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 …

Extend Themes

Turn your WordPress website into a 24/7 lead generation machine — without missing a single visitor.
SiteLeads is a lead generation contact widget built for small businesses. Most plugins just add buttons to your site. SiteLeads goes further: it combines every channel your customers already use — WhatsApp, phone, email, Messenger, Telegram, Instagram — with a free AI chatbot that starts conversations, qualifies visitors, and collects their contact information automatically. Even while you sleep.
<a href="https://siteleads.ai/pricing" rel="nofollow ugc">SiteLeads Premium →</a> | <a href="https://siteleads.ai" rel="nofollow ugc">See all features</a>
<h3>💬 Contact Widget — All Your Channels in One Place</h3>
Add a floating contact widget to your site with every channel your visitors already use. One click takes them straight to WhatsApp, your phone, email, Messenger, Telegram, Instagram DM, SMS, TikTok, X/Twitter, WeChat, Snapchat, Discord, Google Maps, and more.
Visitors choose how they want to reach you. You never miss a contact.
Free plan includes: 
* Floating contact widget 
* All standard communication channels 
* WhatsApp, phone, email, Messenger, Telegram, Instagram, SMS, TikTok, WeChat, Snapchat, Discord, Google Maps, X/Twitter 
* Widget icon customization — color, size, position, shadow, border 
* Basic display triggers 
* Simple text greeting 
* Mobile and desktop display
<h3>🤖 Free AI Chatbot for Lead Generation — On Autopilot, 24/7</h3>
Add a free AI chatbot to your contact widget. It reads your website, learns your content, and engages visitors automatically — answering questions, qualifying interest, and collecting names and email addresses while you focus on running your business.
The AI chatbot is free and optional. Add it in minutes. No coding required.
Free plan includes: 
* 1 AI chatbot 
* Knowledge base built from up to 30 pages of your website 
* Up to 2 uploaded training files (PDF, DOCX) 
* Basic conversation settings: name, greeting, tone 
* Leads section and Messages section
How it works: 
1. Give your AI chatbot a name and your website URL 
2. It crawls your pages and builds its knowledge base 
3. Visitors start a conversation — the AI chatbot engages them, answers questions, and collects their contact info 
4. Leads appear in your WordPress dashboard automatically
<h3>🔥 Pro: Multi-Channel Widget & WhatsApp Management</h3>
Widgets & Channels 
* Unlimited active widgets 
* Multiple contacts per channel — with avatar, role, and availability schedule 
* Rich greeting cards: narrow, vertical, horizontal, circle card formats 
* Attention effects: pulse, shake, glow animations & more 
* Mobile-specific layouts: CTA bar, Channels bar 
* Custom channel icons
<h3>🎯 Pro: AI Lead Generation & Visitor Qualification</h3>
AI chatbot (Pro) 
* Unlimited AI chatbots — specialized per page, product, or service 
* Full website crawl beyond 30 pages 
* Unlimited file uploads — PDFs, manuals, internal docs, price lists 
* Strict FAQ Mode — respond only from your approved training sources 
* Larger knowledge base character limit
<h3>📈 Pro: Targeting, Analytics & Full Brand Control</h3>
Targeting & Display 
* Page targeting — show specific widgets on specific URLs, categories, or post types 
* Date scheduling — run campaigns, promotions, or seasonal widgets 
* Day & time scheduling — show only during business hours 
* Traffic source targeting — Google Ads, social, organic, direct 
* Geographic targeting — country, state, city 
* Smart triggers: exit intent, scroll percentage
Analytics (Pro only) 
* Full analytics dashboard 
* Channel performance tracking 
* AI chatbot conversion metrics
Brand & Limits 
* Full brand customization 
* Unlimited monthly leads and messages
<h3>📊 How Each Channel Works</h3>
<ul>
<li>WhatsApp — Add your number. Visitors click and open a WhatsApp chat directly — mobile app on mobile, WhatsApp Web on desktop. WhatsApp Business is supported.</li>
<li>Phone — Click to call. One tap on mobile dials your number directly.</li>
<li>Email — Opens the visitor’s email client with your address pre-filled.</li>
<li>Messenger — Links to your Facebook business page chat.</li>
<li>Telegram — Opens a direct Telegram conversation with your account.</li>
<li>Instagram — Links to your Instagram DM.</li>
<li>SMS — Opens an SMS message on mobile devices.</li>
<li>Google Maps — Links to your business location — ideal for local businesses.</li>
<li>WhatsApp, Messenger, Telegram, phone, email, SMS, TikTok, WeChat, Snapchat, Discord, X/Twitter, Google Maps — all available in the free plan.</li>
</ul>
<h3>🎯 Display Triggers & Targeting</h3>
Control exactly when and where your widget appears:
<ul>
<li>Time delay — show after X seconds on page</li>
<li>Scroll percentage — show after the visitor scrolls a set distance (Pro)</li>
<li>Exit intent — show when the visitor moves to leave (Pro)</li>
<li>Page targeting — show on specific pages, categories, or post types (Pro)</li>
<li>Geographic targeting — show only to visitors in selected countries, states, or cities (Pro)</li>
<li>Traffic source targeting — show only to visitors from Google Ads, social, organic, or direct (Pro) </li>
<li>Day & time scheduling — restrict to business hours (Pro)</li>
<li>Date scheduling — activate for campaigns or promotions (Pro)</li>
</ul>
<h3>🏢 Built by Extend Studio</h3>
SiteLeads is built by Extend Studio — a WordPress development company building products since 2015. Also behind Kubio, Colibri, and Mesmerize, with 270,000+ active installations across our plugin portfolio.
That track record means SiteLeads is built to last: actively maintained, regularly updated, and backed by a team that has been shipping WordPress plugins for over a decade.
<h3>✅ Getting Started — Under 5 Minutes</h3>
<ol>
<li>Install and activate SiteLeads from the WordPress Plugins dashboard</li>
<li>Choose your channels — add your WhatsApp number, phone, email, or other contact details</li>
<li>Customize the widget position, colors, and greeting</li>
<li>Optionally: add the free AI chatbot, point it at your website URL, and let it learn your content</li>
<li>Your widget goes live immediately — no code required</li>
</ol>
<h3>Source Files</h3>
📂 <a href="https://github.com/extendthemes/siteleads-public" rel="nofollow ugc">GitHub Repository</a>
<h3>External Services</h3>
This plugin connects to the SiteLeads Cloud Platform to enable the AI chatbot and lead management features.
SiteLeads Cloud (cloud.siteleads.ai) 
The plugin connects to cloud.siteleads.ai to enable AI chatbot functionality, manage knowledge bases (website crawling and document processing), and store captured leads.
<ul>
<li><a href="https://siteleads.ai/privacy" rel="nofollow ugc">Privacy Policy</a></li>
<li><a href="https://siteleads.ai/terms-conditions/" rel="nofollow ugc">Terms of Service</a></li>
</ul>
These connections are only active if the AI chatbot is enabled and a SiteLeads account has been created. The basic contact widget operates independently.

Lead Generation Contact Widget & AI Chatbot: Chat Button, Phone Call, Telegram, Email – SiteLeads

💬 Turns visitors into leads. Contact Widget, Free AI Chatbot, WhatsApp, Instagram, Facebook Messenger, Telegram, phone call, email, 14+ channels.

CRM and Lead Management by vcita vs Lead Generation Contact Widget & AI Chatbot: Chat Button, Phone Call, Telegram, Email – SiteLeads