Are you starting a new venture and looking for an easy and efficient software assistant to enhance and automate your processes? Or are you an established business looking to improve your client engagement? If so, look no further than vcita, a business management, payments and client engagement platform that minimizes workload and increases client satisfaction.
Founded in 2010, vcita offers a range of features for client relationship management, marketing, appointments and payments, all of which are ideal for service-focused SMBs. Initially, vcita started life as an online scheduling platform. But over the years, it’s evolved into a more comprehensive business management solution, including billing and administration-related features.
That said, if you’re considering purchasing business management software to streamline your operations, stick with us to learn everything you need to know about vcita.
A Deeper Dive into Eight of vcita’s Key Features
First things first, let’s take a closer look at some of vcita’s key features:
1. Invoice, Estimate, and Quote Creation
Sending estimates and quotes is made easy with vcita’s in-built estimate and quote builder. You can review your quotes and estimates before sending and fully customize them however you wish.
Invoice creation is also effortless. Within minutes you can create and send client invoices from vcita’s intuitive dashboard. Like estimate and quote creation, invoices are also fully customizable. But, best of all, you can even edit invoices after they’re sent.
2. Calendar Management
With vcita’s calendar functionality, scheduling appointments and events is a breeze. You can also manage client participation and prepayment prior to appointments, for both one-on-one meetings and group events.
You can even send invitations to meetings directly from vcita. Just select the client’s name from your list and follow the necessary steps to ping them an invite.
All in all, these calendar features make it incredibly easy to stay organized as a team and in touch with your clients.
3. Accounts Receivable Support
vcita boasts several functionalities to support accounts receivable, including secure payments through vcita’s own payment gateway or through third-party processing gateways such as Stripe, PayPal, Venmo and Square. You can set the system to bill clients on a custom scheduled cadence, and to send automated reminders for late payments.
You can also save client information to streamline future payment processing, but the system does so privately, so you don’t need to be responsible for securing the information yourself. Clients can pay you however they like, even using vcita’s own mobile wallet-like “Pay by Mobile” solution.
4. Receive Payments in Different Currencies
In addition, vcita enables you to receive payment in multiple currencies. Simply choose the currency to match your business location, and you’re ready to go.
5. Data Drill Down Features
With vcita, you can keep track of business activities while you’re on the go with the Reports module. Here, you’ll gain insights into your bookings, payments, clients, and marketing metrics.
Then, with this info to hand, you’re better positioned to make more informed decisions about your business.
6. Cross Channel Lead Nurture
With vcita, you have access to a plethora of marketing tools and communications channels to help you drive more business with minimal time and effort.
For example, by creating and launching automated email and SMS campaigns, you can target clients with a series of personalized messages sent acr
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