vcita

Make your website the ultimate lead conversion tool with a seamless experience for new leads and returning customers. vcita’s end-to-end business management solution helps make your website actionable, allowing your client to get notified in real time as a lead leaves details, and save their information so that it’s readily available for you to convert that lead into a paying customer. All this and more, available on desktop as well as on a convenient mobile app.

Features

Website Widgets

Empower your SMB’s clients to book, pay and engage with the business using intuitive and easy to implement website widgets. SMB owners will get notified in real time every time a new lead visits their site, helping them convert more leads into paying customers.

• Design the widgets to reflect your brand

• Customizable action buttons

• Embedded forms for seamless lead injection

Calendar & Scheduling

Users save precious time on scheduling and increase productivity by automating their most cumbersome tasks. This feature enables your SMB clients to master time management and organize their days their way.

• Online business calendar, integration, and sync

• Team or staff calendar

• Appointment booking and tracking

• Recurring appointments

• Event and group meetings

• Smart waitlists

• Automated reminders and follow ups

Billing & Invoicing

Enable your SMB clients to get paid 3 times faster with flexible payment collection options that suit their business. They can collect payments securely and swiftly and get their money in full, every time.

• Virtual payment terminal: Paypal and credit card processing

• Automated billing

• Estimate and invoicing generation

• Payment recording, tracking, and reminders

• Integration with local payment gateways

• Enable clients to pay you at any time via your website

Client Management

Your clients can now offer unparalleled client experiences and truly add a personal touch to their client interactions. Your SMB clients will get more organized when it comes to storing client information and never forget a name or a face again.

• Real-time push notifications for every new lead, booking, payment, and message

• Client cards with notes, meetings, payments

• Lead source and client status

• Email and SMS communication

• Easy tagging for client segmentation

• Document sharing and online signature

Email & SMS Marketing

Give your SMB clients all the tools they need to nurture and convert more leads into paying customers. They’ll be able to upsell and cross-sell and build longer lasting relationships with their existing clients. This feature allows them to stay connected and drive further engagement to their business.

• Email and SMS marketing campaigns with a simple-to-use template

• Automated, trigger-based campaigns that are sent on client birthdays or new customer status

• Call-to-action campaigns that invite clients to schedule a meeting, sign-up to an event, or pay

• Coupon creation and management

• Campaign tracking and reporting

Client Portal

Your clients’ clients will love their personal, self-service client portal, accessible from the SMB’s website. A dedicated self-service portal that allows SMB clients to pay, book, message, and view any important business information online 24/7.

Through the portal the business’ clients can:

• Change, re-book or cancel upcoming appointments

• Independently view their open payments and invoices, as well as pay directly online

• Communicate with the business and share documents through the portal

Documentation Management

Small business owners can manage their most important documents with ease. Business-relevant files can be uploaded, stored and shared from the platform and signed by clients in just a click.

• File storage, management and sharing

• Share documents through trackable links

• Collect signatures online

Pricing

After Adding vcita

After adding this app to your site, we recommend the following:

1. Complete the vCita Getting Started wizard.
2. Review the vCita floating widget on your site.
3. If needed, configure it from vCita console (online presence > website widget > client portal widget)
4. Publish or republish your site.

Permissions

vcita will be able to:

• Read Content Library

• Inject code to all site pages

• Read select site data (business info, SEO, domains and backups)

• Read editor settings

• Read form responses and stats

Additional Resources

• vcita website: https://www.vcita.com
• Contact vcita support: https://www.vcita.com/contact
• vcita support portal: https://support.vcita.com/hc/en-us