"How to" with vCita Client & Contact Management

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"How to" with vCita Client & Contact Management


Learn more about vCita Client & Contact Management—a communications center that helps you stay in contact with clients and deliver amazing service. Check out our latest video!

With vCita Client & Contact Management, you get a long list of features:
• For every contact request, vCita sends you a text or email.
• Collect important client data, even social media and a photo.
• Track the entire client dialogue from first contact through invoicing and payments.
• Add private notes, customize the client card.
• View the entire relationship in one centralized location.
• Automate confirmations and reminders to clients.
• Stay in touch and never miss a meeting with in-sync calendars.
• Send a follow-up email or thank you once the appointment has been completed.
• Assign clients to staff with notes.
• Integrates with existing email software and easily export client data.
And there's more, much more.

 vCita Client & Contact Management is the communications center for all of your business needs. Learn more!

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