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Plugin Description
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:
- Generate new sales opportunities
- Provide insights about new leads
- Save time with automated client communications, notifications and reminders.
- Help you search, tracks and manage leads and clients.
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.
https://www.youtube.com/watch?time_continue=90&v=wFGA823q-EY&feature=emb_logo
Quickly view, manage and reply to customers on-the-go with the vcita Mobile CRM App for iPhone or Android
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.
vcita CRM & Lead Management main functionalities:
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
Translations
CRM & Lead Management Plugin for WordPress by vcita is fully translated to:
- Spanish
- French
- Russian
- Portuguese
- German
- Polish
- Italian
- Dutch
Don’t see your language here? You can manually change the contact form labels, buttons and other texts to show in your language!
More of the CRM & Lead Management plugin key features:
- Import all existing contacts from Google, Outlook or Excel to vcita CRM in seconds.
- Export all leads and contact to CSV.
- Generate more leads from your WordPress site.
- Add unlimited number of custom fields on every client record on your CRM.
- View complete client communication history on your CRM
- Share and/or request documents right from your CRM.
- Send customized invoices and get paid faster with online payments
- Offer Self-service appointment scheduling for your clients and get more appointments in less time.
- 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.
- Share files as part of your conversation with existing clients, and track client files on your CRM.
What Our Clients Say:
“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 Contact Management Software
Building WordPress sites for others?
Use vcita LiveSite on any WordPress website you build and manage all vcita plugins from one dashboard.
Visit www.vcita.com for additional information.
Screenshots
Easy setup – Set up your CRM in minutes and start managing clients and communications in one place
Capture more leads with vcita LiveSite – LiveSite Widget will double the number of new business opportunities your website generate, and automatically stream them into your CRM.
One Inbox for all communications – All communications are available in one simple Inbox, where you can also view complete communication history and mark client for follow-ups,
Client Records – For every lead captured on your site a new “Client Card”, including all information about the lead, is created. You can search for clients and leads, Mark the lead status and make follow-up actions: Schedule an appointment, send an invoice and more.
Customize Client records – Customize your client records, and Add unlimited number of custom fields on every client record on your CRM.
