CRM and Lead Management by vcita

<strong>Easy setup</strong> - Set up your CRM in minutes and start managing clients and communications in one place

<strong>Capture more leads with vcita LiveSite</strong> - LiveSite Widget will double the number of new business opportunities your website generate, and automatically stream them into your CRM.

<strong>One Inbox for all communications</strong> - All communications are available in one simple Inbox, where you can also view complete communication history and mark client for follow-ups,

<strong>Client Records</strong> - For every lead captured on your site a new "Client Card", including all information about the lead, is created. You can search for clients and leads, Mark the lead status and make follow-up actions: Schedule an appointment, send an invoice and more.

<strong>Customize Client records</strong> - Customize your client records, and Add unlimited number of custom fields on every client record on your CRM.