CRM & Leads for WordPress is the ultimate way to manage leads and customer relationships. It’s a powerful CRM that lets you do a lot more than capturing and storing customers data.
CRM by vcita works for you, and brings more business your way. The CRM plugin will:
Generate new sales opportunities
Provide insights about new leads
Save time with automated client communications, notifications and reminders.
Help you search, tracks and manage leads and clients.
Together with vcita Client Portal, vcita CRM helps optimizing your WordPress websites and encourage visitors to take action on your site: send a message, schedule an appointment, upload documents and pay for services, any time, using any device.
Quickly view, manage and reply to customers on-the-go with the vcita Mobile CRM App for iPhone or Android
The vcita CRM & Lead Management plugin connects to your vcita account. You may create a vcita account directly from the plugin, with a 14-day FREE TRIAL.
vcita CRM & Lead Management main functionalities:
Lead Capturing & Management CRM – vcita CRM & Leads makes your website work for you. It encourages visitors to contact and can double the number of new sales opportunities you get through your site. Every contact submitted on your WordPress website is captured by the vcita CRM, and is automatically available in one simple dashboard to quickly qualify and follow-up.
Client Management – The CRM lets you easily organize, search and edit client information and social data, mark for follow-up, request payment or scheduler appointments.
Client Portal – A secure 24/7 client portal offering account updates, payment status, document requests and messages. Clients can communicate at their convenience and even set additional appointments, make payments and upload documents.
Online Calendar – Manage your business calendar, invite leads and clients for meetings and offer them to schedule appointments right on your site – based on your up to date availability.
Invoicing Templates and Online Payment Collect – vcita CRM lets you create professional invoices including your logo and details. Your clients can pay for your services online, using any credit card or PayPal.
Email ans SMS marketing – promote your services and events with targeted email and SMS campaigns to clients. Craft beautiful, mobile-friendly emails in minutes and track results and client actions in real time.
Translations
CRM & Lead Management Plugin for WordPress by vcita is fully translated to:
Spanish
French
Russian
Portuguese
German
Polish
Italian
Dutch
Don’t see your language here? You can manually change the contact form labels, buttons and other texts to show in your language!
More of the CRM & Lead Management plugin key features:
Import all existing contacts from Google, Outlook or Excel to vcita CRM in seconds.
Export all leads and contact to CSV.
Generate more leads from your WordPress site.
Add unlimited number of custom fields on every client record on your CRM.
View complete client communication history on your CRM
Share and/or request documents right from your CRM.
Send customized invoices and get paid faster with online payments
Offer Self-service appointment scheduling for your clients and get more appointments in less time.
vcita CRM will send email and mobile notifications of contact requests, or when a client needs attention or a follow-up. You can respond using any device, anywhere.
Share files as part of your conversation with existing clients, and track client files on your CRM.
What Our Clients Say:
“I have been trying vcita and experienced the benefit immediately. It is so user friendly, both for me and my clients. I tore my hair out with another CRM for months and had some frustrated clients. This time, scheduling was easy and so was payment — what a relief!! Yes, clients were almost happy to pay me because it was so easy!” Margie Gordillo, Get Real Professional Coaching
“The more I use vcita the more valuable I realize it is. I would recommend using this invaluable tool for all businesses whether just starting out as I was or going through growth and in need of client management system.” Winston C. Trumpet
“ShopKeep is growing fast and vcita is able to easily scales with our growth. vcita is easy to use, client-centric and it looks great on mobile—which makes ShopKeep look good. And, vcita goes the extra mile to ensure the software is easy, comfortable and right the first time. It’s been key to our success in sales.” Don Bernard, ShopKeep
“vcita is a great solution for us as it is easy to use, saves time and most of all, it works. vcita customer support is always there if we have a question.” Al Nazarelli, CEO of Silicon Valley Research Group
Easy setup - Set up your CRM in minutes and start managing clients and communications in one place
Capture more leads with vcita LiveSite - LiveSite Widget will double the number of new business opportunities your website generate, and automatically stream them into your CRM.
One Inbox for all communications - All communications are available in one simple Inbox, where you can also view complete communication history and mark client for follow-ups,
Client Records - For every lead captured on your site a new "Client Card", including all information about the lead, is created. You can search for clients and leads, Mark the lead status and make follow-up actions: Schedule an appointment, send an invoice and more.
Customize Client records - Customize your client records, and Add unlimited number of custom fields on every client record on your CRM.
Visit our FAQ & Support forum to find tips on how to get started with vcita CRM.
How can I customize my client records available on my CRM
Click on the”CRM Settings” link
Define custom fields you wish to keep for each of your clients.
Customize the field name and title which will be available to both you and your clients.
Which contact form options do I have?
vcita offers three contact form options to engage more visitors within your website:
Classic Contact form – well designed contact form with full customization. You can use any of our form styles, which allows you to show different details on your form.
Contact form with form fields
Contact form with form fields, profile picture, name and title
Contact form with form fields and scheduling buttons
Contact form with form fields, profile picture, name and title and scheduling buttons
You can add and edit all contact form fields, for your needs.The scheduling buttons allows clients to schedule an appointment or a meeting with you, directly from your contact form!
There’s more?
Of course! Along with our professional and classic contact form, we have two additional contact forms which can help you gain more leads from your website visitors!
LiveSite – a proactive contact form, display “call-to-action” at the bottom of your web page.
This contact form has proven to produces twice as many contact and online scheduling requests as any other contact form.
LiveSite Widget can automatically display your invitation to visitors and encourage more leads to contact you – leave contact details or schedule appointments and meetings.
Contact Form Sidebar – can be added to any post or page and invite client to contact you. This form can include your profile photo or logo and a brief invitation to contact you or even schedule an appointment. This contact form plugin can be styled horizontally or vertically, include scheduling buttons, and even link to your full profile.
Automatic marketing campaigns added: send automatic birthday coupons to your customers, define your trigger and create beautiful email campaigns for any special occasion.
Client portal updated
New image gallery & upload function: increase your brand visibility & look as pro online as in real life
vcita CRM & Leads Version 2.5
Security and privacy adjustments (full compliance with GDPR requirements)
Issue branded price estimates, let clients approve them online and turn them into invoices in a single click
Charge clients’ credit card directly from your backoffice
Accept, collect & record partial payments for upcoming or rendered services & appointments
New automated reminders for overdue invoices and for about-to-expire estimates
New “saved items” library to add pre-saved services to invoices & estimates
Add your business terms & conditions to estimates and invoices
New option to set and enforce your business cancellation & rescheduling policy
Two new staff permission types: Manager and Marketer (in addition to the existing roles of Administrator, Collaborator and User)
New option to add private documents to your client cards for internal use
Schedule email & SMS campaigns to be sent out at a future date & time
New parameters for campaigns: insert clients’ names within your email & SMS campaigns
Brand new dashboard with a quick-view of all your business activity to gain insights and take action
New sticky custom fields allowing you to ask a returning client for specific information until they fill it in
Add, edit and manage past group events & classes
New & improved Zapier integrations: new triggers, new actions and new search option
vcita CRM & Leads Version 2.4.2
Compatibility with WordPress 4.9
Set date-specific availability
Schedule recurring appointments
Create & share discount coupons
Improved invoicing & payment management
Full translation to Italian
vcita CRM & Leads Version 2.4.1
Compatibility with WordPress 4.8
vcita CRM & Leads Version 2.4
Client filters
Email campaigns and SMS marketing
Staff-assignment rules
Mobile app performance improvements
Import client groups and tags from 3rd parties
vcita CRM & Leads Version 2.3.1
New Tag and filtering options
Compatibility with WordPress 4.6
vcita CRM & Leads Version 2.3.0
Compatibility with WordPress 4.5
vcita CRM & Leads Version 2.2.0
Enhanced calendar options
Compatibility with WordPress 4.3
vcita CRM & Leads Version 2.1.0
Compatibility with WordPress 4.2
New! Send automated SMS reminders to clients
vcita CRM & Leads Version 2.0.0
Manage all leads and contacts right on your WordPress admin.
More customization for email templates
New integration with Stripe payment gateway
vcita CRM & Leads Version 1.4.0
New design for email notifications sent from vcita to you & your clients
More customization for the emails including branding colors and logo
New! Email signature option was added
Enhancements with scheduling settings to prevent appointments from being scheduled to far in advance
