Everything AllClients does
AllClients is a small business CRM for non-technical businesses that grow through relationships, referrals, and repeat customers. It brings contact management, lead capture, email marketing, automation, and AI into one system. Everything on this page is in every plan. What changes between plans is how much of each you get.
14 days at the Premium level. No credit card.
Lead capture
New leads go directly into AllClients so the follow-up can begin without moving data between systems.
Landing page or popup form
Create a hosted landing page or add a popup form to your existing website.
Web forms
Embed a form on the site you already have.
Spam and bot filtering
Junk submissions are caught before they reach your list.
Lead notifications
Get an email the moment a lead comes in, or a text to your phone once your provider’s plugged in.
Lead source tracking
Know which page or form each person came from.
Open API
Push leads in from anywhere else you collect them.
Automated follow-up
Set the next steps once and let AllClients keep them moving when you are busy.
Workflow builder
Build a sequence that updates the contact, sends emails, creates to-dos, and notifies you automatically.
Autoresponders
Someone asks for information at midnight and gets it at midnight.
Email drip campaigns
A planned series of emails on your schedule, until they’re ready to buy.
Triggers and branching
Start, stop, pause, or branch a workflow based on what the contact does.
Global workflow rules
Apply one rule across an entire workflow instead of step by step.
Stop a workflow
End a sequence from inside another one, so people don’t get the wrong email.
Birthday and event reminders
Schedule birthdays, anniversaries, and other annual touches so they happen every year.
Workflow reports
See who’s in which sequence and where they dropped out.
Texting that’s built in, not bolted on. Sign up with a provider you already trust, TextMagic, ClickSend or Twilio, and plug it in once. From then on texting lives right where you work: on the contact card and as a step in your workflows. Nothing to export, no jumping out to another app. You pay the provider directly at their rate, with no markup from us and no credits that expire. It’s on every plan.
Email marketing
Create, send, and track email without exporting your list into another product. Deliverability is built into the system with authenticated sending domains, opt-in controls, and content checks before you send.
Email designer
Build mobile-ready emails with a drag-and-drop editor, no design skill needed.
Email templates
Start from a pre-built template or save your own for the whole account to use.
Email blasts
Send to your whole list or to any segment of it.
Mail merge
Every email goes out with the person’s name and details filled in.
Authenticated sending domain
Send from your own domain. We help configure SPF, DKIM, and DMARC so mailbox providers can verify your messages.
Deliverability safeguards
Opt-in rules and content scoring help protect your sending reputation and keep legitimate email out of the spam folder.
Email analytics
See opens, clicks, bounces, and opt-outs by send and by contact.
Done For You newsletter
A written newsletter arrives every month. Send it as it is, or rework it with your own articles and branding first.
Email credits
Your monthly sending allowance.
Pipeline and Boards
See where every opportunity stands and what needs attention.
Boards
Kanban stages for your process. Drag a contact from one stage to the next.
Automated stage moves
Let a workflow move people through the Board so you don’t have to.
Pipeline deals
Track what’s open, what’s stalled, and what’s about to close.
Custom stages
Name the stages after your actual process, not a generic sales funnel.
Pipeline reports
See where everything stands and what moved this month.
AI
AI isn’t a separate product here. It sits inside the tools you already use, so the hard part of setting something up is a sentence instead of an afternoon.
AI Workflow Builder
Describe a follow-up sequence and watch the steps assemble into a workflow you can review, save, and run.
AI Writer
Pick a purpose and tone, get a full email or letter in seconds, then refine it with one-click tools like Make Shorter and Make Warmer.
AI Landing Page Builder
Describe the page you need, preview it on desktop, tablet, or mobile, and publish it.
AI Email Template Builder
Describe the email you have in mind and get a full template back, ready to open in the editor and reuse.
AI Newsletter
Generate articles and matching images for your industry, then merge them into your branded template.
Writing Voice
Save a few samples of your own writing, then apply your style to any AI draft with one click.
Intelligent lead rules
See which leads look ready to buy, so you know who to call first.
AI credits
A monthly allowance for the AI tools, refreshed every month. Extra credits are available in packs.
Contacts
Everything on this page runs on a real contact record: who each person is, what’s happened, and what needs to happen next.
Contact screen
Details, notes, to-dos, appointments, referrals, and full history on one screen.
Categories
Sort your list the way your business thinks about people: prospect, client, past client, referral partner.
Advanced search
Search and filter on any field, including the custom ones you added.
Saved searches
Save the lists you pull every week and open them in one click.
Custom fields
Track whatever your business needs that we didn’t think of.
Notes and to-dos
Log what was said and set the follow-up right on the contact.
File attachments
Keep contracts, quotes, and photos on the contact record instead of in your inbox.
Duplicate report
Find duplicate contacts and merge them so your list stays clean.
Client referral tree
See who referred whom in a visual tree, so you know who to thank.
Import and export
Bring contacts in from a spreadsheet and take your data out whenever you want.
Free data migration
Send us your export and we’ll map and import your core contact data for you.
Your day
See what needs attention today and keep the next action from slipping.
Dashboard
New leads, email opens, birthdays, appointments, and landing page performance on one screen.
Agenda Assistant
An email every morning telling you what’s on your plate today.
Appointments calendar
Book it, get reminded, and see it on your phone.
Appointment reminders
Automatic reminders to your client before the appointment.
To-do lists
Assigned to you or to anyone on your team.
Mobile access
Full access from a phone or tablet, so you can add notes immediately after a meeting instead of trying to remember them three days later.
Reports and activity log
Contact, email, and workflow reports, plus a log of who changed what.
Team and account
Give everyone the access they need while keeping the account organized and supported.
Multiple users
How many people can log in to your account. Add more as your team grows.
Shared or separate contacts
Share the database with your team or keep each person’s contacts their own.
User permissions
Decide what each person can see and change.
Shared templates
Everyone on the account works from the same emails and workflows.
US-based support
Get help from a US-based team that uses AllClients every day. When a question is easier to solve by phone, we pick up the phone and call you.
Optional add-ons and extra capacity
These are the optional tools and extra capacity you can add when you need them instead of paying for them in every plan.
- Gmail or Outlook integration
- More contacts
- More users
- More email credits
- Extra AI credits
Gmail and Outlook integration connects a mailbox so emails and activity can be used inside the CRM.
- Founder-led since 2004. The same two founders still own it and run it.
- No setup fees. Ever.
- Free data migration. We import your core contact data for you.
- US-based support. On every plan.
Questions
What happens when someone fills in one of my forms?
The lead goes straight into your contacts, tagged with where it came from, and you get a notification. If a workflow is set to run on that form, the follow-up starts from that moment. The first email goes out, the to-do lands on your list, and the sequence keeps going whether you’re at your desk or not. Nothing sits waiting for you to notice it.
Do I need to be technical to build a workflow?
No. Describe what you want in a sentence and the AI Workflow Builder assembles it, then you change anything you don’t like. If you’d rather build it by hand, you pick the triggers and the branching from lists rather than writing anything.
Can I text my contacts from AllClients?
Yes. Sign up with an SMS provider, TextMagic, ClickSend or Twilio, and plug it in once. After that, texting’s built into the contact card and your workflows, so you can text someone right from their record or add a text step to an automated follow-up. You pay the provider directly at their rate. AllClients doesn’t charge for texting or add a markup, and it’s on every plan.
Will my emails actually land in the inbox?
Most of that comes down to your sending domain being set up properly, so we help you do it. AllClients walks you through authenticating your domain, scores your content before you send, and keeps you on the right side of opt-in rules. The analytics then show what opened, what bounced and what got marked as spam, so you can see it working instead of guessing.
Can I move my contacts over from what I’m using now?
Yes, and there’s no charge for it. Send us the export from whatever you’re using now and we’ll map the fields and load it for you. If you’d rather do it yourself, the import tool takes a CSV and walks you through matching the columns.
Do I have to build everything from scratch?
No. The email designer comes with templates, the Done For You newsletter arrives written every month, and the AI tools will draft a landing page, an email or a whole workflow from a sentence. Writing Voice picks up how you write, so what comes back sounds like you. You start by editing something rather than facing a blank page.
Try every Premium feature free for 14 days
Build a page, create a workflow, and see how the complete system works before choosing a plan. Sending and publishing turn on when you subscribe.
Start your free trialNo credit card. No sales call required.