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 …

Extend Themes

<p>Your website already gets traffic. <strong>SiteLeads</strong> makes sure more of that traffic turns into reachable leads.</p>
<p>Most contact plugins add buttons to your site. SiteLeads goes further: it combines every channel your customers already use — WhatsApp, phone, email, Messenger, Telegram, Instagram — with an optional <strong>AI Assistant</strong> that starts conversations, qualifies visitors, and collects their contact information automatically. Even while you sleep.</p>
<p><strong>Built for small businesses who can’t afford to miss a lead.</strong></p>
<h4>Two Ways to Collect Leads</h4>
<p>SiteLeads gives you two lead capture methods — use one or both:</p>
<ul>
<li><strong>Contact Widget:</strong> Add your live contact channels (WhatsApp, phone, email, Messenger, Telegram, Instagram, SMS, and more) as a floating widget.</li>
<li><strong>AI Assistant (free and optional):</strong> Add a free AI Assistant to your widget. It greets visitors, answers questions based on your website content, and collects leads automatically.</li>
</ul>
<h4>External Services</h4>
<p>This plugin acts as a connector to the <strong>SiteLeads Cloud Platform</strong>. To use the AI Assistant and lead management features, a SiteLeads account is required.</p>
<p><strong>SiteLeads Cloud (https://cloud.siteleads.ai)</strong><br />
The plugin connects to cloud.siteleads.ai to enable AI Assistant functionality, manage knowledge bases (website crawling and document processing), and store captured leads.<br />
* <a href="https://siteleads.ai/privacy" rel="nofollow ugc">Privacy Policy</a><br />
* <a href="https://siteleads.ai/terms-conditions/" rel="nofollow ugc">Terms of Service</a></p>
<p><em>Note: These connections are only active if you choose to enable the AI Assistant and create a SiteLeads account. The basic contact widget operates independently.</em></p>
<h3>Source Files</h3>
<p>📂 <a href="https://github.com/extendthemes/siteleads-public" rel="nofollow ugc">GitHub Repository</a></p>


SiteLeads

Capture more leads automatically with a multi-channel contact widget and a free AI assistant that works 24/7.

CRM and Lead Management by vcita vs SiteLeads