What Are Boards? Boards in AllClients is a digital workspace designed to give you a clear, visual overview of where each contact stands in your sales or client management process. Imagine your traditional whiteboard, where tasks or ideas are mapped out on your wall, but now, it’s digital, dynamic, and tailored specifically for your CRM ... Read more The post Unlocking Efficiency: Introducing Boards in Your CRM Software appeared first on CRM Software & Online Contact Management ..read more

Don’t Be Afraid of AI! AI, or Artificial Intelligence, might sound complex or even scary, but it’s a powerful tool that can make your life easier and more fun. It won’t hurt you or take over the world – at least not anytime soon! Why should you care? AI can help you with many tasks, ... Read more The post Your First Steps into the World of AI: A Beginner’s Guide appeared first on CRM Software & Online Contact Management ..read more

Have you ever wondered why CRMs are so popular among sales and marketing teams? Beyond the obvious benefits of organizing contacts and tracking deals, there’s a hidden gem that can significantly elevate your interactions: notes. Why Notes Matter At first glance, adding a simple note to a contact card might seem trivial. However, the long-term ... Read more The post Why Bother with Notes in your CRM? appeared first on CRM Software & Online Contact Management ..read more

Implementing a Customer Relationship Management (CRM) system can significantly improve a business’s operations, but it often comes with challenges. Here are some common pain points and strategies to overcome them: 1. Data Quality Issues: Problem – Inaccurate, incomplete, or duplicate data can lead to poor decision-making and missed opportunities. Solution – Data Cleansing: Regularly clean ... Read more The post Overcoming Common CRM Challenges: A Guide for Small Businesses appeared first on CRM Software & Online Contact Management ..read more

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