Easily Transfer Contact Data From Your Old CRM
AllClients has an easy tool to help you get your contacts into the system. Do an export from your old system and then follow the steps to map your data to your new CRM fields. If you get stuck, you can contact our support department and they will walk you through it.
See All the Data for a Contact on One, Simple Screen
Bring up a contact and get all the information you need, right there on a single screen. Contact info, notes, to-do’s, appointments, referrals, attachments, and more. No more searching from screen to screen, looking for that one piece of information you need right now.