This review was last updated
This CRM Review examines AllClients.
In-Depth CRM Review
8911 Lakewood Drive
Windsor, CA 95492-7856
Telephone: (707) 836-3411
CRM Category: Strategic Solution – Cloud
Sub-Category: Contact Manager
Seats: Small Business
About the Company:
AllClients is Client Management Made Easy. No matter what your industry, we will help you find new customers, manage your current customers, and follow-up with your past customers – all with minimal effort. We built AllClients for the small business owner who wants to spend more time with clients and less time on the computer.
AllClients was created in 2005 and is continually being updated and upgraded to meet the needs of our customers nationwide and in Canada.
The founders, have a history of successful projects and companies. Most notably they were original founders of HealthPro Solutions, the most popular software solution for Community Health Centers. Their company merged with WebMD in 2000.
AllClients has enjoyed explosive growth, and in late 2006 became the Number 1 web-based, client and referral management solution for real estate and lending professionals in the US.
Today, AllClients is the only affordable All-In-One email marketing and CRM solution built specifically for the small business owner.
About the Product:
While there are hundreds of great features and functionality inside of AllClients, we have listed the most popular features below. Clicking on the thumbnail picture will display an enlarged screen shot of the feature and clicking the video will play a video tutorial highlighting that feature.
Very Easy to Learn and Use (Really!)
AllClients was specifically designed with the non-technical business owner in mind. No training is needed. Jump right in and you will see how easy it is. Or if you want to go slowly, watch the video tutorials and we will take you through the system step by step.
Send your clients a monthly newsletter that is customized with your contact information. This is a great way to stay “top of mind” in your clients minds. When they are ready to do business, they will call you!
Flexible To-Do Management
To-do’s are an easy way to follow up with your customers and clients. When you need to call them in 6 months to remind them to do business with you, AllClients will remind you on the right day and keep reminding you until you get it done. It is heart breaking when you realize you lost a big deal just because you forgot to follow up.
Email Drip Campaigns
Set up automatic email campaigns that will go out at preset intervals. Create your own email templates and AllClients will mail merge your contact info in and send them out for you – even if you are sitting on a beach somewhere! Our permission based email system will virtually guarantee that your emails are getting delivered.
AllClients will respond to your new leads quickly and automatically. They fill out a form and seconds later they get your email response.
Lead Capturing Web Forms
Make your own webform to capture contact info from your website visitors. You can customize the wording, decide which data fields to capture, automatically update the contact information and more.
VoiceTouch – 24/7 Free Recorded Message
With VoiceTouch, prospective customers will call your VoiceTouch line to get information FROM you or to leave their information FOR you, or both. The magic of a Free Recorded Message is that prospects feel comfortable and non-threatened calling a recorded message line where they might not call if they knew there was a chance they had to speak with a sales person.
Team System that Grows With You
With AllClients you can start as a single user and then add team members at any time. In a team you can share settings, email and letter templates, see each other’s calendars, assign to-dos, and more. The entire team can share the same database or there can be multiple databases within the team structure.
All aspects of your clients and prospects are important: Not just name, address and phone… AllClients will manage your past conversations, birthdays and anniversaries, follow-up todos, notes, referrals, and much more.
Get your deals organized with your own customized Deal Tracking screens. Use them for any type of business in any industry: Real Estate, Mortgage, Insurance, Auto Repair, Network Marketing, Dental, Chiropractic, Political Campaigns, Home Services, and more.
Start tracking, organizing and managing your deals – just like you track, organize and manage your contacts!
Remembering your client’s birthdays is a great way to show you really care about them – on a personal level. The Birthday Assistant will automatically send your client a birthday email or set up a To Do to remind you of this important event.
Client Referral Tree
A referral tree will show you where your referral business is coming from, and make it obvious to you who is really recommending your business. Nobody else has a referral tree – we made it up! Referrals should be a big part of your marketing strategy. AllClients will show you who has referred whom in an easy to read and understand Referral Tree. And the best part is that the tree is automatically built from your contact data.
Easy Audio Generator
AllClients has developed the industry’s first audio generator where you don’t need any special equipment, training or technical skills. You just pick up the phone, record your audio message, and then you can easily add it to your web page – all in under a minute.
Easy Contact Filtering
OK, so you have 500 contacts in your database…now what? Imagine if you could filter that list by “Hot Prospect”, or “Past Client” or “Golf Buddies” or “San Jose Residence”, etc… you get the idea. Contact Managers are useless unless they EASILY allow you to sort and segment the contacts. In AllClients you can slice and dice your clients anyway you want. Create your own categories and have fun!
10 Second Mail Merge
Ever try to mail-merge your contact info into a letter in Word? AllClients makes this process a snap. Your letters look professional, custom, and you can do it yourself in seconds
Keep track of your appointments in our easy to use integrated calendar. See daily, weekly and monthly views, drag and drop appointments, and even see and view your contacts from within the calendar.
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For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please see:
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