Really Simple Systems vs. vCita

I think one of the plus points is the simplicity of sending a simple email to your database and managing your prospects list. However, if you wanted to manage your sales pipeline in more depth it might not be right for you.

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

• Customer Service is EXCELLENT! Fast response time, professional, and helpful.
• Platform is very intuitive and love the FREE WEBINARS they offer. Really Simple Systems gave us some ideas of how to use their product that we hadn't thought of ourselves.
• Very reasonably priced even at the Enterprise level, which we have chosen for our company.

• 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

• Wish I could sort by tags a bit easier. I manage this by using their Reports feature. But I would like to assign the same task to a list of prospects with the same tag, and the only way I can do that is to either add the task one-by-one or export a report with all the accounts with that tag, add the task in excel, and then import it. Not ideal.

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

Incentivized

Simple systems is great for smaller sales and marketing teams to log their territories and report on progress on their opportunities. There are many useful features such as tasks and reporting to show to management how opportunities are progressing and when the estimated close date would occur. The two main issues are scalability within larger [organizations] and the ease to duplicate contacts.

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

Whenever I have had any issues, which is probably only 3 times in 10 years, the back office support has been fantastic and got me up and running again in a very short time. Cannot fault them at all. But as I stated, problems have been very few and far between.

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

Really simpler systems [are] a lot more simple to use for employees are not as confident with computers/technology, in comparison Zoho CRM was a lot more complicated to use. Really Simple Systems was the better option for our business.

Incentivized

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

• Moved away from Excel based worksheets to an on-line system
• Multi-device used on laptop, iPad, and iPhone effectively and up to the minute access
• I can simply review my opportunities, companies, and contacts regularly and do ongoing reviews at my own leisure having built the CRM system and committed the right quality of data

• 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