Method CRM

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vcita

(194)
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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
View more details
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
View more details
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Starting from

US$25,00/month

  • Subscription

Starting from

US$12,45/month

  • Subscription

Overall rating

4,1 /5
(80)
Ease of Use
3,7/5
Features & Functionality
4/5
Customer Service
4,1/5
Value for Money
3,8/5
Read all reviews

Overall rating

4,4 /5
(194)
Ease of Use
4,4/5
Features & Functionality
4,1/5
Customer Service
4,1/5
Value for Money
4,2/5
Read all reviews

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
  • Constant Contact
  • Duda
  • Facebook
  • 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
  • Facebook
  • 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

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