LeadMaster vs. vCita

My company works with a client who offers a SaaS solution to
the beauty sector. We had been using Salesforce for three years but needed a
system with lead nurturing, workflow automation, and user-friendliness that
Salesforce lacked without a hefty monthly price tag.

We are taking use of LeadMaster's eMarketing, automation,
and workflow management capabilities as well as the streamlined nature of the
Professional Edition. We've been able to better regulate the sales process and
boost our conversion rate as a result.

We have been very pleased with LeadMaster's customer service
and would suggest their product without reservation.

Incentivized

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

• It has business app
• Use the cloud based technology
• No integrations at all
• no communication gap
• Software customizations as per your business and working
• strong customer support

Incentivized

• 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

• Need to give all features/access to top level designations of the company. (title based access/feature)
• need to enhance more communication with team with real-time notifications.
• Need to improve in deep reporting metrics

Incentivized

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

Incentivized

My ability to more effectively manage the workflow in our office has been greatly enhanced by LeadMaster. Each member of my team is aware of the students they are responsible for recruiting and the specific process that should be followed with each and every one of them. The system also enables us to practically eliminate the use of paper in our process, which helps to reduce the number of different types of office errors.

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

The reason to give this rating because of the following.

1. Assessing the efficiency of campaigns involving
several agencies and points of contact

2. True close loop reporting

3. The capacity to manage a channel through the use
of features for updating leads and pipelines.

4. Ensuring that no leads were lost and that they
were always assigned to someone for follow-up, whether the lead originated
through e-marketing, the filling out of a form on a website, or even a lead
from a trade fair

5. Creating a seamless connection between marketing
and lead generating

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

My client has been using Salesforce for the past two years,
but they were looking for a system that would provide lead nurturing, workflow
automation, and overall ease of use – functionality that was just not available
within Salesforce without incurring a large, monthly fee. I'm using one of my
clients who has been using Salesforce for the past two years.

Because of LeadMaster's user-friendliness, robust automation
and workflow management, and eMarketing capabilities, we have decided to employ
the Professional Edition. As a result, we are able to better regulate the sales
process and achieve a higher closure rate.

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

• To mange the vendor/customer as per services or requirement helps to improve service wise business
• reporting helps to know the service wise sale
• a bit communication lag between team that create a delay in closing deal.

Incentivized

• 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