As you consider investing your time and money into a new client management and marketing tool like AllClients, you need to be thinking about 3 things:



AllClients is designed for the the average small business owner who wants their computer system to do all the basics and do them easily, quickly and efficiently. If is not designed for the person looking for a system with all the bells and whistles, that tend to be overly complex and cumbersome. If you are the type of person who wants to focus on your business and spend a minimal time with the computer, then AllClients may be just what you are looking for.



Forget what your friend uses, and forget the sales pitches about how easy the system is (remember - those sales pitches are written by the company trying to sell you!). If you know deep down inside that you simply won't use it, then keep looking! We think AllClients is super easy, but we built it! You need to try it for yourself and if you are comfortable with it, then go for it!



Way back in the old days, AllClients was built specifically for the Mortgage Industry, then by popular demand, adapted for the Real Estate Industry. Then, independent insurance agents got a hold of it, then chiropractors, dental offices and so on... If you are a small business whose customers are primarily consumers (B2C) then AllClients will probably work for you.

Here is a partial list of business types who use AllClients:

Small Business

Since customers are the life blood of any small business, getting new ones and keeping the existing ones must be one the small business owner’s top priorities. [Read More]

Real Estate

Real Estate professionals are great with people. They love to meet people, talk with people, entertain clients, and schmooze at the local Starbucks and at lunch. And not just with the fun stuff, Realtors are excellent in solving people problems, negotiating a great deal for their client, and resolving conflicts. [Read More]

Mortgage

Lenders are a rare breed indeed. The best lenders have great people skills, they understand the business and give relevant and timely advice, of course they are good with numbers, and they are extremely organized. [Read More]

Insurance

A key part of an Insurance Agent’s business relies on being organized. They need an Insurance CRM, ie. a client database to help them keep track of their clients, and potential clients. [Read More]

Lead Management

A key part of an Insurance Agent’s business relies on being organized. They need an Insurance CRM, ie. a client database to help them keep track of their clients, and potential clients. [Read More]

Sales

If you own or run a small business, there are many tools and systems you will use to manage your business. One of the most important tools is your Sales Contact Manager Software. This software will not only help you keep your existing customers, but also attract new customers. [Read More]

Keeping it Simple

We purposely built AllClients with the non-technical user in mind. We give you just the basics, and make it easy. If you want tons of features and you are willing to wade through cluttered screens and cumbersome processes, than put AllClients aside and look for another CRM – there are plenty of the feature rich, but complex systems out there. [Read More]