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
Chris from Westfall and Associates, LLC
Contacts. Leads. Connections. Conversations. What more can a consultant ask for? I run a small business, and Vcita is my call center, appointment manager and more.
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
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.
Tyrone from TMW Enterprises Paving & Maintenance
Employees number: 2-10 employees
a Organized system to engage with my potential customers 24/7
customers can create their own file when reaching out to us thru our website and request appointments
when using the app to share a Doc typing message really slow to show up on screen
Customers get confused when filling out the appointment Location instaed of the address they mention the name of the place like ( my House , or driveway , or patio, // since we do driveway and patio work they just miss understand it is the address of the meeting )
Orly from Everyday Counseling and Coaching Services, LLC
Scheduling feature is good.
The scheduling feature. With some adjustments it will be much better, like color code appointments and such.
As I said before, customer support is hard to reach, almost as if there is no one there. When I finally got someone on the line she lacked the knowledge to help me and seemed eager to finish the call. I am moving to a new website very soon and need someone with knowledge to answer a few questions.
Maeva from Le Petit Salon de la Chanson
Employees number: 1 employee
Online apointment is really helfull but I can also manage my client's email a better way. I have nearly all what I need to mange my clients with Vcita.
I don't really like taking a lot of time setting my vcita calendar... when I'm not available or when I have to set spécific days and hour available.
Adam from Roberson Coaching and Development , LLC
Customer service and their attention to the client's needs shows that they care about their users more than about making money.
The scheduling flexibility and control is valuable beyond words. You have the ability to organize services and set specific parameters for each.
Minor bugs with the App Version that do not translate over to the PC Version. Otherwise, I have not experienced any "cons" that are beyond the learning curve of new software.
Ease of taking payments and invoicing for services
Invoicing and doc library and the website widget for scheduling and taking payments. Ease of use and cost effective when considering the payment platform build in with Stripe
Can attach more than one doc from the library to the same recipient. Not a lot to mention here over all the program is a good investment.
Love having my clients book online and syncs with Google calendar.
1. Love the POP up on the website - engages visitors and my business grew because of it
2. I like the ability for my patients to schedule their own appointments and I can make recurring appointments
3. People can schedule with other team members
4. Syncs with Google Calendar
5. Works well on mobile
1. On rare occasion the sync with Google calendar doesn't work and it messes up my schedule.
2. I ask for 48 hour cancellation but clients can still cancel last minute and the system lets them reschedule it even though the policy says they cannot
3. Email campaigns are rudimentary and are extremely cumbersome for those with over 500 mailing list and one cannot divide the blast based on metrics (the most active clients in the last 6 months, certain age groups etc.)
George from Voice Over Body Shop
Easy to setup, somewhat flexible, comprehensive set of features, integration with Google, helpful support team. Approaching the all-in-one CRM, scheduling, and cart solution I've been wanting since I started in business over 10 years ago.
A bit pricey /mo, but I paid up front and got a discount code so that shaved a lot off the bottom line. There are some missing features I need to make this a total solution for me, so I am still using some other tools on my website to fill the gaps, like ScheduleOnce and Paypal buttons. I'd love to eliminate the need to cobble bits together, as I've had to do since day 1. vCita is the closest I've come.
Alberto from MentalTrainingInc Italy
Employees number: 11-50 employees
Vcita allows me to organize and keep me updated on my appointments. And there are other features that I want to implement in my daily use.
Hold me on the piece!
Vcita does all I need and much more. I want to explore the potential that I just do a look.
She doesn't speak.......
Linda from Awakenings Life Coaching
It's affordable and gets the job done. I like how it keeps me notified of appointment requests, how I can do everything I need to from my phone on the go.
I find it hard to navigate at times. Some things are buried deep and I can not find them or I don't know the right phrase to find what I want to do.
Kimse LaMeel from LaMeel
Employees number: 11-50 employees
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
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
Luis from LuisBetancourt.co
I don't need a personal assistant thanks to vcita ;)
Vcita is my personal assistant, it manages my agenda and payment requests, i only need to keep my calendar updated and get meeting requests and Paypal payment notifications ;)
Would love to have my local currency (COP) included on the list.
I've had some issues with conversion attribution in Google Analytics with one of my clients (That I recommended vcita to)
Muskie from Visionova HR Consulting
Lots of scheduling ability, for prospects and clients. However, it needs more. It would be great to track all the movement of a client in the CRM, make phone calls, create and track help desk tickets etc.. Or something close. But it is a good scheduler. Possibly the best out there.
Poor CRM capability. I have stopped using it. I am looking to move our team to a more versatile platform.
cynthia from personal growth associates
easy to use and my clients like the notifications, but it has not been able to block out an hour when something else is scheduled.
too expensive, I just received your bill for continuing the services and it seems quite high..can you bring down the price?
Paul from NorthernIT
I believe the value for their free product is amazing and like that I am able to deploy a working CRM solution for free that I am able to easily scale up when I am ready to go for the premium product.
Gail from Pampering4life Lifestyle and Wellness Company
The branding especially so far the different offers like coupons etc is fantastic. Ease of system. Group support and customer service
I really wish I could itemize how many times a client comes to me for a individual service especially since I offer several it is out dated in this sense
Nadir from University of Pennsylvania
I save at least 1 hour every week, and my admin saves 2-3 hours every week . This means that our team gets a lot more done in a week than was possible with vCita.
+ 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
+ Record-keeping - I can easily search the meeting history for any of my students
- Cost of SMS packages - I stopped sending reminders because it was not a great cost-benefit ratio.
- Lack of group-scheduling feature.
A contact form on my website for potential clients
When someone uses the contact form, I receive an email and text message. Its easy for me to reply to them.
Elena from Self employed
Employees number: 1 employee
I already answered this question in step 1.
Automatisation of appointments management, easy and friendly interface, possibility to build in widgets.
Erica from ek kitchens and design
I like that once it is set up, it is pretty much done. Adding services and changing the schedule are very easy to perform. Integration with clients very smooth.
I sometimes have to get an access code for Vcita / Stripe, which is ok considering the information that they hold. It bugs my bookkeeper, however.