vCita LiveSite Software


 

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.

 

vCita LiveSite - Calendar notifications
 
  • vCita LiveSite - Calendar notifications
    Calendar notifications
  • vCita LiveSite - Add people
    Add people
  • vCita LiveSite - Mobile app
    Mobile app
  • vCita LiveSite - Document management
    Document management
  • vCita LiveSite - Inbox
    Inbox
  • vCita LiveSite - Payment tracking
    Payment tracking
Supported Operating System(s):
Web browser (OS agnostic)

101 Reviews of vCita LiveSite

 

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Software Advice Reviews (3)
More Reviews (98)

Showing 1-3 of 3

Connie from Billings Hypnosis
Specialty: Other specialty

October 2015

October 2015

Making life so much easier!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I love the fact that people can schedule or reschedule their own appointments from my website or even Facebook.

Likes Least

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.

Recommendations

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

October 2015

October 2015

vCita LiveSite

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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.

Recommendations

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

October 2015

October 2015

My Review ofVcita

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Professional schedule appearance is nice for my clients

Likes Least

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 ?

Recommendations

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

 
 
 
Showing 1-20 of 98

Chris from Westfall and Associates, LLC

November 2017

November 2017

The Lead Funnel Starts with Vcita

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Value
Support

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.

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.

Review Source: Capterra
 

Tyrone from TMW Enterprises Paving & Maintenance
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

really helps a small contractor like my self stay organized

Ease-of-use

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a Organized system to engage with my potential customers 24/7

Pros

customers can create their own file when reaching out to us thru our website and request appointments

Cons

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 )

Review Source: Capterra
 

Orly from Everyday Counseling and Coaching Services, LLC

November 2017

November 2017

Support is hard to reach , takes hours to get a response. Was put on hold with VERY annoying music.

Ease-of-use

Functionality

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Value for Money

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Scheduling feature is good.

Pros

The scheduling feature. With some adjustments it will be much better, like color code appointments and such.

Cons

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.

Review Source: Capterra
 

Maeva from Le Petit Salon de la Chanson
Number of employees: 1 employee Employees number: 1 employee

November 2017

November 2017

Vcita enter my life because I had to take an online apointment for me ! Since then, I became a user.

Ease-of-use

Functionality

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Value for Money

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Support

Cohesion !

Pros

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.

Cons

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.

Review Source: Capterra
 

Adam from Roberson Coaching and Development , LLC

November 2017

November 2017

Fantastic solution for small business scheduling and client retention.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Quality
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Support

Customer service and their attention to the client's needs shows that they care about their users more than about making money.

Pros

The scheduling flexibility and control is valuable beyond words. You have the ability to organize services and set specific parameters for each.

Cons

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.

Review Source: Capterra
 


November 2017

November 2017

All docs and invoicing in on platform

Ease-of-use

Functionality

Product Quality

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Value for Money

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Support

Ease of taking payments and invoicing for services

Pros

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

Cons

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.

Review Source: Capterra
 


October 2017

October 2017

Wonderful way to engage visitors to your website. I highly recommend for new practitioners

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Love having my clients book online and syncs with Google calendar.

Pros

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

Cons

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.)

Review Source: Capterra
 

George from Voice Over Body Shop

October 2017

October 2017

Responsive support, good integration, an (almost) complete solution for my needs

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
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Support
Pros

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.

Cons

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.

Review Source: Capterra
 

Alberto from MentalTrainingInc Italy
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

A working collaborator

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Product Quality
Quality
Value for Money
Value
Support
Pros

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!

Cons

Vcita does all I need and much more. I want to explore the potential that I just do a look.
She doesn't speak.......

Review Source: Capterra
 

Linda from Awakenings Life Coaching

October 2017

October 2017

I was hesitant to use a pop on my website but when I took the plunge I have never regretted it!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Quality
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Clients!!!

Pros

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.

Cons

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.

Review Source: Capterra
 

Kimse LaMeel from LaMeel
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Love it and I love that it keeps getting better

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Product Quality
Quality
Value for Money
Value
Support
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

Review Source: Capterra
 

Luis from LuisBetancourt.co

October 2017

October 2017

In 5 words: I can't live without vcita

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Usability
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I don't need a personal assistant thanks to vcita ;)

Pros

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 ;)

Cons

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)

Review Source: Capterra
 

Muskie from Visionova HR Consulting

October 2017

October 2017

Not good

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Usability
Functionality
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Quality
Value for Money
Value
Support
Pros

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.

Cons

Poor CRM capability. I have stopped using it. I am looking to move our team to a more versatile platform.

Review Source: Capterra
 

cynthia from personal growth associates

October 2017

October 2017

good

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
Value for Money
Value
Support
Pros

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.

Cons

too expensive, I just received your bill for continuing the services and it seems quite high..can you bring down the price?

Review Source: Capterra
 

Paul from NorthernIT

October 2017

October 2017

I have found Vcita to be a simple yet practical way to engage my clients on my website.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
Value for Money
Value
Support
Pros

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.

Review Source: Capterra
 

Gail from Pampering4life Lifestyle and Wellness Company

October 2017

October 2017

Great system

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Quality
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Support
Pros

The branding especially so far the different offers like coupons etc is fantastic. Ease of system. Group support and customer service

Cons

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

Review Source: Capterra
 

Nadir from University of Pennsylvania

October 2017

October 2017

My admin and I have several hours of additional productive time!

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
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Functionality
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Quality
Value for Money
Value

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.

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.

Review Source: Capterra
 


October 2017

October 2017

I use vCita for my contact for on my website

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Support

A contact form on my website for potential clients

Pros

When someone uses the contact form, I receive an email and text message. Its easy for me to reply to them.

Review Source: Capterra
 

Elena from Self employed
Number of employees: 1 employee Employees number: 1 employee

October 2017

October 2017

Everything is great

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
Value for Money
Value
Support

I already answered this question in step 1.

Pros

Automatisation of appointments management, easy and friendly interface, possibility to build in widgets.

Review Source: Capterra
 

Erica from ek kitchens and design

October 2017

October 2017

Super simple

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
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Pros

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.

Cons

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.

Review Source: Capterra
 
 
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