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If you’re like most businesses, you might be using multiple apps for online scheduling, marketing, and payment-related tasks. This is a sure-fire way to rack up costs and increase IT headaches.
As a small business owner, you need an all-in-one business management app, like vcita, that lets you and your team effectively run day-to-day business activities and manage clients.
vcita helps teams manage clients, offer self-service appointment scheduling, accept payments, and run email (and SMS) marketing campaigns from a centralized platform, enabling businesses to reduce costs and without worrying about integrating with different tools. Plus, it’s entirely possible to run, manage, and organize business tasks on the go making it easy to go remote.
In this post, we’ll take a closer look at how vcita helps SMBs and solopreneurs organize and automate various business-related tasks from a single platform.
Overview of vcita
vcita is an all-in-one, cloud-based business management app. It offers a number of powerful features that makes it easy for businesses to manage routine activities from a single platform.
- Online scheduling software: It packs online scheduling software for appointment scheduling which allows your clients to book their own appointments. This sort of self-service online scheduler helps you improve customer experiences and reduce unnecessary back-and-forth via email.
- Online payment system: vcita enables small businesses to use an online payment system for billing and invoicing.
- CRM capabilities and client portal: The platform also comes with powerful CRM capabilities and client management features, helping you manage all of your contacts from one place.
- Marketing: vcita’s built-in marketing and business management features like email marketing campaigns, lead generation, client portal, and SMS marketing features let you streamline workflows making day-to-day tasks easier for your entire team.
The best part is that vcita lets you manage everything from a single dashboard without using multiple apps. These robust features make vcita an ideal solution for solopreneurs and freelancers as well as SMBs such as lawyers, educators, accountants, fitness trainers, photographers, coaches, and consultants.
Many businesses need a way to book appointments with clients in a way that works for both parties. One of the easiest ways to do this is by setting up a self-service appointment scheduler.
By offering self-service options, you can speed up the appointment booking process and reduce conflicts while giving your clients more control over the scheduling process. This also saves you time spent going back-and-forth over email and helps you deliver a better user experience.
You can do this by displaying a client-facing calendar on your website that lets visitors quickly find a date and time that suits them and book their appointment. It’s great for existing clients as well as potential new clients that might be interested in your services.
Scheduling recurring meetings is incredibly difficult considering you need the same slot to be available for every instance of the recurring meeting for both parties. vcita lets you quickly set up one-time and recurring events, improving work productivity. You’ll be able to schedule, reschedule, or cancel meetings and view information related to each appointment, including the client’s payment history and internal notes.
vcita allows your clients to book appointments themselves using an intuitive user interface. You can embed the client-facing scheduler on your vcita landing page, client service portal, and your Facebook page. This way, potential clients can quickly connect with you using their platform of choice.
Using vcita’s calendar tool, you can automatically confirm client booking requests and update your clients in real-time. In addition to this, you can sync your scheduling calendar with your work calendar and share important information with clients such as location, duration, and pricing of your services.
To maintain brand consistency, vcita lets you customize your client portal, landing page, and website widget with your own brand colors and logo.
Having a business management app with a built-in online payment system can help you streamline online payments. It’s also pretty common for businesses to send clients an estimate, invoice, and receipt during the meeting or appointment.
An effective business management solution lets your clients make payments from the same platform when they book an appointment or immediately after the meeting ends. Ideally, all of this should be possible with a single app so you don’t have to worry about transferring sensitive data across platforms.
vcita lets users create estimates, receipts, and branded invoices, instantly. To take things further, it automatically adds a payment button to your estimates and invoices which allows your clients to easily pay using their credit card or PayPal. Plus, they also have the option to use the client portal to view past estimates, pay invoices, and generate receipts.
vcita helps you keep track of each client’s balance and payment history. It also lets you stay on top of pending or overdue invoices with its built-in, automated payment reminders that are designed to minimize time-to-payment.
A robust business management app gives you a bird’s eye view of your client’s past interactions with the company including appointments, invoices, payments, documents, and conversations. In addition to this, you’ll need all of this information available to you on a centralized platform so you can quickly make informed decisions.
vcita’s powerful CRM app enables you to connect with clients on-the-go and allows them to reach out to you. You’ll be able to manage all of your contacts from a central location which means that you can quickly access important information when you need it, whether you’re in your office or on the move.
You should also be able to assign clients to team members from within your business management app. This will help you manage work better, improve productivity, and offer better client support.
In addition to this, vcita’s built-in self-service portal offers a branded experience to your clients and allows them to schedule appointments, share documents, and make payments. You can also send direct messages for one-on-one communication with your clients.
Using vcita, you can also configure automated meeting reminders and create post-meeting follow-ups. This is a great way to reduce no-shows and spend less time on admin tasks.
As a small business owner, you’re often pulled in several directions all at once. This is why you need a business management app that lets you overlook a variety of tasks from a centralized platform, including managing your business’ marketing efforts.
It should enable you to leverage cross-channel marketing (for example, email and SMS marketing) to seamlessly communicate with your clients across multiple touchpoints and reach out to them at the right time with the right message.
In the context of email marketing, you should make it as easy as possible for clients to book appointments with you directly from the emails you send out. This way, they can schedule an appointment with you from their inbox, without having to visit your website or landing page.
You also need to be able to deliver personalized experiences without adding tons of apps to your tech stack. This is where many integrated platforms fall short.
vcita offers a number of tools to help you put a cross-channel marketing strategy into action for both email and SMS. Its built-in client segmentation and personalization features allow you to create and deliver tailored marketing messages to individual clients.
Additionally, vcita’s library of pre-built, conversion-optimized templates lets you create mobile-friendly campaigns to increase customer outreach without spending extra. vcita also makes it easy to schedule and send automated campaigns (individual and drip campaigns) using built-in templates that are optimized for client retention and engagement.
In addition to this, you can track client activity to gauge the performance of your email marketing campaigns. This makes it easy to see which campaigns are doing well and which ones have room for improvement.
vcita offers pricing plans for solopreneurs and freelancers and for small businesses.
And here’s what vcita offers Teams:
- Business for $45 per month. Great for SMBs that need basic business management features for their team.
- Platinum for $75 per month. Designed for SMBs that need basic business management features as well as an online scheduler.
- Platinum 10 for $117 per month and Platinum 20 for $196 per month. Ideal for established SMBs that need the full feature set for their growing team.
vcita is a complete business management app that gives you access to essential business tools for offering online scheduling, accepting payments, strengthening client relationships, and running marketing campaigns.
vcita helps you create strong client relationships by delivering personalized experiences and enables you to keep everything centralized on a single platform, including client history, quotes, invoices, and payments.
In your opinion, what are some must-have features to look for in a business management app and why? Let us know by commenting below.