
AllClients proporciona gestión de contactos y automatización de marketing en un sistema fácil de usar.

AllClients, un gestor de contactos superior, ayudará al prestamista a mantenerse organizado recordándole que debe hacer un seguimiento con el cliente que quiere refinanciar en varias semanas o meses en el futuro. Pueden establecer un recordatorio y luego olvidarlo. Cuando llegue ese momento, aparecerá un recordatorio de tareas pendientes y les indicará que vayan a cerrar el trato. Todos los detalles de la transacción se almacenan en una sola pantalla para facilitar la entrada y el acceso.

AllClients is a web-based CRM (Customer Relationship Management) and marketing automation software designed specifically for small businesses. The platform aims to simplify the management of client relationships with an easy-to-use interface and array of features, supporting businesses in nurturing customer relationships effectively. Key functionalities include contact management, task and calendar management, marketing automation, sales pipeline visibility, and email marketing. AllClients offers various templates for newsletters, deals, and drip campaigns which can be tailored to meet specific client engagement needs. Ideal for entrepreneurs, consultants, and small business owners looking to organize their client data and enhance marketing efforts without the complexity often associated with larger CRM systems.