vcita reviews

We like the way it ties our contact form, CRM and invoices together.

Invoices can only be paid by one person. They can't forward to someone for payment.

Keeps everything organized easily and less work.

The non mobile friendly use on websites and app.

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!

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!

RemindersText communication with clienta

I wish the payment system allowed for tips

What is fascinating about Vcita, it affects all sectors of activities. Instantly manages our invoice and saves us valuable time.

Since I use Vcita , I don't find any problem. We would say that it has more advantages than disadvantages. But not against the monthly price to have it is high.

I did like that you can put all of your comunication and documentation into the system.

Unrlieable: On 3 seperate occations, I have lost all of my appointments and payment records!
Unhelpful: Customer service is slow to repond with any response that keeps them blameless. I have never had any of my issues resolved.

I am a professional dog trainer who has designed websites for the last 20 years. None of the features on this platform work on my simple wordpress website. I got this with the dream of having clients, payments and scheduling flow smoothly.

Not one feature on this platform worked for scheduling clients, group classes, enrolling students, taking payments or event setting the calendar. Once an event is on the calendar, you cannot remove it. Group events all default to invitation only ( a somewhat weird and useless default) so, you have to get people to sign up before you invite them to join a class, rather than just having them enrol on their own. Unwieldy, but it might be workable.. However, clients are not allowed to enrol on the lovely vCita intake form. The form doesn't send. Lastly, the support is negligible. I have reached out three times, and instead of immediately helping with these issues, I have had to wait 2 weeks to get an appointment with a customer support rep. who bailed on the first appointment and didn't even bother to let me know she was cancelling. . In the meantime my livelihood hangs in the balance, with all classes having to be cancelled and customers disappointed. I certainly feel ripped off. Don't bother with this one.

I am able to keep up with my schedule and all appointments, and keep everything well organize. In my line of business I need to keep up with appointments, time line for sending out ads, promotions. As a travel agent we must keep up with who is traveling and their time frame of traveling. This software helps in this area.

It doesn't capture my clients interest enough to want to use it in scheduling their appointments. I would like them to click and schedule their own appointments at their earliest convenience.

The integration of this software was so simple and very easy to use. This software is simple for our clients and our staff to use. We strive to use it as much as possible and really love the overall use!

I wish there were a few other types of forms we could ask client questions with, like a google form, but the only form information they would have to fill out every single time they scheduled an appointment.

Puts me in control of my diary
Gives clients choice
Provides us with a professional image

It does not integrate with our main CRM system - Intelliflo's Intelligent Office.

Databases have to be synchronised manually which wastes time and is frustrating.

I love using the software since it's an all in 1 tool.

I dislike the document feature because I should be able to open 1 file and continue scrolling into the next attached documents. When opening each file 1 by 1 I lose my placement and have to start all the way over while reviewing files.

A good appointment booking system,
SMS reminders
and email reminders.
easy contact manager

Whitelabel is expensive
Limited gateway integration
Not willing to improve their product
not helpful team

My clients, or their administrative assistants, book their appointments...no back and forth emails to identify a mutual time and day for all parties involved. Also, vcita links with Zoom to set up the meeting

I would like to build in automatic 15-minute breaks between calls

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

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

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.

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.