Product updates
What’s new in AllClients
Improvements, big and small, as they reach your account. Every one is already live. Nothing here needs installing.
See Every Conversation Right Inside Your CRM
July 2, 2026Connect Gmail or Outlook to AllClients and see every client email, reply, contact, and appointment in one place, without switching between your inbox and CRM.
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Track Recurring Events with Important Dates
June 1, 2026Track any recurring annual date for your contacts, such as policy renewals, loan anniversaries, and home purchase dates, and automatically trigger a workflow when each date arrives. You can also add an Important Dates widget to your dashboard to view upcoming dates at a glance.
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Trigger a Workflow Automatically in Boards
June 1, 2026Moving a contact manually from one Board column to another can now trigger a workflow, opening up new automation possibilities for pipeline-based processes.
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New Email Blast Analytics: See Who Opened and Who Didn’t
May 14, 2026Quickly identify who opened your email, clicked your links, and who didn’t. The enhanced Email Blast Analytics Report makes targeted follow-ups easier than ever.
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Boost Deliverability with the New Email Content Quality Score
February 27, 2026Our new quality score feature is a crucial step in ensuring your clients' messages land in the inbox, not the spam folder. Built directly into every email template, this system analyzes content in…
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Schedule an Email Blast 30 Days in Advance
February 18, 2026Plan your outreach with precision! You can now schedule email blasts up to 30 days in advance, giving your team more flexibility to prepare campaigns and stay ahead of your marketing calendar.
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How Text Messaging Works in AllClients
February 11, 2026Send and receive text messages directly from your CRM, with 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.
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New Report: Email Event Log
September 19, 2025Easily track your email engagement with our new unified report.
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Track Email Engagement Within Workflows
August 7, 2025See email opens, clicks, and replies logged right inside the workflow that sent them, so you can tell what's working without leaving the automation.
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New Dashboard Widget: Email Engagement
April 22, 2025Get instant insights into your email engagement with our new dashboard widget.
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Expanded Dashboard Widget Colors
April 21, 2025We've introduced a new range of widget background colors to improve your dashboard experience.
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Introducing EasyContacts: Contact Management Made Easy
January 30, 2025Are you tired of juggling spreadsheets, sticky notes, and a bursting email inbox just to keep track of your contacts? Do you know you need a better system, but the thought of a complicated CRM makes…
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Add a Note When a Contact is Transferred
September 2, 2024NEW FEATURE: The system will automatically log the changes when a contact is assigned or re-assigned to another user.
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Contact List - Last Manual Note Date
September 2, 2024NEW FEATURE: We've added an option in the Contact List to display the Last Manual Note Date.
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Search By Phone Number in the Mobile App
September 2, 2024The mobile app will scan the phone number formats for a 10-digit number match.
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Sort To-Dos Without a Category
September 2, 2024NEW FEATURE: To-Do Lists can now be filtered to show the To-Dos that do not have a Category assigned.
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