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In addition to standard CRM functionality, the solution offers Landing Pages, Workflows, Permission-Based Email, and other automation features for non-technical users. Review collected by and hosted on G2.com.
The dashboard could be look more catchy and attratactive as the competetive software has it. Review collected by and hosted on G2.com.
30 out of 31 Total Reviews for AllClients
Overall Review Sentiment for AllClients
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The service is easy to use and manage, and the client support is fabulous. I have appreciated the rapport built up with Jen. It has provided our folks with spiritual resources not otherwise available to them. Review collected by and hosted on G2.com.
Some folks do not like having to choose among menu options. Review collected by and hosted on G2.com.
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First, the service: amazing at helping me. Always there. I was with another CRM FRO 24 years. Major one... Nightmare. But Allclients is great. The program is fast, everything you need to market is included. The price is fabulous. All the features are great, but the service stands out. Easy to use, tuitorials help you learn quickly. I have referred a number of professionals to AC, and they love it also. Review collected by and hosted on G2.com.
I would like to have a filter for the activities such as looking up only specific activities. The history tend to get to long. Also, a timeline for the seach would be nice. Other than that, it has everything you needs. Review collected by and hosted on G2.com.
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The menu system with AllClients is so easy to understand that you can find what you're looking for very quickly. every task within the system is also very quick and easy to do, such as making a landing page in a 2 minutes, create an entire email out of responder series in 5 minutes as well as record phone extensions for marketing listings or any other niche specific item very quick very easily. It will save you time and money starting on Day One i'm serious. Also customer service is very quick to respond and knowledgeable and friendly. Jen Brown is great to work with. Review collected by and hosted on G2.com.
I would like to be able to add more custom fields Less limitations on the amount of custom field types or items in a drop down menu etc. Out the box outbound calling phone integration would be great With some type of predictive dryling system or something like phone burner. Review collected by and hosted on G2.com.
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All Clients is a very simple CRM to use. The possibilities are endless and you can keep it as simple or make it as robust as you prefer based on your business needes. Review collected by and hosted on G2.com.
I don't know if there is anything I dislike about All Clients. The one thing maybe it could use is an overall tutorial on the basic best practices for certain fields such as Realtors and Loan Originators as to what to do to set up basic functionality. Since AC is kind of a blank canvas when you start using it, it can be a little overwhelming to create your functionality and work flows from scratch. But there is no fascet about All Clients that I think is negative. To the contrary, I've been a loyal user since about 2010. Review collected by and hosted on G2.com.
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The amount of information that can be displayed on a screen is extremely helpful in tracking clients. Also, it is very easy to modify the location of information on the screen. Review collected by and hosted on G2.com.
Navigation for customization is sometimes cumbersom... Review collected by and hosted on G2.com.
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Very easy to use, wonderful customer support. Helps with email marketing and staying in touch with clients. Review collected by and hosted on G2.com.
nothing. i enjoy all clients----- ----------- Review collected by and hosted on G2.com.
It is very much simple to use as it does not take much effort to make understand its features and anyone can do different work simultaneously. The contact list is available where many contacts can be added here along with their DOB, email id, full name etc. Dashboard is also available which makes it so useful too. Review collected by and hosted on G2.com.
I think there is nothing to dislike about this CRM. This is so so much easy and most convenient to use. It provides 14 days trial which is very less. At least 30 days trial pack should be there like other providers. Review collected by and hosted on G2.com.
It is a very much useful and easy to use CRM. Our team members found it very convenient to use. It gives a very good experience while using this. It provides Dashboard where anyone can manage their client's details very easily. Different tabs provide different features to use it. Review collected by and hosted on G2.com.
There is nothing to dislike about this amazing platform. The only thing that I do not like is it is paid and it provides only 14-day trial days. It should be free for all. So that anyone can use it. Review collected by and hosted on G2.com.
I have been an AllClients user for many years. It's easy to use and an incredibly powerful marketing tool. Customer service is stellar! Review collected by and hosted on G2.com.
I honestly like everything about the program. Review collected by and hosted on G2.com.