Cloze vs. vCita

Cloze makes automatic decisions that often make no sense and you don't discover those mistakes unless it's too late. I would prefer Cloze to be less "Intelligent" and prompt the user more often to make specific decisions. Cloze is a good tool as an email system with great analytics on the contacts and on the emails. The user interface is far too full of information, it’s too much not to be distracted. It would be great if it was simplified. I do not recommend it as a Sales CRM because it’s very complicated to manage the deals and the contacts involved in every deal. Cloze needs a total and profound refurbishment.

Incentivized

It makes client communication extremely easy - we can message and schedule online appointments. Clients really like those options. We also like the online payment portal. That way clients can pay at their convenience, and we don't end up with credit card information that requires PCI compliance. It also helps with payments. It would also help with invoicing, but unfortunately, there are only 3 linked payment options (Square, Stripe, and PayPal). If you don't use one of those payment processors, you cannot link to billing.

Incentivized

• Organizes data
• Offers value
• Gathers all emails from multiple places

Incentivized

• Very easy implementation of a contact/scheduling widget.
• Allows for scheduling of appointments with clients. The setup is easy and the allotted times can be changed as needed. Easy for the client to use as well.
• Managing communication between individual clients is easy as well.

Incentivized

• IOS contact Linking and Merging

Incentivized

• Syncing with our google calendars has some flaws or is just not clear
• Messages show unread when they have been read

Incentivized

Overall - easy to use. There are some missing features (like fillable pdf forms), and it also requires using certain credit card processors to link billing (otherwise it doesn't work).

Incentivized

The ONLY issue that I have is there is ZERO phone customer service or training. Everything is done online or via email, which sucks in my opinion, but they always do get back to you.

Incentivized

I do miss the days when I could easily call up a rep and talk to them about any issues I had with the service. But I still do hear back from the customer service rep during the week within 24 hours.

Incentivized

They don't, they say they are a personal contact manager but I believe they are wanting large companies that have their own IT Departments as they don't really offer that good of support in my opinion and they do not have phone support. I wouldn't recommend this software to anyone for personal or business.

vCita has been very responsive to our needs and desires for improvement in certain areas. We have appreciated the level of support we receive when a problem arises. Our biggest gain when moving was the reliability of this product's teleconferencing integration with Zoom. With OnCall we had trouble onboarding people, difficulty with the app they used going down, etc. We also had expectations about progress with Forms that we unmet.

Incentivized

• Won more jobs via being organised with automatic reminders.
• Saved a lot of time, finding related contacts, job files, etc. due to powerful Google Drive and Microsoft OneDrive syncing, and fetching of files.

Incentivized

• The initial cost was high compared to other options but the features in the base level allowed even the smallest of business to grow into the paid version of the service.
• The time saved with self service bookings and profile management for customers has been a big plus and made the purchase of the service worthwhile.
• The constant improvements to the platform have been enough to continue to use the service as it develops into a competent CRM.

Incentivized