AllClients
- 2 profiles
- 6 categories
All Products & Services
AllClients provides contact management and marketing automation in one, easy-to-use system.
AllClients, a superior contact manager, will help the lender stay organized by reminding him or her to follow up with the client who wants to refinance several weeks or months in the future. They can set a reminder and then forget it. When that time rolls around, a to-do reminder will pop up and tell them to go get the deal. All the transaction details are stored on a single screen for easy entry and easy access.
AllClients Reviews
Deral P.
Agent/OwnerSmall-Business (50 or fewer emp.)Very Happy Customer!
Mandi W.
Office ManagerSmall-Business (50 or fewer emp.)Affordable, Intuitive CRM with Amazing Customer Support
Verified User in Financial Services
Small-Business (50 or fewer emp.)Good CRM software for small companies
About
What is AllClients?
AllClients makes a simple CRM for very small businesses: contact management, lead capture, email marketing and automated follow-up in one system, with AI in every plan. It's built for non-technical owners in real estate, mortgage, insurance, financial services, salons and home services. AllClients has been in business since 2004 and is based in Sparks, Nevada. It also offers a white label version for companies that want to sell the system under their own brand.