Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Enhance your long-term relationships with clients by utilizing our specialized CRM software designed for financial advisors. Equisoft/connect is an innovative, cloud-based CRM tool tailored specifically for financial professionals, allowing you to consolidate all relevant insurance and investment data for your clients. This software serves as a robust resource for productivity, marketing, sales, and compliance needs. By minimizing the time spent searching for crucial client information, you can dedicate more time to engaging with clients and prospects. With Equisoft/connect, all your clients' information is accessible within a single application, eliminating the need to switch between various platforms to monitor client data. The diverse modules offered by Equisoft/connect enable you to effortlessly view clients' insurance policies and investments, correspond via email, and efficiently handle appointments and documentation—all from one comprehensive application. This streamlined approach ultimately fosters stronger client connections and enhances your overall service delivery.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Bridge
No
DocuQuest
No
EHSQuest
No
Equisoft/illustrate
No
Equisoft/manage
No
Flexspring
No
PeopleQuest
No
ProjectQuest
No
StreetSmart
No
Switch Automation
No
Integrations
Bridge
Yes
DocuQuest
Yes
EHSQuest
Yes
Equisoft/illustrate
Yes
Equisoft/manage
Yes
Flexspring
Yes
PeopleQuest
Yes
ProjectQuest
Yes
StreetSmart
Yes
Switch Automation
Yes
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
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
$89.00/month/user
Free Trial
Yes
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
No
iPad App
No
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
AllClients
Founded
2004
Country
United States
Website
www.allclients.com
Vendor Details
Company Name
Equisoft
Founded
1991
Country
Canada
Website
www.equisoft.com/products/advisor-crm-connect
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
Financial CRM
Account Alerts
No
Asset Management
Yes
Expense Tracking
No
Household Tracking
Yes
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
Yes