vcita Features
Platform (17)
Customization
Based on 13 vcita reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
Based on 10 vcita reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Based on 13 vcita reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Based on 10 vcita reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
Document & Content Mgmt.
Based on 11 vcita reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.
Performance and Reliability
Based on 13 vcita reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Customization
System provides sufficient customization to meet business requirements
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Accounting integration
Provide integration with accounting software and ERP systems.
E-commerce Integration
Provide integration with B2B and B2C e-commerce platforms
Sales Force Automation (13)
Contact & Account Management
Based on 18 vcita reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Opportunity & Pipeline Mgmt.
Based on 15 vcita reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Task / Activity Management
Based on 15 vcita reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
Territory & Quota Management
Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Desktop Integration
Based on 16 vcita reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
Product & Price List Management
Based on 16 vcita reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.
Quote & Order Management
Based on 14 vcita reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.
Customer Contract Management
Based on 15 vcita reviews and verified by the G2 Product R&D team. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.
Pipeline Management
Manages sales pipelines from prospecting to close.
Task Management
Manages sales force tasks, assigning tasks and distributing work.
Product and Price List Management
Contains a product catalogue and price list for salespeople to pull from.
Quote and Order Management
Provides custom quote creation functionality.
Contract Management
Manages the entire contract process, from creation and negotiation to signing.
Marketing Automation (7)
Email Marketing
Based on 18 vcita reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.
Campaign Management
Based on 16 vcita reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
Lead Management
Based on 17 vcita reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
Marketing ROI Analytics
As reported in 12 vcita reviews. Enables analysis of effectiveness of an organizations various marketing activities
Campaign Management
Provides email marketing campaign management functionality.
Lead Management
Contains lead tracking and management capabilities.
Marketing Analytics
Contains analysis tools to provide insights on marketing campaign effectiveness.
Customer Support (9)
Case Management
Based on 13 vcita reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process.
Customer Support Portal
Based on 18 vcita reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.
Knowledge Base
Based on 13 vcita reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.
Call Center Features
Based on 11 vcita reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.
Support Analytics
Based on 12 vcita reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.
Case Management
Contains customer request handling functionality and issue tracking.
Customer Support Portal
A portal through which customers can access the knowledge base as well as ask questions, place orders, raise issues, and more.
Knowledge Base
An information repository for customers to get self-service answers to their questions.
Support Analytics
Allows users to conduct analysis on support activities.
Integration (12)
Data Import & Export Tools
Based on 10 vcita reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Accounting
Provide integration with accounting and financial management software
Payments
Integrate with payment gateways and enterprise payments software
ERP
Deliver integrations with accounting modules of ERP systems
Account Sync
Sync with company accounts to transfer payments for approved invoices
Accounting
Provide integration with accounting and financial management software This feature was mentioned in 10 vcita reviews.
Payments
As reported in 12 vcita reviews. Integrates with other payments software
Mobile & Social (3)
Social Collaboration Features
Based on 12 vcita reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone
Social Network Integration
Based on 13 vcita reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.
Mobile User Support
Based on 13 vcita reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Reporting & Analytics (8)
Reporting
Based on 13 vcita reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
Dashboards
Based on 16 vcita reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Forecasting
Based on 12 vcita reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Basic Reporting
Based on 11 vcita reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.
Web Analytics
Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity.
ROI Analytics
Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward.
Revenue Analytics
Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline.
SEO / Keyword Analytics
Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.
Email Marketing (4)
Building and Personalizing Emails
Create and design emails with an editor; manage templates; personalize dynamically
Sending Outbound Emails
Create targeted lists, schedule and manage bulk email sending.
Manage Email Deliverability
Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.
Automated Email Responses
Based on 10 vcita reviews and verified by the G2 Product R&D team. Set up automated nurturing emails based on events, online activities, and lead scores
Online Marketing (5)
Landing Pages and Forms
Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.
Dynamic Content
Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.
A/B Testing
Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.
Mobile Optimized
Support mobile-optimized emails, online forms, and landing pages.
Search Tracking and Optimization
Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords.
Lead Management (8)
Marketing Lead Database
A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history.
Data Quality Management
Data quality consists of deduplication, cleansing, and appending your marketing database.
Segmentation
Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information.
Lead Scoring and Grading
Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization.
Lead Nurturing
Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.
Online Behavior Tracking
Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks.
Automated Alerts and Tasks
Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.
CRM Lead Integration
Sync lead, contact, account, and opportunity information with your CRM system.
Campaign Management (4)
Program Management
Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI.
Event / Webinar Marketing
Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar.
Calendaring
Based on 11 vcita reviews and verified by the G2 Product R&D team. Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.
Budgeting
Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices.
Social (5)
Social Listening
Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores.
Social Sharing
Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.
Social Campaigns
Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.
Social Media Engagement
Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.
Social Media Advertising
Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time
Content (6)
Automation
Automates some or all operation related tasks
Document Collaboration
Based on 11 vcita reviews. Allows users to simultaneously collaborate on a document within the application.
Versioning
Stores different versions of a document.
E-Signature
Allows users to provide an e-signature within the platform.
File Request
Allows businesses to request files from clients. 11 reviewers of vcita have provided feedback on this feature.
Feedback
Allows businesses to solicit feedback on projects or documents from clients. 12 reviewers of vcita have provided feedback on this feature.
Invoice Generation (3)
Templates
Provide standard invoice templates that can be customized by users
Digital Invoices
Ability to convert invoices to digital formats such as PDF
Recurring Invoices
Automatically generates invoices at pre-defined time intervals
Invoice Processing (4)
Approvals
Include workflows for approvals of invoices or payments
Batch Processing
Process multiple invoices without human intervention
Consolidation
Allow users to consolidate multiple invoices into one
Match Invoices
Match invoices with purchases and sales orders, as well as with payments
Analytics (3)
Due Dates
Track invoices based on due dates to identify overdue payments
KPIs
Monitor KPIs such as time to process an invoice or erroneous payments
Payment Tracking
Track different types of payment such as deposits or partial payments
Payment Processing (4)
Encryption
Built-in security to protect payment information in order to prevent fraud and hacking.
Credit Card Processing
The ability to process credit card payments and receive approval or denial of funds from the customer's bank.
Mobile Payments
The ability to process mobile payments from a mobile wallet or other mobile phone payment app.
Digital Wallet Integration
The ability to process payments from a digital wallet service or other digital payment method.
Administration (7)
Reporting & Analytics
Reports and analytics created from payment data.
E-commerce Integration
The ability to integrate directly with an e-commerce platform in order to create a seamless checkout experience.
Processing Fees
Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate.
POS Integration
The ability to integrate with a POS system in order to allow the processing of credit card or mobile payments in a store setting.
Omnichannel
Process payments from multiple channels such as ACH, mobile, or e-commerce.
Levels 1 & 2
Supports levels 1 and 2 for credit card payment processing.
Level 3
Supports level 3 credit card processing which requires additional data for qualification.
Platform Additional Functionality (5)
Pre-Built Connectors
Provides useful pre-defined data connections to important external systems and applications.
Dashboard
Has a centralized dashboard for users to interact with
Cloud
Provides a cloud based version of the platform
Mobility
Is accessible from a mobile device and by users on the go.
Messaging
Contains in-application messaging abilities
Platform Reporting and Analytics (2)
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Forecasting
Provides sales forecasting and modeling capabilities based on historical data.
Features (6)
Standalone Booking
Application is its own calendar, booking, and reminder system.
Integrated App
The software uses data from CRM, calendar, or another application to generate reminders.
SMS
Reminders are sent via text message to a mobile device.
Email
Reminders are sent via email.
Voice
Reminders are sent via automated phone call.
Confirmation and Cancellation
Recipient is prompted to confirm, cancel, or reschedule the appointment
Collaboration (6)
Billing and Invoicing
Based on 12 vcita reviews. Provides billing and invoicing within the application.
Instant Messaging
Provides internal and/or external instant messaging capability. 13 reviewers of vcita have provided feedback on this feature.
Project Management
Offer project management features like task creation and tracking within the application.
Analytics
Offer analytics concerning productivity or client engagement. This feature was mentioned in 10 vcita reviews.
Time Tracking
Allows businesses to track time spent on projects within the application. This feature was mentioned in 10 vcita reviews.
Mobile Application
Provides a mobile application. 12 reviewers of vcita have provided feedback on this feature.
Payment Options (2)
Multi-Currency
Allows users to process payments in multiple currencies.
Online payment portal
Provides an online portal where customers can make payments.
Security (1)
POS Verification
Support cardholder verification methods for POS transactions.
Bill Generation (3)
Templates
Based on 11 vcita reviews. Provide standard invoice templates that can be customized by users
Digital Billing
Ability to convert invoices to digital formats such as PDF This feature was mentioned in 13 vcita reviews.
Recurring Billing
Automatically generates invoices at pre-defined time intervals 10 reviewers of vcita have provided feedback on this feature.
Bill Processing (2)
Batch Invoicing
Ability to create multiple types of invoices
Management
Manage invoicing for different types of products or services 11 reviewers of vcita have provided feedback on this feature.
Notifications (3)
Confirmations & Reminders
Based on 16 vcita reviews. Ability to send confirmation and reminder emails & texts
Appointment Follow-Up
Based on 17 vcita reviews. Ability to send automated follow-up emails/texts upon conclusion of appointment
Scheduling Notifications
Based on 18 vcita reviews. Receive a notification whenever a customer schedules an appointment
Settings (3)
Time Zone Detection
Automatically detects the time zone of both parties to avoid booking mistakes 18 reviewers of vcita have provided feedback on this feature.
Availability Settings
Ability to set preferred availability to ensure appointments are only booked during approved times 16 reviewers of vcita have provided feedback on this feature.
Blocked Time Settings
Ability to block off additional time between appointments for travel or preparation This feature was mentioned in 18 vcita reviews.
Personalization (2)
Branding
Based on 16 vcita reviews. Personalize booking page with custom logos and colors to match branding
Links
Based on 16 vcita reviews. Personalize a booking link to share with customers
Integrations (9)
Multi- Calendar Integration
Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc. 14 reviewers of vcita have provided feedback on this feature.
Website Integration
Based on 18 vcita reviews. Provides the ability to be embedded into websites
Payment Acceptance
Integrates with payment processing software to accept payment from customers This feature was mentioned in 13 vcita reviews.
Video Conferencing
Based on 13 vcita reviews. Integrates with video conferencing tools to allow for virtual appointments
Communication
Integrates with SMS providers or instant messaging platforms to communicate directly with customers 18 reviewers of vcita have provided feedback on this feature.
MS Teams Integration
This software integrates with Microsoft Teams.
Email Integration
This software integrates with popular email providers. This feature was mentioned in 15 vcita reviews.
Zoom Integration
This software integrates with Zoom. This feature was mentioned in 13 vcita reviews.
Salesforce Integration
This software integrates with Salesforce.
Customization (4)
Custom Fields
Allows users to add custom fields to forms that aren't already on the templates
Conditional Logic
Enables forms to hide or show certain fields based on respondents' answers
Multi-page Forms
Allows users to create forms with more than one page
Design
Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)
Additional Functionality (5)
Embedded Forms
Enables forms to be embedded onto a website without having to create code from scratch
Offline Capability
Can used without an internet connection
Notifications
Sends notifications when a completed form is recieved
Payments
Contains integrations with payment processors, enabling users to accept payments through forms
Mobile Forms
Allows users to build, distribute and access forms from a mobile device
Branding & Customizatio (3)
Custom Booking Page
As reported in 14 vcita reviews. Provide the ability to create a custom booking page.
Personalized Links
As reported in 12 vcita reviews. Provide the ability to create custom scheduling URLs.
Personalized Web Embed
Provide the ability to create a personalized web embed. 12 reviewers of vcita have provided feedback on this feature.
Automatic Rules & Configurations (3)
Set Working Hours
As reported in 16 vcita reviews. Allow users to set automatic working hours.
Automatic Updates
Based on 14 vcita reviews. Automatically update calendars after a meeting has been booked.
Buffer Times
As reported in 13 vcita reviews. Provide the ability to incorporate buffer times, leaving time before and after meetings.
Generative AI (1)
AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - Financial Services CRM (1)
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - CRM (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Marketing Automation (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Online Appointment Scheduling (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Business Scheduling (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Agentic AI - Billing (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Invoice Management (3)
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Technology Glossary Features
View definitions of the features and discover new technology terms.
Program management is a crucial part of all organizations. Learn more about program management, how it differs from project management, the responsibilities of a program manager, and more.
Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications.
Online payments are the exchange of monetary funds between buyers and sellers via the internet. This software feature helps perform a majority of purchases and sales conducted on the internet.





