Tour de Force CRM vs. vCita

Tour de Force can be very useful if you have someone on staff to configure and set it up. It needs constant upkeep with changes in what's needed, and constant updates. This would not be good for small businesses that do not have a sales teem. They charge heavily for tech support.

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

• We can quickly see Customers sales for the week, month, year, and past years.
• We can get deep into the data of a customers sales history and what they are or aren't buying.

Incentivized

• Great for online appointment bookings.
• Good for taking payments.
• Good for onboarding new clients.
• Integrates with your website.
• Integrates with Facebook Pages.

Incentivized

• There's too much data, and sales people have trouble finding what they need.
• It can be hard for IT or sales manager to manage all the data in an informational way.

Incentivized

• Payment collection: We want to have an option to allow clients to choose the amount they wish to pay.
• Improved ease of use with forms.

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

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

Tour de Force was less expensive than Sales Force, and has more abilities that Epicor CRM.

Incentivized

I liked vCita a lot more for my home services company mainly because it handled scheduling through the software which was terrific.

Incentivized

• Better customer visibility.
• We have better customer rating for finding top and bottom customers based on orders.

Incentivized

• I have no clue
• I'm assuming that we would not have people making appointments with us if we didn't have this service

Incentivized