What is AI (Artificial Intelligence) in CRM’s?

Many software systems are claiming to use Artificial Intelligence (AI) to accomplish the magic their technology provides. AI is a great concept, a sexy idea and it has been said that a company can sell up to 50% more of their product simply by saying their software is “Powered by AI”. This statement is even easier to defend when you consider the fact that there is no one agreed-upon definition of exactly what AI is.

True AI

Since there are a lot of companies talking about AI, let’s consider some examples of true AI:

  • Bank fraud detection
  • Self-driving cars
  • Amazon suggesting items based on previous purchase behavior

In these examples, there are a few common denominators:

1. All are huge companies with lots of money to build true AI: Bank of America, Google, Amazon. 

2. All have tons of data to work with and reference. We call this “big data”.

3. All require extensive processing power to analyze and process the big data in seconds, or in the case of the self-driving car, instantaneously and continually.

Artificial Intelligence Defined by the Experts


“Artificial intelligence (AI), is the ability of a digital computer or computer-controlled robot to perform tasks commonly associated with intelligent beings. Intelligence is defined as learning, reasoning, problem-solving, perception, and using language.”   


“Artificial intelligence leverages computers and machines to mimic the problem-solving and decision-making capabilities of the human mind.”

AI in CRM’s

Some CRM’s say their software uses AI technology. Saying your software is intelligent, and can learn and think for itself is a sexy proclamation and makes your CRM seem more modern and high-tech (and cooler!).

A great example of AI in CRM’s is what HubSpot is doing. Hubspot squashes the myths around AI in CRM’s in their article here. They even take a (fun) shot at Salesforce’s claim of AI with “SalesForce Einstein”.

AI in HubSpot

Hubspot takes the guesswork out of what AI means to them by creating their own definition of AI:

“Artificial Intelligence (AI) is the idea that we can program computers to perform tasks that normally require human intelligence.”

HubSpot has redefined the term, so they can honestly say they use AI in their product. What Hubspot actually offers in their product is Automation, not artificial intelligence.   

Hubspot goes on to outline the “AI” functionality in their product:

Data Cleaning Tools

A Business Card Scanner


Easy Imports

Automatic Call Recording

Automatic Email data capture

…and more.

While these functions are smart and took expert programming to develop them, they are what most people call: “Automation”. The software is not actually “problem-solving” or “decision-making”. They are functions and scenarios that were carefully thought out in advance by skilled software developers. 

Great software can appear to be “thinking” and “learning” when it is actually just using logic to present the information in a way that helps the human gain insights into the data – and then the human uses this information and takes the appropriate actions.

If we stick with Hubspot’s definition of AI and their implementation of it, every CRM has AI capabilities built-in; whether or not they choose to use that term.

AI in AllClients

At AllClients, we have purposely stayed away from the term “AI”, just for the simple fact that the definition of AI is not widely agreed upon. 

Does AllClients offer AI? Using the HubSpot definition, Absolutely! 

In AllClients, we are great at automating tasks that never get done because people don’t have the time. Here are some examples of what we call Automation and others would call Artificial Intelligence: 

  • Predicting what contacts may buy sooner than others
  • Workflow Triggers that automatically import leads and start campaigns
  • Automatic Contact Deduplication
  • Easy Imports with Intelligent Field Mapping Logic
  • Automatic email data capture
  • Campaigns and Workflows with multiple steps, including programmable logic, scheduled over months or years
  • Lead Capture pages with Autoresponders attached
  • Knowing what contacts are past, present and future
  • Text-to-Join and Automated texting
  • Automatically filtering out spam and bots from Landing Page lead data
  • Adaptive email rules to maximize deliverability
  • Team management with granular permissions
  • Automated Email Drip Campaigns
  • Intelligent Links in emails that trigger workflows when clicked
  • Automatically trigger an automation when a lead moves from one sales stage to the next
  • Fully built-out API that automates and can integrate with anything

Will true Artificial Intelligence come to CRM’s at some point in the future? Probably. But in the meantime, we can all enjoy the benefits of CRM Automation. 

AI, Automation, or whatever you decide to call it, you should be using it in your business. 

Start a free trial of AllClients today and you will automatically become more intelligent!

Frequently Asked Questions

AllClients does not charge a set up fee. We aren’t looking for a quick buck- we’re interested in long term relationships with folks who will be our customers for several years to come.

Our product is subscription based monthly and if at any time AllClients is not working out for you, stop paying us, take your data with you and we can still be friends!

Phone, email and chat support is included in your monthly subscription price. We also have great video tutorials and an online support community for do-it-yourself support. Remember, support is included, so don’t struggle – we are here to help.

Yes, you can set up a Team where you will all have separate logins. Each team member will have different access and rights to the system. Watch the Team Overview Video for more information or check out our Pricing page. 

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.

Yes, please see our HIPAA compliance statement here.

Yes, please see our GDPR compliance statement here.

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.

We use industry standard SSL encryption at the same level (128 bits) as online banks and financial institutions. (Look for the lock in your address bar). We make all reasonable efforts to secure and safeguard your data.

Nobody can promise 100% uptime, but we make every reasonable effort to ensure the highest possible availability. We only use the highest quality service providers and any scheduled downtime is late at night or on the weekends. You can check the history of our uptime here: AllClients Uptime Report (monitoring by Pingdom).

Yes. Find our app in the Apple Store and Google Play Store. We also have a mobile version of the product you can access on any smartphone that looks similar to the app. 

Any version will allow you to access your live data in real time (not a copy of your data). With live data, if you add a contact on your mobile device it is the same as adding a contact on your computer. Or if your assistant back at the office adds a contact, you will see it on your mobile device immediately. Watch this video to see how mobile CRM software works.

We do a daily, system wide, back-up that will help us recover if there is a catastrophic problem with the servers (unlikely). To safeguard your specific data, we recommend you back-up your own data on a regular basis. Do this by going to Settings > Export.

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.

AllClients was built from the ground up from suggestions and feedback from people like you. We welcome and encourage your ideas and feedback. Send your thoughts and ideas to our support team.

No! NEVER! As a customer of AllClients, all of your client data and your personal information (including your e-mail address) is private and will never be sold, rented, shared, reviewed, loaned, or in any way used by anyone but you. For additional security, please do not share your CRM software login information with anyone.

We have priced AllClients fairly so we can provide an excellent product that continues to grow and evolve with the market. You can earn a discount by referring a friend to us through our Refer-A-Friend program. You can also receive a price break by purchasing an annual subscription rather than paying month to month.

Visa, MasterCard, Discover, American Express.

Double Your Sales!

Create a proactive word-of-mouth strategy to increase referrals and grow your business without breaking a sweat!

DYS Mockup

Continue Reading These Related Articles

Try AllClients Today

Get Your Free eBook Today!

Tell us where to send your free copy of ‘Double Your Sales’ so we can deliver it right away!