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#122

AllClients is ranked #122 in the Accounting CRM Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

AllClients Pricing

Based on our most recent analysis, AllClients pricing starts at $24 (Monthly).

Price
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Starting From
$24
Pricing Model
Monthly
Free Trial
Yes, Request for Free

Training Resources

AllClients is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for AllClients:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

AllClients Benefits and Insights

Why use AllClients?

Key differentiators & advantages of AllClients

  • Easy Filtering: Categorize and flag clients according to requirements with customized fields for seamless segmentation and sorting of contact lists. 
  • Unified Data: Access all client info like contact details, notes, appointments and more in an easily navigable, centralized location. 
  • Customization: Customize the dashboard according to business requirements, viewing things like contacts in each category, performance of landing pages and more. 
  • Personal Touch: Build a personal connection with clients by automatically sending an email on their birthday. 
  • Lead Generation: Capture leads by gathering contact details from website visitors on the landing page. Built-in templates simplify the process of creating pages. 
  • Less Friction: Encourage prospect engagement by recording messages to share with prospects, which removes the fear of speaking with a salesperson live. Share on a landing page or through a phone marketing system. 

Industry Expertise

AllClients is a CRM software designed specifically for small businesses with up to 15 employees. It's particularly well-suited for businesses that need to manage customer relationships, generate leads, and automate marketing tasks without requiring extensive technical expertise.

AllClients Reviews

Based on our most recent analysis, AllClients reviews indicate a 'great' User Satisfaction Rating of 87% based on 8 user reviews from 2 recognized software review sites.

User satisfaction level icon: great

8 reviews

87%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of AllClients reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • Easy to Use: Many users have praised AllClients for its user-friendly interface, stating that it's easy to navigate and find the features they need. Some users even mentioned that they could accomplish most tasks within the software with just a couple of clicks.
  • Great Customer Service: Users have reported that AllClients offers excellent customer service, with representatives being quick to respond to inquiries and always eager to help resolve issues.
  • Comprehensive Features: AllClients is packed with features that are helpful for small businesses, including contact management, email marketing, and marketing automation tools. Users particularly appreciate the software's email templates and autoresponder functionality.

Cons

  • Limited Customization: While users can add custom fields and categories, they can't customize the homepage, limiting their ability to tailor the interface to their preferences.
  • Basic Reporting Functionality: Although AllClients offers reports on contacts, email campaigns, and login history, it lacks advanced reporting features found in other CRMs, potentially hindering in-depth data analysis.
  • Absence of Essential Features: AllClients lacks key features like a built-in customer support system and e-commerce functionality, making it unsuitable for businesses requiring these capabilities.
  • Short Trial Period: With only a 14-day trial, businesses might find it challenging to thoroughly evaluate AllClients' suitability for their needs compared to CRMs offering longer trial periods.

Researcher's Summary:

How do you ensure all clients are happy clients? User reviews from the last year reveal a mixed bag for AllClients CRM software. While many appreciate its user-friendly design and budget-friendly price point, some have pointed out limitations in its feature set compared to more robust CRM options. For instance, one user praised the software's intuitive interface and helpful tutorials, stating that "the program is fast, everything you need to market is included," while another user wished for more advanced filtering options for activities. This contrast highlights a key differentiator for AllClients: it prioritizes simplicity and ease of use over having every bell and whistle.

This approach makes AllClients a great fit for small businesses or solopreneurs who are new to CRM and need a straightforward solution to manage contacts, send emails, and automate basic marketing tasks without breaking the bank. However, larger enterprises or those with more complex needs might find AllClients limiting and may need to explore alternatives with more comprehensive features. Think of it like choosing between a cozy café and a five-star restaurant – both serve food, but the experience and offerings cater to different preferences and occasions.

Key Features

  • ClientTouch: Reach a segmented number of customers in one go by sending a group letter or email, making changes in their contact records, assigning to-dos and more. 
  • Mobile App: Keep track of all contacts, assignments, appointments and more on the fly with any internet-supported device. 
  • Sticky Rolodex: Search for a contact effortlessly from the database with an option always available on the left side of the screen. 
  • Agenda Assistant: Ensure no missed deadlines and appointments by receiving an email every morning for upcoming tasks, client birthdays and more. 
  • Client Referral Tree: Access referral details in a referral tree that’s easy to understand and read. 
  • Autoresponders: Respond to new leads automatically with built-in email templates delivered at regular, predetermined intervals. 
  • Deals Management: Store and access Word docs, PDFs, images and more in real time from a central contact screen that simplifies navigation. 
  • Intelligent Links: Keep track of who clicks on email links to automatically update contact records, stop and start autoresponders, and deliver notifications. 
  • VoiceTouch: Offers a library of audio files, along with the ability to record and upload messages. 
  • Text and Phone Marketing: Increase database contacts by enabling customers to text to join email lists. Send and receive texts from contact records and automatically include text messaging in workflows. 

Limitations

Some of the product limitations, which are based on user feedback and accurate at the time of this review, include:

  •  Doesn’t integrate social media management. 
  •  Support not available frequently. 

Suite Support

mail_outlineEmail: Included, along with chat.
phonePhone: 888-903-9933.
schoolTraining: Offers video tutorials and a knowledge base on the website. An online community is available for DIY support.
local_offerTickets: Not specified.
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