New Samples Now Included in Your Account

All AllClients accounts now include sample Email Templates, Letter Templates, and Web Form Sample Templates. Simply click the [TEMPLATE LIBRARY] link in the upper right corner while you are in the Settings page and select a template to copy down to your library. Now you are on your way, without having to start from scratch.

Updated our Partner Programs

AllClients is the best “All-In-One” Marketing, Email, Follow-up, and CRM system available today. And, at under $25/month, nothing comes close to the value we offers our customers.

We offer several ways for our customers to spread the word about AllClients and to be rewarded in the process. Whether you know just one or two people who could benefit, or you are a marketing expert with a large customer base, we have a program for you.

Read more details here:


White Label CRM – Private Label CRM: Your Own CRM

Your Content, Your Branding, Your Pricing… Your Customers!

You are the expert in your industry and you know the best way for your customers to manage their client base. Now you can offer your customers a GREAT solution with YOUR name on it. 

AllClients is one of the post popular web-based CRM solutions available today and the ONLY top CRM you can brand yourself and market as your own.

Check out for more information

How to Set up Killer Email Campaigns

Before we talk about how to set up a killer email campaign, let’s define what an email campaign is. An email campaign is a series of emails sent to a client or a prospective client over a fixed period of time. Here is an example of a killer email campaigns you can set up yourself:

A Customer Email Campaign:

Purpose: To keep your name in front of them in order for you to do more or repeat business with them, and to encourage them to refer their friends and family to you. How to do it: Assuming you had a good experience with this client and/or have a good relationship with them, set up an email campaign to contact this person once a month. You should create at least 24 emails so the campaign can last 2 years. Be sure to use an email system that forces permission based emails, so you are not seen as a spammer.

Step 1: Write all 24 emails

The emails you create should be short and feel personal: Pretend you were emailing a friend. Like this:

Hi Jeff,
In case I didn’t tell you this, I wanted to let you know that we have monthly classes at the shop on how to keep your carpets fresh and clean without having to hire a carpet cleaner (like me)!

The classes are on the first Tuesday of the month at 7pm, and of course are free of charge.
I hope to see you here sometime soon!

John Wilson

ABC Carpet Cleaning and Restoration

Step 2: Come up with the best order for your emails and how far apart you want to send them. Ie. Monthly, every 3 weeks, every 6 weeks, etc…

Step 3: Go into your email marketing system and connect the emails, the order and when to send them out, thus creating your email campaign. This step might sound big and complicated, but in a good email marketing system you should be able to complete this step in about 5 minutes. (Say for instance,

Step 4: Now go into your database and filter your contacts down to past customers, and then assign them to your new killer campaign. (This step should take you less than 1 minute if you have a decent system)

Now you can go play golf, or go on vacation, or go clean out the garage. Your email campaign is on Auto-Pilot and you won’t have to lift another finger for 2 years!
Once you have your customer campaign set up, you will want to set up one for cold leads, warm leads and past customers as well.

New from AllClients (More free emails, attachments & more)

Hello there –

Just a quick note to let you know what’s new in AllClients.

1. We have increased the number of FREE emails you can send each month from 200 to 500 per month. (Of course you can send as many as you want by buying additional email sends for a cheap penny each!)

2. You can now attach documents to client accounts. The attachments can be Word docs, PDF’s Photos, MP3’s or just about anything else you can think of. For those who want to use attachments there is an additional monthly charge of $5 for each 5GB of storage space you use. Here’s a quick reference chart to give you an idea of how much storage space 5GB is:

About 250,000 20KB Word documents
About 100,000 50KB Excel worksheets
About 25,000 200KB PDF files
About 3,400 1.5MB JPG images
About 1,250 4MB MP3 files

(Of course, your results will vary based on your actual file sizes)

3. After the holidays we will be rolling out a new White Label (or Private Label) offering where companies can partner with us to get a specially branded version of AllClients. Our partners can brand it with their name, add their own categories, flags, email content, etc.. and then resell AllClients to their customer base at any price that makes sense.

4. We are working on some cool new features and functions for 2010, so please stay tuned!

And finally, from all of us at AllClients, we want to thank you for your business in 2009 and we wish you a stellar 2010!

Jeff Shamus


Choosing the Best Contact Manager

OK, so you need to get organized and figure out a way to manage your contacts better. The sticky notes keep getting lost and you just found out that you lost another deal because you forgot to follow up with that prospective customer.

Should you use something that you already own, like Excel, or Word? What about Outlook – that’s a contact manager…isn’t it? And if you go search Google there are hundreds of contact managers out there. So where do you start?

You might be surprised to learn the absolute most important thing to look for in a Contact Manager. Forget pouring through and comparing feature lists, and forget shopping on price. The first place to start and the most important thing to look for when shopping for the best contact manager is

It’s gotta be easy FOR YOU.

Why? Because most contact managers are so confusing and clunky that the users never get to take advantage of all their great features and functions.

You should be able to get signed up, get your contacts imported over and be using the system within 1 hour. Remember, it’s not important that your friend, colleague or boss, says it is easy – it needs to make sense to YOU.
Q. Can an “easy to use” system have enough sophistication to get the job done?

A. Absolutely. In fact the “easy”  systems are actually MORE sophisticated. It is easy to program a system that is confusing to the user – much more difficult to program a system that is effortless for the user.


Q. How can I tell if the system is “easy to use”? Every product out there says their product is “easy to use”.

A. Here are the secrets to finding “easy to use” software, and which software to stay away from:

    Secret #1: If the company selling the software offers Training or has a User’s Manual, this is your clue that the software is NOT easy enough for the average user to figure out on their own. Video Tutorials are the only “training” you should ever need if the system is easy truly to use.
    Secret #2: If the software uses big graphics or cartoon characters on the screen, this is a huge red flag that you are looking at a complex and cumbersome system. These companies will often use “big” and “fun” graphics to fool you into thinking their system is easy!

Your best bet to find the best contact manager is to dig in and do some homework. Find a system with a free trial, put in a couple contacts and go!

You should be able to get around the system without hurting your head. Things should be clear and obvious. They should have simple video tutorials for you to watch in case you get stuck. If you are not comfortable in about 10 minutes you never will be! Get out and move on to the next one!


What is a Sequential Autoresponder?

How would your business improve if you were excellent at follow-up?

What if you followed up with all of your marketing leads on a regular basis? You sent periodic emails to your prospects with information, offers or just reminders that you are available and ready to do business when they are.

What if you kept track of all the emails that needed to be sent to all the leads, and sent them out at the right time and on the right days?

Not just keeping your hot leads hot, what if you also were able to stay in touch with all of you past customers. Periodic emails to your past customers would remind them of the great experience they had with you, remind them to do business with you again, and encourage them to refer their friends and family to you.

Most of us are terrible at follow-up and therefore regular follow-up doesn’t get done.

A Sequential Autoresponder is an automatic follow up tool that will put all of your business follow-up on Auto-Pilot. It is one of the most important tools to have in your small business.

It’s like having a machine where you can dump all of your leads into a funnel at the top of the machine. The machine will do magic things inside and then the machine will notify you when one of the leads inside wants to talk with you about doing business.

Now that’s powerful and will have a huge impact on your business.

A good Sequential Autoresponder will be easy to setup, easy to customize, and easy to see how it is working.

After all, if your “machine”  is cumbersome, clunky, and hard to figure out, that’s the same as you doing it yourself – you will never take the time to learn it and it will never get done.

Here is how a good Sequential Autoresponder will work:

Someone will fill out a webform on your website asking for more information. When this happens the Autoresponder will automatically enter their contact information into your database, and then start them out on your Sequential Autoresponder campaign.

(You will also be able to add in leads from other sources besides your webforms and easily start them out on your email campaigns)

These new leads would get an email right away thanking them for filling out your form and sending them a special report or other information you promised them. Then 2 days later they would get another email from you asking if they had a chance to read the info. Then 1 week later another email, etc…

The content will be completely up to you and the time period between emails is your decision as well. No one knows your business better than you do and no one knows how to best communicate your offering better than you do.

Although a sequential autoresponder is a very important part of any small business, it doesn’t have to cost you an arm and a leg to get one. You can pay more than $300/mo for a fully integrated Autoresponder system, but if you shop around, you can find excellent alternatives that will do the job for under $30/mo.


Fully Customizable Web Forms

Web Forms just got even better!

By popular demand, your are now able to enter advanced formatting in your header and footer, as well as take full control over the HTML. This includes the ability to add images, YouTube videos, (or whatever you need) to help convert more visitors into leads.

For advanced users, you can even get down to the nuts and bolts and play with the Style Sheets (CSS) that makes up the look of your page. (Your Web Developer will know what this means)

Check out the updated Web Forms video to see how it works:

Best Regards,

The AllClients Team

AllClients vs. Infusionsoft

If you are looking for a CRM with some “extra pop”, you will undoubtedly run across both AllClients and Infusionsoft in your search. These products are currently the only products commercially available that do Marketing Automation, Small Business CRM, and Premium Email Service, all in a single, fully integrated package.
There are many similarities in the products, but some stark differences as well. Let’s explore how they stack up against each other.

Automated Follow-up: Both products will automatically follow up with your clients and prospects using autoresponders and automatic email campaigns. Edge: Tie

Send Targeted Emails: Both products use a permission based email system that will only send emails to contact who want to receive them. This ensures email deliverability. Edge: Tie

Managing Referrals: Infusionsoft has a great affiliate referral program that will calculate commissions to your affiliate marketers. The AllClients referral system is focused on “Client Referrals” and includes a Referral Tree to track your client referrals visually.Edge: Tie

eCommerse/Shopping Cart:  Infusionsoft has a built in eCommerce system, AllClients does not. Edge: Infusionsoft

Capture Leads Online: Both products allow you to build webforms for the purpose of capturing leads online. The AllClients webform builder is much easier to use and gives you greater flexibility with the leads once they come into the system. Edge: AllClients

Manage Your Contacts: Both products offer a good CRM component with notes, todo’s calendars, and reports.  Edge: Tie

Segment Your List: Taking your complete contact list and then filtering it, has to be easy and fast. Both products shine in this area, however AllClients screens are more logical and easy to follow.   Edge: AllClients

Built-In Content and Templates: Infusionsoft includes excellent content in the form of emails, letters, etc… With AllClients you will have to write your own copy or buy it somewhere else.  Edge: Infusionsoft

Training: Because Infusionsoft is a more complex, robust product, it requires extensive training for the average user. With AllClients, the average user will not need training, although video tutorials are provided. Edge: Tie

Ease of Use: Infusionsoft is a much bigger, and more sophisticated system than AllClients. Unfortunately with that level of complexity, comes confusion. With Infusionsoft, plan to dedicated several weeks to learn the system thoroughly. AllClients is considerably more intuitive and friendly. Within an hour, and with no training, you will be comfortable with the clear and uncluttered AllClients experience.  Edge: AllClients

Price:  Infusionsoft has pricing that ranges from $199 to $499 per month depending on the feature set and the number of users. AllClients is priced at $21.95/mo.   Edge: AllClients

Bottom Line:
Both AllClients and Infusionsoft are excellent products and deliver on their promise of Marketing Automation. If monthly cost is an issue, than AllClients is the way to go. If you have a “large” small business (25+ employees), then Infusionsoft would be your best choice.

Infusionsoft is more robust and better for the sophisticated marketer, where AllClients provides just the basics, for the non-technical business owner.