AllClients
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Marketing automation and AI built into every plan. From $24 a month.

The people you worked hard to meet shouldn't get forgotten when business gets busy.

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14 days. No credit card.

AllClients is a small business CRM for non-technical businesses that grow through relationships, referrals, and repeat customers: real estate, mortgage, insurance, financial services, salons, and home services. Contacts, lead capture, email marketing, and automated follow-up run in one system, with AI in every plan, from $24 a month.

Trusted by more than 30,000 small businesses

These aren’t household names. They’re real small businesses, just like yours.

Helping small businesses
since 2004.

  • Powers Realty Group Real estate
  • Cornerstone Financial Coach Financial coaching
  • Lakeside DJs Event DJ
  • Legacy Retirement Group Retirement planning
  • Medicare Solutions Network Medicare insurance
  • Parker RV and Marine RV and marine dealer
  • Pacific Street Capital Commercial mortgage
  • Southern Classic Realtors Real estate
  • Revolution Mortgage Mortgage broker
  • Kshirsagar Kulkarni and Co Chartered accountants
  • UK Prestige Car Brokers Car broker
  • The Beatles Flashback Tribute band
  • Inline Business Advisors Business consulting
  • Home Companion In-home senior care
  • Prestige Training and Consulting Corp Professional training
  • Preferred Real Estate Brokers Real estate
  • Kourtney's Kause Water safety
  • Medicare Supplements Plus Medicare insurance
  • Hangtime27 Real estate photography
  • Park Golf Academy Golf academy
  • Carol Cherry Insurance Brokerage Insurance brokerage
  • Curt Mitchell Professional guitarist

The money is in the follow-up.
And the follow-up is the first thing to slip.

You meant to call her after the closing. You meant to send the market update, check in at the six-month mark, and remember his birthday. Then the week happened, and then the next one. A year later, that client buys from your competitor, the one who followed up.

A contact list tells you who you know. Real client management keeps the relationship alive, even on the days you don't log in. That's the job AllClients was built to do.

Simple to use. More powerful than it looks.

“I started by taking one feature at a time, learning it, then working out how to add it to my daily routine. I've made this thing sing and dance. It's the first thing I log into every morning.”
Lynn Hamilton

Lynn Hamilton

Lead Instructor and REALTOR®, Samson Properties

Chantilly, VA

Samson Properties
“Over 23 years, I've explored countless CRMs. Most were too expensive, too limited, or too complex. AllClients is a refreshing change. This year, my business surpassed $13 million in sales, a testament to the power of having the right system in place.”
Corbin Lindsey

Corbin Lindsey

Birdseye Financial

Birdseye Financial

Founder-led since 2004

The same two founders still own AllClients, run it, and decide what gets built next.

US-based support

Get help from a US-based team that uses AllClients every day. When a support question is easier to solve by phone, we pick up the phone and call you.

No setup fee. Free data migration.

Nothing to pay upfront to get started. Send us your contact export and we'll map and load it into your account for you.

Four parts of one complete follow-up system.

A complete follow-up system needs all four of these parts, working together. When someone fills out your form, their information shouldn't sit in one tool waiting for you to move it into another before the follow-up can begin.

Contacts

Keep every client and prospect in one place, with notes, history, appointments, and to-dos on one screen. Search and group them however your business works, so the right list is one click away.

Lead capture

Publish a landing page, or put a form on the website you already have. Every new lead goes directly into AllClients without copying, pasting, or syncing another system.

Email marketing

Send newsletters, broadcasts, and drip campaigns from inside the CRM. You also get a fresh, ready-to-send newsletter each month when all you want is to keep your name in front of people.

Automated follow-up

Set the next steps once. AllClients can send emails and texts, assign to-dos, update records, and move people through your process automatically.

A lead comes in, joins your database, hears from you on schedule, and every email and completed step becomes part of the same contact history.

Build the workflow yourself, or describe what you want and let the AI assemble it for you.

Those four parts are the core of AllClients, not the whole product. Everything else we've built since 2004, including Boards, daily agendas, birthday reminders, newsletters, duplicate cleanup, and more, helps you organize relationships and keep your follow-up moving. See all features →

Real automation starts on the $24 plan.

With many entry-level CRM plans, the advertised price buys a contact list. By month two, you discover that lead capture, email marketing, and useful automation require higher tiers, add-ons, or separate products. AllClients includes all four parts of the follow-up system from the entry plan, plus AI.

Start with one of everything

Select, the entry plan, includes one landing page or one popup form, one autoresponder, one workflow, and one Board. For some businesses, that's enough to build and run the complete follow-up system they need.

Remove the limits when you're ready

Premium gives you unlimited landing pages, forms, autoresponders, workflows, and Boards, along with more users, contacts, email capacity, and AI credits.

If one of each does the job, stay on Select. When automation proves its value, move up without changing systems or moving your data.

Select is $24 a month billed annually or $28 month to month. See all plans and limits →

The AI helps you get everything running.

The hardest part of automation is setting it up. Describe what you want in plain language and AllClients helps you build it, right inside the CRM.

AI Landing Page Builder

Describe the page, preview it on desktop or mobile, and publish. No separate website needed.

AI Writer

Draft emails and newsletters in seconds, then make them shorter, warmer, or more like your voice.

AI Workflow Builder

Describe a follow-up sequence and get a working workflow to review, save, and run.

Monthly AI credits are included. Add more only when you need them.

Questions people ask before starting

What is AllClients?

AllClients is client management software for small business, combining contacts, lead capture, email marketing, and automated follow-up in one CRM, with AI included in every plan. It's built for non-technical business owners and has been founder-led since 2004.

Is automation really included on the $24 plan?

Yes. The $24 plan includes one of each of the four parts, plus email marketing and AI. Premium and Elite take the limits off.

How does the free CRM trial work?

The trial runs 14 days and you can build with every feature, so you're testing the full product, not a limited version. Sending and publishing turn on when you subscribe. No credit card, no demo, no sales call required.

What happens when the trial ends?

You choose the plan that fits and keep going. There's no card on file, so nothing gets charged automatically, and nobody calls to pressure you.

Are there setup fees?

No setup fees, and data migration is free. Send us your contact export and we'll map and load it into your account.

See what a complete follow-up system looks like.

Try all Premium features free for 14 days. Load your contacts, build a lead page, set up a workflow, and see how the pieces work together before choosing a plan. Sending and publishing turn on when you subscribe.

Start your free trial

No credit card. No demo. No sales call required.