vCita LiveSite is a customer relationship management (CRM) solution designed for small businesses that offers interaction tracking, lead routing, lead management and mobile CRM within a suite.
vCita LiveSite combines different streams of customer communication into a single platform. It integrates with business websites, social media accounts and email systems, which allows users to share communications across these channels. When a customer lands on a product website or responds to a social media campaign, vCita automatically pulls that customer’s details and stores them in a customer database.
vCita LiveSite features team management which allows users to categorize leads and route them to team members based on their availability and skillset. When a lead is created, it is assigned based on agent attributes and lead information. Users also receive alerts and notifications regarding phone calls, emails and social media messages.
Connie from Billings Hypnosis
Specialty: Other specialty
I love the fact that people can schedule or reschedule their own appointments from my website or even Facebook.
I would like to be able to schedule group class signups from vCita, and thankfully they are working on that now! So, soon I can have class signups online, and that will save me lots of time.
As you compare, realize that you can spend hundreds more on other programs that have extra bells and whistles that you may never use. (Trust me, I already tried that route!) I needed something simple to understand (I don't have time to devote dozens of hours to learning new software). vCita is simple to learn, fits into my business model, and makes life easier for me!
Lynne from Thomas Noble Books
Specialty: Other specialty
It's easy to set up, even for the technically challenged. My clients and prospects love being able to schedule their own appointments. Plus, it saves me tons of time and hassles.
There were some problems with my gmail account at first. However the problem was a setting on my end, not vCita. The customer service rep was great and told me exactly how to fix the issue.
Do the free trial. You'll be able to take it for a test drive and find is it easy to use.
Romi from Transformative Healing Arts
Specialty: Alternative & holistic medicine
Professional schedule appearance is nice for my clients
The interface on the phone - the app will help me. Is it out?
Also I think that it syncs with part of my iCal settings but not others . The other day someone scheduled something when I already had something in the I -calendar . Perhaps I had that other thing set as a different color in the I cal interface as opposed to all the color that represents my clients ? Not sure why the window popped up as available to the client ?
Interface smoothness is helpful but I find that when I'm trying to navigate between the scheduling preferences and the rest of the tabs sometimes it gets a little confusing - i.e. Dashboard and the settings
Chuck from 1st Call Interactive Marketing, Inc.
Specialty: Other specialty
I appreciate the intuitive way the entire program is setup to create the many ways to reach out to prospects and customers. The many tools you can implement within the program provides for tremendous ways to gain leads, take payments for various purposes and receive excellent SMS and email notifications when an appointment is scheduled. Highly enjoy and recommend this addition to websites, emails, Facebook and ability to send links through Twitter and other social media sites.
All of my interactions and support needs have been met along with great communication between myself the vCita personnel.
Take time to test options out. Don't become overwhelmed without utilizing the customer service group of vCita. Be creative in deciding on the many ways you can use this application.
Dr Q from Indian Palm Leaf Reading Institute
The wide range of it's features. The large number of clients that it can manage. It's integrability with Wordpress.
Caroline from Caroline Merrill Real Estate Photography
I like the easy navigation and mobile app. It's very easy to create invoices, appointments, and communicate with my clients because the app is mobile.
The functionality to my clients looks "old school". They feel it is old technology because of the way it looks when creating an appointment. They feel it needs to be updated. I also feel that there needs to be an update to the scheduling so that my clients have confidence when setting appointments.
Lisa from USHEALTH Advisors
Employees number: 1 employee
So far I have not received any benefits
ability for customer to schedule their own appt
nothing nothing nothing nothing nothing nothing nothing
Customers are reluctant to schedule and even if I make known the ability to schedule, no does it
Sasaki from Shine Body & Soul Healing Centre
Employees number: 1 employee
Fast response from the clients, easy to manage so I can remember each schedule well.
After I used this software, my clients response became faster and more people are attending each sessions.
Private appointment schedule don't want to be shown in my shared google calendar while group sessions schedule do want. I still don't get used to this point.
Jason from Hexamite
Employees number: 1 employee
More customer interaction and satisfaction.
I enjoy the automated service and workflow. The professionally design user interface matches any website well.
I don't get enough inquaries, so the cost is expensive bases on requests. I wish there is a different pricing model.
Sandra from A New You Coaching
Easy to set up. Great customer support & training. Works great with my google calendar. User friendly.
There are no cons at the moment. Everything is what I had hoped for & anticipated. The customer support is great!
Karl from the Advocacy Network
Easy to promote and simple for people to connect. It also was extremely easy to hook into my website through wordpress
I would love to have a system that somehow was responsive to the relationship based systems such as LinkedIn, FB, Twitter etc..
paul from Shilysca Inc
all in one package with reminders.
inflexibility cannot set the default for " clients by creation date.
I provide business management consulting for optometrists. All my work is done through appointments and email. vCita flawlessly syncs my calendar and allows clients to schedule when I'm actually available. Prior to vCita, I spent way too much time suggesting times, getting voicemails, etc. Besides that, they have done a great job of allowing a feature-rich "live-site" that is easy to set up and super customizable. I think for many businesses it would suffice to be the landing page.
Very simple appointment set-ups. Before vCita there was a ton of back and other emails, or worse than that - phone calls.
The invoicing/billing system is not as robust as some other programs out there. Specifically I would like the program to send out regular monthly retainer billing.
You get out of it what you put into it. Take your time setting up your calendar so vCita knows when you are actually available.
Judith from OUMMM
Employees number: 2-10 employees
vCita Software is great for anyone who has had clients look over his/ her website, send an email with a confused and confusing list of times they have available. Then after you get back to the client you find that their schedule has changed. The back and forth of appointment setting is eliminated with vCita as it is for other programs, but these features are embedded within a client portal that offers that authority aura. You can add the portal to your website, or if you don't want the portal, you can still use all the other vCita features. vCita allows you to bill and invoice and view everything from your mobile on the go very cool.
Some of those vCita features don't work for me because I communicate with groups of people at once rather than one on one. Still I found vCita software to be flexible and I liked that fact that their forms integrated easily with my website. It is pretty easy to learn although some of the internal dashboards are a little confusing. vCita's support team is good and I was able to get everything up and running as I wanted.
This is the best software I have seen for one on one service providers and it is easy to set up and use.
The internal dashboards were confusing until I understood them. I had help from the support team. They do a good job.
Carefully look over their feature sets, it is richer than it looks at first.
Could become the single best product of its kind for Quickbooks integration if they can iron out some things and add a few more.
Horrific support. I was so convinced of the potential for this product that I upgraded to the paid subscription in hopes it would open additional features and better support. It didn't. The "Premium" support took a full week to respond and when they did it was incorrect.
Payment gateways are PayPal and Stripe only. No QBMS integration which for a QB customer is usually preferred.
Flexibility is not great. There is some but most things are rigidly set. For example, we use QB in a B2B environment but vCita will only display the lists with first and last names so we have no idea who half the clients in the lists are until we open them.
Integrated data is very limited. The syncing of my Quickbooks company brought over very basic info like name and address. No phone numbers at all. No documents already attached (or references to them). No previous payments (or references to them). No company names.
It needs some sort of integration with a "Dropbox" like storage.
Scheduling interviews with businesses in different time zones used to be a nightmare before I found vCita. Now, I am confident I'll never miss a call thanks to vCita sending notifications to both parties in our respective time zones.
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.
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.
As a vCita Partner, I highly recommend vCita to any business who needs an interactive CRM solution. They offer a free trial--take it for a test drive!
Brit from Blueprint
Employees number: 11-50 employees
I use vcita daily to chat with our customers. It has been a really helpful tool because parents/students can see our pop-up chat on our site and shoot me a message anytime. Unlike live chat, it allows me to respond to the messages when I am available and doesn't show the customer that I am typing. Vcita is a life saver!
If i could leave a -5 star review I would! I contacted the company to do a trial of their software, I got a call from a rep a week after i signed up for the trial, I explained the girl the features i needed for my business and she acknowledged those features were not available at the moment, so she went ahead and cancelled the free trial and advised me i should check later to see if those features were added. to my surprise on May 8th there was a charge on my credit card for $575, I called and the lady said they wont give me the money back! WTF? now i have a software that I dont need but yet they charged me. how do you do business like that?
I hope they fix this issue
I dont know if it has cons, but only cons
the customer service is horrible!
I had vcita for more than a year. Through that time I had several bugs that cost me a lot of time. The answer by the support was usually that they would work on it and get back to me. Which then did not happen. After a while I asked them and they would answer they think they fixed it and I should report if I find more problems. A while ago they encountered a bug which they still cannot fix. The sync with outlook does not work properly so all times are shown regardless if they are free in my calendar or not. To be fair, they gave me back my money when they could not fix it after some weeks. It cost me several weeks of nerves though, more than 5 hours for calls and emails and some trust of my clients with failed appointments.
Price is ok, pretty easy to use.
Too many hickups and bugs. Costs time and trust of your clients.
Christine from RAW Telecom Network LLC
Employees number: 1 employee
I've been a vCita customer since 2012 using the basic (free) plan. Since upgrading, I've seen a significant boost in my streamlined productivity and follow up. My clients also appreciate the reminders for appointments and ease of communication with me.
The integration of the new dashboard with the mobile app is simply sublime. :)
I'd love to see improvements for the email campaigns. If vCita adds email marketing to their service, I wouldn't need any other CRM tool/service.
I recently installed vCita software on our website www.jobinterviewservices.co.uk to generate leads and increase conversion of sales, am pleased that it has exceeded beyond expectations. The plugin also gives opportunity for prospects to schedule appointment , pay online etc.
Prospects are also able to book service with difficulty.
Easy to use for booking service.
Secured booking payment form.
Prospect can schedule appointment online
Reduce telephone calls.
Preferable to other booking appointment software used in the past.
None noticed since using the software.
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.
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.
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.
Using Vcita cut down on my "no show" rate and it freed up time now that I don't have to take appointments over the phone. I just renewed my subscription for another year because it is one of the best business tools to make life easier, to save time, and to make more money.
Love the app, love that it reminds my clients by text and email, love that it takes payments so that I don't have to. I also love the CRM.
The only thing I think it is missing is an email campaign option like Infusionsoft. I would love to schedule emails to remind clients of my other products, services, and events. That would be the last piece to allow me to increase my income.
I was turned onto vcita by a fellow coach in my area and feel like i struck gold on my first time out. This scheduling software has great customization features and is incredibly easy to set up and use. Since companies hire me to coach their employees having this software takes all of the scheduling duties of private coaching sessions off the plate of wellness coordinators and they love. It has improved all aspects of my business with the capability of billing and sending follow up documents to clients. I highly recommend it.
Ease of set up, clean look and integration with website, ability to customize
None that i have come across