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Spend Less Time Staring at a Blank Screen (Meet the New AI Builders)

July 15, 2026

Spend Less Time Staring at a Blank Screen (Meet the New AI Builders)

Stop staring at a blank screen. AllClients' new AI tools help small businesses quickly create email templates, landing pages, workflows, newsletters, and more—right inside the CRM.

See Every Conversation Right Inside Your CRM

July 2, 2026

See Every Conversation Right Inside Your CRM

Connect Gmail or Outlook to AllClients and see every client email, reply, contact, and appointment in one place — without switching between your inbox and CRM.

Passwords, MFA, Authenticator Apps, Passkeys, and PINs... What’s the Difference?

May 15, 2026

Passwords, MFA, Authenticator Apps, Passkeys, and PINs... What’s the Difference?

Confused by passwords, MFA, passkeys, authenticator apps, and PINs? You’re not alone. This simple guide explains the differences between today’s most common login security methods in plain English.

The Right Way to Use AI in Your CRM (Without Losing the Personal Touch)

May 1, 2026

The Right Way to Use AI in Your CRM (Without Losing the Personal Touch)

Use AI in your CRM to save time and follow up more consistently, without losing the personal touch that builds real customer relationships.

How Often Should You Follow Up (Without Annoying People)?

April 8, 2026

How Often Should You Follow Up (Without Annoying People)?

Most people don’t follow up because they don’t know how or when. Here’s a simple, no-pressure framework to stay in touch, stay top of mind, and turn more conversations into business.

Turn Your Inbox Into a CRM Advantage

March 25, 2026

Turn Your Inbox Into a CRM Advantage

Connect your Gmail or Outlook to AllClients and keep your conversations, contacts, and calendar in one place. Turn everyday emails into better follow-up and never miss an opportunity. Now available in early access.

Why Connecting Your Gmail or Outlook Inbox to Your CRM Matters

March 4, 2026

Why Connecting Your Gmail or Outlook Inbox to Your CRM Matters

Connecting your Gmail or Outlook inbox to your CRM keeps conversations, contacts, and follow-ups in one place. Learn why email integration matters and how it helps you stay organized and never lose track of important relationships.

How Text Messaging Works in AllClients

February 11, 2026

How Text Messaging Works in AllClients

Send and receive text messages directly from your CRM — no extra monthly fee. AllClients now includes integrated SMS with a dedicated messaging center, contact card texting, workflow automation, and reusable templates. Connect your own provider and start texting your contacts in minutes.

Text Message Marketing in Your CRM: How to Do It Tastefully (and Not Turn People Off)

January 22, 2026

Text Message Marketing in Your CRM: How to Do It Tastefully (and Not Turn People Off)

Text messaging inside your CRM can be powerful or damaging depending on how it’s used. Learn how to use texting tastefully so messages feel helpful, timely, and relevant instead of intrusive or annoying.

New Year, Same CRM… Or Is It?

January 8, 2026

New Year, Same CRM… Or Is It?

A new year is the perfect time to take a fresh look at how you manage contacts and follow-ups. You don’t need new software. Small tweaks to the system you already use can reduce stress and make the whole year feel more organized.

Why You Should Never Use Your Regular Email for Marketing Emails

December 12, 2025

Why You Should Never Use Your Regular Email for Marketing Emails

Sending marketing emails from Gmail or Outlook might seem easy, but it can quietly destroy your deliverability. Here’s why your regular inbox is the worst place to send marketing emails.

5 Reasons Successful Businesses Still Send Christmas Cards

December 2, 2025

5 Reasons Successful Businesses Still Send Christmas Cards

Sending Christmas cards is a simple way to stand out, reconnect with clients, and create goodwill. Here are the top reasons successful businesses still send them and how to do it easily.

The Lifetime Client Value Secret: 5 Simple CRM Tactics to Resurrect Past Customers

November 19, 2025

The Lifetime Client Value Secret: 5 Simple CRM Tactics to Resurrect Past Customers

Reignite revenue from clients who already know and trust you. These 5 simple CRM tactics help you re-engage past customers, boost lifetime value, and turn old contacts into new business.

How to Start Collecting Email Addresses (Even If You’ve Never Built a Landing Page Before)

November 11, 2025

How to Start Collecting Email Addresses (Even If You’ve Never Built a Landing Page Before)

Start collecting email addresses this week—even if you’ve never built a landing page. Learn simple, no-tech ways to grow your list and stay connected with your audience.

5 Business Tasks You Should Automate Next Year

October 31, 2025

5 Business Tasks You Should Automate Next Year

Automating just a few core business tasks can help you stay consistent, save time, and stop losing valuable opportunities. Here are the 5 tasks every small business should automate year.

Why Your Business Doesn’t Need Salesforce (and What You Actually Need Instead)

October 23, 2025

Why Your Business Doesn’t Need Salesforce (and What You Actually Need Instead)

Excerpt: Salesforce is powerful—but for small businesses, it’s often overkill. Discover why simpler, affordable CRMs like AllClients make more sense for smaller teams.

Getting Ready for Q4: CRM Strategies to Maximize Year-End Sales and Referrals

September 22, 2025

Getting Ready for Q4: CRM Strategies to Maximize Year-End Sales and Referrals

Finish the year strong! Use your CRM to re-engage past clients, automate holiday touchpoints, tighten your pipeline, and generate referrals so you can maximize Q4 sales and roll into Q1 with momentum.

Why Real Estate Agents Are Ditching Complex CRMs for Simple Solutions

September 11, 2025

Why Real Estate Agents Are Ditching Complex CRMs for Simple Solutions

Many real estate agents are paying for CRMs that gather dust—too complex, too time-consuming, and too frustrating to use. The agents who are winning more deals are the ones switching to simple, agent-focused tools they actually use every day.

Automation Without the Robots: How to Follow Up Without Sounding Like AI

August 6, 2025

Automation Without the Robots: How to Follow Up Without Sounding Like AI

Tired of robotic emails that sound fake and damage your reputation? Real follow-up doesn’t have to be complicated. Here’s how to stay top of mind authentically—without letting AI do the talking for you.

Stop Chasing Strangers! Your Past Clients are a Goldmine

July 11, 2025

Stop Chasing Strangers! Your Past Clients are a Goldmine

Most businesses chase new leads and ignore their most valuable asset: past clients. Here’s why staying in touch is the fastest path to repeat business and referrals—and how the AI Newsletter Assistant makes it simple.

Start Simple with Easy Contact Management

June 16, 2025

Start Simple with Easy Contact Management

Starting with a full-featured CRM can feel overwhelming and expensive. EasyContacts gives you the simple, affordable way to organize contacts, take notes, and set reminders—without the complexity. Saints on the road and with no George Kittle and suddenly

Beyond the Click: Why Your Email Open Rates Might Be Lying to You

May 12, 2025

Beyond the Click: Why Your Email Open Rates Might Be Lying to You

Stop relying on open and click rates. Discover better email metrics that reveal true engagement and drive results.

What's the Easiest CRM to Use?

April 25, 2025

What's the Easiest CRM to Use?

Discover the easiest CRMs with intuitive features, simple setup, and user-friendly design to boost efficiency and customer relationships.

When Spreadsheets Aren't Enough

April 14, 2025

When Spreadsheets Aren't Enough

Spreadsheets work for a while, but managing contacts gets messy fast. Discover an easier solution with EasyContacts.

What to Do When You Can’t Get Started

April 6, 2025

What to Do When You Can’t Get Started

Feeling stuck at work? Try these simple steps and tools to get unstuck, refocused, and back on track.

How Do I Best Manage My Contacts?

April 1, 2025

How Do I Best Manage My Contacts?

Your contacts are your lifeline. Learn best practices for organizing, tracking, and managing contacts with AllClients CRM or EasyContacts.

AllClients’ AI Newsletter Assistant: Automate a Critical Monthly Task

February 27, 2025

AllClients’ AI Newsletter Assistant: Automate a Critical Monthly Task

Staying connected with your clients is more important than ever. But let's face it, crafting engaging newsletters every month can be a real challenge. That's…

AllClients CRM: Your Holiday Helper

January 29, 2025

AllClients CRM: Your Holiday Helper

The holiday season is a time of joy, cheer, and, let’s face it, a lot of work. From crafting personalized greetings to managing complex marketing campaigns, it…

Boost Your Lead Generation with Our Powerful Popup Forms

January 29, 2025

Boost Your Lead Generation with Our Powerful Popup Forms

Maximize Your Website’s Potential

AllClients Turns 20!

January 26, 2025

AllClients Turns 20!

A Journey of Innovation and Excellence

Unlocking Efficiency: Introducing Boards in Your CRM Software

December 9, 2024

Unlocking Efficiency: Introducing Boards in Your CRM Software

Discover the power of Boards to streamline your workflows and boost your sales.

Your First Steps into the World of AI: A Beginner's Guide

November 18, 2024

Your First Steps into the World of AI: A Beginner's Guide

AI is here to help! Discover 3 easy ways to use AI to simplify your life and boost your productivity.

Why Bother with Notes in Your CRM?

November 14, 2024

Why Bother with Notes in Your CRM?

Discover how simple notes can transform your CRM into a relationship-building powerhouse.

Overcoming Common CRM Challenges: A Guide for Small Businesses

November 12, 2024

Overcoming Common CRM Challenges: A Guide for Small Businesses

This guide will help you overcome common CRM hurdles and maximize its benefits.

My Secret Weapon Against Stress

November 8, 2024

My Secret Weapon Against Stress

Learn how to declutter your mind and prioritize your workload, so you can tackle your day with confidence.

Boost Your Brand with Custom Headers and Footers

November 6, 2024

Boost Your Brand with Custom Headers and Footers

Elevate your email marketing game by creating professional, branded emails with custom headers and footers.

Why Monthly Client Check-Ins Are a Must

November 4, 2024

Why Monthly Client Check-Ins Are a Must

Discover how to leverage the power of email marketing to keep your brand top-of-mind and generate more leads.

Summer of Referrals: Winners Announced

November 1, 2024

Summer of Referrals: Winners Announced

We're excited to announce the winners of our Summer of Referrals drawing.

"Now Tell Me Again – What Does AllClients Do?"

August 24, 2024

"Now Tell Me Again – What Does AllClients Do?"

Learn how a CRM can help you nurture customer relationships, streamline your operations, and ultimately, drive business growth.

Summer of Referrals Drawing - Extended

August 22, 2024

Summer of Referrals Drawing - Extended

Refer a friend to AllClients and you both can enjoy exclusive discounts and enter a drawing for a $150 Amazon Gift Card.

Turn Cold Leads into Hot Prospects with AllClients Follow-Up

August 20, 2024

Turn Cold Leads into Hot Prospects with AllClients Follow-Up

AllClients CRM offers a simple solution to streamline your sales process and ensure every follow-up is timely and effective.

Why Your Free Email Address is Hurting Your Email Marketing Efforts

August 7, 2024

Why Your Free Email Address is Hurting Your Email Marketing Efforts

Discover the power of a custom domain to boost your email deliverability, enhance your brand image, and achieve better results.

Tune In: How AllClients Helps You Hear Your Customers Loud and Clear

July 31, 2024

Tune In: How AllClients Helps You Hear Your Customers Loud and Clear

AllClients helps you understand your customers better by collecting valuable feedback and insights.

Struggling to Keep Track of Customers?

July 24, 2024

Struggling to Keep Track of Customers?

Discover how a CRM can help you stay organized, boost productivity, and build stronger customer relationships.

From Static to Strategic: Why CRMs are Essential Today

July 23, 2024

From Static to Strategic: Why CRMs are Essential Today

Discover how features like landing pages, automated workflows, and Kanban boards can transform your sales and marketing efforts.

Protect Your Reputation and Boost Email Deliverability: The Importance of Email Authentication

July 17, 2024

Protect Your Reputation and Boost Email Deliverability: The Importance of Email Authentication

Email remains a cornerstone of communication for businesses of all sizes. However, the increasing prevalence of spam, phishing, and other email-borne threats…

Ditch the Sticky Notes

July 2, 2024

Ditch the Sticky Notes

Let's face it, as a very small business owner, you wear a lot of hats. You're the expert, the marketer, the accountant, and sometimes even the janitor. CRM…

Celebrate 20 Years With Our Summer Referral Program!

June 17, 2024

Celebrate 20 Years With Our Summer Referral Program!

Sunshine, barbeques, and... wait for it... incredible savings on your CRM? That's right, folks! Here at AllClients, we're turning 20 this year, and to…

Elevate Your Business with Smart CRM Solutions

June 4, 2024

Elevate Your Business with Smart CRM Solutions

As a small business owner, you know that every interaction with your customer matters. Whether it's nurturing existing relationships or cultivating new ones,…

Small Business Success with AllClients

May 21, 2024

Small Business Success with AllClients

Today, personalization has become the cornerstone of successful marketing strategies. Small businesses, in particular, can benefit greatly from implementing…

What are the best CRM’s for (Very) Small Businesses: 2024

May 14, 2024

What are the best CRM’s for (Very) Small Businesses: 2024

Whether you have an established small business, or you’re a start-up, having a great CRM is imperative to navigate your sales and marketing adequately.

5 Essential CRM Features Every Small Business Needs

May 6, 2024

5 Essential CRM Features Every Small Business Needs

In the bustling world of mom-and-pop shops, where every customer interaction counts, managing relationships effectively can mean the difference between success…

New Google and Yahoo Requirements for Email Senders

April 25, 2024

New Google and Yahoo Requirements for Email Senders

As we move into 2024, keeping our email conversations secure and trustworthy is increasingly vital. Gmail and Yahoo have introduced new standards to protect…

Streamline Your Small Business Operations with AllClients: The Ultimate CRM Solution

April 15, 2024

Streamline Your Small Business Operations with AllClients: The Ultimate CRM Solution

In the world of small business operations, managing customer relationships efficiently is paramount to success. However, for many small business owners,…

CRM Tips for Micro-Business Owners

April 10, 2024

CRM Tips for Micro-Business Owners

Nailing your customer connections can significantly change the game for us micro-business owners.

A Small Business Owner's Guide to Choosing Their First CRM

March 25, 2024

A Small Business Owner's Guide to Choosing Their First CRM

Congratulations on taking the leap to implement a CRM (Customer Relationship Management) system for your small business! Whether you're just starting out or…

Shared Wisdom: How Being Slightly Ahead Enhances Learning

March 18, 2024

Shared Wisdom: How Being Slightly Ahead Enhances Learning

Today it is easy to find experts in any given subject. Yet so many of us hesitate to share our knowledge for fear of not being considered "experts" in that…

Navigating the New Email Sending Rules of 2024: What You Need to Know

March 13, 2024

Navigating the New Email Sending Rules of 2024: What You Need to Know

In 2024 and beyond, ensuring the security and integrity of our email communications has become more critical than ever. With Gmail and Yahoo announcing new…

Why Personalized Email Addresses are Essential for Real Estate Success

February 22, 2024

Why Personalized Email Addresses are Essential for Real Estate Success

As a real estate agent, you might find it tempting to accept a free email address provided by your broker's domain. For instance, if you're with RE/MAX, you…

Design Emails for Best Results

February 20, 2024

Design Emails for Best Results

Email marketing is a powerful tool for businesses to connect with their audience. When crafting email campaigns, one crucial decision marketers face is whether…

Navigating Nonsense: Why Some Business Owners Defy Logic

February 16, 2024

Navigating Nonsense: Why Some Business Owners Defy Logic

Dear Very Small Business Owners,

6 Reasons You Should Not Use a Free Email Address

February 1, 2024

6 Reasons You Should Not Use a Free Email Address

Email communication has become an essential part of our daily lives, both in personal and professional spheres.

Insightly vs Pipedrive vs AllClients: A Definitive Comparison [January 2024]

January 20, 2024

Insightly vs Pipedrive vs AllClients: A Definitive Comparison [January 2024]

For two weeks, I tested Insightly and Pipedrive on my contact lists to find the best platform for managing my relationships with prospects, leads, and…

I Have a Very Small Business - Do I Really Need a CRM?

December 15, 2023

I Have a Very Small Business - Do I Really Need a CRM?

Imagine this: You're at the helm of a small business. You've got a modest office space, a small but dedicated team, and your hands full with the day-to-day…

Texting for Small Business Success: A Guide for Beginners

November 25, 2023

Texting for Small Business Success: A Guide for Beginners

Running a small business can be a juggling act, and keeping your customers happy is one of the most critical aspects.

Why Do CRMS Work for Others But Not for Me?

February 17, 2023

Why Do CRMS Work for Others But Not for Me?

Everyone you know has a CRM of some kind. CRMs like Salesforce, HubSpot, Zoho, ActiveCampaign, AllClients, Insightly, MailChimp, and ConstantContact, to name a…

7 Reasons You Should Not Use a Free Email Address

January 31, 2023

7 Reasons You Should Not Use a Free Email Address

If you have a business of any kind, it is never a good idea to use a free email address – like one from Gmail, Yahoo, or Outlook. There are several good…

8 CRM Myths You Need to Stop Believing

January 31, 2023

8 CRM Myths You Need to Stop Believing

There is a lot of mystery surrounding CRMs. What they do, who they are for, how they help the small business, and more.

AllClients CRM - The Ideal Choice for a Micro Business

December 19, 2022

AllClients CRM - The Ideal Choice for a Micro Business

Customer relationship management (CRM) should be the hub of all interactions of every success-driven business with the world at large. However, finding the…

What Should You Expect Your CRM To Do for You?

November 11, 2022

What Should You Expect Your CRM To Do for You?

So you have a CRM for your business, or you're thinking of getting one. What exactly should you expect your CRM to do for you?

What Is DMARC and Do I Need It?

November 1, 2022

What Is DMARC and Do I Need It?

DMARC Explained:

Domain Reputation vs. IP Reputation

October 21, 2022

Domain Reputation vs. IP Reputation

Emаil has massively grown in terms of traffic and technologies over the years. One important factor in email marketing has always been your email reputation.

Understanding Sender Reputation

October 19, 2022

Understanding Sender Reputation

Your trustworthiness as a brand is crucial. When it comes to email, this is no different. A positive sender reputation allows mail servers to know you send…

How to Quickly Test Your Newsletter Before You Send It

October 6, 2022

How to Quickly Test Your Newsletter Before You Send It

Sadly, mailbox providers have to purposefully set a moving target when it comes to their exact spam filter criteria, due to the ongoing game of cat and mouse…

Why Are My Emails Going to Spam?

September 15, 2022

Why Are My Emails Going to Spam?

After spending hours crafting the perfect email, you’d like your contacts to read it, right? Unfortunately, one of the most frustrating situations is finding…

Jumping Into Your Customer’s Head

August 19, 2022

Jumping Into Your Customer’s Head

Have you ever wished you could get inside your customer’s head? What are they thinking? What motivates them? How can I serve them better?

What is the Worst CRM?

August 11, 2022

What is the Worst CRM?

CRMs come in all shapes and sizes. There are small, big, easy, and complicated ones. You can find CRMs for big companies, small companies, and specialized CRMs…

Types of DNS Records and What They Do

June 27, 2022

Types of DNS Records and What They Do

If you’ve read our article on what DNS is, you have a solid understanding of the backbones of the internet.

What is DNS?

June 16, 2022

What is DNS?

When we want to call a contact on our phone, all we have to do is click on their name. Within a single click, we’re calling the person.

If You Don’t Have a CRM, You ARE the CRM!

June 9, 2022

If You Don’t Have a CRM, You ARE the CRM!

So, you're not using a CRM in your business. That's okay, and many entrepreneurs aren't. But it might be time to reconsider if you're spending hours managing…

A Beginners Guide to Drip Campaigns

May 3, 2022

A Beginners Guide to Drip Campaigns

What is a drip campaign? You may know it best as drip marketing, autoresponders, marketing automation, an automated email campaign… There are a lot of names…

How Often Should You Mail Your List?

April 24, 2022

How Often Should You Mail Your List?

Finding the right emаil frequency can be tricky... On the one hand, you don’t want to overwhelm your contacts. On the other hand, you want to make sure you’re…

Using Email Campaigns for All Parts of Your Business

February 16, 2022

Using Email Campaigns for All Parts of Your Business

Use your CRM for your drip campaigns

5 Ways to Build & Maintain Strong Customer Relationships

February 1, 2022

5 Ways to Build & Maintain Strong Customer Relationships

Let’s face it. The main reason why building long-term customer relationships is so hard is because we are constantly searching for new clients!

What is AI (Artificial Intelligence) in CRMs?

January 25, 2022

What is AI (Artificial Intelligence) in CRMs?

Many software systems are claiming to use Artificial Intelligence (AI) to accomplish the magic their technology provides. AI is a great concept, a sexy idea…

Marketing 101: What is a Transactional Email?

January 19, 2022

Marketing 101: What is a Transactional Email?

Transactional emails are a type of automated email that gets sent after a triggered event occurs. This trigger event is typically a real-time action your…

5 Steps to Build a High-Quality Email List (Organically)

January 18, 2022

5 Steps to Build a High-Quality Email List (Organically)

We’ve all heard about the fantastic results email marketing can have. Businesses today are looking to employ all sorts of strategies to compete and grow…

What is an Email Nurture Campaign?

January 14, 2022

What is an Email Nurture Campaign?

Lead generation has moved away from generating single events to maintaining a long-term, lucrative relationship. Nurturing is a strategy designed to maintain…

CRM Pitfalls and How To Avoid Them

January 10, 2022

CRM Pitfalls and How To Avoid Them

As with any other internal process, how you implement your CRM software can make even more of an impact than the CRM’s actual capabilities. Even if you have a…

Before, During and After

December 21, 2021

Before, During and After

As a small business owner, there are many ways to look at your business. I have found that one of the most useful ways is to look at your business as three…

What Is a Sunset Policy?

December 14, 2021

What Is a Sunset Policy?

After spending time and effort building your list, removing contacts from your list may seem counter-intuitive. However, inactive contacts waste your…

CRM: The Secret to Reducing Business Costs

December 3, 2021

CRM: The Secret to Reducing Business Costs

You can’t grow your business, gain customers, watch your ROI rise, and stay on top of trends if you aren’t linked to the habits and minds of past, present, and…

What is CRM? CRM Explained for Beginners

November 23, 2021

What is CRM? CRM Explained for Beginners

If the term “CRM” is an unfamiliar term to you, then you are in the right place.

Apple's Email Privacy Protection Will Disrupt Marketing Trends

November 18, 2021

Apple's Email Privacy Protection Will Disrupt Marketing Trends

On June 7th, 2021, at the annual WWDC conference, Apple announced Mail Privacy Protection.

What Is an “Opt-In”?

November 9, 2021

What Is an “Opt-In”?

When people opt-in to your marketing, they consciously subscribe to, for example, your newsletter. By opting in, users give explicit permission that their…

“You Will Never Make It in the Music Business”

October 7, 2021

“You Will Never Make It in the Music Business”

In the mid-1985’s I was around 24 years old and I was working at the Memorex Communications Group in Silicon Valley. This was not the Memorex that sold…

Staying Compliant with CAN-SPAM, CASL, & GDPR

September 23, 2021

Staying Compliant with CAN-SPAM, CASL, & GDPR

Over the last few years, the privacy landscape has become much more complicated. There are a number of commercial regulations affecting how your organization…

Understanding Your Email Metrics

August 17, 2021

Understanding Your Email Metrics

Whether you’ve just launched your first email marketing campaign, or you’ve been sending emails to your subscribers for a while, you want to keep improving…

AllClients: Top Rated CRM in Latest G2 Report

July 8, 2021

AllClients: Top Rated CRM in Latest G2 Report

G2 is the world's largest technology marketplace - where businesses can shop for tech solutions and read unbiased reviews from real customers. Think Amazon…

What Is "Bad Data" and How to Spot It

June 23, 2021

What Is "Bad Data" and How to Spot It

We spend so much time and money collecting data for our marketing efforts that many of us want to believe that’s all we have to do. Sadly even if the data you…

Why Did My Email Bounce and How Do I Fix It?

June 7, 2021

Why Did My Email Bounce and How Do I Fix It?

A bounced email, or bounce, is an email that cannot be delivered to a mail server. Instead, the mail server generates a Non-Delivery Report (NDR) informing the…

Getting Started with Your New CRM

May 21, 2021

Getting Started with Your New CRM

A CRM is a great tool, and it WILL help you organize and grow your business. However, there are some steps you will need to take right away to ensure your CRM…

CRM: It Doesn't Have to Be That Complicated

April 2, 2021

CRM: It Doesn't Have to Be That Complicated

CRMs are a mystery to most people. They hear something from a friend about SalesForce or HubSpot – they see advertisements for Mailchimp or Constant Contact on…

Segmenting Strategies to Improve Email Marketing Results

March 5, 2021

Segmenting Strategies to Improve Email Marketing Results

Segmenting your email lists will not only help increase open and click-through rates but it can also help improve your overall deliverability rates as well.

Words That Can Trigger Spam

February 18, 2021

Words That Can Trigger Spam

It’s no secret that spam filters are cracking down on our emails— especially marketing and sales messages.

What Are Spam Filters & How to Avoid Them (Technical)

February 3, 2021

What Are Spam Filters & How to Avoid Them (Technical)

Spam filters are filters designed to sort emails according to certain criteria.

How Long Does It Take to Implement a New CRM? Part 2

January 20, 2021

How Long Does It Take to Implement a New CRM? Part 2

If this is your first CRM...

Marketing Messaging vs Sales Messaging

January 14, 2021

Marketing Messaging vs Sales Messaging

Prospects and decision makers are bombarded with emails daily, from retail companies constantly sending promotional emails, work related emails, newsletters,…

How Long Does It Take to Implement a New CRM? Part 1

December 18, 2020

How Long Does It Take to Implement a New CRM? Part 1

You are ready to upgrade your CRM! Woo-hoo! (In Part 2, we will cover the people implementing their first CRM.)

How to Organize Your Time When You Need to Get Things Done

December 14, 2020

How to Organize Your Time When You Need to Get Things Done

I am in a perpetual search for the holy grail that will get me organized and keep me on track. I have tried every type of computer software, every app, every…

Listen, Do Da Da... Do You Want to Know a Secret?

December 4, 2020

Listen, Do Da Da... Do You Want to Know a Secret?

By day I am the CEO of AllClients – by night I play guitar, keyboards, and sing in my Beatles Tribute Band, BeatlesFlashback.com.

How to Turn Leads into Customers - Part 2

November 30, 2020

How to Turn Leads into Customers - Part 2

In Part 1, we learned 4 easy things you can do to improve your chances of turning a fresh, new lead into a paying customer.

How to Turn Leads into Customers - Part 1

November 4, 2020

How to Turn Leads into Customers - Part 1

Someone is interested in what you are selling and you have their contact information: like a name, email and phone number. So now what? How do you turn that…

Do I Really Need a CRM?

October 28, 2020

Do I Really Need a CRM?

As the owner of a CRM company, you would think I would say “Yes. Everyone needs a CRM." However I might surprise you here with this statement:

All-in-One Software: Expectations vs Reality

October 19, 2020

All-in-One Software: Expectations vs Reality

If you run a business, manage a business, manage a department, or you’re just a great worker bee, you have lots of things you need to get done every day.

What Is a Client Referral Tree?

October 2, 2020

What Is a Client Referral Tree?

Everyone knows that using referrals to grow your business is a smart move. Referrals bring in quality leads that are usually pre-qualified and ready to buy.…

Should you use text messages in your customer communications?

September 22, 2020

Should you use text messages in your customer communications?

The ability to send your prospects and customers text messages is now part of many CRM’s. The CRM companies who don’t offer this feature, will usually have an…

Things to Look for in a CRM

September 16, 2020

Things to Look for in a CRM

There are so many CRM choices out there today and it seems like we are seeing new ones pop up every month. This guide will help you think about what is best…

The Smartest Person In the Room

September 8, 2020

The Smartest Person In the Room

There are many times when I am stuck on a problem and I need to talk to someone smarter than me to help me solve it. I don’t have the answer, but I know…

Autoresponders: Yesterday’s Marketing Solution

September 3, 2020

Autoresponders: Yesterday’s Marketing Solution

For many years, the autoresponder has been the go to tool for small businesses to stay in touch with their clients and prospective clients.

Unlock AllClients' Most Valuable Feature You're Likely Missing

August 24, 2020

Unlock AllClients' Most Valuable Feature You're Likely Missing

As a small business owner or sales person trying to get new clients in the door, we work hard to find and attract these new prospects.

CRM Integrations Are a Bad Idea (Most of the Time)

August 4, 2020

CRM Integrations Are a Bad Idea (Most of the Time)

Today you can integrate just about everything into your CRM. And the thinking goes that the more systems you can tie together, the better.

Email Marketing Campaigns Are Not Good Enough Anymore

July 24, 2020

Email Marketing Campaigns Are Not Good Enough Anymore

An email marketing campaign is one or more emails sent to contacts in your database and it’s designed to get them to take a specific action. CRM systems use…

What to Do When You Don’t Feel Like Doing Anything

July 17, 2020

What to Do When You Don’t Feel Like Doing Anything

You arrive at the office, you sit down at your desk and you are all set to work. You know you have a million things to do, so you look at all of your to-do…

What is a CRM?

July 13, 2020

What is a CRM?

As the CEO and co-founder of a CRM company, I often forget that not everyone knows what a CRM actually is. I am reminded when one of my smart friends gets a…

Do I REALLY Have to Pay for Software Every Month?

July 10, 2020

Do I REALLY Have to Pay for Software Every Month?

You are looking at getting new software for your small business. Maybe it’s a CRM you need, or an Accounting system, or some other type of specialized…

Prioritizing Your Product, Pricing and Customer Service

July 8, 2020

Prioritizing Your Product, Pricing and Customer Service

When you brainstorm with your team and think of ways to improve your small business, the three most common areas to consider are Product, Pricing, and Customer…

How Do I Find New Clients for My Small Business?

June 24, 2020

How Do I Find New Clients for My Small Business?

So you have a great idea. Or you just got your Real Estate License. Or you just started your first small business. Maybe you have a restaurant, or you are a…

How My CRM Ignorance Cost Me $6k

June 17, 2020

How My CRM Ignorance Cost Me $6k

Way back in the early 2000’s I was working as a Mortgage Broker in Sonoma County at my buddy’s mortgage company.

Loan Officer CRM

May 28, 2020

Loan Officer CRM

If you are a loan officer you will remember the “good old days” where you could just come into the office and the phone would ring with past clients and…

AllClients vs Keap

May 27, 2020

AllClients vs Keap

If you are looking for a Keap alternative or just a CRM and Marketing Automation tool with some “extra pop”, you will undoubtedly run across AllClients in your…

80% Effort is Better Than 100%

May 4, 2020

80% Effort is Better Than 100%

Shooting for 100% perfection in your work is not always a smart idea.

What Should I Pay for a CRM?

April 29, 2020

What Should I Pay for a CRM?

When you start shopping for CRM’s you will find them in every price range imaginable. Don’t want to spend a big chunk of change? No problem, you can find CRM’s…

Leverage your CRM during COVID-19

March 25, 2020

Leverage your CRM during COVID-19

Today, you are probably at home, sheltering in place. That’s a good thing. You are helping your fellow citizens and keeping yourself safe and healthy at the…

AllClients Is Working Without Interruption

March 18, 2020

AllClients Is Working Without Interruption

From the CEO:

The Hidden Danger of Role-Based Email Addresses

January 22, 2020

The Hidden Danger of Role-Based Email Addresses

Email deliverability has become a major challenge. To ensure your emails reach their intended recipients, it’s crucial to avoid using role-based email…

What Is a Net Promoter Score (Nps) and Why Is It Important?

December 4, 2019

What Is a Net Promoter Score (Nps) and Why Is It Important?

NPS is a one-question survey designed to gauge insight on customer satisfaction, customer loyalty and whether or not that customer likes your company enough to…

AllClients SMS Compliance Statement and Best Practices Guide

October 25, 2019

AllClients SMS Compliance Statement and Best Practices Guide

SMS marketing is quickly becoming one of the best and most efficient ways marketers can reach consumers. Promotional text messages are opened and read at an…

The Magic of Expressing Appreciation

October 17, 2019

The Magic of Expressing Appreciation

In my software company, we get hundreds of requests to build new features each month. Each of those requests gets prioritized next to the hundreds of requests…

Two Easy Ways to Improve Email Deliverability

September 25, 2019

Two Easy Ways to Improve Email Deliverability

Even with the popularity of SMS marketing, email marketing is still KING for most small businesses. But how do you navigate the rough waters of email marketing…

Summer of Referrals

July 15, 2019

Summer of Referrals

Refer a friend and enter to win a $150 Amazon Gift Card.

Benefits of CRMs for Small Businesses

June 12, 2019

Benefits of CRMs for Small Businesses

Automation is the latest buzzword in the world of small business. Simply put, automation is the process of inputting repetitive tasks – like weekly newsletters…

Master Email Marketing in 5 Steps

June 12, 2019

Master Email Marketing in 5 Steps

Nowadays, business owners are looking for more unconventional ways to connect with their target audience, and understandably so. The smartest companies are…

Why You Should Backup Your Data

June 12, 2019

Why You Should Backup Your Data

If you rely on a CRM to manage your prospects, clients, and past customers, you absolutely need a backup plan. Data loss can happen unexpectedly, and the…

Benefits of Sending Beautiful Emails

June 12, 2019

Benefits of Sending Beautiful Emails

Email has become one of the most effective digital marketing tools. Businesses can reach out to their customers and build long-term personal relationships…

Different Types of CRM Solutions

June 12, 2019

Different Types of CRM Solutions

Customer Relationship Management (CRM) solutions are crucial for a competitive advantage in today’s markets. It will help your business organize customer data…

Email Marketing: Videos or No Videos?

June 12, 2019

Email Marketing: Videos or No Videos?

Should you include videos in your email marketing strategy? The short answer is “Yes – Videos!”

GDPR - Get Ready to Get Fresh Consent

June 12, 2019

GDPR - Get Ready to Get Fresh Consent

You have worked hard to build a great email list, and you are sending regular marketing emails to that list.

Getting Started with Marketing Automation

June 12, 2019

Getting Started with Marketing Automation

Marketing and sales teams in various organizations look for more effective ways to do their jobs for them to reach their goals. Automating repetitive marketing…

How Do I Set Up My CRM?

June 12, 2019

How Do I Set Up My CRM?

Yay! You selected your CRM software and you’re ready to get down to business. So where do you start?

How to Write Marketing Emails

June 12, 2019

How to Write Marketing Emails

If you are building an email marketing campaign, it is critically important to have good email content that someone will actually read.

I Got My New CRM! Now How Do I Get Started?

June 12, 2019

I Got My New CRM! Now How Do I Get Started?

When you first get your customer relationship management (CRM), you’re excited. But as soon as you start looking into the whole process of how to set up your…

The Importance of To-Dos and Reminders

June 12, 2019

The Importance of To-Dos and Reminders

It might sound basic, but effective task management is the backbone of any successful business. Yet, surprisingly, many small business owners overlook the…

Tips to Increase Your Contact Management Efficiency

June 12, 2019

Tips to Increase Your Contact Management Efficiency

Managing your client database is one of the most important business success factors. Yet most businesses don’t pay enough attention to contact management. They…

What Does It Mean to Have My Data in the Cloud?

June 12, 2019

What Does It Mean to Have My Data in the Cloud?

In the olden days, you would buy software, (it usually came on a floppy disc), take it to your office and install it on your computer. That software was called…

What Does SaaS CRM Mean?

June 12, 2019

What Does SaaS CRM Mean?

Software-as-a-service (SaaS) has become a popular way for businesses to save money for various processes. Businesses used to buy software and install it on…

What is a Landing Page?

June 12, 2019

What is a Landing Page?

A landing page is a single-minded website designed for one purpose: to capture visitor information, primarily their email address. Imagine it as a digital…

What is an Autoresponder and How Do I Create One?

June 12, 2019

What is an Autoresponder and How Do I Create One?

An email marketing autoresponder is an automated process that sends emails out at preset time intervals.

What is Contact Management?

June 12, 2019

What is Contact Management?

Many factors are affecting the growth of a business, and keeping a great relationship with your customers is one of the most significant of these factors.

What is CRM Software Used For?

June 12, 2019

What is CRM Software Used For?

CRM defined.

What is CRM Software?

June 12, 2019

What is CRM Software?

Customer Relationship Management (CRM) is any tool or process that helps you manage, organize and access your customer information. It helps you run your…

What is Marketing Automation?

June 12, 2019

What is Marketing Automation?

Even in a small business, or in a mom-and-pop shop, if you are in charge of the sales and marketing department, you have your hands full.

What is Permission Based Email Marketing?

June 12, 2019

What is Permission Based Email Marketing?

You have a new company and you want to tell the world about your products and services.

What is Responsive Email?

June 12, 2019

What is Responsive Email?

Responsive email design takes its cue from responsive websites. This approach, pioneered by Ethan Marcotte in 2010, ensures that web pages adapt seamlessly to…

What Should I Look for in a CRM?

June 12, 2019

What Should I Look for in a CRM?

There are hundreds (thousands?) of CRM’s out there to choose from. It can be quite overwhelming for someone who knows they need a CRM, but doesn’t know where…

Why Is Ease of Use the Most Important Aspect of a CRM?

June 12, 2019

Why Is Ease of Use the Most Important Aspect of a CRM?

Many people have asked the question, what is the most important feature of a CRM? It is reasonable that they will ask this question, as the answer to it could…

Why It's Important for Your CRM to Easily Filter, Sort and Segment

June 12, 2019

Why It's Important for Your CRM to Easily Filter, Sort and Segment

Today customer relationship management (CRM) software is an essential part of running an efficient and successful business. But when you are choosing your CRM…

Why Startups Should Use a CRM

June 12, 2019

Why Startups Should Use a CRM

When you start your company, it’s always a good idea to minimize costs. After all, you want to make this business a success, and you don’t want to start by…

Why Use CRM Workflow Automation?

June 12, 2019

Why Use CRM Workflow Automation?

Modern customer relationship management (CRM) workflow automation has provided both small and enterprise-level businesses to operate at scale. Today the…

Why You Should Connect Your CRM with Marketing Automation

June 12, 2019

Why You Should Connect Your CRM with Marketing Automation

The advent of technology has brought with it many tools that help businesses better understand their customers and stay in constant communication with them.…

Why Choose AllClients?

April 29, 2019

Why Choose AllClients?

“AllClients truly is the way for your small business to keep in touch with your people and do it in the most effective way in the quickest amount of time.” -…

Meet Our iPad Giveaway Winner, Vanessa Lanham-Day!

March 19, 2019

Meet Our iPad Giveaway Winner, Vanessa Lanham-Day!

For the last two weeks, AllClients has been hosting a contest to give away an iPad Pro and an iPencil to celebrate our 15th year in business.

AllClients 15 Year Anniversary - iPad Giveaway

March 7, 2019

AllClients 15 Year Anniversary - iPad Giveaway

AllClients turns 15 this year, and we’re giving away something special to one of our customers…