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.
New Email Templates
January 22, 2020We've added 5 new Email Templates for you to use in the Template Library.
See how it works →
5 New Email Templates
December 19, 2019We've added 5 new Email Templates for you to use in the Template Library.
See how it works →
Email Stats - Last Open and Last Clicked Filters
December 12, 2019We've Added Advanced Search options for the Last Click and the Last Open for your email stats.
See how it works →
Email Intelligence Info Box
December 9, 2019When you click on an email address from a contact record you will now see the new Email Intelligence Info Box.
See how it works →
Send Emails to Both Contacts in Workflows
November 22, 2019You can now include both contacts from the contact record in emails when using Workflows.
See how it works →
New Deal List Views
November 6, 2019We’ve enhanced the Deal List View options in your Deals.
See how it works →
Email Blast Processing
November 4, 2019We've made some modifications to the Email Blast Process.
See how it works →
Use Workflows to Send Texts
October 23, 2019You can now send contacts texts using Workflows. You can also send Text Notifications to team members using your Workflows.
See how it works →
Manually Opt-In a Contact for Texting
October 21, 2019NEW FEATURE ALERT:
See how it works →
Workflow Notification Upgrade for Teams
September 20, 2019We've added a new upgrade for teams using the workflow notifications.
See how it works →
Tab Notifications
August 29, 2019Tabs will show notifications with a count of how much information is on that tab.
See how it works →
Quickly Get a Count in Category 2
August 22, 2019Your feedback to us adding the contact count to the Source was so positive that we added it to the re-nameable Category 2!
See how it works →
Quickly Get a Count of Contacts by Source
August 7, 2019We've added the number of contacts with each Source to the Source page.
See how it works →
Run a Workflow After Your Autoresponder
August 1, 2019We've added a new option to your Autoresponder Completion Assistant.
See how it works →
Teams - Search for Duplicate Contacts in All Databases
July 13, 2019We've added a new option to the Duplicate Contact report.
See how it works →
Track Password Changes
July 2, 2019We've added a new option to the Account Log report. Owners can now track any password changes in the system.
See how it works →