Chili Piper vs. vCita

It is very well suited for anyone looking for a scheduling tool that integrates directly with Salesforce and/or Marketo, or other marketing automation platforms. Especially if you need to route to teams based on different regions or other criteria.There are other simpler scheduling tools out there, but this makes routing and tracking on the back end much easier with the best integration with other tools.

It makes client communication extremely easy - we can message and schedule online appointments. Clients really like those options. We also like the online payment portal. That way clients can pay at their convenience, and we don't end up with credit card information that requires PCI compliance. It also helps with payments. It would also help with invoicing, but unfortunately, there are only 3 linked payment options (Square, Stripe, and PayPal). If you don't use one of those payment processors, you cannot link to billing.

Incentivized

• The Google Calendar integration is seamless, a unique zoom link is also automatically created when a meeting is booked on my calendar.
• The booking link is simple for my prospects and customers to find time on my calendar.
• The chrome plug in is useful to use no matter what tab or page im sitting on.

• Very easy implementation of a contact/scheduling widget.
• Allows for scheduling of appointments with clients. The setup is easy and the allotted times can be changed as needed. Easy for the client to use as well.
• Managing communication between individual clients is easy as well.

Incentivized

• The ux interface could be easier to navigate for admins
• The set up or meeting types could be more intuitive, as an admin I have had to help our reps set this up a lot as they have gotten confused
• Chili Piper can have certain words they use like booker assignee which could be better defined in the onboarding process for reps

Incentivized

• Syncing with our google calendars has some flaws or is just not clear
• Messages show unread when they have been read

Incentivized

Overall - easy to use. There are some missing features (like fillable pdf forms), and it also requires using certain credit card processors to link billing (otherwise it doesn't work).

Incentivized

• Support was very responsive during our integration phase, and after that too.
• They have the whole infrastructure built to notify customers about bug/outages, which is excellent. Entire System outage only happened once, but being updated on fix progress helped a lot to keep our team calm.

Incentivized

I do miss the days when I could easily call up a rep and talk to them about any issues I had with the service. But I still do hear back from the customer service rep during the week within 24 hours.

Incentivized

I've used Drift and Salesloft scheduling tools. They all connect to google calendars, but Chili Piper is the only that I'm aware of that can insert time suggestions without actually blocking the time off as well as Round Robin assignment of meetings. Chili Piper has been the easiest to use as a sales rep.

Incentivized

vCita has been very responsive to our needs and desires for improvement in certain areas. We have appreciated the level of support we receive when a problem arises. Our biggest gain when moving was the reliability of this product's teleconferencing integration with Zoom. With OnCall we had trouble onboarding people, difficulty with the app they used going down, etc. We also had expectations about progress with Forms that we unmet.

Incentivized

• More qualified opps
• Increased efficiency. Much less time spent trying to line up availability etc. No more back and forth email chains trying to find times to meet.
• Increased transparency. All meetings and Chili Piper events are logged directly in Salesforce for us.

• The initial cost was high compared to other options but the features in the base level allowed even the smallest of business to grow into the paid version of the service.
• The time saved with self service bookings and profile management for customers has been a big plus and made the purchase of the service worthwhile.
• The constant improvements to the platform have been enough to continue to use the service as it develops into a competent CRM.

Incentivized