As a small business owner, I often come into the office and see that I have a million things that need to get done today. Then, just when I think I have a handle on the million things, I am hit with surprises and urgent tasks that need to be done BEFORE I get to ... Read more The post My Secret Weapon Against Stress appeared first on CRM Software & Online Contact Management ..read more

Are you tired of sending out emails that look generic and impersonal? A simple yet effective way to make your emails stand out is by incorporating custom headers and footers. These elements not only enhance your brand’s visual identity but also provide essential information to your recipients. In the AllClients CRM and email marketing platform, ... Read more The post Boost Your Brand with Custom Headers and Footers appeared first on CRM Software & Online Contact Management ..read more

As a small business owner, you’re undoubtedly busy juggling a million tasks. But amidst the chaos, one crucial aspect often gets overlooked: consistent client communication. While it might seem like a time-consuming endeavor, the benefits of staying in touch with your entire database are immeasurable. Here are some of the key benefits of staying in touch ... Read more The post Why Monthly Client Check-Ins Are a Must appeared first on CRM Software & Online Contact Management ..read more

As a small business owner, you’re undoubtedly busy juggling a million tasks. But amidst the chaos, one crucial aspect often gets overlooked: consistent client communication. While it might seem like a time-consuming endeavor, the benefits of staying in touch with your entire database are immeasurable. Here are some of the key benefits of staying in ... Read more The post Why Monthly Client Check-Ins Are a Must appeared first on CRM Software & Online Contact Management ..read more

When a contact is assigned to a team member or reassigned to another user, the system will automatically note the change. The system will show who made the transfer and it will time and date stamp the transfer. To learn more about re-assigning contacts to team members, click here. The post Add a Note When Contact is Transferred appeared first on CRM Software & Online Contact Management ..read more

Any 10 digit phone number will be sensed and searched across all 4 contact phone numbers. These are the number formats you can use: +1 (707) 234-3526 //  7072343526 //  (707) 234-3526 //  707-234-3526 If you don’t yet have the mobile app, learn how to get it here: https://help.allclients.com/article/100-allclients-app. The post Search By Phone Number in the Mobile App appeared first on CRM Software & Online Contact Management ..read more

We’ve added an option in the Contact List to display the Last Manual Note Date. To learn how to customize your Contact List, click here. The post Contact List – Last Manual Note Date appeared first on CRM Software & Online Contact Management ..read more

To-Do Lists can now be filtered to show the To-Dos that do not have a Category assigned. *This will find your To-Dos that are not calls, emails or letters.* To learn more about your To-Do List, click here. The post Sort To-Dos without a Category appeared first on CRM Software & Online Contact Management ..read more

Last night my 24-year-old nephew Trevor and his new bride Aubree were driving through town and needed a place to stay. They were on their way to Bakersfield for a race. Trevor is a race car driver a few levels down from NASCAR. He has been racing since he was 5 years old. He also ... Read more The post “Now Tell Me Again – What Does AllClients Do?” appeared first on CRM Software & Online Contact Management ..read more

Summer is in full swing, and so are our celebrations! As we mark our 20th anniversary at AllClients, we’re offering exclusive discounts to our valued customers. Over the past two decades, your support has been instrumental in our success and to express our gratitude, we’re celebrating with a special summer of referrals drawing. Refer a friend ... Read more The post Summer of Referrals Drawing – Extended appeared first on CRM Software & Online Contact Management ..read more