Engageware (formerly TimeTrade) helps leading brands optimize engagement through all phases of the customer relationship. Engageware’s Intelligent Appointment Scheduling platform harnesses artificial intelligence to improve meeting scheduling strategies through real-time customer insights and actions, in order to produce better meetings, and higher growth. The vendor states that with Engageware, customers can outpace their peers by nearly 3X. They further boast tens of thousands of businesses –…
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vCita
Score 8.5 out of 10
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vCita is a marketing-focused CRM for service providers. According to the vendor, the product helps service providers move clients through every stage of the sales cycle: from the first point of contact to closing, upselling and follow-up. vCita is a lightweight CRM with the following features: - Manage appointments, payments, and clients - Access info & respond to clients on the go with a mobile app - Invite clients to…
We were satisfied with TimeTrade and probably wouldn't have made the switch if we were able to integrate with our new Duda website as well as vCita does. They do not offer as many features as vCita, but for scheduling only, they work well and are very affordably priced.
TimeTrade is a good fit for a team with regular hours and little schedule fluctuation, one type of role being hired at a time, a limited budget, excellent phone/communication skills to work with the customer service team effectively, and a very clear idea of exactly how the hiring process needs to be structured. Not recommended for teams with diverse appointment types/programs, complex/shifting schedules, and enough budget to afford a higher end product.
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.
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.
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).
I've used their online support, which has answered my questions for the most part. If I remember correctly, they were responsive when I emailed them as well.
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.
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.
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.