Frequently Asked Questions
AllClients is an easy-to-use centralized database that helps you keep track all of your customers: Past, Present and Future.
AllClients is a CRM (Customer Relationship Management) that will help you manage your customers, follow-up and communicate using email and text messaging, and automate many of the mundane and repetitive tasks related to customer management.
AllClients is designed for small and very small businesses who work with consumers. Perfect for:
Real Estate Agents
Best for single users or small teams (fewer than 10 users).
Sure. Outlook, as well as most contact managers, will allow you to export your contacts into a standard format called CSV (Comma Separated Values). Once you have your data in a CSV format, it can be easily imported into AllClients. Watch this video for more details.
Your client information is 100% yours. No one else can see it, or use it. And when you leave, you take your data with you. Be sure to keep your login information private and secure.
Yes, please see our HIPAA compliance statement here.
Yes, please see our GDPR compliance statement here.
Do we EVER update it? How about Constantly! Our customers are currently using the live version of AllClients while we are creating and testing the next version. We are always looking for ways to make the product better, and we get all of our enhancement ideas from current customers.