vCita is a marketing-focused CRM for service providers. According to the vendor, the product helps service providers move clients through every stage of the sales cycle: from the first point of contact to closing, upselling and follow-up. vCita is a lightweight CRM with the following features: - Manage appointments, payments, and clients - Access info & respond to clients on the go with a mobile app - Invite clients to…
$29
per month
Pricing
Empower
vCita
Editions & Modules
No answers on this topic
Essentials
$29
per month
Business
$59
per month
Platinum
$99
per month
Offerings
Pricing Offerings
Empower
vCita
Free Trial
No
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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More Pricing Information
Community Pulse
Empower
vCita
Features
Empower
vCita
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Empower
7.6
Ratings
1% below category average
vCita
8.8
Ratings
13% above category average
Customer data management / contact management
9.00 Ratings
9.50 Ratings
Workflow management
8.00 Ratings
8.00 Ratings
Territory management
8.00 Ratings
00 Ratings
Opportunity management
7.00 Ratings
00 Ratings
Integration with email client (e.g., Outlook or Gmail)
7.00 Ratings
00 Ratings
Contract management
7.00 Ratings
00 Ratings
Quote & order management
7.00 Ratings
00 Ratings
Interaction tracking
8.00 Ratings
00 Ratings
Channel / partner relationship management
7.00 Ratings
00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Empower
8.0
Ratings
6% above category average
vCita
-
Ratings
Case management
8.00 Ratings
00 Ratings
Call center management
8.00 Ratings
00 Ratings
Help desk management
8.00 Ratings
00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Empower
8.0
Ratings
5% above category average
vCita
7.0
Ratings
8% below category average
Lead management
8.00 Ratings
00 Ratings
Email marketing
8.00 Ratings
7.00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Empower
7.3
Ratings
4% below category average
vCita
8.0
Ratings
5% above category average
Task management
8.00 Ratings
00 Ratings
Billing and invoicing management
6.00 Ratings
9.00 Ratings
Reporting
8.00 Ratings
7.00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Empower
8.0
Ratings
6% above category average
vCita
-
Ratings
Forecasting
8.00 Ratings
00 Ratings
Pipeline visualization
8.00 Ratings
00 Ratings
Customizable reports
8.00 Ratings
00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Empower
8.0
Ratings
7% above category average
vCita
6.8
Ratings
10% below category average
Custom fields
8.00 Ratings
6.60 Ratings
Custom objects
8.00 Ratings
00 Ratings
Scripting environment
8.00 Ratings
00 Ratings
API for custom integration
8.00 Ratings
7.00 Ratings
Security
Comparison of Security features of Product A and Product B
Empower
9.0
Ratings
8% above category average
vCita
9.7
Ratings
15% above category average
Single sign-on capability
9.00 Ratings
00 Ratings
Role-based user permissions
9.00 Ratings
9.70 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Empower
7.5
Ratings
2% above category average
vCita
-
Ratings
Social data
8.00 Ratings
00 Ratings
Social engagement
7.00 Ratings
00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Empower
6.0
Ratings
20% below category average
vCita
-
Ratings
Marketing automation
6.00 Ratings
00 Ratings
Compensation management
6.00 Ratings
00 Ratings
Platform
Comparison of Platform features of Product A and Product B
It is well suited for mid- to large enterprises, whereas it might be overwhelming for small organizations with fewer headcounts to manage. Overall, it's a good tool for employee profile management.
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.
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.
Employees can log in and access their 401k accounts. They can make changes, check their balance or take out loans, with confidentiality. I give it an 8 because it takes 10 days to 2 weeks for those changes to get to me (the administrator) so I can make the necessary changes to their payroll profiles. I think a 5 day waiting period would be more reasonable.
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).
Had a past participant from 20 years ago, receive a letter from the government saying they might have a retirement account. Empower helped this employee and I didn't have to play detective concerning this person. They back tracked to Merrill Lynch to find this former participant and help her. I was impressed.
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.
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.
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.