vcita Reviews

Pros

The vCita Team is very responsive and open to new feature requests. All it took was a suggestion of making directions to a client's location accessible through the app and they made it a one-click solution! Because the app works across different devices, I can run my business from anywhere.

Cons

I'm ready to delve into their email campaign feature and see it integrates with Constant Contact. Having more auto-responder integrations would be great.

Pros

I really like how the appointment setting process work and also how clean it looks on my site. This is pretty much the main use for your platform. Most customers seem to be able to figure out using the appointment setting feature so decent UI, not everyone can use it but honestly after speaking with them I dont know if those people could even send an email if they had too.

Cons

I am paying about 2.5 times what was when I first started using your service. When speaking with customer service they said it was because all these other things were added. Many of the items added since I started working with your company I do not use or have any plan too. A plan suited to my use would be more ideal. In regards to operation this something I contacted support for in the last couple of months, but when syncing to my calendar it loads 3 very long urls which make it hard view info as easily on a mobile device which is mostly where everyone here views the appointment. Ideally some sort of URL shortener should be added to clean up the calendar notes. Here is a sample from my cal and what your service put in.The mobile add is very slow to load and navigate.

Pros

The ease of the software. The way you communicate with clients.

Cons

Would be nice to be able to create a web form with hyperlink to use on my website that integrates information to clients on portal. Compares to a Microsoft form. More control of the setup of the dashboard. Text messaging should be included and unlimited. Able to setup reoccurring payments from clients through system.

Pros

It made me not need an assistant for the first few years in business. It also makes training my new assistant simple. It is a magnificent platform that allows me to schedule appts, manage clients, send out mass email, accept payments, AND communicate with clients. I can take notes on each client call, I can share and receive documents. Everything I need is in here.

Cons

The only thing I wish it had was a more robust accounting system. If there was a direct way to integrate Wave and Vcita I would be so grateful. I also dislike how difficult it is to download several files ar once when a client sends you several images or pages.

Alternatives Considered

Honey

Reasons for Switching to vcita

It was referred by my business mentor.

Pros

This by far is the best user-friendly platform I have seen and implemented. I have used several types of CRMs over the years, but this works by far the best for me and what I am doing. I refuse to change!

Cons

Like everything there is always room to grow or for improvement, but Vcita has so many apps and integrations it made it so simple to create and implement almost immediately, hardly much of learning curve at all! Vcita now has their own CC processing if you don't have one set up already with paypal, stripe or square. the only drawback is they don't batch right away and can take few days to see in account, but if that's no big deal, then Vcita is the way to go!

Alternatives Considered

Rocket Matter and Clio

Pros

It is easy to use and easily accommodates employees. Easy to set up and understand.Complete package

Cons

Honestly the mobile app gives me a lot of trouble. Have to restart phone to get it to load.The cost. When I started it was very cost effective. Now its almost to the point where I will need to look for something else... Started at $29 now I'm at $150 or something like that.

Pros

I love the ease of this software, the set up was also streamlined

Cons

The Invoicing, I have been on this for almost 2 years and am still not using this feature , partially my fault for not getting the training yet.

Alternatives Considered

Act!, Salesforce Sales Cloud and Corrigo

Reasons for Switching to vcita

Cost & simplicity , Cloud based

Pros

It enables me to easily communicate with prospective clients, book them on my calendar, and send reminders for appointments. It's great for invoices, allowing online payments and tracking of income.

Cons

Sometimes it's hard to navigate to find the client or invoice I'm looking for. But honestly, there's not much to dislike.

Alternatives Considered

Wave Accounting

Pros

My clients have a secure place to connect with me and share documents. They can request appointments based on days and times that work for them. I can manage my workflow more effeciently.

Cons

I wish the software had the ability to link 2 or more individuals to one business, so that they all receive the emails and requests.

Pros

Record of communication with clients in one place, automated messaging, ability to send out messages to phone and email.

Cons

When I reschedule, I can't change to a different type of appointment, only different day and time.

Pros

Calendar integration with my website, Revenue tracker, Invoicing, Easy of online payment integration.

Cons

There could be more features in the calendar section of the software

Alternatives Considered

Housecall Pro

Reasons for Switching to vcita

Although Housecall pro has features that vcita does not (Time tracking), for our particular industry (cleaning solutions) we found it best to have an independent software for time tracking that is as customizable as we need it to be, and a separate client management software to handle everything else like Vcita.

Pros

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.

Cons

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.

Pros

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.

Cons

I really do not have any complaints with the system.

Alternatives Considered

Vagaro and Schedulicity

Reasons for Switching to vcita

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

Pros

Its easy to use once you know how. I love the fact that new clients and appointments go straight to the app on my phone. I use the computer version to make any edits. Its a great way of personalising a payment website to your phone. I wish my app would keep me logged in all the time, sometimes I have to wait for an email before I realise I have a notification on the app.

Cons

-Its quite expensive, and once you have upgraded our plan, you can't go back to a simpler plan.
- If you want to add a staff member onto it its extremely expensive. I currently use it just for myself, but if I wanted to add someone , I would probably have to use a different company.
-Its also very American! which I find sometimes very difficult to deal with, acronyms and wording is sometimes confusing.
-I wish my app would keep me logged in all the time, sometimes I have to wait for an email before I realise I have a notification on the app.
-Additionally some features are over complicated for what they do, sometimes simplicity is key!! Its very easy to overcomplicate things, therefore if Vcita was a bit more minimalist it would rank even higher that I already perceive it.

Pros

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

Cons

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.

Pros

+ Ease of use - this tool is very easy to use for me, and my clients love it for the easy of use.
+ HUGE Time Savings - I have spent no time scheduling meetings this year, and my admin has spent less than 30 minutes.
+ Mobile interface - including a simple app, and SMS reminders
+ Overall cost
+ Customization
+ Record-keeping - I can easily search the meeting history for any of my students

Cons

- Cost of SMS packages - I stopped sending reminders because it was not a great cost-benefit ratio.
- Lack of group-scheduling feature.

Pros

It's easy to learn and use for both myself and my clients. I can customize the communications and the reminders are great. I also like that I can book events through the software so I don't have to use Eventbrite or any other outside program. I get paid in two days rather than wait for Eventbrite to hold my money until the event is over. I love that I can choose whether or not I require payment for my different services. There's also an email component built in so I can communicate with my clients directly. It's very complete for what I want and need.

Cons

I can't make admin changes from the phone app. I have to go into the desk/laptop version. It's not a big deal but sometimes I want to make changes to my settings when I think about them and have to wait until I can get to the full version .

Pros

This tool has been my number one go-to resource for lead generation. In my business, contact is king. Giving clients and potential clients an easy way to access my calendar, and set up a time to talk, is a central part of my business model. It links in easily with my website, you can see it in action at westfallonline[dot]com

Cons

I wish that there was a link from email on iPhone to the actual software (app). An email link pops open the browser, and asks me to login. For some reason, my browser doesn't remember that Vcita and I have been dating for quite some time, and it asks me to login. Which causes me to open the app. Not sure if this is an iPhone issue, or an operator error, but I don't like the extra steps to confirm an appointment.

Pros

I like having all my clients in one place. I love that new features are being added all the time. I love that I can integrate it with my website

Cons

I would like more payment processing options
I would like to schedule my campaigns
I would like to add videos and more than one image to my email campaigns
I would like a better followup system so I can note what the followup is about how many times I have called and moniter my contact so they can be removed if not intreseted

Pros

Easy Integration with my website (customizable colors and stuff) Easy to link portal to anything that I need with url

Cons

A little tough to navigate at 1st. I dislike having to click so many times to get invoice marked as payed. I wish it was more streamlined

Cons

In order to test the product's capabilities that were needed for my business, I had to sign up for a monthly membership and upgrade my membership 3 separate times.
Once I saw how mediocre the software is, I ruled it out, emailed customer service to cancel my trial, and continued shopping for a better software.
A few days later, I again reached out to customer service about canceling my trail, and again for a 3rd time. Finally, I reached out for the 4th time and got ahold of someone who told me that the membership and upgrade fees weren't refundable.
Also, when I started adding clients, during my trial, all of my clients received some bizarre message from VCita to join their client porthole. It is such an aggressive feature to automatically turn on. I wish I had never even messed with VCita.

Pros

The software is easy to use, intuitive and performs consistently over time. I searched a long time for a CRM system that I could use for my small coaching and consulting practice.

Cons

Sometimes, it would be helpful to have tutorials to assist in infrequently used procedures or attributes of the program.

Pros

Easy to use and install. Intuitive marketing automations.

Cons

Not being able to reach customer service and getting support when I need it turns me off from this platform.

Pros

Appointments are put up in a very straightforward manner.  Ability to personalize the schedule page to make it look more professional and to differentiate the services available. The concept of a customer portal appeals to me. Clients can use the portal to make payments, book appointments, and send documents.

Cons

The billing/invoicing mechanism isn't as robust as some other systems. I'd like the program to send out monthly retainer billing in particular.

Pros

Easily connects to stripe for payments. It has a great CRM With a lot of features and easily accessible for customers to make payments

Cons

Mobile campaign does not work properly. I really like the idea of being able to create campaigns from my cell phone but I am unable to navigate because the texting freezes when trying to type