Running a small business means dealing with a lot of moving parts. You have to manage your to-do’s and ensure you’re promoting your services widely enough. You also have to check on your customers and strategize to win some more, among other tasks.
The more your business grows, the more you need to run things efficiently while maintaining customer relationships. To do that, you need a powerhouse business management tool such as vcita.
In this guide, we’ll explore why vcita is an excellent choice to support your small business — and how it enhances your operations and customer engagement efforts.
1. Manage several tasks from a single platform.
vcita is a comprehensive platform that empowers you to accomplish several tasks in one place — whether on desktop or mobile. You can create group events, manage your sales and marketing, organize contacts and appointments, make sure you get paid for your services, and a lot more.
This makes you extra efficient, since you don’t need to open several tabs or applications for various tasks, and all the data you need to manage entire client lifecycles is right where you need it. You can also accomplish these tasks on the go, anywhere, anytime.
vcita automates many tedious administrative tasks, so you can focus on your operations and be more productive.
Plus, vcita has performance analytics showing how many bookings you had, how much revenue you made, and what marketing messages see the most engagement.
The platform even works seamlessly with other applications you’re already using, such as Zapier, Google Workspace, Zoom, Wix, and Square POS.
2. Empower clients to do business with you 24/7.
vcita offers several features allowing clients to book and pay for your services at their convenient time — even beyond your working hours.
It offers an online calendar showing your services, package deal offers and events, which you can embed on any web page or offer as part of a self-service client-facing portal hosted by vcita. The portal option thereby doubles as a conversion-focused landing page, which you can also easily integrate with your Facebook and Google My Business profiles.
Using the scheduler, vcita notes your availability and automatically adjusts it to your clients’ time zones. Your customers can then pick any of your services on their preferred dates when you’re open. They can even select whether to meet on Zoom, phone call, or in person, according to the settings you determine.
Once clients have set their appointments, vcita automatically reminds them when the schedule is near. In this way, customers won’t forget, and you can reduce no-show incidences.
With the customer portal, they can log in to pay, sign up, schedule, share files, review archives and communicate with you. They can even view recent and upcoming appointments and obligations with your business on a friendly, secure dashboard.
This lets them complete specific tasks instead of waiting for you to be available before doing those things. As a result, they can save time, quickly get things off their mind, and feel a sense of transparency.
3. Speed up your sales and payment processes.
Get sales fast by selling services in bundles and streamlining your payment collection processes.
In addition, vcita has a new “Packages” or service-bundling feature you can freely customize. With it, you can:
- Include samples of new services into your package
- Offer special pricing for day rates or group bookings
- Combine different services into an enticing package
- Add physical products as add-on incentives
- Get pre-paid multiple appointments in one bundle
With self-service appointments, you have the option to require payment upon booking, or after the fact. You can also schedule monthly invoices, streamlining the process of billing your customers for all unpaid services rendered in one go.
When customers are late paying, vcita sends automated reminders and confirmations to help ensure collections don’t drag on. It even lets you design branded quotes, invoices, and receipts with payment buttons. The platform offers a mobile wallet-like contactless payment experience as well, pushed to customers via text.
Once you’ve received the money via PayPal or credit card, you can turn the invoice into a receipt in a single click as well. You can also refund clients quickly from desktop or mobile.
4. Connect with clients and promote on email and SMS.
With its native personalized nurture messaging capabilities, vcita lets you interact with your clients and promote your business on two primary communication channels: email and SMS.
You can build beautiful, no-code email newsletters and campaigns (from scratch or customizable templates) featuring your services and offers. You can even use these e-newsletters to announce promos, welcome customers, greet them on special occasions, and engage inactive clients.
To directly reach your customers, vcita allows you to develop easy-to-build SMS campaigns. With a 98% open rate, you can send last-minute offers and ensure that clients see your messages.
With these effective promotion-boosting features and channels, clients can quickly spot and explore your business. This increases your sales opportunities and helps ensure your marketing investments pay off.
5. Collaborate seamlessly with your team.
Leverage vcita’s team scheduling functionalities if you handle a team for client engagement assignments.
Enhance your collaboration by allowing team members to share information and do the following:
- View all appointments and booking requests in one calendar
- Set or change schedules with color-coded grids
- Automatically delegate tasks to the best person for the job (based on availability or other factors)
- Upload and share files with the team
- Restrict employee access to certain files based on level of authority or position
- Send timely reminders and notifications on upcoming appointments, changed schedules, and cancellations, including real-time alerts for received or missed payments
- See all client correspondence, notes, and files
The team scheduling functionalities are also integrated with the self-service appointment booking engine, so that if a customer wants to book with a specific member of your team, that option exists.
6. Enhance your customer relationships.
vcita offers various features to help you jumpstart and cultivate memorable client relationships. The full-featured CRM allows you to easily segment your audience according to several parameters and even apply custom tags to search results for later referencing.
The built-in libraries of prefab e-newsletter templates are designed specifically to help increase customer engagement.
The platform allows you to personalize your SMS and email campaigns and integrate quick links and CTA buttons for immediate action. vcita’s client management capabilities also let you import contacts from Gmail or Excel and save and share their information with your team.
You can get an exhaustive review of historical client activities and transactions with you: their bookings, invoices, payments, and everything else. Add custom client card notes to keep track of peoples’ specific needs, enabling you to serve them better.
Additionally, once you get new leads, you can instantly start a conversation with them and invite them to book a service.
A great choice for business management and customer engagement
vcita’s easy-to-use features empower you to manage your business effortlessly and connect meaningfully with clients — all from one platform.
By accomplishing everything from a single tool, you can skyrocket your efficiency. You can also better focus on improving the quality of your services and scoring more customers.
Start exploring and investing in this powerhouse tool to reap profitable business benefits soon.