AllClients

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.

Email Marketing

Stay connected to your clients with email. Email is still the easiest and most cost effective way to keep in touch with customers. Blast out the same email to hundreds or thousands of contacts, or create an email drip campaign to send out emails at predetermined time intervals.

Better Than MailChimp or Constant Contact

The email functions in AllClients have everything the big guys have, plus something more. Your email marketing is built right into your contact management system. When someone opens your email or clicks on a link inside, that info shows up on your CRM dashboard. No entering data into two systems.

Send Beautiful Emails with Just a Few Clicks

Quickly design stunning, mobile-ready emails with our drag and drop email template designer. Select one of our pre-built templates, or use your creativity to design your own. Reduces email production time with smart design tools, review & approval features, and easy mail-merge capabilities.

Your Emails Always Get Delivered to the Inbox

Sending an email is one thing – making sure your email gets delivered to the inbox and not to the spam box is a bit trickier. AllClients email is a spam-compliant system using opt-in rules and advanced AI tools to ensure a high deliverability rate.

Drip on Your Leads Until They Become Customers

Respond instantly to requests for information using autoresponders and email drip tools. Not every prospect is ready to buy today. So you build email campaigns in advance and then drip, drip, drip on your leads and prospects until they are ready to buy.

Marketing Automation

You have enough on your plate…

Let AllClients handle the repetitive tasks for you.

AllClients uses Landing Pages to attract new clients, Autoresponders to send your texts and emails, and Workflows to handle your campaigns.

Get Leads While You Sleep

Landing Pages

Start building a high-quality list of leads the easy way.

Make your own Landing Page to capture the contact information of your website visitors. Start with a beautiful template, decide which data fields you want to capture, customize it, and then publish it!

Put Your Marketing on Autopilot

Campaigns and Workflows

Replying to emails can take up a serious amount of time. But with some help from AllClients, you’ll be able to respond to new leads instantly and automatically. Your client fills out the form and seconds later – they get an email, newsletter, or free download.

Stay in Touch with Instant Responses

Autoresponders and Email Drip Campaigns

It’s midnight and your new prospect wants information about your products…now! With AllClients Autoresponders, you will be able to get them the info they are looking for, instantly and automatically.

Get Notified When It's Time for You to Get Involved

Email and Text Notifications

AllClients is paying attention to all of your lead sources so you don’t have to. If you want to get notified when a new lead comes in, you can have AllClients send you an email and/or a text message so you can take the appropriate action.