AllClients Vital Statistics:
Out of beta & started selling: 2005
Company name: AllClients, LLC
What kind of sales is this for?: Residential, agents, teams
Support: 7:30 – 4:30 PST M-F, Phone, Email & Chat. After hours, they monitor email and respond if it is an emergency.
Have you used this CRM? Rate it – but please be professional. Thanks!
Unique or Notable Features
Phone/Tablet – Since 1989 I have been hearing how “a CRM won’t work for me because I can’t be in front of my computer all the time.” That was always a misconception due to a lack of understanding, with only a little truth to it. Well those days are gone. We went from keeping a separate address book on our phone, to syncing our CRMs address book to the phone, to an application installed on the phone, to a user interface (a web page).
AllClient’s mobile user interface is relatively basic but it still gives you much more than just a phone synch.
Referral Tree – Something I am asked for relatively often is a good referral tree. If you’ve never heard of it, it’s a great visual to see who referred whom by laying it out in branches. A referred B and B referred C, D, and E.
Sales Stages – This is a nice visual that is missing in most Real Estate CRMs. A quick and dirty look at where your listings and closings are and the stages are customizable!
Client Touch – In keeping with the visual concept of AllClients in general, if you want to take almost any kind of an action with a group of contacts, here is where you do it!
Voice Touch – I started using one of these back in 1996. At that time we purchased a separate computer that actually stored the messages on it and controlled the phone extensions. It was completely separate from everything but it was still a great lead capture tool. Now AllClients has integrated Trilio right into it so that everything is displayed internally.
Landing Pages – AllClients provides a very nice tool to create a simple landing page that can you use for informational pages, stealth lead generation pages, etc. It’s quite powerful with respect to your ability to customize the page itself, the completion page, the actions you can take when submitted and even analytics!
Email campaign reporting/analytics – Most real estate CRMs do not have internal analytics to show you the results of your campaign. AllClients does! Send out a blast email and then analyze it to see who your best prospects are and to improve the next one.
How does AllClients stack up with other popular features?
Phone/Tablet: Covered in Unique and Notable Features
Lead Capture: Only from their landing pages but they do have an API available.
New Lead Display: Display as a “Recent Contact” on the home page
Lead Notification: By Email
Team Capabilities: The administrator:
- Has full access to all settings system wide
- Has full access to all information and all databases
Can assign and re-assign Contacts and Deals
- Can add and remove Team Members
- Has access to Billing and Plan setup
Buyer Home Search: No
Internal email software: No
Email stored with contact record: Yes – through Google
Blast Email: Covered in Unique and Notable Features
Email campaign reporting: Covered in Unique and Notable Features
Capable of building email drip campaigns: Yes
Capable of building activity plans: Yes
Included Template Content: No
Social Media: No
Call Center: No
Lockbox Manager: No
If you’re on the fence about it, don’t be bashful. I’ll be happy to do a live online screen sharing demo to show you some of the great features of this CRM. – Gary David Hall
Do a screen sharing session with me and see this product or any others in which you may be interested.
The AllClients site offers a 14 day free trial. Going through this site doubles that to 28 days before you start paying. No Credit card needed.
AllClients has two pricing tiers. You get the basic functions for $24/mo. – called the Silver package and the Gold package for $39/mo. The latter adds Marketing Plans, Lead Capture web Pages, Sales & Deals tracking and the ability to store attachments.
Month-to-month. No contract.
Have a question! Click on this button and ask away!