vcita Mobile CRM

Ive been a Vcita CRM user for the past 5 yrs and I can’t even describe how much easier it has made the backend of my business. All my clients pay thru the CRM, so no more cashapp and Venmo. All of my important docs are stored in my CRM. I can send estimates with E-sign feature through my CRM. All clients get receipts for all of their payments through my CRM. My clients contact me through my CRM, so no more texting, FB messenger and iG DMs. I can even market to all my clients with the Marketing feature. This CRM will literally do everything that you need it to do. And btw they offer partnership opportunities where if you have a business like I do (marketing agency) you can white-label the software and resell it to your own clients!

To grow a small business you have to have time to work on the business instead of in it, vCita makes it much easier to handle daily tasks so you can focus on growing your business. I know, because I have built a few businesses from the ground up and vCita has been my go to tool for a long time. Is it perfect, no, but from experience I can say that no tool is. What makes this product shine is the ease of use, for you the owner and for clients. It’s also extremely flexible with the ability to customize everything. With a little help from a seasoned pro, this tool can do anything from scheduling, reminders, payments and my favorite is the ability to integrate with Zapier - that’s when the real fun starts since you can share information between vCita and apps like QuickBooks, ship-station and so on. Ohh, the client portal is a sweet new bonus feature! vCita is well worth the expense, in my professional opinion. Thank you. Steve Madar - CEO @ Get Better Clicks Ads | Automation | Consultations

This was great until I got a new iPad and the app that they want you to use (because it pops up on the web every 2 seconds while using online version) doesn’t run well on iOS 11. It’s almost useless unless you do it on a computer. The invoices cannot take deposits or partial payments which means you cannot use the converted estimate as an invoice if you accept a partial payment. Then you have to create a new invoice. Customer service (live) isn’t all that easy to reach either. The client ecard is great and the ability to create tags and categories is nice. The rest just needs work. I’m disappointed but paid for the year.