CRM and Lead Management by vcita Plugin

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.

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.

Install the vcita CRM for WordPress

1. Download “CRM & Lead Management for WordPress by vcita” and activate it.
2. Connect your WordPress site With you vcita account. You may connect an existing account or create a new one via the plugin by simply providing your Email address. This Email will be used for notifications from vcita, and will never be available to your clients and website visitors.
3. Add the vcita Lead Capturing widgets to your site by checking the box next to the widget you’d like to add. You can customize the widgets to perfectly match your business need and website design by clicking the “Preview & Edit” link. Every lead captured using the vcita widgets will automatically be added to your CRM.
4. A new CRM tab will be added on your left bar for easy navigation.

Import Existing Client

1. Click on “Access Client Records”
2. Navigate to “Clients” section
3. Click “Import Clients”
4. Choose from where to import: Google Contacts or a CSV file.
5. A list of all your contacts will be presented
6. Select to import all, or choose explicitly which contacts to import.

Add vcita Widgets

Step by step instructions for implementing vcita widgets into your wordpress site are available in these support articles

1. 

   Easy setup - Set up your CRM in minutes and start managing clients and communications in one place

2. 

   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.

3. 

   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,

4. 

   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.

5. 

   Customize Client records - Customize your client records, and Add unlimited number of custom fields on every client record on your CRM.

vcita CRM & Leads Version 2.7.1

• security improvements

vcita CRM & Leads Version 2.7.0

• security improvements

vcita CRM & Leads Version 2.6.2

• Compatibility with WordPress 5.2

vcita CRM & Leads Version 2.6

• Compatibility with WordPress 5.1
• Automatic marketing campaigns added: send automatic birthday coupons to your customers, define your trigger and create beautiful email campaigns for any special occasion.
• Client portal updated
• New image gallery & upload function: increase your brand visibility & look as pro online as in real life

vcita CRM & Leads Version 2.5

• Security and privacy adjustments (full compliance with GDPR requirements)
• Issue branded price estimates, let clients approve them online and turn them into invoices in a single click
• Charge clients’ credit card directly from your backoffice
• Accept, collect & record partial payments for upcoming or rendered services & appointments
• New automated reminders for overdue invoices and for about-to-expire estimates
• New “saved items” library to add pre-saved services to invoices & estimates
• Add your business terms & conditions to estimates and invoices
• New option to set and enforce your business cancellation & rescheduling policy
• Two new staff permission types: Manager and Marketer (in addition to the existing roles of Administrator, Collaborator and User)
• New option to add private documents to your client cards for internal use
• Schedule email & SMS campaigns to be sent out at a future date & time
• New parameters for campaigns: insert clients’ names within your email & SMS campaigns
• Brand new dashboard with a quick-view of all your business activity to gain insights and take action
• New sticky custom fields allowing you to ask a returning client for specific information until they fill it in
• Add, edit and manage past group events & classes
• New & improved Zapier integrations: new triggers, new actions and new search option

vcita CRM & Leads Version 2.4.2

• Compatibility with WordPress 4.9
• Set date-specific availability
• Schedule recurring appointments
• Create & share discount coupons
• Improved invoicing & payment management
• Full translation to Italian

vcita CRM & Leads Version 2.4.1

• Compatibility with WordPress 4.8

vcita CRM & Leads Version 2.4

• Client filters
• Email campaigns and SMS marketing
• Staff-assignment rules
• Mobile app performance improvements
• Import client groups and tags from 3rd parties

vcita CRM & Leads Version 2.3.1

• New Tag and filtering options
• Compatibility with WordPress 4.6

vcita CRM & Leads Version 2.3.0

• Compatibility with WordPress 4.5

vcita CRM & Leads Version 2.2.0

• Enhanced calendar options
• Compatibility with WordPress 4.3

vcita CRM & Leads Version 2.1.0

• Compatibility with WordPress 4.2
• New! Send automated SMS reminders to clients

vcita CRM & Leads Version 2.0.0

• Manage all leads and contacts right on your WordPress admin.
• More customization for email templates
• New integration with Stripe payment gateway

vcita CRM & Leads Version 1.4.0

• New design for email notifications sent from vcita to you & your clients
• More customization for the emails including branding colors and logo
• New! Email signature option was added
• Enhancements with scheduling settings to prevent appointments from being scheduled to far in advance

vcita CRM & Leads Version 1.3.0

• Compatibility with WordPress 4.1
• Added more optional actions to the LiveSite
• Full Spanish support

vcita CRM & Leads Version 1.2.0

• LiveSite widget improvements
• Added direct payment option
• Added direct file sharing option
• More customization

vcita CRM & Leads Version 1.1.0

• Added French full support
• Fixed some bugs

vcita CRM & Leads Version 1.0.0

• First release