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…
$29
per month
Zoho Invoice
Score 8.7 out of 10
N/A
Zoho Invoice is a cloud-based invoicing solution designed to help small businesses with invoicing, tracking expenses, and accepting online payments. Key features include project billing, time tracking, reporting, customizable templates, and a client portaI. Teams using Zoho Invoice can track estimates, convert them to invoices, and send reminders to clients to complete their outstanding payments. Additionally, users can create tasks, collect advance payments for projects, and keep…
$0
Per Organisation, Per Month
Pricing
vCita
Zoho Invoice
Editions & Modules
Essentials
$29
per month
Business
$59
per month
Platinum
$99
per month
Free
$0
Per Organisation, Per Month
Offerings
Pricing Offerings
vCita
Zoho Invoice
Free Trial
Yes
No
Free/Freemium Version
Yes
Yes
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
Required
Additional Details
—
Zoho Invoice is a completely free product. It has no contracts, no ads, and no hidden fees
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. …
I think only Acuity Scheduling rivals vCita. One weak point for vCita is that the others have a better link for reviews on social media and beyond than vCita.
vCita is a platform which is still developing and falls short of dedicated CRM platforms in some ways however it shines where it counts for any business wanting to provide more power to their customer to make bookings and manage their profile. Other platforms such as Insightly …
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.
Zoho Invoice streamlines bill creation and sending by personalizing invoices with logos, identities, and terms. It offers detailed payment reports, an integrated payment system, and payment summaries for tracking success. It automates invoicing and payment tasks, saving time …
Google Drive stored my invoices in one accessible location but required more time and maintenance. I didn't want to invest the time into building out sheet functions to carry over figures across sheets, so I researched invoicing options. I am already a fan of Zoho services, so …
Zoho Invoice is much easier and convenient then Microsoft Office 365 when we create invoices and track or manage payments. Furthermore, Zoho Invoice integrates effortlessly with Stripe Payments, enabling us to quickly create online payment links inside the digital online …
Before Zoho Invoice, I used Cashboard App. Cashboard App did what I needed, but it was limited as far as the reports and the types of payments I could accept. Offering a variety of payment options is important to me as a provider. It also wasn't as aesthetically pleasing as …
Zoho Invoice is easier to use, for pure invoicing and time tracking, then QuickBooks Online and O365. QuickBooks Online is more robust, but with that comes the admin overhead to learn, update and maintain. O365 requires manual creation of invoices, or searching out available …
Zoho Invoice stacks up well against may other products as it brings real value for little of no investment up front...Zoho Invoice is also very easy to learn, configure, and use.
The first one I used was Zoho Books. I liked it, it is very similar but has more options, it looked excellent integrated with Zoho CRM, but I really need something simpler and so, I selected Zoho Invoice. The latest update of Zoho CRM integrates well. When we grow more as a …
Method:CRM was a disaster. We spent several weeks trying to set up Method:CRM and promises about connecting to a merchant account simply did not exist. Zoho was up and running in one day. We reviewed around 15 different options and Zoho was the best/most suitable for us.
Freshbooks is very robust, with many, many layers of functionality. While they try to help businesses save by customizing certain parts of the process, they just can't edit enough to reach a reasonable justification for some small businesses as far as the cost goes. Zoho …
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.
Zoho Invoice is well suited for any business, regardless of size, that needs to have a way to create invoices with hourly or flat rates. It's easy to create and archive projects. It also integrates into their other tools, including Zoho Projects. Zoho is great for businesses who want to accept online payments.You can use PayPal, Stripe, and a few others. Clients can also pay via ACH. It lets you know when a payment is processing AND when it clears. I believe that it would not be well suited in instances where a company creates lots of credit notes (because from the invoice screen the credit will appear to grow, but when you check active credit notes, it is the right amount) or estimates (I can't figure out how to use this feature)
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.
Time tracking. Zoho invoice makes it super easy to track time and hours against specific clients and specific tasks.
Unbilled / billed time reporting. Zoho Invoice gives a dashboard view of hours yet to be billed, which helps keep on top of invoicing so nothing is missed.
Reporting. Zoho Invoice offers a robust reporting module for the price point. Canned reports can be customized easily.
Invoice sending and tracking. Zoho Invoice makes it easy to create and send invoices. Invoices are easy to clone, which makes creating regular, repeatable invoices a snap.
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).
Ease of access of using the dashboard the buttons I mean like if it is taught in 10th I would have worked it. Simple and minimal hi give good entry to be more transparent and sharable to clients in seconds. The client also get shocked by saying it's fast.
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.
Zoho Invoice streamlines bill creation and sending by personalizing invoices with logos, identities, and terms. It offers detailed payment reports, an integrated payment system, and payment summaries for tracking success. It automates invoicing and payment tasks, saving time and money for companies. Zoho Invoice integrates with Stripe Payments, enhancing settlement processes and promoting digital payment adoption.
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.
The biggest ROI for my business is that Zoho Invoice reduced the cost of invoicing so much, that I was able to invest that savings back into the business development allowing us to grow.
Zoho Invoice provides the option of giving your clients a client portal through which they have access to their own accounts and can see and print their own reports as needed. That helps to create a transparency that our clients love.
Zoho Invoice has been dependable. I have not had one issue with using the platform or its functions since I switched to it a few years ago.