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.

Amy
  • Branche: Eventservice
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionen
3
Bedienkomfort
2
Kundenbetreuung
3

3
Bewertet am 24.12.2022

Setting Up for Your Business - Not easy at all!

It has been a pretty frustrating experience trying to get this running smoothly. I have spent SEVERAL hours/days trying to figure out glitches, workarounds, etc. I don't feel it's the right product for my company. I do plan to switch to another platform that will work better for my needs. I know they have tried, but I only get short timeframes to work with them and then I have to schedule another appointment. I would have rather paid a lot more money upfront to have them work on it until it was perfect. I have now given up because I'm just tired of it.

Vorteile

I love the way it looks on my website. I am able to use the colors of my logo, etc. so it looks professional. I think customers like to be able to book on the spot. I think it's nice that I can approve each event. It helps me from doing back and forth phone calls. I like that it gets integrated with my gmail calendars that are shared with the employees.

Nachteile

It is taking FOREVER to figure out how to set things up to streamline for my personalized business needs. Not sure this is the best platform for my business. I don't like how "wordy" it is in my gmail calendar. I wish I could customize things more, like addresses for instant. It requires them to put an address in, but it is not integrated to ensure it is a true address. We have gone to the wrong location multiple times. I have multiple services w/ 2 separate trucks. I find myself having to try to do a lot of workarounds that don't go well for the customers.I wish it was easier to use with Quickbooks. You can do a one-time sync but then it only syncs if customers get sent an invoice, and only a few details get synced over to Quickbooks. My CRMs don't match.

In Betracht gezogene Alternativen

Calendly

Warum vcita gewählt wurde

Quickbooks does not have a scheduling option.

Zuvor genutzte Software

Quickbooks Online

Gründe für den Wechsel zu vcita

I honestly don't remember because it has been so long now. I do plan on looking into them again.

Antwort von vcita

Thank you for feedback Amy! I'm glad to hear you like the website widget! Sorry to hear you are considering to switch to another platform.
We see most businesses getting their account up and running pretty fast, but the more advanced customizations can sometime take some extra time. It's definitely work investing a bit more time to get things right for your business (: Our team is happy to help!
The QuickBooks integration is pretty robust and offer a real time sync so please let us know if you need any help setting it up!

Beantwortet am 8.1.2023
Linden
  • Branche: Marketing & Werbung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionen
4
Bedienkomfort
4
Kundenbetreuung
4

4
Bewertet am 16.10.2019

Ties all together

Overall the tool has been a great help for us to streamline our processes.

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

QuickBooks Desktop Enterprise

Gründe für den Wechsel zu vcita

It was able to tie together multiple things at once.
Michelle
  • Branche: Gesundheit, Wellness & Fitness
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3
Funktionen
4
Bedienkomfort
4
Kundenbetreuung
3

5
Bewertet am 15.10.2020

This application is grossly overpriced

Overall, I'm pretty luke warm regarding this application. It forces prospective users into a 12 month contract (which wasn't ideal during a pandemic). Honestly, it felt a little slimy and self serving.
Many of the features are not needed for every type of business, while the more basic features requires users to select the platinum plan which is nearly $1000 a year. Had I not been charged for a full year which is non refundable, I would have cancelled already.

Vorteile

What I most like is the seamless integration with Zoom. The calendar features are pretty intuitive as well.

Nachteile

This software is grossly overpriced and forces you into a higher tier to get basic features and a wealth of features you dont want or need.

A trial was offered which immediately rolled into an automatic, year long contract--which I found out AFTER my credit card was charged.

You cannot delete appointments made in error nor can you 'actually' delete contacts.

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