Vcita

Efficient Client Management

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work. Choose a process that suits the size of your team and the way your business operates.

Coupon Creation and Attachment

vCita allows businesses to create online coupons that can be used to issue discounts, reward long-term clients or promote new services. These coupons can be managed with invoices, estimates and receivables with ease.

Estimate Management

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility.

Automated Payment Reminders

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work. Choose a process that suits the size of your team and the way your business operates.

Balance and Payment History Tracking

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work.

Central Dashboard

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Get the most out of your business tools: vCita integrates seamlessly with Wix, Weebly, Facebook, Webhooks, WordPress, Drupal, Gmail, Google Calendar, Constant Contact, Mailchimp, PayPal, Stripe, Zapier and Quickbooks.

Consider how your team will learn the software and get help when questions arise. Explore the help centre, check the support channels and look for examples relevant to your business. An effective onboarding process should make everyday tasks clear and give you a reliable way to solve problems as your needs change. Consider how your team will learn the software and get help when questions arise. Explore the help centre, check the support channels and look for examples relevant to your business.