Since the CRM is an integral part of Vcita’s business management app, it doesn’t have much functionality outside the usual/basic features that you’d encounter with many other CRM providers. Rather, the business management app is focused on increasing lead generation and conversions, and the CRM helps stay on top of all client conversations. Here are some of the most notable features:

Client Portal

The client portal allows leads and customers to schedule appointments, make online payments, and share various documents with your business. The appointments can be configured to be automatically assigned to corresponding team members.

Automated reminders and notifications

Automated reminders allow your team to spend less time on admin tasks and get notified about meetings via in-app messages and SMS.

Custom email templates and follow-ups

Custom email templates allow you to send branded emails to your clients regarding payments, new opportunities, special offers, etc.

Vcita is cloud-based and can be accessed from anywhere, as long as there is an internet connection. The tool works perfectly with all browsers, except Internet Explorer, and also has a mobile app.

Vcita doesn’t have reporting features, which can be a big downside for large teams. However, small teams usually can derive the most important analytics from their past interactions. And yet, it never hurts to have a look at reports at the end of each month, so this is a notable downside. As for the integrations, Vcita can be integrated with Facebook and G-Suite, Google Analytics, QuickBooks, Zoom, Wix, PayPal, and Zapier.