Tools and News for Developers using the AllClients Platform

Integrating Your White Label CRM with Other Systems

These links may prove helpful as integration points.

Power Tools

Custom Contact Tab
Have buttons, lists of data, instructions, etc… The data within the tab lives on a 3rd party server

Custom ClientTouch Actions
Do something “custom with a group” within ClientTouch

Custom Action Set Actions 
Do something “custom individually” within an Action Set


Examples of things other partners have integrated into their White Label CRM:

  • Inventory Tracking
  • Invoicing and Order History
  • Texting & Voice Communication

Need More From our API or Integration Tools?

There can always be room to expand our integration points as the need arises.  We are always open to develop more functions to within the API and more points of User Interface customization to make integrations successful.