Home/Business Management Software/vCita vs ExcelpointUpdated on: March 29, 2024

Compare vCita vs Excelpoint

93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
82% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
82% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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Overview

Summary

Vcita is a user-friendly interface built to empower corporations in expanding their business environment and generate higher turnover compared to the past. With their highly equipped system software, they help their clients to carry out all necessary business activities and chores without any hassle. From attracting customers to tracking finances, they have it all covered. They help enterprises build lasting relationships with the help of client cards, a source to help you remember their details in every situation. You can also engage with online platforms such as telegram, Facebook, the web and get successful bookings from every possible platform. You can collect your payments like a pro with actionable bills and friendly debit reminders. You can also create interactive widgets and give promotions and coupons to the special clients who have been with you and make them feel valued. Upload your calendar with automated messages reminders and greet clients on time. Vcita offers new users a free trial and further on you can choose packages from the range of 19 dollars to 75 dollars monthly. ..show more

Excelpoint is leading the way in business process management, enabling organizations to eradicate inefficient processes, drive employee engagement, improve data accuracy and reporting, and free up key members of staff to focus on performance improvement. ..show more

Features

Billing and Invoicing This feature helps in issuing and handling the invoice and bills.

CRM Handles your contact database, follows up with potential customers and keeps them engaged

Employee Management Helps in automating, managing and accessing the data related to the employed staffs, records vital data, etc. in the enterprise

Financial Management Handles functions like management of cash and utilisation of funds

Inventory Management Helps in recording inventory to optimize and fulfill the requirement.

Marketing Management Documents, tracks and also helps to access all data pertaining to the marketing department

Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Performance Metrics Helps in measuring the performance, activities, and behavior of the employees/students individually or collectively as a team

Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Purchasing Acquiring goods or services required for the business at minimal cost

Scheduling Manages and helps to prepare schedules in an appropriate and timely manner

Time & Expense Tracking Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Training Management Automates the documenting processes involved in training management and records the performance of employees during training sessions

Vendor Management Helps to manage necessary data concerning vendors and allows easy access

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Bellevue, Washington

Newton Aycliffe, England / +44 (0)1325 375930

API

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Essentials
$29 /Month

For 1 User

Features

  • Client management
  • Secure client portal
  • Customized billing & invoicing workflows
  • E-signable estimates
  • Accept payments through various integrations: Stripe, Square, Paypal & Venmo
  • Online scheduling & Business calendar
  • Zoom integration
  • Online lead capturing widget
  • Reserve with Google integration
  • Monthly SMS credit – inside US **: 100
  • Monthly SMS credit – outside US **: 20
  • Automated billing
  • Automated reminders
  • Set-up & installation session (45 min.): $150 per Session
  • Support: Email

Note:

  • *Number of email / SMS campaigns in monthly quota.
  • ** Additional SMS messages can be purchased at a flat rate of 5 cents per SMS in the US or 10 cents per SMS outside of the US.
Business
$59 /Month

For 1 User

Features

  • Inclides features of Essentials plan, plus
  • Campaign recipients *: 5000
  • Email & SMS marketing campaigns
  • Monthly SMS credit – inside US **: 250
  • Monthly SMS credit – outside US **: 50
  • Online coupons
  • Remove “Powered by vcita” from online assets
  • SMS notifications & reminders
  • Google Analytics, QuickBooks integration
  • Set-up & installation session (45 min.): 1 free session
  • Support: Email + Phone
  • HIPAA Compliant + BAA

Based upon the Number of Users, the pricing plan varies.

Platinum
$99 /Month

For 1 User

Features

  • Includes features of Business plan, plus
  • Business performance reports
  • Automated campaigns: Send & customize automated campaigns
  • Campaign recipients *: 10000
  • Two-way texting with clients
  • Monthly SMS credit – inside US **: 500
  • Monthly SMS credit – outside US **: 100
  • Customize email templates & notification schemes
  • Zapier integration
  • Set-up & installation session (45 min.): 2 free sessions
  • Support: Priority

Based upon the Number of Users, the pricing plan varies.

View Price Page
Excelpoint
Custom

Features

  • Create structured ‘information types’ in minutes
  • Control validation (such as mandatory or numeric), screen layouts and business rules simply by choosing options and using a drag and drop approach
  • Find information quickly with flexible search options
  • Reference external databases and other data sources and present information from them within Excelpoint
  • Access your new system from any modern web browser, on desktop, tablet, or smartphone, and via a suite of apps for iOS, Android and Windows Mobile
  • Create business process workflows
  • Automatically generate emails and other notifications
  • Secure information with comprehensive role and user-based permissions, plus access tests based on the information itself. User Authentication can be via forms-based, Active Directory or Azure AD with two-factor layered over any of these approaches
  • Create comprehensive pre-defined reports and dashboards, including summarised information, charts and tables
  • Customise menus to specific teams or users, avoiding clutter and aiding ease of use
  • Deploy Excelpoint on your own server or use it in the cloud
  • Re-brand the application to suit an intranet or corporate style
  • Authenticate users via Active Directory or use our secure form-based login
  • Mapping integration with Google Maps, Bing Maps or OpenStreetMap is available straight out of the box
  • A number of plug-ins are available for API integration with other platforms, for example, Xero Accounts, Companies House, BC News Feed, Local Government Gazetteers, and if required these type of API’s are quick and easy to develop as part of our plug-in architecture
View Price Page

SCREENSHOTS

vCita Screenshots
View 1 screenshot(s)
Excelpoint Screenshots
View 4 screenshot(s)

INTEGRATIONS

  • WordPress
  • Weebly
  • Wix
  • Venmo for Business
  • Stripe Payments
  • Duda
  • PayPal
  • Quickbooks
  • Zapier
  • Square Payments
  • Zoom
  • Xero

ALTERNATIVES

Top alternatives to vCita

Thryv
Thryv
Calendly
Calendly
HoneyBook
HoneyBook
Bitrix24
Bitrix24
Scoro
Scoro

Top alternatives to Excelpoint

Bitrix24
Bitrix24
HoneyBook
HoneyBook
Scoro
Scoro
vCita
vCita
Dolibarr ERP CRM
Dolibarr ERP CRM