Vcita

Efficient Client Management

Managing clients on vCita is a very simple and efficient affair. You can add a client directly from the application or invite them via email or import using Google Contacts or an EXCEL or CSV file. You can view clients in sorted lists (according to first name, last name, creation date etc.) and can also filter through them based on address, phone, email, last or first name.

Coupon Creation and Attachment

vCita allows businesses to create online coupons that can be used to issue discounts, reward long-term clients or promote new services. These coupons can be managed with invoices, estimates and receivables with ease.

Estimate Management

vCita offers intuitive estimate management features which let you dispatch estimates to your clients within a matter of seconds. You can attach multiple items in estimates and can add customized notes in the footer as well.

Automated Payment Reminders

You can select whether you want to remind yourself or your client whenever a payment is overdue. The reminder can be set for customizable times after the deadline gets exceeded and in case you want your client to be reminded, you can also customize the message that should be sent to them. By making a single additional click, you can also dispatch the client a text message along with the email.

Balance and Payment History Tracking

You can associate tags with a client or see all the appointments that you might have scheduled with them or see their payment history at any time. Any and all estimates and invoices sent to them can be reconciled at a later time and you can also go through previously carried out conversations.

Central Dashboard

The main dashboard of the application provides a holistic financial overview of everything going on within your business ecosystem. Whether you want to see all your open estimates, past due payments or what your calendar for the next month looks like, all can be done from the dashboard.

Get the most out of your business tools: vCita integrates seamlessly with Wix, Weebly, Facebook, Webhooks, WordPress, Drupal, Gmail, Google Calendar, Constant Contact, Mailchimp, PayPal, Stripe, Zapier and Quickbooks.

To say that Vcita is incredibly easy to use would be an understatement. Most business management and billing applications have functional but cumbersome interfaces which makes it a huge challenge to get acquainted with, but VCita sets the bar high on the usability front. Even novices should encounter no learning curve while using the application as it’s very responsive and toggling between screens happens very seamlessly. As it’s cloud based, setting it up is very straightforward as well and you can get started within moments.