CRM and Lead Management by vcita vs Glow

CRM & Leads for WordPress is the ultimate way to manage leads and customer relationships. It’s a powerful CRM that lets you do a lot more than capturing and storing customers data. CRM by vcita works for you, and brings more business your way. The CRM plugin will: Generate new sales opportunities Provide insights about new leads Save time with automated client communications, notifications and reminders. Help you search, tracks and manage leads and clients. Together with vcita Client Portal, vcita CRM helps optimizing your WordPress websites and encourage visitors to take action on your site: send a message, schedule an appointment, upload documents and pay for services, any time, using any device. Quickly view, manage and reply to customers on-the-go with the vcita Mobile CRM App for iPhone or Android The vcita CRM & Lead Management plugin connects to your vcita account. You may create a vcita account directly from the plugin, with a 14-day FREE TRIAL. vcita CRM & Lead Management main functionalities: Lead Capturing & Management CRM – vcita CRM & Leads makes your website work for you. It encourages visitors to contact and can double the number of new sales opportunities you get through your site. Every contact submitted on your WordPress website is captured by the vcita CRM, and is automatically available in one simple dashboard to quickly qualify and follow-up. Client Management – The CRM lets you easily organize, search and edit client information and social data, mark for follow-up, request payment or scheduler appointments. Client Portal – A secure 24/7 client portal offering account updates, payment status, document requests and messages. Clients can communicate at their convenience and even set additional appointments, make payments and upload documents. Online Calendar – Manage your business calendar, invite leads and clients for meetings and offer them to schedule appointments right on your site – based on your up to date availability. Invoicing Templates and Online Payment Collect – vcita CRM lets you create professional invoices including your logo and details. Your clients can pay for your services online, using any credit card or PayPal. Email ans SMS marketing – promote your services and events with targeted email and SMS campaigns to clients. Craft beautiful, mobile-friendly emails in minutes and track results and client actions in real time. Translations CRM & Lead Management Plugin for WordPress by vcita is fully translated to: Spanish French Russian Portuguese German Polish Italian Dutch Don’t see your language here? You can manually change the contact form labels, buttons and other texts to show in your language! More of the CRM & Lead Management plugin key features: Import all existing contacts from Google, Outlook or Excel to vcita CRM in seconds. Export all leads and contact to CSV. Generate more leads from your WordPress site. Add unlimited number of custom fields on every client record on your CRM. View complete client communication history on your CRM Share and/or request documents right from your CRM. Send customized invoices and get paid faster with online payments Offer Self-service appointment scheduling for your clients and get more appointments in less time. vcita CRM will send email and mobile notifications of contact requests, or when a client needs attention or a follow-up. You can respond using any device, anywhere. Share files as part of your conversation with existing clients, and track client files on your CRM. What Our Clients Say: “I have been trying vcita and experienced the benefit immediately. It is so user friendly, both for me and my clients. I tore my hair out with another CRM for months and had some frustrated clients. This time, scheduling was easy and so was payment — what a relief!! Yes, clients were almost happy to pay me because it was so easy!” Margie Gordillo, Get Real Professional Coaching “The more I use vcita the more valuable I realize it is. I would recommend using this invaluable tool for all businesses whether just starting out as I was or going through growth and in need of client management system.” Winston C. Trumpet “ShopKeep is growing fast and vcita is able to easily scales with our growth. vcita is easy to use, client-centric and it looks great on mobile—which makes ShopKeep look good. And, vcita goes the extra mile to ensure the software is easy, comfortable and right the first time. It’s been key to our success in sales.” Don Bernard, ShopKeep “vcita is a great solution for us as it is easy to use, saves time and most of all, it works. vcita customer support is always there if we have a question.” Al Nazarelli, CEO of Silicon Valley Research Group Learn more about our Contact Management Software Building WordPress sites for others? Use vcita LiveSite on any WordPress website you build and manage all vcita plugins from one dashboard. Visit www.vcita.com for additional information.

All-in-one WordPress maintenance, support and client management platform for agencies – updates, backups, uptime, reports, support and more. This plugin connects your WordPress installation to the Glow dashboard, where you can manage multiple WordPress websites from a single, centralized location. Key Features: * Multi-site management: Oversee all your websites from one dashboard. * Efficient workflows: Streamline updates, backups, and other maintenance tasks across multiple sites. * Safe updates with automatic rollback: Each plugin update creates a backup, runs a compatibility check, captures before and after screenshots, verifies the site is still healthy, and automatically restores the previous version if the update broke anything. Removes the fear of update-related downtime. * Support your clients: Support tickets with chat-like UI and quick navigation * Built-in backups and restore: Scheduled and manual backups with selective restore, plus optional off-site copies in Glow cloud storage. * Uptime monitoring: Monitor the Uptime of your clients’ websites. * Client reports: Quickly create and send high quality reports that actually mean something to your client. * Time tracking: Allocate an allotted amount of time to each client. * Enhanced productivity: Focus on growing your business instead of repetitive maintenance. External services This plugin connects to the Glow API to enable client and site management features for WordPress agencies, including plugin updates, license validation, and single sign-on (SSO). To provide these features, the plugin sends limited technical and authentication-related data from the WordPress site to the Glow API: when the plugin is activated (to register the site and report its installed plugin, theme, and WordPress core versions), and when actions such as connecting an account, performing updates or backups, or initiating single sign-on are triggered. When the off-site backup option is enabled on your Glow plan, this plugin uploads your website’s backups (a compressed copy of the WordPress database and selected files) to Glow’s cloud storage, hosted on Amazon S3 in your chosen region (Europe or the United States). The database backup includes the data WordPress stores about your site and its users. Uploads happen only after you enable the option in the Glow dashboard and only while the site is connected to Glow. Backups are retained according to your plan and deleted when you disable the option. Glow: https://getglow.io, privacy policy: https://getglow.io/privacy. The plugin’s settings page embeds an introductory demo video hosted on Loom (https://www.loom.com) that shows how to use the Glow dashboard. No site data is sent to Loom; it only loads the embedded player. This service is provided by “Glow”: Terms of use: https://getglow.io/terms Privacy policy: https://getglow.io/privacy