AllClients 1.0

The AllClients CRM App offers a streamlined solution for managing your contacts on the go, serving as a portable extension of your primary AllClients database.

Features include:

• Easy search and retrieval of contacts
• Viewing, adding, and editing contact information
• Making calls, sending emails, and texting directly from the app
• Taking notes related to individual contacts or interactions
• Managing to-do lists and task workflows
• Adding attachments to contact records
• Scheduling and managing appointments
• Managing workflow processes within the app
• Navigating to a contact’s address via integrated mapping features

Access to the AllClients CRM App requires an active AllClients account. For new users, registration is available at: https://www.allclients.com.