List of vCita CRM Customers
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United States
Since 2010, our global team of researchers has been studying vCita CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased vCita CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using vCita CRM for CRM include: The Stepping Stones Group, a United States based Healthcare organisation with 11000 employees and revenues of $2.10 billion, Menopause Chicks, a Canada based Healthcare organisation with 550 employees and revenues of $121.0 million, Ae Electrical Solutions, a United States based Construction and Real Estate organisation with 200 employees and revenues of $60.0 million, Crs, a United States based Banking and Financial Services organisation with 150 employees and revenues of $30.0 million, 1st Step Accounting, a United States based Professional Services organisation with 150 employees and revenues of $29.0 million and many others.
Contact us if you need a completed and verified list of companies using vCita CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The vCita CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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1st Step Accounting | Professional Services | 150 | $29M | United States | vCita | vCita CRM | CRM | 2014 | n/a |
In 2014, 1st Step Accounting implemented vCita CRM on its website. The vCita CRM deployment was provisioned as a cloud hosted, web embedded client engagement and contact management layer, surfacing client intake forms, online appointment scheduling, and client communication capabilities directly through the firm’s public site.
1st Step Accounting uses vCita CRM as the firm’s CRM to support client onboarding, front office scheduling, and ongoing client service workflows across professional services teams. Configuration emphasized contact records, booking and calendar coordination, client portal touchpoints, and automated messaging, with governance and operational rules managed by internal operations and practice leads to control templates, availability, and client-facing workflows.
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Ae Electrical Solutions | Construction and Real Estate | 200 | $60M | United States | vCita | vCita CRM | CRM | 2019 | n/a |
In 2019, Ae Electrical Solutions implemented vCita CRM on their corporate website to centralize client intake and service scheduling workflows. The vCita CRM deployment is a web-embedded, cloud-hosted CRM aligned with the CRM category, configured to capture site leads and convert inquiries into managed client records. The project targeted customer-facing functions across sales, customer service, and field operations within the construction and real estate context, with configuration emphasis on web forms, client portal access, and online appointment booking tied to contact profiles.
Operationally, vCita CRM is used to capture leads directly from aees.com, orchestrate appointment scheduling, and manage client communications through the embedded interface. Governance was structured around centralized administrative control and operational user roles in customer service and dispatch, enabling standardized intake workflows and consistent client engagement processes. Integrations are implemented via the website embedding, with core functional modules focused on contact management, lead capture, scheduling, and client portal interactions, and data maintained within the vCita CRM environment for staff access through the web console.
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All Pest Solutions Australia | Professional Services | 10 | $1M | Australia | vCita | vCita CRM | CRM | 2021 | n/a |
In 2021, All Pest Solutions Australia deployed vCita CRM on its website. The small professional services firm implemented vCita CRM as a customer-facing system to capture web leads, manage bookings, and maintain client records within a CRM framework.
The implementation leverages contact management and online appointment scheduling capabilities, configured through embedded web forms and a booking widget. The vCita CRM deployment includes client intake forms and two-way messaging to support confirmations and follow-up workflows aligned with service appointment handling.
vCita CRM is embedded directly on the company website, serving as the primary integration point for inbound web traffic and lead capture, and acting as the operational system for customer-facing scheduling. Operational coverage spans customer service and scheduling functions, centralizing client data for field service coordination and administrative use.
Governance emphasized standardizing booking and communication workflows, enforcing consistent appointment confirmation and reminder processes, and designating vCita CRM as the authoritative customer contact repository. The rollout focused on embedding booking flows on the website to shift booking actions into vCita CRM and maintain a single client record for subsequent service interactions.
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Amazing Cakes and Sweets by Ju Perroni | Retail | 10 | $1M | United States | vCita | vCita CRM | CRM | 2024 | n/a |
In 2024, Amazing Cakes and Sweets by Ju Perroni deployed vCita CRM on their website and adopted a CRM to centralize customer engagement and online bookings. The vCita CRM implementation is embedded on https://www.amazingcakesandsweets.com/ to capture customer inquiries, schedule appointments, and surface client interactions from the storefront.
vCita CRM was configured to support contact management, appointment scheduling, client intake forms, invoicing, and client messaging, using standard CRM workflows common to small retail service businesses. Automated confirmations and calendar synchronization features were enabled to manage appointment flows and reduce manual scheduling overhead.
The configuration was sized for a 10 person team operating a single United States site, with a single administrator account and staff level access to manage bookings, order inquiries, and ongoing customer communications. The vCita CRM instance is used by front of house staff, owners, and administrative personnel to maintain client records and transactional interactions directly through the website.
Governance follows a small business model with centralized administration controlling user access and template workflows for appointments and messages, while staff operate with role based access to client records. Operational processes were organized so that customer engagements, bookings, and billing interactions are recorded and managed within the vCita CRM application.
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Aquatic Jobs Network | Media | 10 | $1M | United States | vCita | vCita CRM | CRM | 2016 | n/a |
In 2016, Aquatic Jobs Network implemented vCita CRM. The small United States media company with roughly 10 employees embedded vCita CRM on their public website to centralize external inquiries from employers and job seekers into a single customer relationship management stream.
The vCita CRM configuration prioritizes contact management and web lead capture through site-embedded intake forms and scheduling touchpoints. Typical CRM functional workflows implemented include structured contact records, automated email notifications, appointment booking and two-way client messaging to support ongoing placement and account interactions, reflecting standard CRM capabilities for client lifecycle management.
Deployment is cloud hosted and delivered via an on-site website widget, positioning the application as the primary front-end intake and engagement layer for the business. Operational coverage focuses on recruiting intake and client account management, with the small internal team using the system for candidate capture, employer relationship tracking and follow-up communications.
Governance is administered through a centralized account owner model, with role based access and simple workflow rules to route leads and confirmations to staff. The implementation emphasizes lightweight, web embedded CRM processes suited to a small team and continuous online intake, with configuration and user administration maintained by internal personnel rather than external integrators.
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Healthcare | 50 | $6M | United States | vCita | vCita CRM | CRM | 2024 | n/a |
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Distribution | 25 | $2M | United States | vCita | vCita CRM | CRM | 2015 | n/a |
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Professional Services | 130 | $25M | United States | vCita | vCita CRM | CRM | 2025 | n/a |
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Education | 35 | $3M | United States | vCita | vCita CRM | CRM | 2013 | n/a |
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Professional Services | 10 | $1M | United States | vCita | vCita CRM | CRM | 2024 | n/a |
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Buyer Intent: Companies Evaluating vCita CRM
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