Overview
Method:CRM is the #1 rated CRM for QuickBooks users! Our powerful, two-way QuickBooks sync makes sure you always have the data you need to succeed. Plus, our 100% customizable platform means you can get the perfect CRM for your unique business needs.
Method:CRM is the #1 rated CRM for QuickBooks users! Our powerful, two-way QuickBooks sync makes sure you always have the data you need to succeed....
Platforms Supported
- Web Based
- iPhone App
- Android App
- Windows App
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
vcita is an all-in-one business management app designed with small businesses in mind, helping you manage your clients, schedule, billing and administration.
vcita is an all-in-one business management app designed with small businesses in mind, helping you manage your clients, schedule, billing and...
Platforms Supported
- Web Based
- iPhone App
- Android App
- Windows App
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
Images
Pricing
Starting from
US$25,00/month
- Subscription
Starting from
US$12,45/month
- Subscription
Reviews
Ease of Use
3,7/5Features & Functionality
4/5Customer Service
4,1/5Value for Money
3,8/5Ease of Use
4,4/5Features & Functionality
4,1/5Customer Service
4,1/5Value for Money
4,2/5Features
Total features 120
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Alerts / Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Attendance Tracking
- Auto-Responders
- Automated Responses
- Automated Scheduling
- Availability Management
- Batch Processing
- Bill Payment
- Billing & Invoicing
- Billing Portal
- Booking Management
- Business Card/Badge Scanning
- Business Coaching
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Tracking
- Campaign Management
- Care Summaries
- Cataloging/Categorization
- Categorisation/Grouping
- Class Management
- Class Registration
- Class Scheduling
- Client Database
- Client Management
- Client Portal
- Client Profiles
- Clinical Notes
- Collaboration Tools
- Commission Calculations
- Configurable Workflow
- Confirmation/Reminders
- Contact Database
- Contact Management
- Content Management
- Contract/License Management
- Credit Card Processing
- Customer Accounts
- Customer Activity Tracking
- Customer Database
- Customer History
- Customer Mobile App
- Customer Service Analytics
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Customization
- Data Capture and Transfer
- Data Import/Export
- Data Security
- Data Synchronization
- Data Visualization
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Drip Campaigns
- Duplicate Detection
- Electronic Payments
- Email Alerts
- Email Campaign Management
- Email Invitations & Reminders
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Employee Management
- Employee Scheduling
- Enrollment Confirmation
- Estimating
- Event Calendar
- Event Management
- Event Scheduling
- Event Triggered Actions
- Exercise Library
- Expense Tracking
- FAQ
- Facility Scheduling
- Faculty/Staff Management
- File Sharing
- File Transfer
- For Physical Therapy
- For Salons and Spas
- Forecasting
- Gift Card Management
- Group Registration
- Group Scheduling
- HIPAA Compliant
- Healthcare Compliance
- Historical Reporting
- Hourly Billing
- Image Library
- In-person Trainer
- Intake Management
- Interaction Tracking
- Inventory Management
- Inventory Tracking
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Knowledge Management
- Labeling
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lesson Notes
- Life Coaching
- List Management
- Loyalty Program
- Marketing Automation
- Mass Texting
- Medical Billing
- Meeting Management
- Member Management
- Membership Management
- Message Personalization
- Messaging
- Microsoft Outlook Integration
- Mobile Access
- Mobile Alerts
- Mobile App
- Mobile Coupons
- Mobile Optimized Emails
- Mobile Payments
- Multi-Channel Marketing
- Multi-Currency
- Multi-Location
- Multi-Physician
- No-Show Tracking
- Nutrition Program
- On Call Scheduling
- Online Booking
- Online Classes
- Online Invoicing
- Online Payments
- Online Registration
- Online Trainer
- Opportunity Management
- Order Management
- Order Processing
- Parent Portal
- Parent/Student Portal
- Patient Engagement Software
- Patient Intake
- Patient Management
- Patient Portal
- Patient Records Management
- Patient Scheduling
- Payment Processing
- Payment Reminders
- Performance Metrics
- Physician Management
- Physician Scheduling
- Pipeline Management
- Pipeline Reports
- Point of Sale (POS)
- Practice Management
- Progress Notes
- Project Billing
- Promotions Management
- Prospecting Tools
- Purchasing & Receiving
- QuickBooks Integration
- Quotes/Estimates
- Real Time Data
- Real Time Reporting
- Real-Time Chat
- Real-time Scheduling
- Records Management
- Recurring Appointments
- Recurring Tasks
- Recurring/Subscription Billing
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Rescheduling
- Resource Scheduling
- Role-Based Permissions
- Room Booking
- Rules-Based Workflow
- SMS Marketing Managment
- SMS Messaging
- SMS Reminders
- SSL Security
- Sales Automation
- Sales Forecasting
- Sales Orders
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduled Messaging
- Scheduling
- Score Tracking
- Search/Filter
- Secure Data Storage
- Secure Login
- Secure Messaging
- Segmentation
- Self Service Portal
- Shared Contacts
- Single Sign On
- Social Media Integration
- Source Tracking
- Sport Coaching
- Staff Management
- Status Tracking
- Subscriber Management
- Summary Reports
- Supplier Management
- Tagging
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Team Assignments
- Team Calendars
- Team Management
- Template Management
- Territory Management
- Third Party Integrations
- To-Do List
- Treatment Packages
- Treatment Planning
- Vendor Management
- Video Conferencing
- Video Consultations
- Visual Analytics
- Web Forms
- Website Integration
- Widgets
- Workflow Management
Total features 179
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Alerts / Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Attendance Tracking
- Auto-Responders
- Automated Responses
- Automated Scheduling
- Availability Management
- Batch Processing
- Bill Payment
- Billing & Invoicing
- Billing Portal
- Booking Management
- Business Card/Badge Scanning
- Business Coaching
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Tracking
- Campaign Management
- Care Summaries
- Cataloging/Categorization
- Categorisation/Grouping
- Class Management
- Class Registration
- Class Scheduling
- Client Database
- Client Management
- Client Portal
- Client Profiles
- Clinical Notes
- Collaboration Tools
- Commission Calculations
- Configurable Workflow
- Confirmation/Reminders
- Contact Database
- Contact Management
- Content Management
- Contract/License Management
- Credit Card Processing
- Customer Accounts
- Customer Activity Tracking
- Customer Database
- Customer History
- Customer Mobile App
- Customer Service Analytics
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Customization
- Data Capture and Transfer
- Data Import/Export
- Data Security
- Data Synchronization
- Data Visualization
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Drip Campaigns
- Duplicate Detection
- Electronic Payments
- Email Alerts
- Email Campaign Management
- Email Invitations & Reminders
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Employee Management
- Employee Scheduling
- Enrollment Confirmation
- Estimating
- Event Calendar
- Event Management
- Event Scheduling
- Event Triggered Actions
- Exercise Library
- Expense Tracking
- FAQ
- Facility Scheduling
- Faculty/Staff Management
- File Sharing
- File Transfer
- For Physical Therapy
- For Salons and Spas
- Forecasting
- Gift Card Management
- Group Registration
- Group Scheduling
- HIPAA Compliant
- Healthcare Compliance
- Historical Reporting
- Hourly Billing
- Image Library
- In-person Trainer
- Intake Management
- Interaction Tracking
- Inventory Management
- Inventory Tracking
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Knowledge Management
- Labeling
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lesson Notes
- Life Coaching
- List Management
- Loyalty Program
- Marketing Automation
- Mass Texting
- Medical Billing
- Meeting Management
- Member Management
- Membership Management
- Message Personalization
- Messaging
- Microsoft Outlook Integration
- Mobile Access
- Mobile Alerts
- Mobile App
- Mobile Coupons
- Mobile Optimized Emails
- Mobile Payments
- Multi-Channel Marketing
- Multi-Currency
- Multi-Location
- Multi-Physician
- No-Show Tracking
- Nutrition Program
- On Call Scheduling
- Online Booking
- Online Classes
- Online Invoicing
- Online Payments
- Online Registration
- Online Trainer
- Opportunity Management
- Order Management
- Order Processing
- Parent Portal
- Parent/Student Portal
- Patient Engagement Software
- Patient Intake
- Patient Management
- Patient Portal
- Patient Records Management
- Patient Scheduling
- Payment Processing
- Payment Reminders
- Performance Metrics
- Physician Management
- Physician Scheduling
- Pipeline Management
- Pipeline Reports
- Point of Sale (POS)
- Practice Management
- Progress Notes
- Project Billing
- Promotions Management
- Prospecting Tools
- Purchasing & Receiving
- QuickBooks Integration
- Quotes/Estimates
- Real Time Data
- Real Time Reporting
- Real-Time Chat
- Real-time Scheduling
- Records Management
- Recurring Appointments
- Recurring Tasks
- Recurring/Subscription Billing
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Rescheduling
- Resource Scheduling
- Role-Based Permissions
- Room Booking
- Rules-Based Workflow
- SMS Marketing Managment
- SMS Messaging
- SMS Reminders
- SSL Security
- Sales Automation
- Sales Forecasting
- Sales Orders
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduled Messaging
- Scheduling
- Score Tracking
- Search/Filter
- Secure Data Storage
- Secure Login
- Secure Messaging
- Segmentation
- Self Service Portal
- Shared Contacts
- Single Sign On
- Social Media Integration
- Source Tracking
- Sport Coaching
- Staff Management
- Status Tracking
- Subscriber Management
- Summary Reports
- Supplier Management
- Tagging
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Team Assignments
- Team Calendars
- Team Management
- Template Management
- Territory Management
- Third Party Integrations
- To-Do List
- Treatment Packages
- Treatment Planning
- Vendor Management
- Video Conferencing
- Video Consultations
- Visual Analytics
- Web Forms
- Website Integration
- Widgets
- Workflow Management
Integrations
- Constant Contact
- Duda
- FullContact
- Gmail
- GoDaddy Website Builder
- Google Ads
- Google Analytics
- Google Calendar
- Google Contacts
- Google Workspace
- Joomla
- Mailchimp
- Microsoft Excel
- Microsoft Outlook
- PayPal
- QuickBooks Online Advanced
- Quickbooks Online
- Square Payments
- Stripe
- Weebly
- Wix
- WordPress
- Zapier
- Zoom Meetings & Chat
- Constant Contact
- Duda
- FullContact
- Gmail
- GoDaddy Website Builder
- Google Ads
- Google Analytics
- Google Calendar
- Google Contacts
- Google Workspace
- Joomla
- Mailchimp
- Microsoft Excel
- Microsoft Outlook
- PayPal
- QuickBooks Online Advanced
- Quickbooks Online
- Square Payments
- Stripe
- Weebly
- Wix
- WordPress
- Zapier
- Zoom Meetings & Chat