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vCita LiveSite est une solution de CRM pour les petites entreprises. Elle inclut le suivi des interactions, le routage des leads, la gestion des leads et le CRM mobile au sein d'une suite. vCita LiveSite regroupe différents flux...
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- Secteur d'activité : Édition
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Déception... support inexistant.
Avantages
La prise de rdv en ligne ainsi que le suivi automatique du client.
Inconvénients
Le service support est quasi inexistant malgré le système de ticketing.
Beaucoup de difficulté à personnaliser l'interface selon la charte de mon entreprise.
- Secteur d'activité : Développement de programmes
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Provenance de l'avis
Great service, hugely helpful for coaching and case management
I have been doing life coaching and small business consulting and am about to start doing mental health case management. I just got my LLC and am doing everything by myself. It's a lot of work, but companies like vCita, that do a few things really well, have been making it possible for me to put my business together. I have been extremely concerned for the confidentiality of my client information (who wants to be hacked, really?), but I have also needed to make sure I can get paid beforehand or store a credit card. vCita is HIPAA compliant, whichi s a huge relief, although I found out HIPAA compliance is only relevent if you deal with insurance companies, which I don't.
Through emails over two weeks, Kylee K. has patiently answered all of my questions. With every answer, she has shown me how much vCita can actually do, how flexible it is, and how customizable it is. I am going to be advertising and launching in the next few weeks and I am confident that if I have problems, they shouldn't be with vCita.
Avantages
Easy to use, great customer support, and the articles for explaining things actually explain them, so you don't have to google it even after getting an answer.
The things I asked about that they didn't have, Kylee gave me the link to a features suggestion forum for users and encouraged me to list the features there. She also invited me to beta test for an AWeber integration, so I would assume that asking about your email marketing provider would be a good way to let their development team know which ones to make API's for first.
Inconvénients
The only email marketing integration is Mailchimp and I have AWeber. This is annoying, but not a deal breaker.
There is not two factor authentication for admin and users. I don't know that two factor authentication would be useful for clients, but I would really like this for account holders and anyone who can else who would be using it on the emplyee side.
There is no way to sort clients by date since last appointment, appointment type, or anything else.
- Secteur d'activité : Santé, bien-être et fitness
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Great for scheduling, other features not so much
I was using acuity but looked for other software, because of hippa option. I was ecstatic to see the client portal, unfortunately it is not optimal. Most features however aren’t hippa compliant. Really I only use client portal for scheduling and share patient handouts. Patients don’t have to log in like other apps, as it recognizing emails.
Overall I do think it offers more than competition , but make sure you try every part to see what works for you and what doesn’t. Also customer service must be more present. Even after you pay they limit features until you use for a while , which is ridiculous.
They will be better if they make conscious effort to improve
Avantages
Able to customize scheduling page to be more professional and to distinguish services offered. Like the idea of client portal. Clients can go to portal to pay , schedule and can share documents. Works for me who share patient education handouts.
Inconvénients
Some additional features are really glitchy and most features of the client portal I can’t use. When customers pay online , they are not taken to confirmation page or automated message . Messaging IS NOT secure , sometimes links In messages, don’t work. Documents are not secure. So since I’m using for health business, I had to get another program for secure messaging .
Customer service good when you can each them, there is a 2 hour window only to call in a 24 hour day. Chat is not always available during business hours. It’s even worse if you are on east coast.
Les meilleures alternatives à vcita
- Secteur d'activité : Événementiel
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Setting Up for Your Business - Not easy at all!
It has been a pretty frustrating experience trying to get this running smoothly. I have spent SEVERAL hours/days trying to figure out glitches, workarounds, etc. I don't feel it's the right product for my company. I do plan to switch to another platform that will work better for my needs. I know they have tried, but I only get short timeframes to work with them and then I have to schedule another appointment. I would have rather paid a lot more money upfront to have them work on it until it was perfect. I have now given up because I'm just tired of it.
Avantages
I love the way it looks on my website. I am able to use the colors of my logo, etc. so it looks professional. I think customers like to be able to book on the spot. I think it's nice that I can approve each event. It helps me from doing back and forth phone calls. I like that it gets integrated with my gmail calendars that are shared with the employees.
Inconvénients
It is taking FOREVER to figure out how to set things up to streamline for my personalized business needs. Not sure this is the best platform for my business. I don't like how "wordy" it is in my gmail calendar. I wish I could customize things more, like addresses for instant. It requires them to put an address in, but it is not integrated to ensure it is a true address. We have gone to the wrong location multiple times. I have multiple services w/ 2 separate trucks. I find myself having to try to do a lot of workarounds that don't go well for the customers.I wish it was easier to use with Quickbooks. You can do a one-time sync but then it only syncs if customers get sent an invoice, and only a few details get synced over to Quickbooks. My CRMs don't match.
Alternatives envisagées
CalendlyPourquoi choisir vcita
Quickbooks does not have a scheduling option.Logiciel antérieur
Quickbooks OnlinePourquoi passer à vcita
I honestly don't remember because it has been so long now. I do plan on looking into them again.Réponse de vcita
Thank you for feedback Amy! I'm glad to hear you like the website widget! Sorry to hear you are considering to switch to another platform.
We see most businesses getting their account up and running pretty fast, but the more advanced customizations can sometime take some extra time. It's definitely work investing a bit more time to get things right for your business (: Our team is happy to help!
The QuickBooks integration is pretty robust and offer a real time sync so please let us know if you need any help setting it up!
- Secteur d'activité : Santé, bien-être et fitness
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Vcita Review Transcend Company
Overall, the Vcita team takes care of their customers, they listen and they are helpful. I truly believe they do not shy away from what could improve the product. I would be great to see their engineering team increase in compacity to provide some customer wish list items
Avantages
Simple to use, simple for a team to grasp and implement and generally speaking relikable
Inconvénients
The abilities to customize the software
Alternatives envisagées
Salesforce Sales CloudPourquoi choisir vcita
Method was just not user friendly in any wayPourquoi passer à vcita
Price, the value to cost was a hands down easy decision- Secteur d'activité : Médecine douce
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Great Robust Scheduling & Invoicing System
Avantages
I needed software that could both schedule 1 to 1 services as well as group events. VCITA does both. I like that the appointment reminders can be customized.
Inconvénients
In the past I've had patients have trouble with rescheduling an appointment but this hasn't been an issue recently.
- Secteur d'activité : Services aux consommateurs
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
December 2022
At first I absolutely loved it. The separate calendar has made it especially difficult and currently the sink is not working, so I am not able to see you on calendar in any place. This is created major problems for my business.
Avantages
I like how you can customize different meetings with a lot of detail. The user experience overall is pretty good.
Inconvénients
The sync snd recurring Meeting functionality needs work. If it doesn’t work all the time then we can’t rely on it. I really don’t like the fact that we have to have a separate for vcita feed rather than feeding into our Google calendar like it used to. It has added a lot of complexity to our end.
Pourquoi passer à vcita
The ability to customize each meeting in great detail, and provide many options.Réponse de vcita
Thanks for your feedback Shelly! Glad to hear you like our meeting customization settings! Sorry to hear you did not have a good experience with our Google Sync feature. With the Sync, you should be able to use both calendars easily. Have you reached out to the team regarding these concerns? We'd love to help you get your calendars in sync & recurring bookings sorted!
- Secteur d'activité : Santé, bien-être et fitness
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
A Really Great Tool
My experience has been great. I almost feel like the vcita people are my friends even though they're in Seattle and I'm in NJ.
Avantages
I love the people like [SENSITIVE CONTENT HIDDEN] who understand that I am archaic and need help implementing technology. I also love that I can follow the day's activities by just flipping on my computer. Vita allows me to do virtually everything I need to do with the exception of cleaning the office.
Inconvénients
I really do not have any complaints with the system.
Alternatives envisagées
VagaroPourquoi passer à vcita
I felt that the vcita staff listened to me and did not try to shove a cookie cutter program down my throat.
- Secteur d'activité : Santé, bien-être et fitness
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
This application is grossly overpriced
Overall, I'm pretty luke warm regarding this application. It forces prospective users into a 12 month contract (which wasn't ideal during a pandemic). Honestly, it felt a little slimy and self serving.
Many of the features are not needed for every type of business, while the more basic features requires users to select the platinum plan which is nearly $1000 a year. Had I not been charged for a full year which is non refundable, I would have cancelled already.
Avantages
What I most like is the seamless integration with Zoom. The calendar features are pretty intuitive as well.
Inconvénients
This software is grossly overpriced and forces you into a higher tier to get basic features and a wealth of features you dont want or need.
A trial was offered which immediately rolled into an automatic, year long contract--which I found out AFTER my credit card was charged.
You cannot delete appointments made in error nor can you 'actually' delete contacts.
- Secteur d'activité : Animation
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Best software for managing invoice tasks in your companies.
Excellent, I enjoy this software Wich helps me manage my company. I'm making the most of this services so far.
Avantages
What is fascinating about Vcita, it affects all sectors of activities. Instantly manages our invoice and saves us valuable time.
Inconvénients
Since I use Vcita , I don't find any problem. We would say that it has more advantages than disadvantages. But not against the monthly price to have it is high.
- Secteur d'activité : Animation
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
really like thiis app,easy and intuitive
makes my job a lot easier
Avantages
Modern, simple, practical. No abusive fees.
Inconvénients
I think there could be more tutorials explaining how to use the app
- Secteur d'activité : Santé, bien-être et fitness
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Vcita awesomeness
Really good, they are brilliant at helping you to set up and get going, as well as allowing you to personalise your site. Vcita works really well with my website, which gives me peace of mind. I have been complimented on it several times, as well as referring a few friends of mine to vcita.
Avantages
Its easy to use once you know how. I love the fact that new clients and appointments go straight to the app on my phone. I use the computer version to make any edits. Its a great way of personalising a payment website to your phone. I wish my app would keep me logged in all the time, sometimes I have to wait for an email before I realise I have a notification on the app.
Inconvénients
-Its quite expensive, and once you have upgraded our plan, you can't go back to a simpler plan.
- If you want to add a staff member onto it its extremely expensive. I currently use it just for myself, but if I wanted to add someone , I would probably have to use a different company.
-Its also very American! which I find sometimes very difficult to deal with, acronyms and wording is sometimes confusing.
-I wish my app would keep me logged in all the time, sometimes I have to wait for an email before I realise I have a notification on the app.
-Additionally some features are over complicated for what they do, sometimes simplicity is key!! Its very easy to overcomplicate things, therefore if Vcita was a bit more minimalist it would rank even higher that I already perceive it.
- Secteur d'activité : Services juridiques
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
I Love Vcita for Small Business!
Excellent!
Avantages
This by far is the best user-friendly platform I have seen and implemented. I have used several types of CRMs over the years, but this works by far the best for me and what I am doing. I refuse to change!
Inconvénients
Like everything there is always room to grow or for improvement, but Vcita has so many apps and integrations it made it so simple to create and implement almost immediately, hardly much of learning curve at all! Vcita now has their own CC processing if you don't have one set up already with paypal, stripe or square. the only drawback is they don't batch right away and can take few days to see in account, but if that's no big deal, then Vcita is the way to go!
Alternatives envisagées
Clio- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Vcita has grown along with my dog walking business
Automation, ease of use, runs my business life efficiently
Avantages
Vcita has "grown" along with my dog walking/pet care business that I started 3 years ago. I use it everyday.
The facebook page for improvement suggestions has been a great way to listen to customer needs. I'm impressed by all of the positive changes so far
Inconvénients
The accounting aspect. I wanted to clear out my data so I could start the calendar year with a zero balance and use it to track my earnings/ cash flow. I am not able to use vCita for this so I have to pay a book keeper to do it.
Cant archive old clients. I have about 70 customers over the last 3 years. I only have about 20 "active" at any one time so I'd like there to be a data file/storage for the in-actives that I can access/reactivate when they want my services. Not able to be able to color code my appointments so I use Google calendar.
Server shuts down or times out so when I'm on the road when that happens I have to rely on my backup google calendar to make sure I'm on time for appointments or don't miss one.
- Secteur d'activité : Marketing et publicité
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
The perfect solution for Service Professionals and small businesses
Overall our experience with vCita has been great. They add a lot of features that are in line with the current temperature of the market and they support their releases with webinars and training calls. It is nice to have training available for new release feature especially when those items are not at a cost so it doesn't feel like a sales pitch in disguise.
Avantages
vCita has a lot to offer small businesses and service providers. Great for booking, communication, and client management. Works exceptionally well in industries where email communication is not the norm. Lawn care, salons, medical offices (has levels with HIPPA compliance), Axe throwing bars (reservations and waiver completion).
Inconvénients
This solution would be perfect for solo entrepreneurs if they could lockdown being a legitimate email enabled system. As is it does everything a small business or single consultant needs except its painful to get clients to use the client portal once they have had a single email communication with you.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Unique Appointment Management Solution
For me, Vcita is now capturing more leads on my site because the visitors have a better interaction thanks to the widget that is constantly displayed, capturing the prospects and enticing them to contact me.
Avantages
This is the best FREE Appointment Generator system you can get. It differentiates from other products by letting you set up a widget on your website that will capture the prospects and notify them to initiate a conversation with you by calling you, sending an email or leaving a note. Once the potential prospect starts any action, you can follow up on the web portal and start your lead generation/marketing campaign from there if you want. Vcita is easy to use and setup, and I would recommend any business to incorporate it on their website since it is FREE.
Inconvénients
I didn't like the interface design of some web portal features.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Good with some need improvements
Being able to communicate with client with ease. I like it and thinks it works well.
Avantages
The ease of the software. The way you communicate with clients.
Inconvénients
Would be nice to be able to create a web form with hyperlink to use on my website that integrates information to clients on portal. Compares to a Microsoft form. More control of the setup of the dashboard. Text messaging should be included and unlimited. Able to setup reoccurring payments from clients through system.
Réponse de vcita
Thank you for your feedback David! Glad to hear your client communication is working well. We are working on recurring payments and on a more advanced form builder, so we hope to meet your additional needs soon.
- Secteur d'activité : Services aux consommateurs
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Good Place to Start for Small Business
Overall, Vcita helped us get our small business off the ground with the scheduling and billing features. It was a good place to start for our business.
Avantages
Calendar synch was helpful, scheduling and billing were easy to manage.
Inconvénients
Confusing layout, CRM features were not very robust, customer support was spotty.
- Secteur d'activité : Hôtellerie
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Cost effective, user friendly
Scheduling appointments and staying well organized.
Avantages
I am able to keep up with my schedule and all appointments, and keep everything well organize. In my line of business I need to keep up with appointments, time line for sending out ads, promotions. As a travel agent we must keep up with who is traveling and their time frame of traveling. This software helps in this area.
Inconvénients
It doesn't capture my clients interest enough to want to use it in scheduling their appointments. I would like them to click and schedule their own appointments at their earliest convenience.
- Secteur d'activité : Automobile
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Makes my small business look and feel bigger than it is to my clients and potential clients
I really like the calendar management which allows me to send appointment invitations that once accepted automatically puts it in my calendar.
I also like the client portal which is separate from my regular email and I get a text notification if someone communicates through the portal. It also sends text reminders automatically.
Like I mentioned earlier, if there was a pipeline management feature it would be unbeatable. I am currently looking for pipeline management that will intergrate throughZapier.
Avantages
I really like the calendar management features
Inconvénients
Wish it had pipe line management feature
- Secteur d'activité : Équipements publics
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Wonderful product
We absolutely love Vcita and really could not recommend it more. The staff is incredibly responsive, the software is easy to use, and we love all the new features they are constantly adding.
Avantages
The integration of this software was so simple and very easy to use. This software is simple for our clients and our staff to use. We strive to use it as much as possible and really love the overall use!
Inconvénients
I wish there were a few other types of forms we could ask client questions with, like a google form, but the only form information they would have to fill out every single time they scheduled an appointment.
- Secteur d'activité : Hôtellerie
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Great Online Booking for Websites
Online booking, scheduling and some payment processing
Avantages
Easy Integration with my website (customizable colors and stuff) Easy to link portal to anything that I need with url
Inconvénients
A little tough to navigate at 1st. I dislike having to click so many times to get invoice marked as payed. I wish it was more streamlined
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 201–500 employés
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Provenance de l'avis
Watch our for sneaky renewals
I normally don't post reviews, but I am exceptionally displeased with this company. As with most cloud solutions, they work on a subscription basis. Be very careful. When renewal time comes, they send you a ubiquitous email with the renewal notice hidden at the bottom... on a Saturday. Then then bill you on a Saturday so you don't have time to dispute the charges. And of course, they don't issue refunds.
Avantages
it worked for the one event I used it for.
Inconvénients
They are a foreign company will scrupulous business practices.
Réponse de vcita
Allison,
I am sorry you have such a negative perspective on our business practices, but the information you provided is inaccurate.
1. vCita is a US company, with offices in Bellevue WA - you're welcome to visit us next time you're in the Seattle area
2. When you sign up for an annual subscription you get a 14 day free trial. At checkout, we are very clear of the date you will be charged for your annual subscription.
3. As a courtesy, we send an email reminder 5-6 days prior to your trial end date, and two emails before your annual renewal.
4. We don't charge our clients on Saturdays intentionally. We charge you 14days after you signed up, and then again a year after renewal. In your case it happened to be a Saturday I guess.
5. Our billing and refund policy is available online and included in our renewal emails.
You are always welcome to come back and use vCita - we will help you customize vCita and make the most of your subscription.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Great product for my small business
I've been using it for over 2 years and I really like the product.
Avantages
My clients have a secure place to connect with me and share documents. They can request appointments based on days and times that work for them. I can manage my workflow more effeciently.
Inconvénients
I wish the software had the ability to link 2 or more individuals to one business, so that they all receive the emails and requests.
- Secteur d'activité : Formation professionnelle et coaching
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Essential Consulting and Executive Coaching Resource
vcita has contributed to The Aware Leader LLC's success. Makes my life easier!
Avantages
My clients, or their administrative assistants, book their appointments...no back and forth emails to identify a mutual time and day for all parties involved. Also, vcita links with Zoom to set up the meeting
Inconvénients
I would like to build in automatic 15-minute breaks between calls