Very Easy to Learn and Use (Really!)

Start your free 14-day trial

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.

Watch a video about the Contact Screen
Image description

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.

Watch a video about Easy Contact Filtering
Image description

Easy Workgroup Tasks (ClientTouch)

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 AllClient's invention: ClientTouch, in one or 2 clicks you can send that group a letter or email, print the list, create mailing labels, edit something in their contact records, assign a to-do, and more.

Watch a video about ClientTouch
Image description

To-Dos and Reminders

AllClients To-Dos and reminders make it easy to follow up with your customers and clients. When you need to call them in 6 months to remind them to do business with you, AllClients will remind you on the right day and keep reminding you until you get it done. It is heart breaking when you realize you lost a big deal just because you forgot to follow up.

Watch a video about To-Dos and Reminders
Image description

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.

Watch a video about 10 Second Mail Merge
Image description

Calendar

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.

Watch a video about the Calendar
Image description

Mobile

Take your contacts, appointments and todo’s everywhere you go on your smartphone or tablet.

Watch a video about Mobile
Image description


Back: Overview     Next: Unique in AllClients
Start your free 14-day trial

Plans start at $24/mo. No credit card required

Quick Reads

Articles about features and uses of AllClients

Features
Uses