vcita

<p>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.</p>
<p>CRM by vcita works for you, and brings more business your way. The CRM plugin will:</p>
<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>
<p>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.</p>
<p><span class="embed-youtube" style="text-align:center; display: block;"><iframe loading="lazy" class="youtube-player" width="750" height="422" src="https://www.youtube.com/embed/wFGA823q-EY?version=3&rel=1&showsearch=0&showinfo=1&iv_load_policy=1&fs=1&hl=en-US&autohide=2&wmode=transparent" allowfullscreen="true" style="border:0;" sandbox="allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox"></iframe></span></p>
<p>Quickly view, manage and reply to customers on-the-go with the <strong>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></strong></p>
<p>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.</p>
<h4>vcita CRM & Lead Management main functionalities:</h4>
<ul>
<li><strong>Lead Capturing & Management CRM</strong> –  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><strong>Client Management</strong> – 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><strong>Client Portal</strong> – 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><strong>Online Calendar</strong> – 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><strong>Invoicing Templates and Online Payment Collect</strong> – 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><strong>Email ans SMS marketing</strong> – 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>
<p>CRM & Lead Management Plugin for WordPress by vcita is fully translated to:</p>
<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>
<p>Don’t see your language here? You can manually change the contact form labels, buttons and other texts to show in your language!<br />
</p>
<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>
<p><em>“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!</em>” Margie Gordillo, Get Real Professional Coaching</p>
<p><em>“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.”</em> Winston C. Trumpet</p>
<p><em>“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.”</em> Don Bernard, ShopKeep </p>
<p><em>“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.”</em> Al Nazarelli, CEO of Silicon Valley Research Group</p>
<p>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></p>
<h4>Building WordPress sites for others?</h4>
<p>Use vcita LiveSite on any WordPress website you build and manage all vcita plugins from one dashboard. <br /> Visit <a href="https://www.vcita.com?invite=WP" rel="nofollow ugc">www.vcita.com</a> for additional information.</p>


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 …

scheduling

<p>Contact Form & Calls-to-Action is the ultimate way to capture more leads and business opportunities on your WordPress website.</p>
<p>The Active Contact Form & Calls-to-Action plugin is designed to actively invite website visitors to engage with your business both on desktop and mobile, and <strong>has proven to double</strong> the number of visitors who contact your team through your WordPress website.</p>
<p>Quickly view, manage and reply to customers on-the-go with the <strong>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></strong></p>
<h3>vcita Active Contact Form & Calls To Action turns your site into a LiveSite – inviting your clients to take actions on every page on your site:</h3>
<ul>
<li>Contact or leave details</li>
<li>Schedule an appointment or meeting</li>
<li>Register to an event</li>
<li>Make an online payment</li>
<li>Share documents</li>
<li>Click to call</li>
</ul>
<p><a href="http://c.betterwebsitetoday.com/" rel="nofollow ugc">Check out Active Contact Form in this live demo</a></p>
<h4>Translations</h4>
<p>Contact Form & Calls To Action is fully translated to:</p>
<ul>
<li>English</li>
<li>Spanish</li>
<li>Portuguese</li>
<li>French</li>
<li>German</li>
<li>Russian</li>
<li>Polish</li>
<li>Italian</li>
<li>Dutch</li>
</ul>
<p>Can’t find your language here? Active Contact Form can be manually customized to any language!</p>
<p>vcita Active Contact Form & Calls-to-Action allows you to fully customize the experience using the <a href="https://developers.vcita.com/" rel="nofollow ugc">vcita SDK</a>  – add more actions, design your own popup content, customize the UI and more.</p>
<p><strong>vcita Active Contact Form & Calls to action connects to your vcita account, you may create an account at vcita directly from the plugin with a 14-day FREE TRIAL.</strong></p>
<p>vcita Active Contact Form & Calls-to-Action helps you in turning more leads into clients with automated actions and advanced management options:</p>
<h4>Active Contact Form & Calls-to-Action key features:</h4>
<ul>
<li>Complete customization of the active contact form layout, texts colors and theme.</li>
<li>Receive all contact form submissions and scheduling requests to your email.</li>
<li>Set multiple recipient to receive the contact form submissions.</li>
<li>Quickly view and reply on-the-go with the vcita Mobile App for <a href="https://itunes.apple.com/il/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></li>
<li>Complete communication history of all contact form submissions</li>
<li>Client portal for your new and returning customers, where they can view past communication, upcoming appointments and required payments.</li>
<li>A client record for every new lead generated on your Active Contact Form</li>
</ul>
<h4>Premium Active Contact Form & Calls-to-Action features:</h4>
<ul>
<li>Manage Contacts and schedule across your team – assign leads and appointments to different staff members.</li>
<li>Improved lead management options – schedule follow-ups, add privet notes, add contact details and more.</li>
<li>Send automatic appointment reminders to your clients via email or SMS  </li>
<li>Receive unlimited online payments (instead of only $300/month)</li>
<li>List unlimited services on your scheduler (instead of only 3)</li>
<li>Automatically send all leads to Email Marketing tools including : MailChimp, Constant Contacts, SendGrid and more</li>
<li>Integrate with other CRMs: Salesforce, infusionsoft, Zoho CRM, Insightly and others.</li>
<li>Add Google Analytics and conversion tracking</li>
<li>Get customer insights and additional info from social media</li>
<li>Manage contacts and schedule across your teeam</li>
</ul>
<p></p>
<h4>More of vcita Active Contact Form & Calls-to-Action features:</h4>
<ul>
<li>Select which calls-to-action will be available on you Active Contact Form.</li>
<li>Brand and customize the colors and fonts of your active contact form.</li>
<li>Set which action will be most promoted on your Active Contact Form.</li>
<li>Customize the texts showing on your Active Contact Form.</li>
<li>Add links and edit fonts and colors in your active contact form.</li>
<li>Manage all Active Contact form submissions in one dashboard.</li>
<li>Active Contact Form is mobile optimized!</li>
<li>Send customized thank you message to clients who contact you via the Active Contact Form.</li>
<li>Add customized fields to the Active Contact Form.</li>
<li>Add your image or business logo to the Active Contact Form.</li>
<li>Add your Active Contact Form to multiple sites.</li>
<li>Assign Active Contact Form submissions to different staff members.</li>
<li>Automatically add leads and contacts generated on your Active Contact Form to your contact management software.</li>
<li>Track and prioritize Active Contact Form submissions.</li>
<li>Responsive Active Contact Form that look great on any device.</li>
<li>Active contact form offers your clients a personalized, self-service portal.</li>
<li>Export contact generated on your Active Contact Form to CSV.</li>
<li>Select an Active Contact Form color theme, or define your own Active Contact Form theme.</li>
<li>Create and customize your Active Contact Form using an easy drag and drop builder.</li>
<li>Add customized actions to your active contact form using the LiveSite SDK.</li>
<li>Set the order of the actions in your active contact form.</li>
<li>Accept appointments via your active contact form.</li>
<li>Allow clients to directly call your business using your active contact form.</li>
<li>Invite clients to make payments using your active contact form.</li>
<li>Active contact form may send a custom thank you message with any contact form submission</li>
<li>Add different types of fields into your active contact form: drop-down, single line, phone, and more</li>
<li>Select the layout of the active contact form: active contact form with floating action bar, or active contact form with integrated action bar.</li>
<li>Show your clients a list of offered services using your active contact form</li>
<li>Your clients will see a success message after submitting the contact form.</li>
<li>Add google analytics code to your active contact form.</li>
<li>You may add terms or service to appointments or services done through your active contact form.</li>
<li>Receive automated SMS notification with any new contact request on your active contact form.</li>
<li>Unlimited number of contact form submissions.</li>
<li>Add the active contact form on specific pages.</li>
<li>Advanced spam protection to make your contact form safer.</li>
<li>Set the active contact form labels position.</li>
<li>Receive contact form submission notification to multiple emails.</li>
<li>See where the contact form submission originated from (URL)</li>
<li>Set which fields on your active contact form are mandatory.</li>
<li>Use the active contact form to promote a specific service or offering.</li>
<li>Respond faster to new contact form submissions.</li>
<li>Add unlimited fields to your contact form</li>
<li>Set the order of the fields on your contact form</li>
<li>Customize the contact form fields label layout (to the left, above or inside the contact form dields)</li>
<li>Your visitors can upload files through your active contact form</li>
<li>Set your own validation message that will be displayed when the active contact form is successfully submitted</li>
<li>Active contact form will increase mobile conversions on your website</li>
</ul>
<p>Find out more about <a href="https://www.vcita.com?invite=WP-V-AE" rel="nofollow ugc">vcita</a></p>
<h3>More About Contact Form & Calls To Action by vcita</h3>
<p>vcita LiveSite Pack offers a verity of contact forms. You can use a basic contact form, add different fields to your contact form so it matches your business needs, create an active contact form to  greet your website visitors on every page and more.</p>
<h4>What does the basic contact form include?</h4>
<ul>
<li>The basic contact form allows you to create customized contact form and add it to your WordPress website with ease.</li>
<li>You can add and edit unlimited number of fields to your contact form</li>
<li>The contact form can include a logo image, a short description of your business and a scheduling button.</li>
<li>The Contact form can be added to multiple websites and pages.</li>
<li>Contact form design and layout is easy to customize.</li>
</ul>
<h4>What does the active contact form include?</h4>
<ul>
<li>The active contact form (LiveSite Widget) is a lead engagement contact form widget that can be added at the bottom of your website. </li>
<li>It include several contact form options such as leave details contact form, scheduling contact form, payment form and upload file contact form.</li>
<li>The active contact form is automatically added to all pages on the website, and can be added to multiple sites.</li>
<li>Active contact form is a proven way to increase the number of leads and customers generated on your site.</li>
<li>The active contact form can be fully customized to represent your business needs. This includes all texts, colors, layout and call to actions.</li>
</ul>
<h4>How can I manage contacts with vcita?</h4>
<ul>
<li>vcita Active contact form helps you generate more leads and contacts from your website.</li>
<li>All contact form submissions are delivered to your vcita Backoffice, were you can view, search and edit contacts, mark for follow-ups and more.</li>
</ul>
<h4>vcita contact form is available in any language</h4>
<ul>
<li>All form fields, buttons and other texts are fully editable and can be changed to any language.</li>
<li>vcita is already fully translated to: English, Spanish, Portuguese, French, Russian, Polish and Hebrew.</li>
</ul>
<h4>The vcita Mobile App – never miss a lead</h4>
<p>The new vcita mobile app will help you respond faster, and maximize ever contact form request. All contact form submissions will automatically show on your mobile app, were you can reply, invite for a follow-up meeting or call, request a payment and more.</p>


Contact Form and Calls To Action by vcita

Convert website visitors into loyal customers with a friendly contact form and powerful calls-to-action. It's easy, it's flexible, it's …

CRM and Lead Management by vcita vs Contact Form and Calls To Action by vcita