vCita offers CRM & contact management for small businesses who focus on providing services to their client.
Get everything your business needs to engage more clients, keep track of contact and client requests, manage appointments and invoices across your team and communicate with clients professionally.
- All contact requests from your Wix website will reach one dashboard, as well as your email and your mobile (SMS notification)
- A new contact is created with every client message. Add notes and customized fields to the standard contact details. Export all your business contacts to excel.
- Easily search and review client details, notes, previous messages, conversations, appointments, invoices and payments. Assign an administrator to manage activity across the team. Follow-up with clients with an email, set an appointment or schedule a service.
- Every message, appointment confirmation, reminder, meeting invitation or invoice you send to your clients is branded with your logo and optional staff member photo. The message is sent via a trackable email delivery service, so you know when your message is received and read