CRM
CRM (Customer Relationship Management) is all about managing your interaction with Clients, Past Clients, and Future Clients.
AllClients provides all the information you could ever need about your clients – right at your fingertips and whenever you need it.
All of Your Contacts on One Centralized Platform
Your contacts are in spreadsheets and filing cabinets. Some are in Outlook or Gmail, and some on papers and sticky notes at your desk. It’s time to consolidate all of that valuable information and put it into one easy-to-use system: AllClients.
Get a Quick Picture of All Client Activities
There is a lot going on with your clients at any given time. The AllClients Dashboard will tell you about new leads, who is opening your emails, who is having a birthday today, Client appointments and how your lead pages are performing.
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.
What are clients saying?
Keller Williams Realty
Friends don’t be mistaken by the simplicity of AllClients, this database is powerful. I’ve been using AllClients for over 5 years… Try it, you won’t regret it!
Credit Restoration Associates
We’ve been using AllClients for five years and it’s the best thing since sliced bread – the unique autoresponder sequences are fantastic! AllClients allows everyone on my team to manage our own client database systems and we love using it to blast out our emails. Without AllClients, I’m not even sure we’d still be in business.
Merchant Payment Systems
One of the things I love about AllClients is their mobile App. I do a lot of sales and service calls and I just pop open the app when I’m with a client and make notes right there on my phone so when I get back to the office I don’t forget what we’ve discussed or what I need to get taken care of. I highly recommend AllClients, it’s super affordable and the ease of use is amazing!
BNI Global
AllClients truly is the way for your small business to keep in touch with your people and do it in the most effective way in the quickest amount of time.
Simple Hearing Solutions Inc.
Back when I was looking for the right CRM, I saw a lot of stuff that was confusing and more than I needed – until I found AllClients. It was easy to set up, it’s easy to use and I was able to customize everything I needed for my business. I’ve been using AllClients for ten years now to run my practice and I intend to keep using AllClients for everything I do in any business from this day forward.
Ontrack Marketing
AllClients is the heart and center of my marketing business – it makes a massive impact on my company and I recommend it to all of my clients. I used to be an Infusionsoft user and the difference is just phenomenal.
