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Total
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features
design
support

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Write a Review

Description

AllClients serves as a comprehensive CRM and marketing solution designed specifically for small businesses. Enhance your customer engagements, streamline your processes, and increase your revenue through functionalities such as email campaigns, customized landing pages, and automated workflows. Best of all, you don’t need any technical expertise to get started with these powerful tools. This platform empowers you to focus on what truly matters—growing your business.

Description

Oversee every lead, opportunity, and client interaction during their journey using Aurea CRM — a robust solution for customer relationship management that includes integrated campaign management features. Aurea CRM empowers you to embed customer engagement tools throughout your sales teams. With comprehensive capabilities for both sales and marketing, we offer a centralized platform that provides a clear snapshot of team activities, sales pipelines, and essential performance metrics, enabling you to prioritize tasks and make well-informed choices. You can conveniently access all necessary customer and prospect information in one place whenever you need it. Utilizing user-friendly mobile tools, sales personnel can retrieve and modify data directly from the field, enhancing their productivity. Furthermore, improve your opportunity management processes with insights driven by data, allowing you to leverage relationship networks effectively and pinpoint the most promising opportunities within your sales funnel. This streamlined approach not only fosters better decision-making but also enhances overall team collaboration.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Aurea FirstRain No 
Manago AI No 
SOAtest No 
Taxi for Email No 
Zapier Yes 

Integrations

Aurea FirstRain Yes 
Manago AI Yes 
SOAtest Yes 
Taxi for Email Yes 
Zapier No 

Pricing Details

$24 per month
Pricing Plans

Select:
- $24/month, billed annually.
- 1 User, 1,500 Contacts
- Basic CRM, Email Marketing, and File Attachments

Premium:
- $48/month, billed annually.
- 2 Users, 5,000 Contacts
- Advanced CRM, Email Marketing, Marketing Automation, and more

Elite:
- $96/month, billed annually.
- 5 Users, 15,000 Contacts
- Premium CRM, Email Marketing, Marketing Automation, and Dedicated Account Manager

Customizable Plans:
- Additional Contacts: $20/month per 5,000
- Additional Users: $15/month per user
- Additional Email Credits: $10/month per 1,000
- SMS and Telephone: $20/month + usage
Free Trial Yes 
Free Version No 

Pricing Details

Contact Aurea for details about pricing
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

AllClients

Founded

2004

Country

United States

Website

www.allclients.com

Vendor Details

Company Name

Aurea

Founded

2012

Country

United States

Website

www.aurea.com/library/customer-relationship-management/

Product Features

Contact Management

Activity Management No 
Appointment Management No 
Contact Database No 
Contact History No 
Contact Import/Export No 
Customer Pipeline No 
Email Marketing No 
Group Management No 
Interaction Tracking No 
Lead Management No 
Prospecting Tools No 
Sales Pipeline Management No 
Search / Filter No 
Segmentation No 
Shared Contacts No 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Email Marketing

A/B Testing No 
Artificial Intelligence No 
Auto-Responders No 
CAN SPAM Compliance No 
Customer Surveys No 
Drip Campaigns No 
Dynamic Content No 
Event Triggered Email No 
Image Library No 
Landing Pages/Web Forms No 
Mailing List Management No 
Mobile Optimized Emails No 
Reporting/Analytics No 
Subscriber Management No 
Template Management No 
WYSIWYG Email Editor No 

Lead Capture

Business Card / Badge Scanning No 
Dashboard Yes 
Data Extraction Yes 
Lead Distribution Yes 
Lead Notifications Yes 
Lead Nurturing Yes 
Lead Qualification Yes 
Lead Scoring No 
Online Forms Yes 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking No 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs No 
Drip Campaigns No 
Dynamic Content No 
Landing Pages / Web Forms No 
Lead Scoring No 
Sales Intelligence No 
Search Marketing No 
Segmentation No 
Social Marketing No 
Website Visitor Tracking No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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