AllClients Jumpstart
More than a spreadsheet, less than a CRM.
Get started by watching this video ↶
Chapter 1: Getting Around
Chapter 2: All About Contacts
Contact Card Overview
Learn how to customize the tabs on your Contact Cards.
Contact List Overview
Change the columns you see in your Contact List.
Sort Your Contacts
Use Categories and Tags to easily filter and segment your contacts.
Chapter 3: Get Your Contacts In
Add a Contact
Learn how to easily add contacts to the database.
Import Your Contacts
Learn how to import contacts into your new CRM: manually or via CSV file.
Chapter 4: Using the System
Notes Overview
Keep track of important details and easily reference them.
To-Dos Overview
Create, assign, and manage to-dos for your contacts.
Custom Fields Overview
Organize and store additional information specific to your needs or business processes.
Email and Landing Page Editor
Create stunning email and landing page templates using our intuitive editor.
Agenda Assistant
Use the Agenda Assistant to get reminders of Appointments and To-Dos.
Birthday Assistant
Use the Birthday Assistant to help you remember client birthdays or anniversaries.
Chapter 5: Secret Weapons
Boards Overview
Track client journeys and pipeline steps with customizable Boards.
Navigating the System
Learn the different ways to navigate the system.