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 …

Smackcoders Inc.,

Smackcoders Support

Unlock the power of Zoho Integration for WordPress, your ultimate solution for capturing leads and streamlining user registration seamlessly. This advanced plugin connects your WordPress website with Zoho CRM, ensuring effortless lead generation and contact management.
<h3>Key Features:</h3>
<ul>
<li>Effortless Integration: Say goodbye to manual work and coding. Zoho Integration for WordPress simplifies the integration process.</li>
<li>User-Friendly Interface: Our intuitive interface makes setup a breeze, no HTML knowledge required.</li>
<li>Endless Customization: Create, add, and edit fields at any time to tailor your forms to your exact needs.</li>
<li>Dynamic Form Generation: Generate web forms on the fly, capturing your website’s visitors as high-potential leads in Zoho CRM.</li>
<li>Shortcode Integration: Seamlessly embed forms with a shortcode, enhancing user engagement.</li>
<li>Fetch Zoho CRM Fields: Fetch CRM Zoho lead fields directly into WordPress to create a customized form.</li>
<li>Field Customization: Enable/disable fields to include in the form or not, ensuring complete control.</li>
<li>Widget Integration: Use a separate shortcode to integrate forms as widgets site-wide, expanding your reach.</li>
<li>Sync WP Members: Capture and sync newly registered WP members to Zoho CRM contacts, ensuring a centralized database for your leads.</li>
<li>Part of WP Leads Builder for Any CRM: Zoho Integration is now part of the powerful <a href="https://wordpress.org/plugins/wp-leads-builder-any-crm" rel="ugc">WP Leads Builder For Any CRM</a>, offering even more features and CRM integrations.</li>
</ul>
Elevate your lead generation game with Zoho Integration for WordPress – the all-in-one solution for capturing, managing, and nurturing leads effortlessly. Unleash the true potential of your WordPress website today.
To upgrade for <a href="https://www.smackcoders.com/wp-leads-builder-any-crm-pro.html" rel="nofollow ugc">Leads Builder For CRM Pro</a>
<h4>Other Useful Plugins & Addons By Smackcoders</h4>
To <a href="https://wordpress.org/plugins/wp-ultimate-csv-importer/" rel="ugc">Import and Export WordPress Data as CSV or XML</a> 
and <a href="https://www.smackcoders.com/wp-ultimate-csv-importer-pro.html" rel="nofollow ugc">for premium version of the plugin, you can get it here</a>
The Leads Builder for WordPress to capture your webforms as leads to one of the top ranking open source CRM, install the <a href="https://wordpress.org/plugins/wp-leads-builder-any-crm/" rel="ugc">WordPress Lead Form Data Collection to CRM</a> Plugin. Install one of the CRM of your choice with the additional add-ons listed below and keep both parent plugin and CRM addon activated. 
* <a href="https://wordpress.org/plugins/wp-salesforce/" rel="ugc">Salesforce</a> 
* <a href="https://wordpress.org/plugins/wp-freshsales/" rel="ugc">Freshsales</a> 
* <a href="https://wordpress.org/plugins/wp-tiger/" rel="ugc">Vtiger CRM</a>
To know more about the premium bundled version, visit <a href="https://www.smackcoders.com/wp-leads-builder-any-crm-pro.html" rel="nofollow ugc">WordPress Lead Form Data Collection to CRM with unlimited features</a>

Zoho Integration for WordPress

Elevate Your Leads: Automate with Smackcoders' Zoho WordPress Integration. An easy, automated and advanced Zoho Wordpress web form generator to c …

CRM and Lead Management by vcita vs Zoho Integration for WordPress