AllClients

AllClients is a CRM (Customer Relationship Management) software that combines contact management and marketing automation in one system. According to the vendor, it is designed to help small to medium-sized businesses effectively manage their interactions with clients, past clients, and future clients. AllClients is used by professionals in various industries, including real estate agents and brokers, financial advisors and planners, insurance agents and agencies, coaches and consultants, as well as small business owners.

Key Features

Customizable Dashboard: AllClients offers a customizable dashboard where users can personalize the tabs and information they want to see. According to the vendor, it provides a quick overview of important data and metrics, helping users stay organized and easily access the information they need.

Beautiful, Responsive Email Templates: AllClients provides a drag and drop email template designer with pre-built templates. Users can design their own responsive and mobile-ready email templates, according to the vendor. Review and approval features streamline the email production process, and easy mail-merge capabilities allow for personalized and targeted emails.

Monthly Newsletter: AllClients allows users to send customized monthly newsletters to their clients, according to the vendor. It is a way to provide valuable information and updates to clients.

Sticky Rolodex: AllClients has a sticky rolodex feature that enhances user experience by allowing easy navigation between different screens. Users can quickly jump from one screen to another without losing their place, according to the vendor.

Agenda Assistant: AllClients sends users a daily email with their appointments, to-do's, client birthdays, and other important events. The agenda assistant helps users stay organized and on top of their tasks, ensuring that important dates and deadlines are not missed, according to the vendor.

Birthday Assistant: AllClients automatically sends birthday emails to clients, and users can set up reminders and tasks to remember their clients' birthdays. According to the vendor, sending personalized birthday emails is a way to show clients that they are valued.

Client Referral Tree: AllClients provides a referral tree feature that shows the referral relationships between clients. According to the vendor, users can easily see who has referred whom in an easy-to-read format, helping them track and analyze their referral network.

To-Do Plans: AllClients allows users to create to-do plans for clients, scheduling a series of tasks for specific clients or events. According to the vendor, to-do plans help users stay organized and ensure that tasks are completed in a timely manner.

Teams: AllClients offers a teams feature that allows users to share and collaborate with team members. Users can assign tasks, share contacts, and collaborate on email and other templates. Each team member can have different permissions and access levels, according to the vendor.

Contact Management: AllClients provides a comprehensive contact management system, allowing users to store and organize all their contacts in one place. Users can easily search for and access contact information, add custom fields, create tags and groups, and facilitate targeted communication and marketing campaigns, according to the vendor.