Simple CRM Software & Simple Contact Manager

Simple CRM

"Simple CRM", "Easy CRM", "Easy-to-Use" and other phrases are common when you search for CRM Software. These phrases are over-used and in many cases the exact opposite of the truth! Whenever you hear “Easy-to-Use CRM Software” you know that means it will only take you at least 2 days to learn it!

AllClients is truly different. New users are up and running within minutes. 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.

Here is what you can expect to find in AllClients:

Contacts

Put all of your clients in one place and have their contact information at your fingertips. Keep client notes and add to-do reminders with ease. Easily categorize your contacts several different ways so you can see your data in a way that makes sense to you.

Referrals

AllClients was built with a referral focus. Effortlessly keep track of you’re A, B, and C contacts, visually see where your best and most referrals are coming from, and feel comfortable that AllClients is keeping an eye on your best referral sources and won’t let you forget them.

Mining

Having a database is one thing, mining a database is quite another. AllClients makes a novice user look like a pro. View and sort your contacts by category, referral rank, source, and/or custom flag all from one screen. ClientTouch

OK, so we have a database, and we can keep track of our prospects, clients and referral sources. A database is useless unless it helps you stay in constant “touch” with your clients. Whether it’s a personal visit, a handwritten note, a phone call, a monthly newsletter, a letter mailing, or an email, ClientTouch makes the process a snap!

Technology

Although we refer to AllClients as "software" it is actually 100% Web-Based – there is no software. To use AllClients, all you need is access to the internet and a browser. There is no software to load, nothing to backup, no data to lose, and no hassle. AllClients works on a PC or a MAC – get to your client data from work, from home or from anywhere.