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
Plan | Price | Description |
Free Trial | Free for 14 days | Get all vcita features unlimited for 14 days. This includes:
|
Essentials Getting Started | $14.50/mo |
|
Business Win More Business | $29.50/mo |
|
Platinum The Full Monty | $49.50/mo |
|
After Adding vcita
After adding this app to your site, we recommend the following:
- Complete the vCita Getting Started wizard.
- Review the vCita floating widget on your site.
- If needed, configure it from vCita console (online presence > website widget > client portal widget)
- 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