Features: Contact Management

All-in-One Contact Screen

See all of your client’s info on a single screen. Contact info, notes, to-do’s, appointments, and more. No more searching from screen to screen, looking for that one piece of information you need with our CRM contact management.

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Easy Contact Filtering

OK, so you have 500 contacts in your database…now what? Imagine if you could filter that list by “Hot Prospect”, or “Past Client” or “Golf Buddies” or “San Jose Residents”, etc… you get the idea. In AllClients you can categorize and flag your clients anyway you want to, create your own custom fields and then easily sort and segment your list in seconds.

Group Actions

Great! With the Easy Contact Filtering feature you were able to easily filter your database and you have a group of names in front of you… now what? With Group Actions, you can send that contact list a letter or email, print the list, create mailing labels, edit something in their contact records, assign a to-do, and more in one or 2 clicks .

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10 Second Mail Merge

Ever try to mail-merge your contact info into a letter in Excel or Word? AllClients makes this process a snap. Your letters and emails look professional, custom, and you can do it yourself in seconds.


Keep track of your appointments in our easy-to-use integrated calendar. See daily, weekly and monthly views, drag and drop appointments, and even see and view your contacts from within the calendar.


Mobile App

Take your contacts, appointments and to-dos everywhere you go.

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