Welcome to AllClients

Why This Matters

You're here because you want to build stronger relationships with your clients and grow your business. AllClients helps you stay organized, communicate consistently, and never miss a follow-up. This guide will help you understand what AllClients can do and where to start.

What AllClients Does

AllClients is your all-in-one CRM for managing contacts, sending marketing emails, automating follow-ups, and tracking your relationships. Whether you're a real estate agent, financial advisor, consultant, or small business owner, AllClients gives you the tools to stay connected with the people who matter most to your business.

Here's what you can accomplish:

Manage Your Contacts — Keep all your client information in one organized place. Track conversations, set reminders, and never lose important details.

Send Professional Emails — Create and send email campaigns to your entire list or specific segments. Track opens, clicks, and engagement.

Automate Your Follow-Ups — Set up workflows that automatically send emails, create tasks, and move contacts through your pipeline.

Build Your List — Create landing pages and forms that capture new leads and add them directly to your database.

Stay on Top of Tasks — Set reminders, schedule appointments, and manage your to-do list without switching apps.

Track Your Results — See who's engaging with your emails, which campaigns are working, and where your contacts are coming from.

Getting Around

The Dashboard is your home base showing recent activity, upcoming tasks, and quick access to features.

The Main Menu (left side) lets you navigate between Contacts, Email, Automation, Reports, and Settings.

The Top Search Bar helps you find any contact instantly by name, email, or phone number.

The Help Icon (bottom right) gives you access to articles, videos, and support from any page.

For more detail, check out Understanding Your Dashboard and Navigating the System.

You're Not Alone

If you get stuck or have questions, we're here to help:

📚 Knowledge Base — Search articles and videos for answers

💬 Live Support — Chat with our team during business hours

📧 Email Support — Get answers within 24 hours

🎥 Video Tutorials — Watch step-by-step guides

Click the help icon (?) on any page to access all support options. Learn more in Getting Help and Support.

Ready to Get Started?

Now that you understand what AllClients can do, it's time to set up your account and start using it. Our Quick Start Guide walks you through everything step by step, so you'll be up and running in no time.

Guide Type: Getting Started

Estimated Time: 3 minutes

Next Guides: Quick Start Guide, Product Overview Tour, Understanding Your Dashboard