vcita Erfahrungen

We like the way it ties our contact form, CRM and invoices together.

Invoices can only be paid by one person. They can't forward to someone for payment.

Keeps everything organized easily and less work.

The non mobile friendly use on websites and app.

This tool has been my number one go-to resource for lead generation. In my business, contact is king. Giving clients and potential clients an easy way to access my calendar, and set up a time to talk, is a central part of my business model. It links in easily with my website, you can see it in action at westfallonline[dot]com

I wish that there was a link from email on iPhone to the actual software (app). An email link pops open the browser, and asks me to login. For some reason, my browser doesn't remember that Vcita and I have been dating for quite some time, and it asks me to login. Which causes me to open the app. Not sure if this is an iPhone issue, or an operator error, but I don't like the extra steps to confirm an appointment.

I like having all my clients in one place. I love that new features are being added all the time. I love that I can integrate it with my website

I would like more payment processing options
I would like to schedule my campaigns
I would like to add videos and more than one image to my email campaigns
I would like a better followup system so I can note what the followup is about how many times I have called and moniter my contact so they can be removed if not intreseted

In my business we offer mental health services and have several professionals, was easy customize the service to everyone and the sync option is the best in the market

is so much expensive, unfortunately i can't afford that any longer.

Puts me in control of my diary
Gives clients choice
Provides us with a professional image

It does not integrate with our main CRM system - Intelliflo's Intelligent Office.

Databases have to be synchronised manually which wastes time and is frustrating.

The adaptation is simple but above all effective, the tool also offers me many other features

During its use I did not notice any problems frankly

This by far is the best user-friendly platform I have seen and implemented. I have used several types of CRMs over the years, but this works by far the best for me and what I am doing. I refuse to change!

Like everything there is always room to grow or for improvement, but Vcita has so many apps and integrations it made it so simple to create and implement almost immediately, hardly much of learning curve at all! Vcita now has their own CC processing if you don't have one set up already with paypal, stripe or square. the only drawback is they don't batch right away and can take few days to see in account, but if that's no big deal, then Vcita is the way to go!

I did like that you can put all of your comunication and documentation into the system.

Unrlieable: On 3 seperate occations, I have lost all of my appointments and payment records!
Unhelpful: Customer service is slow to repond with any response that keeps them blameless. I have never had any of my issues resolved.

The ease of the software. The way you communicate with clients.

Would be nice to be able to create a web form with hyperlink to use on my website that integrates information to clients on portal. Compares to a Microsoft form. More control of the setup of the dashboard. Text messaging should be included and unlimited. Able to setup reoccurring payments from clients through system.

What is fascinating about Vcita, it affects all sectors of activities. Instantly manages our invoice and saves us valuable time.

Since I use Vcita , I don't find any problem. We would say that it has more advantages than disadvantages. But not against the monthly price to have it is high.

It enables me to easily communicate with prospective clients, book them on my calendar, and send reminders for appointments. It's great for invoices, allowing online payments and tracking of income.

Sometimes it's hard to navigate to find the client or invoice I'm looking for. But honestly, there's not much to dislike.

customers can create their own file when reaching out to us thru our website and request appointments

when using the app to share a Doc typing message really slow to show up on screen
Customers get confused when filling out the appointment Location instaed of the address they mention the name of the place like ( my House , or driveway , or patio, // since we do driveway and patio work they just miss understand it is the address of the meeting )

Easy to use and configure, the clients are is very nice and the open API helps a lot. For a regular appointment system provides all of what is needed.

However, when coming to multi lingual capability, customisations, shopping cart (or multiple bookings in one single reservation) and the time to update the product or integrate new features, the system is very weak compared to your competitors. The lack of such capabilities made me start using a another software.
You just have to read the Facebook forum to see how many clients are not happy with the product.

Good website widget/contact form. Used the free version for a while before taking the plunge and paying for a full plan.It integrates with Google Calendar and customers can book online - it's great and saves a lot of time especially as a one man band as customers can do everything online leaving me to see to the customers.

Plans are a bit expensive for a one man run business and the free version doesn't give enough flexibility.

My clients have a secure place to connect with me and share documents. They can request appointments based on days and times that work for them. I can manage my workflow more effeciently.

I wish the software had the ability to link 2 or more individuals to one business, so that they all receive the emails and requests.

My clients, or their administrative assistants, book their appointments...no back and forth emails to identify a mutual time and day for all parties involved. Also, vcita links with Zoom to set up the meeting

I would like to build in automatic 15-minute breaks between calls

The software is easy to use, intuitive and performs consistently over time. I searched a long time for a CRM system that I could use for my small coaching and consulting practice.

Sometimes, it would be helpful to have tutorials to assist in infrequently used procedures or attributes of the program.