When it comes to CRMs that are trying to help your business, Pipedrive is one of them. Not only do they have various tutorials on how to use their software to its fullest potential, but they also…Show more
Vcita is a CRM solution that relies on its client portal, which is an automatic "website" where your customers can contact you, invite themselves into your CRM, pay you, or send you a file. It also serves as an about page showing who you are and links to your social sites. Also, using Reserve with Google, you can share the location of your business. In some cases, this client portal can serve as your only online presence, which is why you have an editor for it. Moreover, all the data from it go directly to your CRM. Importing existing data is slower, and the mapping could use an extra touch. But if you are a small business or you are just starting, then Vcita has almost all solutions for you.
Registrations are currently invite only.