Vcita: Clearing the Path of Digitalization for Small Businesses

Covid-19 compelled businesses of all shapes and sizes to accelerate their digital transformation. While big businesses had dedicated in-house staff and large digital systems, small businesses were under-resourced in this regard despite their owners desperately needing a user-friendly solution to manage their time, clients, and money. Covid-19 has also changed customer experience expectations. Many small businesses used to rely on personal relationships and face-to-face communication, which became challenging during the pandemic. Even in the post-pandemic world, these businesses need efficient technology that matches their customers' expectations around quick, easy, and touchless billing and payment options.

Enter vcita! “We aim to clear the path of digitalization for small businesses and provide the tools to assist them in their everyday activities like managing their clients, money, and time,” says Shelly Bar Nahor, CPO at vcita. To achieve this, the company delivers this through a single platform that is easily accessible from any and all devices, including a mobile app, which connects seamlessly with the clients’ ecosystem.

vcita’s cloud-based customer relationship management (CRM) platform provides client and back-office portal, payment portal, scheduler, eSign, forms, and documentation capabilities. While the client portal is a ready-made, secure, online platform businesses can easily access on desktop or use as a fully featured app on tablet or mobile, vcita’s back-office side of the portal helps business owners get a 360 view of their schedule, clients, and billing in one place. The portal serves as a central communications hub for all client interactions. It enables any business’s clients to self-serve and communicate anytime, and a full 24/7 service feel and is HIPAA compliant and secure.

The client portal empowers clients of businesses to pay for services from anywhere, anytime, using diverse payment methods (including accepting credit cards online, Venmo and PayPal wallets, ACH, mobile payments) for quick and touchless payments. The portal automatically generates professional branded invoices to include all open payments and sends polite reminders to clients to ensure on-time payments, saving time on chasing payments. In addition, businesses can list and price their services request payment upon booking or upon completion of service. They can offer pre-paid packages and bundles of services and products. This option empowers businesses to keep a stream of revenue going, which is important in these touch-and-go times, when regulations may constrain business activity. Through the payment dashboard, owners can track the status of each customer, track late payments, and understand their revenue stream. They can also take actions such as sending customers mobile payment links, generating price quotes, accepting credit card payments using a virtual terminal, or just keeping track of cash/checks coming in. Further, clients can receive and send information digitally—enabling eSign and eliminating paperwork.