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.

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vcita Preis

vcita bietet keine Gratisversion, aber eine kostenlose Testversion. Die kostenpflichtige Version von vcita ist ab 35,00 $/Monat verfügbar.

Startpreis:
35,00 $/Monat
Kostenlose Version:
Nein
Kostenlose Testversion:
Ja

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vcita Erfahrungen

Funktionsbewertung

Preis-Leistungs-Verhältnis
4,2
Funktionalität
4,2
Bedienkomfort
4,4
Kundenbetreuung
4,2
5 von 254 Bewertungen Alle Bewertungen anzeigen
Gabrielle
  • Branche: Programmentwicklung
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionen
0
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 9.12.2015

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.

Michelle
  • Branche: Tierarzt
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionen
4
Bedienkomfort
3
Kundenbetreuung
1

4
Bewertet am 13.12.2022

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.

Dennison
  • Branche: Fotografie
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3
Funktionen
1
Bedienkomfort
3
Kundenbetreuung
1

2
Bewertet am 20.6.2020

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.

In Betracht gezogene Alternativen

Acuity Scheduling und Jobber
Anisa
  • Branche: Einzel- & Familiendienstleistungen
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionen
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 2.11.2023

Convenient Time Saver!

I will be sticking with them since it has been the most effective method of automating schedule.

Vorteile

I love the ease of use and how I have a system that helps me stay organized with all my upcoming clients

Nachteile

The online calendar on the mobile device is not as easy to use compared to the desktop

Jeffrey
  • Branche: Gesundheit, Wellness & Fitness
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionen
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 16.3.2021

A Really Great Tool

My experience has been great. I almost feel like the vcita people are my friends even though they're in Seattle and I'm in NJ.

Vorteile

I love the people like [SENSITIVE CONTENT HIDDEN] who understand that I am archaic and need help implementing technology. I also love that I can follow the day's activities by just flipping on my computer. Vita allows me to do virtually everything I need to do with the exception of cleaning the office.

Nachteile

I really do not have any complaints with the system.

In Betracht gezogene Alternativen

Vagaro

Gründe für den Wechsel zu vcita

I felt that the vcita staff listened to me and did not try to shove a cookie cutter program down my throat.

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