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vCita Software

Name: vCita Software
Rating: 4.5 (2 reviews)

By vCita

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Highlights : About vCita Software

Easily double online opportunities

Self-service online scheduling for your clients

Schedule with multiple staff members

Add scheduling links to email signature

Auto sync your calendar (Outlook, Gmail, etc)

Offer client the convenience of paying online

About vCita Software

vCita LiveSite is a customer relationship management (CRM) solution designed for small businesses that offers interaction tracking, lead routing, lead management and mobile CRM within a suite. vCita LiveSite combines different streams of customer communication into a single platform. It integrates with business websites, social media accounts and email systems, which allows users to share communications across these channels. When a customer lands on a product website or responds to a social media campaign, vCita automatically pulls that customer’s details and stores them in a customer database. vCita LiveSite features team management which allows users to categorize leads and route them to team members based on their availability and skillset. When a lead is created, it is assigned based on agent attributes and lead information. Users also receive alerts and notifications regarding phone calls, emails and social media messages.

Specifications

Business Size

Small

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Easily double online opportunities

Self-service online scheduling for your clients

Schedule with multiple staff members

Add scheduling links to email signature

Auto sync your calendar (Outlook, Gmail, etc)

“No Shows” with automated text (SMS) reminders

Get paid faster with online payment options

Offer client the convenience of paying online

Direct payments to any bank account

Offer a services menu with prepayment options

Easily share and track documents online

Increase email campaign success with unique calls-to-action

Automatically capture client information in the CRM

Offer a 24/7 self-service client portal

Add calls-to-action or a contact form to Facebook

Make your website work for you!

Send email campaigns and SMS marketing

Assign clients and conversations to staff

Add notes and tags to clients, set auto follow-ups

Increase engagement on your website, mobile and Facebook

Mobile App Available

Mobile-enabled for clients on-the-go

Benefits

Mobile CRM

manage your clients, take notes, mark for follow-up and respond to client requests while on-the-go

Calendar management

manage your business schedule, appointments and events, all in-sync with your existing calendar

Billing & invoicing

create and email branded invoices and track your business income with a centralized dashboard

Online scheduling

invite clients to set appointments, book services and register for events & classes online from any device

Online payments

let clients pay for your services online, accept any credit card or PayPal and issue branded invoices

Client portal

keep clients engaged with a 24/7 personal client portal where they can book, reschedule, pay, fill forms, share files and more

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