The new BizAI is here: Bringing agentic AI to SMBs → 
LEAD MANAGEMENT SOFTWARE
Lead management software for boosting sales
The only lead management tool you’ll need for tracking and managing your leads throughout the sales process: from the first hello to the final invoice!
*No credit card required
LEAD MANAGEMENT SOFTWARE
Trusted by over 100,000 small businesses worldwide
Get alerted immediately
Get alerted as soon as a new lead is captured so you can respond quickly and never miss an opportunity.
Keep track easily
View leads that are pending your attention and know where you stand with every deal, every time.
Grow revenues
Build and nurture relationships to increase retention and unlock more revenue potential.
Catch ‘em all!
vcita’s lead management system captures all of your leads in one place and notifies you as soon as a lead gets captured, so you can act fast and close more deals.
Build your pipeline
vcita’s lead management software helps you track every lead’s progress: from the initial message, through qualification, quoting, scheduling, and billing!
Propose and close
Close deals faster with digital estimates that clients can view online and approve with one click!
Stay in touch
Leverage simple marketing campaigns to nurture long-lasting relationships with your clients.
Everything you need from your lead management software
Real-time lead notifications
Never miss a new opportunity. Get instant alerts when a new lead comes in, so you can respond while interest is hot.
Lead source tracking
Know exactly where your leads are coming from and pinpoint your top-performing channels so you can double down on what works.
Pipeline management
Visualize, organize, and move leads through every stage of your sales pipeline with ease. Stay on top of follow-ups and close more deals.
AI assistant
Let vcita’s AI assistant do the heavy lifting – automatically drafting responses to inquiries, suggesting appointments, and drafting estimates..
Online estimates
Send professional, branded estimates in minutes. Easily convert those quotes into invoices and money in your bank.
Online scheduling
Let clients and prospects book your services online 24/7. No more back-and-forth and no-shows.
Online billing
Turn conversations into cash, send invoices, accept payments, and track billing history all in one place.
Email & SMS marketing
Nurture every lead with personalized or automated email and SMS campaigns. So you can stay top of mind all the time.
vcita plays nicely with your favorite apps
Why businesses love vcita’s online CRM
Join over 100,000 successful solopreneurs and small businesses
Incredible CRM software with many functional capabilities. Price is right compared to competitors and I’ve been a happy customer for 10+ years now.
Marko Aaron
Love vcita as a system for managing both my prospects as well as clients in one space. Unlimited clients means I don’t have to keep looking at my user count as I grow either.
Darren Tebbenham
I LOVE that vcita replaces 4 different vendors. I am saving time and money. vcita holds my contacts, from there I can invoice them, schedule appointments, keep track of our conversations, and even send them files all through vcita.
Christopher C.
Manage your entire business on one CRM platform
Get all the tools you need to supercharge your workday, save time on admin tasks, and create new growth opportunities. From getting paid on time to managing your clients and interactions – all in one place.
Designed for businesses of all industries
Coaching
Beauty & Spa
Fitness
Education
Business Services
Healthcare
Home Services
Finance & Accounting
Legal Professionals
Web & marketing professionals
CRM – FAQ
-
What is Customer relationship management?
Customer relationship management for small businesses is a software that helps businesses organize, track, and manage their interactions with clients or customers. It’s designed to streamline customer-related processes, improve communication, and enhance overall customer relationship management (CRM). Simply put, customer relationship management software is more than just a list of customer contacts. It’s like a one-stop hub for a small business to keep track of everything related to its customers, helping organize records of both past and current clients in one place.
Think of it as a handy assistant for businesses to stay on top of their customer interactions.
-
What should I look for in a CRM?
When choosing a customer relationship management software, it’s important to focus on features that can genuinely help your business. Look for a system that is simple, fast, and effective in enhancing your relationships with customers.
A good system should make it easy to set up and manage your customer database, allowing you to quickly find the information you need. It should also automate marketing campaigns, including follow-ups through email and SMS, and help you attract new customers with lead generation features. Keeping track of important events with an integrated calendar and client meeting scheduling is another handy feature.
Integration with other software and payment gateways is essential for small businesses. The system should support billing and invoicing, and provide channels for team collaboration and client communication. Additionally, having a client self-service portal, where customers can review their interactions with your business and initiate actions on their own, is a highly beneficial feature to look for in a customer relationship management system.
-
Why do businesses use CRM systems?
Businesses use customer relationship management (CRM) systems to streamline customer interactions, enhance communication, and centralize customer data. CRMs help businesses manage leads, client information, and improve customer satisfaction. By providing a unified platform, CRMs enable efficient customer relationship management, leading to better decision-making, increased sales, and stronger customer relationships.
Ready to build better client relationships?
Sign up for a 14-day free trial and see how vcita can help you organize your business