Vcita is all about consolidating various administrative and marketing functions to free up time. Its central financial dashboard helps you do this by showing an overview of your financial situation and letting you view various details.
Managing your clients is easy in Vcita. You can add clients directly in the application, via email invitation, import them from an Excel or CSV file, or bring them in from Google Contacts. Once you have clients in Vcita, you can use many filters and sorting features to sift through them.
Client Self-Service Portal
One way to please your clients is to offer them a single area where they can receive invoice reminders, view and pay their invoices, and analyze their payment history. Vcita provides such a feature in the form of a client self-service portal.
Automated Payment Reminders
Collecting payment is often the most tedious part of doing business. Fortunately, you can set customized, automated payment reminders for any time you want after a payment deadline. You can also add an SMS reminder with a single extra click.
Email is one of the highest-ROI marketing channels, and SMS can undoubtedly help your efforts as well. Vcita’s marketing tools let you create beautiful email campaigns and compelling SMS campaigns in just a few minutes and segment your audience in several ways. Vcita also offers a library of email templates if you can’t or won’t write the copy yourself.