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
x.ai
Score 9.4 out of 10
N/A
x.ai is an artificial intelligence-based scheduling platform from the New York headquartered company of the same name.
N/A
Pricing
vCita
x.ai
Editions & Modules
Essentials
$29
per month
Business
$59
per month
Platinum
$99
per month
No answers on this topic
Offerings
Pricing Offerings
vCita
x.ai
Free Trial
Yes
No
Free/Freemium Version
Yes
No
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
vCita
x.ai
Features
vCita
x.ai
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
vCita
8.8
Ratings
13% above category average
x.ai
-
Ratings
Customer data management / contact management
9.50 Ratings
00 Ratings
Workflow management
8.00 Ratings
00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
vCita
7.0
Ratings
8% below category average
x.ai
-
Ratings
Email marketing
7.00 Ratings
00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
vCita
8.0
Ratings
5% above category average
x.ai
-
Ratings
Billing and invoicing management
9.00 Ratings
00 Ratings
Reporting
7.00 Ratings
00 Ratings
Customization
Comparison of Customization features of Product A and Product B
vCita
6.8
Ratings
10% below category average
x.ai
-
Ratings
Custom fields
6.60 Ratings
00 Ratings
API for custom integration
7.00 Ratings
00 Ratings
Platform
Comparison of Platform features of Product A and Product B
vCita
8.6
Ratings
16% above category average
x.ai
-
Ratings
Mobile access
8.60 Ratings
00 Ratings
Security
Comparison of Security features of Product A and Product B
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.
If a person schedules a lot of meetings or simply has trouble managing a calendar, x.ai is phenomenal. That's especially true if the majority of meetings are internal since those meetings can be scheduled automatically. Even if you don't use Amy and Andrew, the calendar functionality is a great addition. Whether it's better than Calendly is more debatable, but combined with the other features of x.ai, it gives more ways to do calendar management. If a person needs to focus a lot on the interpersonal relationship with clients, x.ai may not work as well. It can feel like an impersonal way to handle scheduling, moreso than passing someone off to an actual human assistant.
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.
Since I am based out of Japan, adding Japanese language functionality would definitely be good for me.
Would like the ability to forward emails to Amy and Andrew and asking them to set up meetings based on the content of the mail not originally copied to x.ai.
Would like the ability to suggest the open meeting slots before scheduling meetings.
Would like the ability to provide a daily schedule before start of the day.
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).
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.
I have used live virtual assistants and full-time PA's as well in the past. For a few bucks a month, X.ai takes away much of the drudge work involved in a PA keeping my calendar straight.
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.
Reduces phone calls or emails by allowing client to pick a time that works for them and us, as we have already set our options and availability in settings and/or two-way calendar sync.
