Product update

Workflow Notifications Allow Merge

Email and Text Notifications within a Workflow now allow you to use contact and mail merge profile merge codes.

╰►The merged details will be included in the notification message.

Type contact or mail merge profile merge fields in any workflow notification and that merged information will be included.

More updates

See Every Conversation Right Inside Your CRM

Track Recurring Events with Important Dates

Trigger a Workflow Automatically in Boards

AllClients gives small businesses one place for contacts, lead capture, email marketing, automated follow-up, and built-in AI.

14 days at the Premium level. No credit card.