All Clients Real Estate CRM

AllClients might be the right

Real Estate CRM for you if…

This one reminds me of AddressTwo in as much as it is created for small businesses first and real estate second. Some of the flow and terminology is not what you normally see in a real estate specific CRM. Once again though it is a relatively basic CRM which means it is easier to learn and use because there is less to it. That’s what many people want which is why I have this one available. Between AddressTwo and this one it’s another chocolate or vanilla decision. Just a matter of which one tastes better to you.

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Two extra weeks free when you order here!

AllClients Vital Statistics:

Legend of Terms


Company name: All Clients, LLC

Facebook Community

Features: ♦♦

Help Section

Out of beta & started selling: 2005

Support: 7:30 – 4:30 PST M-F, Phone, Email & Chat. After hours, they monitor email and respond if it is an emergency.


Updates & Fixes: N/A

What kind of sales is this for?: Residential, Agents, Teams

YouTube Channel

Have you used this CRM?  Rate it – but please be professional. Thanks!

3.50 / 5 (4 votes)


Dashboard/Desktop/Home Page


Unique or  Notable Features

Email Campaign Reporting

What’s the point of doing bulk email campaigns if you can’t tell if they’re working? Send a blast email and then watch and see what happened! Not too many do the campaign reporting so this is a pretty big plus.

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.

AllClients Referral Tree

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!

AllClients Client Touch

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.

AllClients Voice Touch

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!

AllClients Landing Page

AllClients Landing Page Actions

AllClients Landing Page 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.

AllClients Email Blast Analytics

How does AllClients stack up with other popular features?

Activity Plans: – Capable of building activity plans: Yes

Buyer Home Search: No

Call Center: Voice Touch

Email campaign reporting: Covered in Unique or Notable Features above

Email – capable of building email drip campaigns: Yes

Email – stored with contact record: You can use any e-mail you want without exception. All you have to do is BCC or Forward to the IXACT Contact special email address that they provide. That dropbox email address is the same for everyone so it’s pretty easy to use.

Included Template Content: No

Integrations: Google, Voice Touch

Internal email software: No

Lead Capture: Customized landing pages are included

Lead Display: Available by customizing the Home Page or by clicking to show Landing Page results

Lead Notification: Yes

Lockbox Field: No

Phone/Tablet: Phone app

Social Media: No

Synchs:– Google Synch

Team Capabilities: Yes

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

CRM Comparisons

All Clients

AllClients History

From their site: “AllClients was created in 2005 and is continually being updated and upgraded to meet the needs of our customers nationwide and in Canada.

The founders, have a history of successful projects and companies. Most notably they were original founders of HealthPro Solutions, the most popular software solution for Community Health Centers. Their company merged with WebMD in 2000.

Today, AllClients serves all types of small businesses. In May 2013, AllClients expanded it’s facilities and moved from Northern California to Northern Nevada. We are now located on a street with a name perfect for a software company: Disc Drive. Really!”

From me: Recently they re-invented their UI (User Interface/Appearance). It now has a much cleaner look.

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!