vcita

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:
<ul>
<li>Generate new sales opportunities</li>
<li>Provide insights about new leads </li>
<li>Save time with automated client communications, notifications and reminders.</li>
<li>Help you search, tracks and manage leads and clients.</li>
</ul>
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.
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Quickly view, manage and reply to customers on-the-go with the vcita Mobile CRM App for <a href="https://itunes.apple.com/app/vcita-mobile-crm/id1025423769?mt=8" rel="nofollow ugc">iPhone</a> or <a href="https://play.google.com/store/apps/details?id=com.vcita.mobileapp" rel="nofollow ugc">Android</a>
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.
<h4>vcita CRM & Lead Management main functionalities:</h4>
<ul>
<li>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. </li>
<li>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.</li>
<li>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.</li>
<li>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.</li>
<li>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.</li>
<li>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.</li>
</ul>
<h4>Translations</h4>
CRM & Lead Management Plugin for WordPress by vcita is fully translated to:
<ul>
<li>Spanish</li>
<li>French</li>
<li>Russian</li>
<li>Portuguese</li>
<li>German</li>
<li>Polish</li>
<li>Italian</li>
<li>Dutch</li>
</ul>
Don’t see your language here? You can manually change the contact form labels, buttons and other texts to show in your language! 

<h4>More of the CRM & Lead Management plugin key features:</h4>
<ul>
<li>Import all existing contacts from Google, Outlook or Excel to vcita CRM in seconds.</li>
<li>Export all leads and contact to CSV.</li>
<li>Generate more leads from your WordPress site.</li>
<li>Add unlimited number of custom fields on every client record on your CRM.</li>
<li>View complete client communication history on your CRM</li>
<li>Share and/or request documents right from your CRM.</li>
<li>Send customized invoices and get paid faster with <a href="https://www.vcita.com/software/invoicing?invite=WP-v-CRM&O=WP-CRM" rel="nofollow ugc">online payments</a></li>
<li>Offer Self-service <a href="https://www.vcita.com/software/online_scheduling?invite=WP-v-CRM&O=WP-CRM" rel="nofollow ugc">appointment scheduling</a> for your clients and get more appointments in less time.</li>
<li>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.</li>
<li>Share files as part of your conversation with existing clients, and track client files on your CRM.</li>
</ul>
<h4>What Our Clients Say:</h4>
“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
Learn more about our <a href="https://www.vcita.com/software/crm_contact_management?invite=WP-v-CRM&O=WP-CRM" rel="nofollow ugc">Contact Management Software</a>
<h4>Building WordPress sites for others?</h4>
Use vcita LiveSite on any WordPress website you build and manage all vcita plugins from one dashboard. Visit <a href="https://www.vcita.com?invite=WP" rel="nofollow ugc">www.vcita.com</a> for additional information.

CRM and Lead Management by vcita

CRM for WordPress: a powerful, all-in-one client management tool that will help you keep your clients close and create long-lasting customer relations …

cloodoteam

Turn your WordPress site into a complete Digital Workplace — manage CRM, ERP, Projects, Helpdesk, Services, and Client Portal in one connected system powered by Cloodo WorkSuite.
<h3>“Your WordPress site looks professional. But does it actually run your service business?”</h3>
We’ve spent over 15 years building and selling structured service packages online — from digital solutions to automation systems and support contracts.
And we kept seeing the same problem:
Agencies running WordPress 
But managing operations in 6–8 different tools.
<ul>
<li>CRM in one system </li>
<li>Projects in another </li>
<li>Tickets via email </li>
<li>Chat in WhatsApp </li>
<li>Proposals in PDF </li>
<li>Tasks in Trello </li>
<li>Invoices somewhere else </li>
</ul>
Nothing connected.
<h3>The Hidden Problem with Service Businesses on WordPress</h3>
WordPress powers over 43% of all websites globally.
A majority of small and medium service businesses rely on WordPress as their digital storefront.
But WordPress was built for publishing — not managing service operations.
So service companies struggle with:
<ul>
<li>No structured Service Packages or Pricing Tables</li>
<li>Scattered leads across forms, email, and chat</li>
<li>Manual conversion from quote → project → task</li>
<li>No unified CRM + Project Management + Helpdesk</li>
<li>No built-in Client Portal</li>
<li>Too many disconnected plugins</li>
</ul>
Growth creates chaos instead of clarity.
<h3>Why We Built Cloodo Workplace</h3>
We didn’t want another generic plugin.
We built Cloodo Workplace for WordPress specifically for service-based businesses.
It connects your website to Cloodo WorkSuite, creating a complete:
CRM • ERP • Project Management • Helpdesk • HRM • Client Portal • AI Automation
All inside one connected ecosystem.
<h3>AI-Powered QuickStart</h3>
Starting from a blank page is hard.
So Cloodo integrates AI automation directly into activation.
After connecting your site, Cloodo AI analyzes your:
<ul>
<li>Business profile</li>
<li>Website content</li>
<li>Industry focus</li>
<li>Brand positioning</li>
</ul>
Then automatically generates:
<ul>
<li>Company profile</li>
<li>Structured Service Packages</li>
<li>Pricing sections</li>
<li>FAQs</li>
<li>Testimonials</li>
<li>Portfolio samples</li>
<li>Helpdesk structure</li>
</ul>
Within minutes, your WordPress site becomes a Lean Professional Service Page.
You can edit everything inside Cloodo WorkSpace in your WordPress Admin.
No blank page. 
No copywriting stress. 
No expensive consultants.
<h3>WorkSpace (Inside WordPress)</h3>
Manage your business content directly from WordPress:
<ul>
<li>Services & Pricing Packages</li>
<li>Testimonials & Portfolio</li>
<li>FAQs & Highlights</li>
<li>Company & Team Profiles</li>
<li>Shortcodes & Widgets</li>
</ul>
Built specifically for service management, not product catalogs.
<h3>Client Portal & Helpdesk</h3>
Cloodo automatically creates a Helpdesk and Client Portal for logged-in users.
Clients can:
<ul>
<li>Submit and track support tickets</li>
<li>View projects and milestones</li>
<li>Monitor tasks</li>
<li>Access proposals and invoices</li>
<li>Track payment status</li>
</ul>
Improve transparency and client experience.
<h3>WorkSuite (Cloud Backend)</h3>
Cloodo WorkSuite is a lightweight but powerful CRM and Project Management system built for service teams.
Unlike heavy ERP systems or complex PM tools:
<ul>
<li>No overwhelming setup</li>
<li>No enterprise-only complexity</li>
<li>No unnecessary modules</li>
</ul>
Includes:
<ul>
<li>CRM</li>
<li>Project Management</li>
<li>Task & Milestone Tracking</li>
<li>Estimates & Proposals</li>
<li>Invoicing</li>
<li>Helpdesk System</li>
<li>Basic HRM</li>
<li>KPI Dashboard</li>
</ul>
Enough structure to scale. 
Simple enough to use immediately.
<h3>One Connected Workflow</h3>
Service Page 
→ Quote 
→ CRM Lead 
→ Proposal 
→ Project 
→ Task 
→ Invoice 
→ Support Ticket 
→ Review
Cloodo connects your entire service lifecycle in one system.
Your WordPress website becomes more than marketing.
It becomes your Business Command Center.

Cloodo WP Workplace – CRM & Project Management for Services Business

This plugin is a facade to an online cloud-based ERP which I haven't tried as I simply disabled the plugin after realising their registration process is filled with trackers to shove the service down your throat. 

Not a WordPress-enabled ERP

Turn your WordPress site into a complete Digital Workplace — manage CRM, ERP, Projects, Helpdesk, Services, and Client Portal in one connected system  …

CRM and Lead Management by vcita vs Cloodo WP Workplace – CRM & Project Management for Services Business