AllClients Blog
News, strategy, and features from the team at your favorite CRM
Latest
AllClients CRM: Your Holiday Helper
The holiday season is a time of joy, cheer, and, let’s face it, a
Why Monthly Client Check-Ins Are a Must
As a small business owner, you’re undoubtedly busy juggling a million tasks. But amidst
Overcoming Common CRM Challenges: A Guide for Small Businesses
Implementing a Customer Relationship Management (CRM) system can significantly improve a business’s operations, but
Browse By Category
AllClients CRM: Your Holiday Helper
The holiday season is a time of joy, cheer, and, let’s face it, a
Unlocking Efficiency: Introducing Boards in Your CRM Software
What Are Boards? Boards in AllClients is a digital workspace designed to give you
Your First Steps into the World of AI: A Beginner’s Guide
Don’t Be Afraid of AI! AI, or Artificial Intelligence, might sound complex or even
Summer of Referrals: Winners Announced
We’re thrilled to announce the winners of our Summer of Referrals drawing. Summer of
Why Bother with Notes in your CRM?
Have you ever wondered why CRMs are so popular among sales and marketing teams?
Overcoming Common CRM Challenges: A Guide for Small Businesses
Implementing a Customer Relationship Management (CRM) system can significantly improve a business’s operations, but
My Secret Weapon Against Stress
As a small business owner, I often come into the office and see that
Boost Your Brand with Custom Headers and Footers
Are you tired of sending out emails that look generic and impersonal? A simple
Why Monthly Client Check-Ins Are a Must
As a small business owner, you’re undoubtedly busy juggling a million tasks. But amidst
Add a Note When Contact is Transferred
When a contact is assigned to a team member or reassigned to another user,
Search By Phone Number in the Mobile App
Any 10 digit phone number will be sensed and searched across all 4 contact
Contact List – Last Manual Note Date
We’ve added an option in the Contact List to display the Last Manual Note
Sort To-Dos without a Category
To-Do Lists can now be filtered to show the To-Dos that do not have
7 Reasons You Should Not Use a Free Email Address
If you have a business of any kind, it is never a good idea
Why do CRMs work for others but not for me?
Everyone you know has a CRM of some kind. CRMs like Salesforce, HubSpot, Zoho,
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
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
Two Easy Ways to Improve Email Deliverability
Even with the popularity of SMS marketing, email marketing is still KING for most
What is the Worst CRM?
CRMs come in all shapes and sizes. There are small, big, easy, and complicated
White Label CRM Advantages
There are so many reasons to White Label a CRM. I’ve narrowed it down
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
“Now Tell Me Again – What Does AllClients Do?”
Last night my 24-year-old nephew Trevor and his new bride Aubree were driving through
CRM: It Doesn’t Have to Be That Complicated
CRMs are a mystery to most people. They hear something from a friend about
Summer of Referrals Drawing – Extended
Summer is in full swing, and so are our celebrations! As we mark our 20th
Tips to Increase Your Contact Management Efficiency
Managing your client database is one of the most important business success factors. Yet
Turn Cold Leads into Hot Prospects with AllClients Follow-Up
If you have a small business you know that every lead is important and
How Do I Set up My CRM?
Yay! You selected your CRM software and you’re ready to get down to business.
What is CRM Software Used For?
CRM defined. Let’s start by defining what a CRM is. CRM stands for Customer
5 Ways to Make The Most of Email Marketing
Nowadays, business owners are looking for more unconventional ways to connect with their target
What is CRM Software?
Customer Relationship Management (CRM) is any tool or process that helps you manage, organize
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
Benefits of Sending Beautiful Emails
Email has become one of the most effective digital marketing tools. Businesses can reach
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
AllClients vs Keap
If you are looking for a Keap alternative or just a CRM and Marketing
80% Effort is Better Than 100%
Shooting for 100% perfection in your work is not always a smart idea. The
What should I pay for a CRM?
When you start shopping for CRM’s you will find them in every price range
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
The Magic of Expressing Appreciation
In my software company, we get hundreds of requests to build new features each
How My CRM Ignorance Cost Me $6k
Way back in the early 2000’s I was working as a Mortgage Broker in
Prioritizing Your Product, Pricing and Customer Service
When you brainstorm with your team and think of ways to improve your small
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
How do I find new clients for my small business?
So you have a great idea. Or you just got your Real Estate Licence.
What is Responsive Email?
The concept of responsive email comes from responsive web design. Ethan Marcotte first defined
What is an Autoresponder and how do I create one?
An email marketing autoresponder is an automated process that sends emails out at preset
How to Write Marketing Emails
If you are building an email marketing campaign, it is critically important to have
What is Permission Based Email Marketing?
You have a new company and you want to tell the world about your
Email Marketing: Videos or No Videos?
Should you include videos in your email marketing strategy? The short answer is “Yes
Why You Should Backup Your Data
If you rely on a CRM to manage your prospects, clients, and past customers,
What Should I Look for in a CRM?
There are hundreds (thousands?) of CRM’s out there to choose from. It can be
What is Marketing Automation?
Even in a small business, or in a mom-and-pop shop, if you are in
What is a Landing Page?
A landing page is a single-minded website designed for one purpose: to capture visitor
What does SaaS CRM Mean?
Software-as-a-service (SaaS) has become a popular way for businesses to save money for various
What is a CRM?
As the CEO and co-founder of a CRM company, I often forget that not
Add a Board Widget to your Dashboard
The Board Widget will show the chosen board and reflect the columns and the
Disable a Sign In for a Team User
Disable the Sign In for team members you do not want to access the
Use a Workflow to Delete All Open To-Dos
When adding steps to a Workflow, there is an option to Delete Open To-Dos.
Why Your Free Email Address is Hurting Your Email Marketing Efforts
You’ve poured countless hours into crafting compelling email campaigns, but your open rates are
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
Why Startups Should Use a CRM
When you start your company, it’s always a good idea to minimize costs. After
Should I Build My Own CRM?
The benefits that customer relationship tools offer businesses is well known to all. However,
The Importance of To-Dos and Reminders
To-dos and Reminders: The Unsung Heroes of Small Business Success It might sound basic,
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
Jumping Into Your Customer’s Head
Have you ever wished you could get inside your customer’s head? What are they
What are Role Based Email Addresses and Why You Shouldn’t Use One for Your Personal Email
Email deliverability has become a major challenge. To ensure your emails reach their intended
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
Collect Information for a Second Contact on Your Landing Page
Landing Page Forms can collect the second contact name, email and birthday. The fields
Tune In: How AllClients Helps You Hear Your Customers Loud and Clear
The key to success often lies in understanding your customers. It’s not just about
Struggling to Keep Track of Customers?
Ever feel like your business rolodex is exploding? You’re not alone. Keeping tabs on
From Static to Strategic: Why CRMs are Essential Today
CRMs have transformed from simple contact management tools into strategic hubs for driving sales
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
Ditch the Sticky Notes
Let’s face it, as a very small business owner, you wear a lot of
Celebrate 20 Years with our Summer Referral Program!
Sunshine, barbeques, and… wait for it… incredible savings on your CRM? That’s right, folks!
Elevate Your Business with Smart CRM Solutions
As a small business owner, you know that every interaction with your customer matters.
Small Business Success with AllClients
Today, personalization has become the cornerstone of successful marketing strategies. Small businesses, in particular,
AllClients Turns 20!
A Journey of Innovation and Excellence Two decades ago, in 2004, AllClients embarked on
5 Essential CRM Features Every Small Business Needs
In the bustling world of mom-and-pop shops, where every customer interaction counts, managing relationships
New Google and Yahoo Requirements for Email Senders
As we move into 2024, keeping our email conversations secure and trustworthy is increasingly
Before, During and After
As a small business owner, there are many ways to look at your business.
Streamline Your Small Business Operations with AllClients: The Ultimate CRM Solution
In the dynamic landscape of small business operations, managing customer relationships efficiently is paramount
Why Personalized Email Addresses are Essential for Real Estate Success
As a real estate agent, you might find it tempting to accept a free
CRM Tips for Micro-Business Owners
Nailing your customer connections can significantly change the game for us micro-business owners. Let’s
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
Shared Wisdom: How Being Slightly Ahead Enhances Learning
Today it is easy to find experts in any given subject. Yet so many
Insightly vs Pipedrive vs AllClients: A Definitive Comparison [January 2024]
For two weeks, I tested Insightly and Pipedrive on my contact lists to find
Things to look for in a CRM
There are so many CRM choices out there today and it seems like we
Types of DNS records and what they do
If you’ve read our article on what DNS is, you have a solid understanding
Why Are My Emails Going to Spam?
After spending hours crafting the perfect email, you’d like your contacts to read it,
How to Quickly Test Your Newsletter Before You Send It
Sadly, mailbox providers have to purposefully set a moving target when it comes to
Understanding Sender Reputation
Your trustworthiness as a brand is crucial. When it comes to email, this is
IP Reputation VS Domain Reputation
Emаil has massively grown in terms of traffic and technologies over the years. One
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.
Use the Calendar in Advanced Search Date Options
When using a date search you will have a calendar option to choose the
5 Steps to Build a High-Quality Email List (Organically)
We’ve all heard about the fantastic results email marketing can have. In the competitive
Navigating Nonsense: Why Some Business Owners Defy Logic
Dear Very Small Business Owners, It’s time to address a common misconception that could
What Is DMARC and Do I Need It?
DMARC Explained: Domain-based Message Authentication, Reporting, and Conformance, also known as DMARC, is a
Contact Counter Widget with 3 Searches
There is a new Dashboard Widget that shows the counts from 3 of your
6 Reasons You Should Not Use a Free Email Address
Email communication has become an essential part of our daily lives, both in personal
Designing Emails for Best Results
Email marketing is a powerful tool for businesses to connect with their audience. When
Rename a Saved Search
You can edit the name of a Saved Search. Select the Saved Search you
Add a Saved Search to the Dashboard
You can create multiple Saved Searches in the system. Once you have a Saved
Recent Icon
There’s a new icon at the top right of the screen 👀 The Recent
Mobile Version – Send Email
You can now send an email from the mobile version contact. From the contact,
Put a Popup form on any website
Landing pages are great, but they are stand-alone pages. Sometimes you just want to
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.
CRM: The Secret to Reducing Business Costs
You can’t grow your business, gain customers, watch your ROI rise, and stay on
Words That Can Trigger Spam
It’s no secret that spam filters are cracking down on our emails— especially marketing
8 Popular CRM Myths You Need To Stop Believing
Introduction There is a lot of mystery surrounding CRMs. What they do, who they
AllClients CRM – The Ideal Choice for a Micro Business
Customer relationship management (CRM) should be the hub of all interactions of every success-driven
Workflow – Pause Until Day of the Month
Pause a workflow! Your actions will proceed on the selected day of the month
Workflows – Proceed Once in Time Range
In Workflows, choose the desired time range ⏳ This will keep your texts, emails,
Embed a Landing Page in Your Website
When you create a Landing Page, you can embed that page into your website.
Jot Form Integration
JotForm offers the ability to create professional-looking forms with no coding. You can style
New Landing Page Templates
We’ve added 10 new Landing Pages to your template library! Use these templates for
Email Blast – Confirm Scheduled Blast
When sending an Email Blast, if it is scheduled for the future, the confirmation
Contact Notes – Include System Notes
When you go to a contact card, the notes will display MANUAL NOTES (notes
Search Libraries
There is now a search option in Email Templates, Workflows, Landing Pages and Flags.
New Dashboard Colors
There are NEW color options available for your Dashboard Widgets 🎨 All existing colors
Filter for Manual Notes
In Advanced Search, we have a new filter for Last Manual Note Date. This
Dashboard – Refresh One, Refreshes All
When you use the refresh option on one of the Dashboard Widgets, it will
Updated Deal Settings Screen
The Deal Settings screen has been updated. ✨ For each field, the edit, the
Enhanced Search Options
You can now use a pipe “|” character to combine multiple searches. This is
Split Workgroups into Subgroups – Advanced
There may be a time when a Workgroup needs to be split into smaller
What is AI (Artificial Intelligence) in CRM’s?
Many software systems are claiming to use Artificial Intelligence (AI) to accomplish the magic
“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
What does it cost to White Label a CRM?
White Labeling a CRM is a great alternative to building your own or reselling
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
Different Types of CRM Solutions
Customer Relationship Management (CRM) solutions are crucial for a competitive advantage in today’s markets.
All-in-One Software: Expectations vs Reality
If you run a business, manage a business, manage a department, or you’re just
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
How often should you mail your list?
Finding the right emаil frequency can be tricky… On the one hand, you don’t
CRM Pitfalls and How to Avoid Them
As with any other internal process, how you implement your CRM software can make
Offline Option for Landing Pages
Landing Pages now have a visibility feature 👻 The offline feature will prevent people
Deal Exports Include Deal Owner
For Teams, we’ve added the Deal Owner information to the Deal Export. On the
Dashboard Headers and Spacers
While customizing your Dashboard you can now add widgets that are Headers & Spacers.
Use Easy Dates on Your To-Dos
When you are on the To-Do List and you select several To-Dos, you can
View Email Notifications on Desktop or Mobile
When you receive an Email Notification from a Workflow… You can now choose if
New Email Templates
We’ve added 23 NEW Email Templates to your template library! This group includes templates
Default Rows in the Editor
When you add a new row to your Email or Landing Page template, you
How long does it take to implement a new CRM? Part 1
You are ready to upgrade your CRM! WooHoo! (In Part 2 we will cover
Advanced Search – Now Includes: Contact Attachments
You can now perform a search for contacts that have Attachments. YESSSS ✨
Contact List – Contact Attachment Counts
We have added a new option to available columns on the Contact List! There
Send Longer Texts
You can now send longer texts from a contact record. UP TO 500 characters
Text Templates from a Contact Record
You can now use text templates when texting directly to a contact from the
View Deals by Stage for all Team Types
When working within the Deals by Stage Report, you can now sort for ALL
Add Stickers to Emails
There is a new content type for STICKERS in your Email and Landing Page
NEW LANDING PAGES just dropped
We’ve added 43 new Landing Pages! 🤩 In this release, you’ll find brand new templates, in
Use Emojis in Emails
The option to include emoticons in the text of your emails is now available!
Easily Add GIFs to Email & Landing Pages
You can now add GIFs to your emails and landing pages! In the CONTENT
Counter for Group Actions
By request, we brought back the number count notification in Group Actions! In the
Alert for Incorrectly Formatted Emails
On a contact record, if the email address is not a valid email, there
AllClients 15 Year Anniversary – iPad Giveaway
AllClients turns 15 this year and we’re giving away something special to one of
Meet Our iPad Giveaway Winner, Vanessa Lanham-Day!
For the last two weeks AllClients has been hosting a contest giving away an
Why Choose AllClients?
“AllClients truly is the way for your small business to keep in touch with
Summer of Referrals
Refer a friend and enter to win a $150 Amazon Gift Card. While we
AllClients is working without interruption
From the CEO First, I hope you and your families are doing well, staying
Now Tell Me Again – What Does AllClients Do?
Last night my 24 year old nephew Trevor, and his new bride Aubree, were
AllClients SMS Compliance Statement and Best Practices Guide
SMS marketing is quickly becoming one of the best and most efficient ways marketers
Leverage your CRM during COVID-19
Today, you are probably at home, sheltering in place. That’s a good thing. You
One of the most valuable benefits in AllClients… and you are probably not even using it!
As a small business owner or sales person trying to get new clients in
CRM integrations are a BAD idea (most of the time)
Today you can integrate just about everything into your CRM. And the thinking goes
How to turn leads into customers – PART 1
So you are getting some sales leads. So, you are getting some quality sales
How to turn leads into customers – PART 2
In Part 1, we learned 4 easy things you can do to improve your
What Are Spam Filters & How to Avoid Them (Technical)
Spam filters are filters designed to sort emails according to certain criteria. When you
Segmenting Strategies to Improve Email Marketing Results
Segmenting your email lists will not only help increase open and click-through rates but
What Is “Bad Data” and How to Spot It
We spend so much time and money collecting data for our marketing efforts that
Staying Compliant with CAN-SPAM, CASL, & GDPR
Over the last few years, the privacy landscape has become much more complicated. There
5 Ways to Build & Maintain Strong Customer Relationships
Let’s face it. The main reason why building long-term customer relationships is so hard
Using Email Campaigns for All Parts of Your Business
Use your CRM for your drip campaigns If you have any experience in marketing,
New Landing Page Templates!
We’ve added 13 new Landing Pages! 🤩 In this release, you’ll find a combination of
What is DNS?
When we want to call a contact on our phone, all we have to
Marketing 101: What is a Transactional Email?
Transactional emails are a type of automated email that gets sent after a triggered
A Beginners Guide to Drip Campaigns
What is a drip campaign? You may know it best as drip marketing, autoresponders,
New Deal List Views
We’ve enhanced the Deal List View options in your Deals. There are now 3 options for
Email Blast Processing
We’ve made some modifications to the Email Blast Process. The screen will look different
Add Content Spacers to Your Emails
If you want more space in your email template, you can use a Content
Edit Custom Field Layout
You can now edit the layout of the Custom Fields! In Settings → Custom
What is an Email Nurture Campaign?
Lead generation has moved away from generating single events to maintaining a long-term, lucrative
What is CRM? CRM Explained for Beginners
If the term “CRM” is an unfamiliar term to you, then you are in
Upgrades to Navigation Bar – Search and To-Do Notifications
Based on user feedback, we’ve upgraded the Navigation Bar! We’ve also added an alert
New Names – Same Functionality
While we were improving the navigation bar in our product earlier this year, we
Run a Workflow after your Autoresponder
We’ve added a new option to your Autoresponder Completion Assistant. You can now run
Save rows in your email templates
You can now save a row in your template and then re-add it to
Search Across All Team Databases
We’ve added the ability to include the option to Search Across All Databases in
Search for contacts by email
Our advanced searches just keep getting better. 🚀 ╰┈┈► When searching for a contact, we
What Is a Sunset Policy?
After spending time and effort building your list, removing contacts from your list may
Advanced Search for Team Database Includes a Dropdown
You can now choose your Team Database using a dropdown rather than having to
Workflow Notifications Allow Merge
Email and Text Notifications within a Workflow now allow you to use contact and
Landing Page Samples Sort by Date
You may choose to sort Landing Page templates by date instead of just alphabetically
Choose Your Dashboard Widget Colors
Customize your system by changing the background color on your Dashboard widgets. Right-click to
Use Workflows to Send Texts
You can now send contacts texts using Workflows. You can also send Text Notifications
Delay Workflow Steps
If you have a contact that has pending steps in their Workflow, you can
Mobile Version – View Custom Fields
When using the Mobile Version, you will now be able to view Custom Fields
Search for contacts without notes
Our advanced searches just keep getting better. 🚀 ╰┈┈► You can now search and
Search for contacts without a phone number on file
Our advanced searches just keep getting better. 🚀 ╰┈┈► You can now search and find
What is an “opt-in”?
When people opt-in to your marketing, they consciously subscribe to, for example, your newsletter.
Teams – Choose Who to Send Text From
If you have a team sharing a VoiceTouch phone number, you can use merge
Use the Birthday Assistant to Run a Birthday Workflow
The Birthday Assistant will now trigger a Workflow! 🥳 This will allow you to
Expanded Opt-Out Codes for Texting
We’ve expanded the opt-out options for texting! 💬 Now STOP, STOPALL, UNSUBSCRIBE, CANCEL, END
Apple’s Email Privacy Protection Will Disrupt Marketing Trends
On June 7th, 2021, at the annual WWDC conference, Apple announced Mail Privacy Protection.
Sort Your To-Do List
Click the column headings on your To-Do List to sort your list by the
Manually Opt-In a Contact for Texting
NEW FEATURE ALERT: You can now use the Text/SMS check box on the contact
Email Intelligence Info Box
When you click on an email address from a contact record you will now
5 New Email Templates
We’ve added 5 new Email Templates for you to use in the Template Library.
New Email Templates
We’ve added 5 new Email Templates for you to use in the Template Library.
Several New Email Templates
We have added new options to the Email Templates. These templates include a countdown
Mobile Email Updates
You can now send a simple text-only email out of the system using the
Email or Text from the Contact List
You can now send a text or an email right from the contact list!
Workflows – Global Stop If & Continue If options
Use the Global Workflow Rules to apply these to the entire Workflow. 💥 The
Workflows – Stop If & Continue If have new options
You now have more tools in the Stop If and Continue If steps! 🥳
Assign a Contact using a Workflow
You can use this option to move a contact to a Power User or
Workflow Start Date
When you are on a single contact and Apply a Workflow, you can now
Workflow – Spot Errors Quickly
We’ve made it easy to tell if there is an error in your Workflow.
Workflow Internal Comments
We have noticed Workflows are becoming much more complex with the numerous options and
View More Contacts
You can adjust your Contact List to view more Contacts on a page. Scroll
View Active Workflows on Mobile
You may now view active Workflows from your mobile device. From any Contact Record,
Update to Team Permissions
Group Edit and Group Delete are now freestanding permissions in Teams! A Team Leader
Understanding Your Email Metrics
Whether you’ve just launched your first email marketing campaign, or you’ve been sending emails
Track Password Changes
We’ve added a new option to the Account Log report. Owners can now track
The Smartest Person In the Room
There are many times when I am stuck on a problem and I need
Text Usage Report
In Reports, there is now a Report to show how many texts a month
Tab Notifications
Tabs will show notifications with a count of how much information is on that
Stop a Workflow from Your Phone
You can now Stop a Workflow when viewing all Active Workflows on your Mobile
Special Events Tab Update
We’ve slightly updated the look of the Special Events Tab. & The Name for
See Deals for all users
We’ve added the ability for owners and administrators to see the deals for all
Rename Contact Attachments
Uploading an attachment with the same file name as an existing file will overwrite
Opt-in for Texting in a Workflow
Follow up on calls to your Messages with a text! You can now choose
New Workflow Search
Use our Advanced Search to find contacts that are actively in a specific Workflow,
New Workflow Interface
Adding Steps: Editing Steps: To learn more about Workflows, watch our Workflow Automation Video.
New Workflow Global Rule
In Workflows, a Global Rule is a command that is applied before the next
New Menu Navigation
There is a new way to navigate the AllClients software. AllClients was first designed
New Mobile Version
AllClients has a new and improved mobile version. You can now do much more
New Flag Icons
There are now 15 new Flag options. Check them all out.
Logic Added to Workflow Source
We have added new logic to workflows. When using a Workflow to set a
Hide Deal Fields
Standard Deal fields are now customizable! If you do not use all of the
Workflow Notification Upgrade for Teams
We’ve added a new upgrade for teams using the Workflow Notifications. You will now
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
Verify Your Sending Email Address
In order to send emails out of AllClients, you will need to verify your
Use Text-to-Join to Trigger a Workflow
You can perform a series of actions when a Text-to-Join message is received. Use
Teams – Search for duplicate contacts in all databases
We’ve added a new option to the Duplicate Contact Report. You can now choose
Teams – Edit the Calendar of Other Users
We’ve added the option to edit the Calendar for other users. Go to the
Stop a Workflow in a new Workflow
We’ve added the ability to Stop a Workflow within a Workflow! 👏 This enables
Sort Your To-Do List by Completed Tasks
We have added column sorting to the All Completed To-Do’s filter page. Clicking on
Send Emails to Both Contacts in Workflows
You can now include both contacts from the contact record in emails when using
Search for Contacts with no Open To-Dos
You can now use Advanced Search to find contacts that do not have any
Quickly get a count of contacts by Source
We’ve added the number of contacts with each Source to the Source page. This
Quickly get a count in Category 2
Your feedback to us adding the contact count to the Source was so positive
Phone Merge – Use Any Phone Field
You used to be able to put %%phone%% and the system would automatically insert
New Timing Added to the Birthday Assistant
We have added new timing options to the Birthday Assistant. You may now also
New look to Workflows when you click “Add a Step”
We’ve moved the section headings to the left to make more room for some
Marketing Messaging vs Sales Messaging
Prospects and decision makers are bombarded with emails daily, from retail companies constantly sending
Listen, Do Da Da…Do You Want to Know a Secret?
By day I am the CEO of AllClients – by night I play guitar,
Landing Page Thank You Message – Merge Submitted Data
Landing Pages now have the ability to merge submitted data into the Thank You
How to Send an Email with Multiple Attachments
To include multiple attachments with an email, use the Email Templates.When creating your template,
How Long Does It Take to Implement a New CRM? Part 2
If this is your first CRM… Hey, this is great! You have made a
Group Actions for Email Templates
Select a group of Email Templates to then Move to a Folder, Delete or
Getting Started with Your New CRM
A CRM is a great tool, and it WILL help you organize and grow
Four Ways You Can Offer Your Own CRM
You know its a smart move to offer your own CRM to your small
Email Stats – Last Open and Last Clicked Filters
We’ve Added Advanced Search options for the Last Click and the Last Open for
Customize Your Account with Your Picture
You can now add a personal photo to further customize accounts. Account pictures will
Add Blast Recipients to ClientTouch
There’s a NEW feature in the Email Blast Analytics Reports! We recently added a
Email Template Sort Option
When adding an email template, the email templates are currently sorted alphabetically. You now
Do I really need a CRM?
As the owner of a CRM company, you would think I would say “Yes.
Delay a Workflow Until a Day of the Month
Use this option in a Workflow to have your step start on a day
Delay a Workflow Until a Date
Use this new option in a Workflow to have your step pause until a
Convert a To-Do Plan into a Workflow
Have you ever wished you could do more with your To-Do Plans? Now you
Check Workflows for Errors
Workflows can now be scanned for errors! 🧐 At the top of the Workflow
Call Your Clients on Their Birthdays
We’ve made it easier for your to call your clients on their birthdays. The
Why You Should Connect Your CRM with Marketing Automation
Introduction The advent of technology has brought with it many tools that help businesses
AllClients: Top Rated CRM in Latest G2 Report
G2 is the world’s largest technology marketplace – where businesses can shop for tech
Advanced Search
We’ve made it easier to find the fields you want to use for your
Add Countdown Timers to Your Email
Countdown timers are dynamic, attention-grabbing, and 🅵🆄🅽 to use. Brands are integrating these timers
10DLC is Coming Soon!
If you are using texting in your marketing, you may have heard about a
New Email Templates!
We’ve added 20 additional email templates! This group of templates includes several small series
Convert an Autoresponder to a Workflow
Convert an Autoresponder to a Workflow so you can add more functionality to your existing
What is a White Label Marketing Automation System?
You’ve seen the cool Marketing Automation systems out there, like AllClients, InfusionSoft, and ClickFunnels….right?
Include a Saved Search in your Agenda Assistant
You can now add up to 5 saved searches to your Agenda Assistant. Each
In Emails, Adjust Column Structure
Column management allows you to: Use resizable columns Adjust the width of each individual
Why Use CRM Workflow Automation?
Modern customer relationship management (CRM) workflow automation has provided both small and enterprise-level businesses
Loan Officer CRM
If you are a loan officer you will remember the “good old days” where
Delete Future Steps in a Workflow
If you want a Workflow management system to skip a step for a particular
New Options to Handle Landing Page Duplicates
We’ve redesigned the Landing Page Actions Tab and included more options for how to
Your own branded CRM will help you reduce churn
One of the major benefits to having your own branded CRM is the stickiness
Use Icons in Your Emails
When designing an email, several layouts can be created by combining icons or small
What is a client referral tree?
Everyone knows that using referrals to grow your business is a smart move. Referrals
Email Marketing Campaigns Are Not Good Enough Anymore
An Email Marketing Campaign is one or more emails sent to contacts in your
Coronavirus Email Templates
We’ve added 2 new Email Templates for you to use while communicating about the
GDPR – Get Ready to Get Fresh Consent
You have worked hard to build a great email list, and you are sending
Should you use text messages in your customer communications?
The ability to send your prospects and customers text messages is now part of
Build Your Own CRM: Good Idea or Bad Idea?
OK so you know you need to offer a CRM. Maybe you are losing
What is the Difference Between White Label and Private Label?
For anyone dealing with purchasing products and services, the terms “private label” and “white
Should I Private Label or White Label a CRM?
If you need to offer a CRM as part of your overall offering, you
Autoresponders: Yesterday’s Marketing Solution
For many years, the autoresponder has been the go to tool for small businesses
A White Label Marketing Platform
Your customers look to YOU to provide state-of-the-art marketing services with systems and strategies
Should YOU be a White Label Reseller for CRM and Marketing Automation?
If your expertise is teaching online marketing, and your client base includes micro-businesses: like
How do I build my own CRM?
OK, so you need to build a CRM. This article will show you exactly
The Truth About CRM Customer Support
CRM’s are all alike and customer support is customer support. Right? Well, not exactly.
Workflow Emails – Choose who to send from
This is a big plus for teams. You can now choose in a Workflow
AllClients launches new product for churches and companies to help with stay at home orders
Today AllClients announced a new stand-alone product: Call For Info. This product is an
A Recorded Message Line – Free For Your Callers
Even in 2020, some businesses have a need to communicate over a regular ole
Why Offer a White Label CRM?
You are a marketing thought leader, coach, consultant or other marketing expert, and your
Should I build my own CRM?
I have had this conversation with many coaches and marketing content providers. They know
3 Ways CRMs Help Small Businesses Automate, Grow, and Thrive
Automation is the latest buzzword in the world of small business. Simply put, automation
Getting started with Marketing Automation
Marketing and sales teams in various organizations look for more effective ways to do
What is Contact Management?
Introduction Many factors are affecting the growth of a business, and keeping a great