tasks so you can focus on growing your business. I know, because I have built a few businesses from the ground up and vCita has been my go to tool for a long time.
Is it perfect, no, but from experience I can say that no tool is. What makes this product shine is the ease of use, for you the owner and for clients. It’s also extremely flexible with the ability to customize everything. With a little help from a seasoned pro, this tool can do anything from scheduling, reminders, payments and my favorite is the ability to integrate with Zapier - that’s when the real fun starts since you can share information between vCita and apps like QuickBooks, ship-station and so on. Ohh, the client portal is a sweet new bonus feature!
vCita is well worth the expense, in my professional opinion.
Thank you.
Steve Madar - CEO
@ Get Better Clicks
Ads | Automation | Consultations
App Privacy
The developer, vCita, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- vCita Inc.
- Size
- 1.7 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 14.7 or later.
- iPad
- Requires iPadOS 14.7 or later.
- iPod touch
- Requires iOS 14.7 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2011 vCita inc.
- Price
- Free