vcita is a comprehensive platform combining CRM, online scheduling, invoicing, and client management. It offers three tiered plans with a 14-day free trial and no long-term contracts.

vcita offers three tiered pricing plans: the Starting Small plan costs $29 per month when billed annually or $35 monthly; the Business plan is $54 annually or $65 monthly; and the Platinum plan costs $93 annually or $110 monthly. All plans include online scheduling, client management (CRM), online payments, client portal, and email and SMS reminders. The Business plan adds email and SMS marketing campaigns, custom documents (estimates, invoices), online campaigns, and staff management. The Platinum plan includes everything in Business plus multi-staff management (up to 5), automated campaigns, priority support, advanced customization, and custom branding. Additional SMS messages cost 5 cents per SMS in the US or 10 cents outside the US. A free 14-day trial is available with no credit card needed.
CRM for professional services
G2 Rating
Accelo is a cloud-based professional services automation (PSA) and CRM platform that combines sales, project management, ticketing, time tracking, billing, and reporting for professional services firms.
Marketing automation for any business - Autonomous marketing platform with AI agents
Founded
G2 Rating
Starting Price
ActiveCampaign is a Chicago-based customer experience automation platform that provides CRM, marketing automation, sales automation, and messaging tools. Founded in 2003, the company reached unicorn status in 2021 and is now known for autonomous marketing powered by AI agents.
CRM for Private Capital
Starting Price
Purpose-built CRM platform designed specifically for private equity, venture capital, investment banking, and family offices. Features relationship intelligence, automated activity capture, and deal sourcing tools for private capital professionals.