AllClients Blog
News, strategy, and features from the team at your favorite CRM
Latest
CRM: It Doesn’t Have to Be That Complicated
CRM’s are somewhat of a mystery to most people. They hear something on the
What Are Spam Filters & How to Avoid Them (Technical)
Spam filters are filters designed to sort emails according to certain criteria. When you
Verify Your Sending Email Address
In order to send emails out of AllClients, you will need to verify your
Browse By Category
Update to Team Permissions
Group Edit and Group Delete are now freestanding permissions in Teams! A Team Leader
Landing Page Thank You Message – Merge Submitted Data
Landing Pages now have the ability to merge submitted data into the Thank You
Stop a Workflow from Your Phone
You can now Stop a Workflow when viewing all Active Workflows on your Mobile
CRM: It Doesn’t Have to Be That Complicated
CRM’s are somewhat of a mystery to most people. They hear something on the
April 2021 Newsletter
Client Newsletter Ready Your March 2021 Monthly Newsletter is now available in your AllClients.com account (Email
Workflow Internal Comments
We have noticed Workflows are becoming much more complex with the numerous options and
Add Blast Recipients to ClientTouch
There’s a NEW feature in the Email Blast Analytics Reports! We recently added a
Verify Your Sending Email Address
In order to send emails out of AllClients, you will need to verify your
March 2021 Newsletter
Client Newsletter Ready 🎉 Your March 2021 Monthly Newsletter is now available in your AllClients.com account (Email
Four Ways You Can Offer Your Own CRM
You know its a smart move to offer your own CRM to your small
Words That Can Trigger Spam
It’s no secret that spam filters are cracking down on our emails— especially marketing
What Are Spam Filters & How to Avoid Them (Technical)
Spam filters are filters designed to sort emails according to certain criteria. When you
Opt-in for Texting in a Workflow
Follow up on calls to your Messages with a text! You can now choose
Assign a Contact using a Workflow
You can use this option to move a contact to a Power User or
Workflows – Stop If & Continue If have new options
You now have more tools in the Stop If and Continue If steps! You
Workflows – Global Stop If & Continue If options
Use the Global Workflow Rules to apply these to the entire Workflow. The system
Stop a Workflow in a new Workflow
We’ve added the ability to Stop a Workflow within a Workflow! 👏 This enables
Email or Text from the Contact List
You can now send a text or an email right from the contact list!
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
White Label CRM Advantages
There are so many reasons to White Label a CRM and I’ve narrowed it down
February 2021 Newsletter
Client Newsletter Ready 🎉 Your February 2021 Monthly Newsletter is now available in your
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
Marketing Messaging vs Sales Messaging
Prospects and decision makers are bombarded with emails daily, from retail companies constantly sending
In Emails, Adjust Column Structure
Column management allows you to: Use resizable columns Adjust the width of each individual
January 2021 Newsletter
Client Newsletter Ready 🎉 Your January 2021 Monthly Newsletter is now available in your
Customize Your Account with Your Picture
You can now add a personal photo to further customize accounts. Account pictures will
Mobile Email Updates
You can now send a simple text only email out of the system using
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
Special Events Tab Update
We’ve slightly updated the look of the Special Events Tab. & The Name for
What Should I Do with My Time Today?
I am in a perpetual search for the holy grail that will get me
Listen, Do Da Da…Do You Want to Know a Secret?
By day I am the CEO of AllClients – by night I play guitar,
How to turn leads into customers – PART 2
In Part 1, we learned 4 easy things you can do to improve your
December 2020 Newsletter
Client Newsletter Ready: Your December 2020 Monthly Newsletter is now available in your AllClients.com
How to turn leads into customers – PART 1
So you are getting some sales leads. So, you are getting some quality sales
Do I really need a CRM?
As the owner of a CRM company, you would think I would say “Yes.
Your own branded CRM will help you reduce churn
One of the major benefits to having your own branded CRM is the stickiness
November 2020 Newsletter
Client Newsletter Ready: Your November 2020 Monthly Newsletter is now available in your AllClients.com
All-in-One Software: Expectations vs Reality
If you run a business, manage a business, manage a department, or you’re just
Delete Future Steps in a Workflow
If you want a Workflow management system to skip a step for a particular
7 reasons you should not use a free email address
If you have a business of any kind, or even if you don’t, it
What is a client referral tree?
Everyone knows that using referrals to grow your business is a smart move. Referrals
October 2020 Newsletter
Client Newsletter Ready: Your October 2020 Monthly Newsletter is now available in your AllClients.com
Should you use text messages in your customer communications?
The ability to send your prospects and customers text messages is now part of
Include a Saved Search in your Agenda Assistant
You can now add up to 5 saved searches to your Agenda Assistant. Each
Things to look for in a CRM
There are so many CRM choices today and it seems like we are seeing
The Smartest Person In the Room
There are many times when I am stuck on a problem and I need
New Timing Added to the Birthday Assistant
We have added new timing options to the Birthday Assistant. You may now also
Autoresponders: Yesterday’s Marketing Solution
For many years, the autoresponder has been the go to tool for small businesses
Should I Private Label or White Label a CRM?
If you need to offer a CRM as part of your overall offering, you
September 2020 Newsletter
Client Newsletter Ready: Your September 2020 Monthly Newsletter is now available in your AllClients.com
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
Use Icons in Your Emails
When designing an email, several layouts can be created by combining icons or small
Add Countdown Timers to Your Email
Countdown timers are ｄｙｎａｍｉｃ, attention-grabbing, and 🅵🆄🅽 to use. Brands are integrating these timers
How do I build my own CRM?
OK, so you need to build a CRM. This article will show you exactly
CRM integrations are a BAD idea (most of the time)
Today you can integrate just about everything into your CRM. And the thinking goes
August 2020 Newsletter
Client Newsletter Ready: Your August 2020 Monthly Newsletter is now available in your AllClients.com
Email Marketing Campaigns Are Not Good Enough Anymore
An Email Marketing Campaign is one or more emails sent to contacts in your
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
What is a CRM?
As the CEO and co-founder of a CRM company, I often forget that not
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
What’s Most Important: Your Product (or Service), Your Pricing, or Your Customer Service?
When you brainstorm with your team and think of ways to improve your small
July 2020 Newsletter
Client Newsletter Ready: Your July 2020 Monthly Newsletter is now available in your AllClients.com
How do I find new clients for my small business?
So you have a great idea. Or you just got your Real Estate Licence.
Build Your Own CRM: Good Idea or Bad Idea?
OK so you know you need to offer a CRM. Maybe you are losing
How My CRM Ignorance Cost Me $6k
Way back in the early 2000’s I was working as a Mortgage Broker in
A Recorded Message Line – Free For Your Callers
Even in 2020, some businesses have a need to communicate over a regular ole
Top 5 CRM Systems for (very) small businesses: 2020
Whether you have an established small business, or you’re a start-up, it’s essential you
Loan Officer CRM
If you are a loan officer you will remember the “good old days” where
AllClients vs Infusionsoft
Note: Infusionsoft changed its name to Keap in 2019, although most people still refer
Sort Your To-Do List by Completed Tasks
We have added column sorting to the All Completed To-Do’s filter page. Clicking on
New Options to Handle Landing Page Duplicates
We’ve redesigned the Landing Page Actions Tab and included more options for how to
June 2020 Newsletter
Client Newsletter Ready: Your June 2020 Monthly Newsletter is now available in your AllClients.com
What does it cost to White Label a CRM?
White Labeling a CRM is a great alternative to building your own, or reselling
Delay a Workflow Until a Day of the Month
Use this option in a Workflow to have your step start on a day
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
The Truth About CRM Customer Support
CRM’s are all alike and customer support is customer support. Right? Well, not exactly.
80% Effort is Better Than 100%
If you are a perfectionist, you probably have a hard time getting projects done.
What should I pay for a CRM?
When you start shopping for CRM’s you will find them in every price range
May 2020 Newsletter
Client Newsletter Ready: Your May 2020 Monthly Newsletter is now available in your AllClients.com
Delay a Workflow Until a Date
Use this new option in a Workflow to have your step pause until a
New Flag Icons
There are now 15 new Flag options. Check them all out.
Workflow Emails – Choose who to send from
This is a big plus for teams. You can now choose in a Workflow
Jumping Into Your Customer’s Head
Have you ever wished you could get inside your customer’s head? What are they
Should I build my own CRM?
I have had this conversation with many coaches and marketing content providers. They know
Now Tell Me Again – What Does AllClients Do?
Last night my 24 year old nephew Trevor, and his new bride Aubree, were
April 2020 Newsletter
Client Newsletter Ready: Your April 2020 Monthly Newsletter is now available in your AllClients.com
Leverage your CRM during COVID-19
Today, you are probably at home, sheltering in place. That’s a good thing. You
Logic Added to Workflow Source
We have added new logic to workflows. When using a Workflow to set a
Coronavirus Email Templates
We’ve added 2 new Email Templates for you to use while communicating about the
AllClients is working without interruption
From the CEO First, I hope you and your families are doing well, staying
See Deals for all users
We’ve added the ability for owners and administrators to see the deals for all
Workflow Start Date
When you are on a single contact and Apply a Workflow, you can now
Phone Merge – Use Any Phone Field
You used to be able to put %%phone%% and the system would automatically insert
Several New Email Templates
We have added new options to the Email Templates. These templates include a countdown
March 2020 Newsletter
Client Newsletter Ready: Your March 2020 Monthly Newsletter is now available in your AllClients.com
Text Usage Report
In Reports, there is now a Report to show how many texts a month
New Workflow Search
Use our Advanced Search to find contacts that are actively in a specific Workflow,
Workflow – Spot Errors Quickly
We’ve made it easy to tell if there is an error in your Workflow.
Advanced Search
We’ve made it easier to find the fields you want to use for your
February 2020 Newsletter
Client Newsletter Ready: Your February 2020 Monthly Newsletter is now available in your AllClients.com
What are Role Based Email Addresses and Why You Shouldn’t Use One for Your Personal Email
Email deliverability is becoming increasingly more important and more difficult to manage these days.
New Email Templates
We’ve added 5 new Email Templates for you to use in the Template Library.
New columns in the Workflow list screen
We’ve added 3 new columns to your list of Workflows. You can now see
January 2020 Newsletter
Client Newsletter Ready: Your January 2020 Monthly Newsletter is now available in your AllClients.com
5 New Email Templates
We’ve added 5 new Email Templates for you to use in the Template Library.
New Columns in the Contact List
We’ve added the email information for the Last Click and the Last Open as
Email Stats – Last Open and Last Clicked Filters
We’ve Added Advanced Search options for the Last Click and the Last Open for
Email Intelligence Info Box
When you click on an email address from a contact record you will now
What is a Net Promoter Score (NPS) and why is it important?
What is NPS? NPS is a one question survey designed to gauge insight on
December 2019 Newsletter
Client Newsletter Ready: Your December 2019 Monthly Newsletter is now available in your AllClients.com
Send Emails to Both Contacts in Workflows
You can now include both contacts from the contact record in emails when using
New Date Filters in Deals
We’ve added the ability to filter your Deal List by the Actual Closed Date,
New Deal List Views
We’ve enhanced the Deal List View options in your Deals. There are now 3
Email Blast Processing
We’ve made some modifications to the Email Blast Processing. The screen will look different
AllClients SMS Compliance Statement and Best Practices Guide
SMS marketing is quickly becoming one of the best and most efficient ways marketers
November 2019 Newsletter
Client Newsletter Ready: Your November 2019 Monthly Newsletter is now available in your AllClients.com
Use Workflows to Send Texts
You can now send contacts texts using Workflows. You can also send Text Notifications
Manually Opt-In a Contact for Texting
NEW FEATURE ALERT: You can now use the Text/SMS check box on the contact
The Magic of Expressing Appreciation
In my software company, we get hundreds of requests to build new features each
New Deal Field
We’ve added a new Deal Field to your Deal Header. There is now a
October 2019 Newsletter
Client Newsletter Ready: Your October 2019 Monthly Newsletter is now available in your AllClients.com
Two Easy Ways to Improve Email Deliverability
Even with the popularity of SMS marketing, email marketing is still KING for most
Workflow Notification Upgrade for Teams
We’ve added a new upgrade for teams using the Workflow Notifications. You will now
Workflow Notification Email
We’ve enhanced the Workflow Email Notification to include the contact details. For quicker access,
2019 Summer of Referrals Winner
We’re excited to announce the winner of this year’s Summer of Referrals! We will
Tab Notifications
Tabs will show notifications with a count of how much information is on that
September 2019 Newsletter
Client Newsletter Ready: Your September 2019 Monthly Newsletter is now available in your AllClients.com
Quickly get a count in Category 2
Your feedback to us adding the contact count to the Source was so positive
Quickly get a count of contacts by Source
We’ve added the number of contacts with each Source to the Source page. This
Run a Workflow after your Autoresponder
We’ve added a new option to your Autoresponder Completion Assistant. You can now run
August 2019 Newsletter
Client Newsletter Ready: Your August 2019 Monthly Newsletter is now available in your AllClients.com
Summer of Referrals
Refer a friend and enter to win a $150 Amazon Gift Card. While we
Teams – Search for duplicate contacts in all databases
We’ve added a new option to the Duplicate Contact Report. You can now choose
Track Password Changes
We’ve added a new option to the Account Log report. Owners can now track
July 2019 Newsletter
Client Newsletter Ready: Your July 2019 Monthly Newsletter is now available in your AllClients.com
Search for Contacts with no Open To-Dos
You can now use Advanced Search to find contacts that do not have any
Rename Contact Attachments
Uploading an attachment with the same file name as an existing file will overwrite
Different Types of CRM Solutions
Customer Relationship Management (CRM) solutions are crucial for a competitive advantage in today’s markets.
Why Startups Should Use a CRM
Entrepreneurs are risk-takers. When you start your company, you are trying to minimize costs.
Benefits of Sending Beautiful Emails
Email has become one of the most effective digital marketing tools. Businesses can reach
What is Responsive Email?
The concept of responsive email comes from responsive web design. Ethan Marcotte first defined
What is CRM Software?
Customer Relationship Management (CRM) is any tool or process that helps you manage, organize
What is Contact Management?
Introduction Many factors are affecting the growth of a business, and keeping a great
Why is Ease of Use The Most Important Aspect of a CRM?
Introduction Many people have asked the question, what is the most vital feature of
Should I Build My Own CRM?
Introduction The benefits that customer relationship tools offer businesses is well known to all.
What is the Difference Between White Label and Private Label?
For anyone dealing with purchasing products and services, the terms “private label” and “white
What does SaaS CRM Mean?
Software-as-a-service (SaaS) has become a popular way for businesses to save money for various
The Importance of To-Dos and Reminders
To-Do and reminder applications have been around since the personal computers started to invade
Tips to Increase Your Contact Management Efficiency
Your contacts determine your business success. Yet most businesses don’t pay enough attention to
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
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
Getting started with Marketing Automation
Marketing and sales teams in various organizations look for more effective ways to do
5 Ways to Make The Most of Email Marketing
Nowadays, business owners are looking for more unconventional ways to connect with their target
Why You Should Connect Your CRM with Marketing Automation
Introduction The advent of technology has brought with it many tools that help businesses
3 Ways CRMs Help Small Businesses Automate, Grow, and Thrive
Automation is the latest buzzword in the world of small business. Simply put, automation
Why Use CRM Workflow Automation?
Modern customer relationship management (CRM) workflow automation has provided both small and enterprise-level businesses
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
A White Label Marketing Platform
Your customers look to YOU to provide state-of-the-art marketing services with systems and strategies
GDPR – Get Ready to Get Fresh Consent
You have worked hard to build a great email list, and you are sending
What is a White Label Marketing Automation System?
You’ve seen the cool Marketing Automation systems out there, like AllClients, InfusionSoft, and ClickFunnels….right?
What is a Landing Page?
Without going into the history of why it’s called a “Landing Page”, and what
Why You Should Backup Your Data
If you use any kind of CRM to manage your prospects, clients and past
How Do I Set up My CRM?
Yay! You selected your CRM software and you’re ready to get down to business.
What Should I Look for in a CRM?
There are hundreds (thousands?) of CRM’s out there to choose from. It can be
Email Marketing: Videos or No Videos?
Should you include videos in your email marketing strategy? The short answer is “Yes
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
What is Permission Based Email Marketing?
You have a new company and you want to tell the world about your
How to Write Marketing Emails
If you are building an email marketing campaign, it is critically important to have
What is Marketing Automation?
Even in a small business, or in a mom and pop shop, if you
Why Offer a White Label CRM?
You are a marketing thought leader, coach, consultant or other marketing expert, and your
What is CRM Software Used For?
CRM defined Let’s start by defining what a CRM is. CRM stands for Customer
What is an Autoresponder and how do I create one?
An email marketing autoresponder is an automated process that sends emails out at preset
June 2019 Newsletter
Client Newsletter Ready: Your June 2019 Monthly Newsletter is now available in your AllClients.com
Group Actions for Email Templates
Select a group of Email Templates to then Move to a Folder, Delete or
Use Text-to-Join to Trigger a Workflow
You can perform a series of actions when a Text-to-Join message is received. Use
Why Choose AllClients?
“AllClients truly is the way for your small business to keep in touch with
May 2019 Newsletter
Client Newsletter Ready: Your May 2019 Monthly Newsletter is now available in your AllClients.com
Call Your Clients on Their Birthdays
We’ve made it easier for your to call your clients on their birthdays. The
Teams – Edit the Calendar of Other Users
We’ve added the option to edit the Calendar for other users. Go to the
View More Contacts
You can adjust your Contact List to view more Contacts on a page. Scroll
Sort Your To-Do List
Click the column headings on your To-Do List to sort your list by the
April 2019 Newsletter
Client Newsletter Ready: Your April 2019 Monthly Newsletter is now available in your AllClients.com
Meet Our iPad Giveaway Winner, Vanessa Lanham-Day!
For the last two weeks AllClients has been hosting a contest giving away an
AllClients 15 Year Anniversary – iPad Giveaway
AllClients turns 15 this year and we’re giving away something special to one of
March 2019 Newsletter
Client Newsletter Ready: Your March 2019 Monthly Newsletter is now available in your AllClients.com
New Mobile Version
AllClients has a new and improved mobile version. You can now do much more
February 2019 Newsletter
Client Newsletter Ready: Your February 2019 Monthly Newsletter is now available in your AllClients.com
