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
Dennis B.
Mid-Market (51-1000 emp.)Great software package to track clients!
Michael R.
Sr Loan OfficerSmall-Business (50 or fewer emp.)Comprehensive yet affordable CRM
Verified User in Management Consulting
Enterprise (> 1000 emp.)ALL you need is ALL-Clients
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.