Refer a Friend
Overview
If you're enjoying the system, why not share it with someone else who could benefit? You can easily refer a friend, colleague, or fellow business owner—and help them discover a powerful, all-in-one CRM and marketing platform.
Refer a Friend Video:
How to Refer a Friend
1. Go to the Refer a Friend Page.
- Navigate to the footer > Refer a Friend from any page in your account.
2. Copy Your Unique Referral Link
- You’ll see a personalized referral link on the screen. This link is tied to your account.
3. Share the Link
- Send your link via email, text message, social media, or wherever you talk to other business owners.
4. They Sign Up
- When your friend signs up using your link, their account will be connected to your referral.
Why Refer?
Help other small businesses discover a simpler way to manage their clients and marketing.
Your friend gets access to a free trial.
- You and your referral receive $5 off each month you are both active.
Refer a Friend Questions and Answers
Q: Is there a limit to how many people I can refer?
A: No. You can refer as many friends or colleagues as you like.
Q: What happens when someone uses my referral link?
A: They are taken to the main sign-up page with your referral code attached. If they start a trial, it’s recorded as your referral.
Q: Will I be notified when someone signs up through my link?
A: The status of your referrals is documented in your Refer a Friend page. Go to View Past Referrals to check the status.
Q: Do referrals get any kind of discount?
A: Yes! You and your referral will receive $5 off each month.
Q: Can I refer someone who’s already used the system before?
A: Referrals typically apply to new accounts only. If someone has used the system in the past, but are looking to create a new account, they will qualify as a new referral.
The Fine Print
Discount applies to monthly subscription cost. The products EasyContacts and Call for Info, as well as add-on features such as purchasing additional Email Credits do not apply to the discount structure. Discount only applies for your referred friends who are active, paying AllClients customers. (Not in a Free Trial, Cancelled, or Expired)
Refer a Friend will only be credited to new accounts who respond to the special email invitation sent from this page, or via the special link. If you feel you have not been credited properly for a referral, please contact us and we will help correct the matter.
NO SPAM: Your Refer a Friend will be cancelled if you abuse the invitation system. Please only send invitations to those who will be expecting it. A phone call or conversation in advance will greatly increase your chance of a successful referral.
Amount of Refer a Friend can never exceed your monthly AllClients bill. Refer a Friend has no cash value and cannot be redeemed for anything other than account credit, up to the amount of your monthly subscription.
Video Transcript
Right now AllClients is keeping you flush with new customers.
It’s helping you find new customers, manage your current customers, and follow up with your past customers.
Don’t you just feel like a superhero? All you need is a cape!
But you know the rules… the true measure of a hero is helping others in need.
Chances are… you have friends and colleagues who could also use AllClients.
So next time one of them complains that business is slow, or they’re having a hard time managing their contacts; you could just shrug and say… “sorry to hear that” or you could be a HERO and introduce them to AllClients!
If you refer a friend and they start using AllClients too, both you and your friend will get $5 off your monthly subscription!
Swoop in, save another friend and you’ll get another $5 off!
You can keep doing this until you’re getting AllClients for FREE!
It’s a win-win for everyone.
You and your friends are using the best sales, marketing, and follow up system on the planet!
And you’re both getting a great deal on the pricing, each and every month.
And the best part is… YOU’RE the one that saved the day.
Ready to enjoy bragging rights? Warm fuzzy feelings and free drinks from friends?
All you need to do is click the Refer-a-Friend link at the bottom of any page in AllClients, and invite your friends to try AllClients.
It’s really easy, really!
So… let’s stop and think… who is the next person you know who can REALLY benefit from using a system like AllClients?
They NEED you hero!
P.S.
Cape and tights not included.