Über vcita
vCita LiveSite ist eine CRM-Lösung für kleine Unternehmen, die Interaktionsverfolgung, Lead-Routing, Lead-Management und mobiles CRM innerhalb einer Suite bietet.
vCita LiveSite kombiniert verschiedene Kundenkommunikationsströme auf einer einzigen Plattform. Die Lösung lässt sich in Unternehmenswebsites, Social-Media-Accounts und E-Mail-Systeme integrieren, sodass die Nutzer ihre Kommunikation über diese Kanäle austauschen können. Sobald ein Kunde auf einer Produktwebsite landet oder auf eine Social-Media-Kampagne antwortet, erfasst vCita automatisch die Daten dieses Kunden und speichert sie in einer Kundendatenbank.
vCita LiveSite verfügt über eine Teamverwaltung, die es den Nutzern ermöglicht, Leads zu kategorisieren und sie anhand ihrer Verfügbarkeit und Fähigkeiten an die Teammitglieder weiterzuleiten. Wenn ein Lead angelegt wird, wird er anhand von Agentenattributen und Lead-Informationen kategorisiert. Die Nutzer erhalten auch Warnmeldungen und Benachrichtigungen über Telefonanrufe, E-Mails und Social-Media-Nachrichten.
vcita Preis
vcita bietet keine Gratisversion, aber eine kostenlose Testversion. Die kostenpflichtige Version von vcita ist ab 29,00 $/Monat verfügbar.
Alternativen für vcita
vcita Erfahrungen
Funktionsbewertung
- Branche: Programmentwicklung
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Quelle der Bewertung
Great service, hugely helpful for coaching and case management
I have been doing life coaching and small business consulting and am about to start doing mental health case management. I just got my LLC and am doing everything by myself. It's a lot of work, but companies like vCita, that do a few things really well, have been making it possible for me to put my business together. I have been extremely concerned for the confidentiality of my client information (who wants to be hacked, really?), but I have also needed to make sure I can get paid beforehand or store a credit card. vCita is HIPAA compliant, whichi s a huge relief, although I found out HIPAA compliance is only relevent if you deal with insurance companies, which I don't.
Through emails over two weeks, Kylee K. has patiently answered all of my questions. With every answer, she has shown me how much vCita can actually do, how flexible it is, and how customizable it is. I am going to be advertising and launching in the next few weeks and I am confident that if I have problems, they shouldn't be with vCita.
Vorteile
Easy to use, great customer support, and the articles for explaining things actually explain them, so you don't have to google it even after getting an answer.
The things I asked about that they didn't have, Kylee gave me the link to a features suggestion forum for users and encouraged me to list the features there. She also invited me to beta test for an AWeber integration, so I would assume that asking about your email marketing provider would be a good way to let their development team know which ones to make API's for first.
Nachteile
The only email marketing integration is Mailchimp and I have AWeber. This is annoying, but not a deal breaker.
There is not two factor authentication for admin and users. I don't know that two factor authentication would be useful for clients, but I would really like this for account holders and anyone who can else who would be using it on the emplyee side.
There is no way to sort clients by date since last appointment, appointment type, or anything else.
- Branche: Tierarzt
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Review
I needed a way for a small team to organize group classes, private appointments and lessons, communications with clients, and invoicing all in one tool. This does almost 95% of what I need, in one location.
Vorteile
It contains all of our client information, calendar, scheduling, document sharing, invoicing and payments all in one convenient tool.
Nachteile
When there are issues, they are usually epic and the support team isn't quick about fixing them (if they get fixed at all). The Marketing tool is very basic and isn't 'pretty' enough for my monthly marketing Newsletter.
- Branche: Fotografie
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Sinking Ship
Having been a customer for several years, vCita offered an all-in-one solution that few others compared to at the time. However, very little has changed in the last 3 years other than some unnecessary aesthetic updates and very minor enhancements. I got on board fully aware that there were several missing features I needed which were on the top of the feature request list and I put in place workarounds to suffice until these features were going to be implemented. I'm talking about pretty fundamental things, like the ability for online payments to be accepted with sales tax automatically calculated, and add-on/bundled products/services. Instead of the development team addressing critical upgrades the community is begging for, we get branding updates, color scheme changes, and random issues where things that have always worked fine no longer work properly.
Customer service is all but useless, and I constantly get the feeling their priorities lie in marketing the outdated product they have rather than improving it.
If you try the product and feel that it accomplishes 100% of what you need it to do, go for it. But if you find that it looks great but misses the mark on a few key areas, don't jump on board hoping it will be addressed in the next decade. Keep looking. I'm done waiting.
Vorteile
Relatively easy to use and deploy. Client interface is mostly intuitive and easy to use.
Nachteile
Product development is nonexistent. Customer support is a joke. On the rare occasion there is an update, I find something on my website no longer works, instead of being improved.
- Branche: Religiöse Einrichtungen
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
vcita has kept us going
Fantastic. We implemented vcita in a very short time and became immediately proficient in using it. It was that easy. The Zoom integration was the clincher for us- it is, by far, the best video platform on the market!
Vorteile
Zoom integration! Appointment management is simple and intuitive. We are able to invoice clients simply without a worrisome billing system. Incredible communication tools built into the system. Notifications/Reminders.
Nachteile
I wish we had a way to allow the client to set the amount he/she would like to or is able to pay.
Sometimes it is difficult to do the reckoning between reports in vcita and stripe.
- Branche: Alternative Medizin
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Great Robust Scheduling & Invoicing System
Vorteile
I needed software that could both schedule 1 to 1 services as well as group events. VCITA does both. I like that the appointment reminders can be customized.
Nachteile
In the past I've had patients have trouble with rescheduling an appointment but this hasn't been an issue recently.
