- author: Gerald Stein
Vcita is a comprehensive business management solution, which is a great fit for small to medium sized businesses and professionals like accountants, freelancers and consultants etc. It has futuristic invoicing and billing features which can give a user the financial peace of mind that they always craved but could never get.
Plans & Pricing
Vcita offers the following 3 subscriptions:
The ‘Forever Free’ package doesn’t cost anything at all and it comes with a business management app, a client portal and a website widget. It supports up to 300 clients.
This package costs $29 per month if you choose a monthly subscription or $24 per month if you go for an annual billing plan. The online scheduling plan can be added for an additional $15 per month. With it, you get online appointment booking, event and class registration as well as online invoicing and payment features. It supports up to 1,000 clients and includes email support.
The subscription most suited to the needs of emerging businesses – the ‘Business’ Package costs $59 per month on a monthly payment plan and $49 per month on an annual one. All the features of the essentials package are included along with 3rd party integrations, SMS reminders, multi-staff and team calendar, email and SMS marketing and coupons. It also comes with 2 staff members and you can add an additional staff member for $15. It supports up to 5,000 clients, includes email and phone support as well as a free onboarding session.
The ‘Platinum’ package is perfect for established businesses and costs $99 per month if you go for a monthly payment subscription and $79 per month if you go for an annual plan. It comes with 5 staff and you can additional members for 15$/person. All the business plan features are included along with custom client notifications, client routing automation, permissions and staff roles. You can manage unlimited clients, get priority support and benefit from a free onboarding session.
The essentials, business and platinum packages can all be tried out for 14 days via the free trial prior to the purchase. vCita combines a lot of beneficial business management features and yet it doesn’t charge steep rates which indicate the prevalence of a consumer-friendly pricing policy.
Features & Functionality
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.
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.
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.
Add-Ons and Integrations
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.
Ease of use
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.
Pros & Cons
- Easy to use
- A free for life package
- Futuristic estimate management features
- Automated payment reminders
- Able to track payment history and/or balances of clients
- Phone support only available to business and platinum package customers
The company offers phone support to business and platinum package subscribers but email support is available to all the customers. They don’t have a ticketing service per se but you can still submit categorized help requests. There is a FAQ section available on the company website along with a frequently-updated blog which can come in handy for the information seekers. The response time of the support is dependent on the type of subscribed package.
Phone SupportPhone support is only offered to ‘Business’ and ‘Platinum Package’ customers.
Video TutorialsThere are plenty of video tutorials available online.
FAQAn informative FAQ section can be found on the company’s website.
Community ForumThe company maintains a community forum on Facebook.
BlogThere is an active blog which can be accessed from the company website.
vCita offers a variety of business management and invoicing features that make it a top choice for small to medium sized businesses and other professionals like counselors, trainers and consultants etc. You can manage your clients, your invoices and your payments with ease via the user-friendly interface and can set up automated late payment reminders as well.