[ AllClients Reviews ](https://www.g2.com/products/allclients/reviews) [ AllClients Reviews ](https://www.g2.com/products/allclients/reviews) # AllClients Features ##### ## Platform (7) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Workflow Capability Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Sandbox / Test Environments Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Document & Content Mgmt. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Show More ##### ## Sales Force Automation (9) Contact & Account Management Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Partner Relationship Mgmt. (PRM) Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. Territory & Quota Management Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. Desktop Integration Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Quote & Order Management Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Show More ##### ## Marketing Automation (4) Email Marketing Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. Campaign Management Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. Lead Management Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. Marketing ROI Analytics Enables analysis of effectiveness of an organizations various marketing activities Show More ##### ## Customer Support (5) Case Management Tracks issues/help requests reported by customers through the resolution process. Customer Support Portal Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. Knowledge Base Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. Call Center Features Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. Support Analytics Enables analysis of customer support activities to optimize customer support professionals, processes and tools. Show More ##### ## Integration (3) Data Import & Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Show More ##### ## Mobile & Social (3) Social Collaboration Features Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone Social Network Integration Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Show More ##### ## Reporting & Analytics (3) Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## Page Customization (4) Drag and Drop Allows users to drag and drop items and content to customize their site's look. Templates Provides ready-made templates for simplified landing page creation. Advanced Customization Allows users to edit a page's HTML or CSS code, or add custom code. Content Library Allows users to upload and manage content such as photos, videos, and audio. Show More ##### ## Page Optimization (4) A/B Testing Enables users to test changes to a page by administering the change to a portion of visitors and measuring conversion. Mobile Responsive Creates mobile responsive pages for optimized viewing on mobile devices. Web Analytics Gives users insight into unique pageviews, conversions, visitor location and device type, etc. SEO Optimizes content to increase search engine result rankings. Show More ##### ## Integrations (3) E-Commerce Integration Integrates with e-commerce platforms. Email Marketing Integration Integrates with email marketing providers to share captured lead data. Domain Integration Allows companies to connect landing pages to their existing domain. Show More ##### ## Generative AI (2) AI Text Generation Allows users to generate text based on a text prompt. AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Agentic AI - Landing Page Builders (1) Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - CRM (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More [ ![Copper](https://images.g2crowd.com/uploads/product/hd_favicon/a43c4e9fd5e0c3b3012653a35d0d7c2a/copper.svg "Copper") Sponsored Copper 4.5/5 (1,156) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![ActiveCampaign](https://images.g2crowd.com/uploads/product/hd_favicon/be9e1369027bd58113f937595c7fbdf0/activecampaign.svg "ActiveCampaign") ActiveCampaign 4.4/5 (14,165) ](https://www.g2.com/products/activecampaign/reviews) [ ![Intuit Mailchimp All-in-One Marketing Platform](https://images.g2crowd.com/uploads/product/hd_favicon/302d00e021ff406c195b03ba50832862/intuit-mailchimp-all-in-one-marketing-platform.svg "Intuit Mailchimp All-in-One Marketing Platform") Intuit Mailchimp All-in-One Marketing Platform 4.4/5 (5,194) ](https://www.g2.com/products/intuit-mailchimp-all-in-one-marketing-platform/reviews) [ ![Thryv](https://images.g2crowd.com/uploads/product/hd_favicon/c3c934e3769404a1244124d1025ae050/thryv.svg "Thryv") Thryv 4.2/5 (1,879) ](https://www.g2.com/products/thryv/reviews) [ View All Alternatives ](https://www.g2.com/products/allclients/competitors/alternatives) ##### Categories on G2 [ CRM ](https://www.g2.com/categories/crm)[ Landing Page Builders ](https://www.g2.com/categories/landing-page-builders) ##### Explore More [ Top-rated KB platforms for large contact centers ](https://www.g2.com/discussions/top-rated-kb-platforms-for-large-contact-centers)[ Best employee portal software reviews ](https://www.g2.com/discussions/best-employee-portal-software-reviews)[ What QMS software provides real-time quality issue tracking? ](https://www.g2.com/discussions/what-qms-software-provides-real-time-quality-issue-tracking) [ Top remote monitoring software for IT services ](https://www.g2.com/discussions/top-remote-monitoring-software-for-it-services)[ Which pricing software do large enterprises use ](https://www.g2.com/discussions/which-pricing-software-do-large-enterprises-use)[ Pros and Cons Details ](https://www.g2.com/products/allclients/reviews?qs=pros-and-cons) Show More [ Top-rated KB platforms for large contact centers ](https://www.g2.com/discussions/top-rated-kb-platforms-for-large-contact-centers)[ Best employee portal software reviews ](https://www.g2.com/discussions/best-employee-portal-software-reviews)[ What QMS software provides real-time quality issue tracking? ](https://www.g2.com/discussions/what-qms-software-provides-real-time-quality-issue-tracking) [ Top remote monitoring software for IT services ](https://www.g2.com/discussions/top-remote-monitoring-software-for-it-services)[ Which pricing software do large enterprises use ](https://www.g2.com/discussions/which-pricing-software-do-large-enterprises-use)[ Pros and Cons Details ](https://www.g2.com/products/allclients/reviews?qs=pros-and-cons)