CRM SOFTWARE

Stay organized and build better client relationships

Manage your clients, business flows, scheduling, and payments – all in one place. The most simple-to-use CRM software that helps you convert potential clients into happy customers.

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Trusted by over 100,000 small businesses worldwide

Manage your entire business on one CRM platform

Get all the tools you need to supercharge your workday, save time on admin tasks, and create new growth opportunities. From getting paid on time to managing your clients and interactions – all in one place.

CRM

Payments

Email marketing

Documents

Client portal

AI

Organize, track, and grow your clients

The best CRM software for small businesses designed for their day-to-day needs.

CLIENT MANAGEMENT

Deliver exceptional client experiences

Have all your client information on one platform, including notes, documents, appointment schedules, and payments. Save and track your clients’ diverse needs with tags and provide more personalized client experiences.

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CUSTOM VIEWS

Stay efficient and on top of everything

Manage clients, projects, and business processes based on your needs. Create customized views for you and your team to oversee important flows, save time, and generate more business effectively.

I want to stay efficient

AUTOMATION

Put your business growth on autopilot

Automate all time-consuming tasks around running your business. Let your business work for you, with automated meeting reminders, overdue payment reminders, trigger-based campaigns, and business flows.

Automate my business

REPORTS

Make better business decisions

Track all your appointments, payments, marketing emails, leads, and client engagements in one place. Easy-to-understand and customizable reports give you a clear overview of where your business stands and help you make better decisions.

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A complete online CRM solution for your business

Client cards

Manage and track all of your client information, such as communication, booking, and payment history, in one place.

Custom tags

Create tags that categorize each client. This will allow you to better segment your audiences.

Lead capture

Capture leads directly from your website into your CRM and get instant notifications on new leads.

Client status

Give your clients a dedicated status and track the entire customer lifecycle. You can also automatically change lead statuses into customers.

Intake forms

Define your form fields, so you have all the relevant information from your clients and leads automatically saved in the system.

Easy import

Easily import your existing clients from any spreadsheet into your CRM for a seamless start.

Charge and store credit cards

Securely store credit card information on your CRM, so you can easily charge your clients for recurring payments.

Charge open balances

Client cards show open balances which you can charge for automatically or send a reminder to the user about the open balance.

AI-powered advisor

Have your own AI-powered business advisor to better your business with personalized recommendations and actionable advice.

Client nesting

Link related clients to each other so that you have a better overall view of each client’s needs.

Scheduling

Let your clients book and easily re-book appointments and fill in open slots with wait lists. Always keep your calendar full and your business running.

Client portal

Securely store, access, and share your documents online with your own personalized and secure client portal.

See how vcita’s CRM software works

MOBILE APP

Manage your business on the go

Have all the client information you need available 24/7. With vcita’s mobile app you can be attentive to clients when you’re on the go and keep up the excellent customer service without having to be in front of the computer.

vcita plays nicely with your favorite apps

Why businesses love vcita’s online CRM

Join over 100,000 successful solopreneurs and small businesses

Incredible CRM software with many functional capabilities. Price is right compared to competitors and I’ve been a happy customer for 10+ years now.

Marko Aaron

Love vcita as a system for managing both my prospects as well as clients in one space. Unlimited clients means I don’t have to keep looking at my user count as I grow either.

Darren Tebbenham

I LOVE that vcita replaces 4 different vendors. I am saving time and money. vcita holds my contacts, from there I can invoice them, schedule appointments, keep track of our conversations, and even send them files all through vcita.

Christopher C.

Designed for businesses of all industries

Coaching

Beauty & Spa

Fitness

Education

Business Services

Healthcare

Home Services

Finance & Accounting

Legal Professionals

Web & marketing professionals

CRM – FAQ

What is Customer relationship management?

Customer relationship management for small businesses is a software that helps businesses organize, track, and manage their interactions with clients or customers. It’s designed to streamline customer-related processes, improve communication, and enhance overall customer relationship management (CRM). Simply put, customer relationship management software is more than just a list of customer contacts. It’s like a one-stop hub for a small business to keep track of everything related to its customers, helping organize records of both past and current clients in one place.
Think of it as a handy assistant for businesses to stay on top of their customer interactions.
What should I look for in a CRM?

When choosing a customer relationship management software, it’s important to focus on features that can genuinely help your business. Look for a system that is simple, fast, and effective in enhancing your relationships with customers.
A good system should make it easy to set up and manage your customer database, allowing you to quickly find the information you need. It should also automate marketing campaigns, including follow-ups through email and SMS, and help you attract new customers with lead generation features. Keeping track of important events with an integrated calendar and client meeting scheduling is another handy feature.
Integration with other software and payment gateways is essential for small businesses. The system should support billing and invoicing, and provide channels for team collaboration and client communication. Additionally, having a client self-service portal, where customers can review their interactions with your business and initiate actions on their own, is a highly beneficial feature to look for in a customer relationship management system.
Why do businesses use CRM systems?

Businesses use customer relationship management (CRM) systems to streamline customer interactions, enhance communication, and centralize customer data. CRMs help businesses manage leads, client information, and improve customer satisfaction. By providing a unified platform, CRMs enable efficient customer relationship management, leading to better decision-making, increased sales, and stronger customer relationships.

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