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 …

raek

RAEK

<p><strong>RAEK IS THE EASIEST WAY TO COLLECT & UTILIZE FIRST-PARTY DATA</strong></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/gQPL-Cy0mlI?version=3&rel=0&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>You already have first-party data from customer purchases, form fills on your website, and surveys or quizzes. RAEK supercharges your first-party data growth by building marketable customer data profiles on the website visitors you don’t know and organizes it all in one place.</p>
<p><strong>RAEK IDENTIFIES & BUILDS CONTACT PROFILES ON YOUR WEBSITE VISITORS</strong><br />
The problem with pop-ups and forms is that people don’t fill them out and the data you collect is limited. We’re filling in the gaps, RAEK builds customer data profiles for both your known and unknown visitors.</p>
<p><strong>GROW SUBSCRIBERS. GROW REVENUE</strong><br />
With RAEK’s marketing tool, your brand can provide one- to-one experiences with more people. Our technology allows for real-time, triggered communications with people you previously couldn’t reach. RAEK dramatically scales the number of triggered emails you send.</p>
<p><strong>DATA SHOULD MAKE YOUR LIFE EASIER, NOT HARDER</strong><br />
You’re busy. Everything you dedicate your time to needs to make a difference. Customer data is worthless — unless you can use it. RAEK makes it easy, by integrating with the business tools you already use. Set up takes minutes and then RAEK automatically pushes organized, marketable customer data profiles to your CRM, AD Networks, Sales Teams, or Email Service.</p>
<p><strong>A DATA PLATFORM FOR EVERYONE</strong><br />
At RAEK, we believe access to business critical technology should be accessible to businesses of all sizes. Our priority is providing access to tools to build and utilize first-party data.</p>
<p><strong>SIMPLE FEATURES – BIG IMPACT</strong><br />
You have revenue goals, but you don’t have a ton of time to dedicate to learning a new platform. RAEK was built with that in mind, simple set-up, simple features, so you can instantly utilize your first-party data across your marketing channels.</p>
<h3>How It Works</h3>
<p>RAEK’s WordPress plugin not only adds a tracking script to your site and collects data on all of the traffic, but it also identifies and builds profiles. Identified traffic is collected and added to your <a href="https://app.raekdata.com/" rel="nofollow ugc">RAEK Account</a> where you can access or automatically import that information into an existing CRM system for direct customer interaction.</p>
<h3>Features</h3>
<ul>
<li>Anonymous Web Traffic Identification</li>
<li>Convert Third-Party Data to First-Party Data</li>
<li>Your Data is Safe with RAEK’s <a href="https://app.raekdata.com/vault" rel="nofollow ugc">Customer Vault</a></li>
</ul>
<h3>Important Legal Information</h3>
<p>To learn more about the services RAEK offers visit <a href="https://www.raekdata.com/" rel="nofollow ugc">raekdata.com</a>. By installing and using the RAEK plugin you agree and accept RAEK’s <a href="https://www.raekdata.com/legal/policies/tos" rel="nofollow ugc">Terms of Service</a> and <a href="https://www.raekdata.com/legal/policies/privacy" rel="nofollow ugc">Privacy Policy</a>. Privacy and security have the upmost priority at RAEK. To learn more about our policies and compliance, please visit our <a href="https://www.raekdata.com/legal" rel="nofollow ugc">Legal Overview</a> page.</p>


RAEK First-Party Data Collection

Raek is a great plugin. I've been using it for about a week now and with all the marketing I'm doing I've already seen a increase in conversions by remarking the identified traffic.

Great Plugin, Boosted Conversions

One tool to collect, organize and utilize your first-party data, so you can turn more visitors into buyers.

CRM and Lead Management by vcita vs RAEK First-Party Data Collection