Contact Manager
for Shared Customer Records and Follow-Ups
Keep customer contacts, company information, notes, and follow-up tasks accessible to your team in OfficeClip. Start with Contact Management, then add Time tracking or Customer-Issue workflows when you need them. Choose Hosted access or an Installed deployment.
Trusted by many Small Businesses and Teams Worldwide
Used for Customer management, Employee time tracking, and Issue handling across service teams,
consulting firms, and internal operations.
Everything your team needs to manage customer relationships
Give your team access to the customer information and activities recorded in OfficeClip, including contact details, notes, tasks, events, emails, documents, and related work.
Contacts & Companies
Centralize all customer details in one secure, searchable database.
Notes & Related Activity
Review notes, tasks, events, emails, and other information recorded or linked to the contact.
Calls & Follow-Ups
Log calls instantly and never miss a scheduled follow-up.
Tasks & Calendar
Assign to-dos to your team and sync your daily schedules.
Documents & Portal
Store client files securely and share them via a custom portal.
Reports & Permissions
Control who sees what and generate insightful customer reports.
What can a colleague see before following up with a customer?
OfficeClip brings together information associated with a contact, including notes, tasks, events, emails, documents, and linked issues. Before making the next call or taking over a customer request, an authorized colleague can review the records that have been entered or linked to that contact.
The information must be recorded or associated with the contact in OfficeClip. For example, OfficeClip Email can display messages matched to the contact’s email address
See how contact details are organized in OfficeClip
Why choose OfficeClip CRM
- Free edition to get started
- Available as Cloud or Self-Hosted (On-Premise)
- Affordable monthly or one-time licensing
- Shared customer records and related activity for the whole team
- Add Timesheet and Issue Tracking only when needed
- Role-based permissions and mobile access
Contact Management Software with CRM Features
Daily Call Lists & Logging
Record call notes and follow-up activity and use daily call lists to organize the next actions.
See Call List FeaturesTask Manager
Create, assign, and track follow-up tasks to ensure you never miss an important customer interaction.
See Task Management Features100% Free Edition
Never pay for basic contact management again. Start building your database securely today.
Free Web Contact ManagerNeed a free contact manager?
Start with the free edition of OfficeClip CRM and upgrade only when you need advanced features.
View Free Contact ManagerWho can use Contact Manager?
Small Businesses
Move away from messy spreadsheets. Consolidate your growing customer lists into a single, searchable database your whole team can access.
Service Firms
Maintain detailed client histories and share documents securely through a customer portal to provide premium service.
Recruiting Teams
Track candidate interactions, attach resumes, and manage follow-up tasks to fill positions faster.
Sales Teams
Build daily call lists, log notes directly on the account record, and track prospects through the sales pipeline.
From contact entry to closed deals
A controlled workflow for contacts, lists, and logging.
OfficeClip connects the full contact management process so your prospects are not just added β they are targeted, engaged, tracked, and managed effortlessly.
Build Your Base
Easily import your existing lists and track prospects as they enter your pipeline.
Target Your Audience
Use advanced filters to segment your contacts and build targeted lists for the day.
Call Logging
Quickly record interaction notes directly on the contact record.
Daily Call Lists
Set up follow-up dates in the call list to ensure no leads slip through the cracks.
Lead Tracking
Track prospect milestones seamlessly throughout the entire sales journey.
Also available: Call logging inside your contact records
Log calls, store notes, and manage follow-ups without leaving the customer record.
Extend OfficeClip CRM when you need more
Keep things simple to start. Once a contact becomes a customer, OfficeClip can connect time, invoices, documents, and support issues to that exact same relationship. As your process matures, you can easily activate our other business modules without migrating data.
Timesheet
Add time tracking, expense management, and billing functionality directly connected to your client records.
Issue Tracker
Add a robust support desk to manage customer tickets, bug tracking, and internal issues seamlessly.
Portals & Invoicing
Generate accurate invoices directly from approved timesheets and give clients secure portal access.
Trusted by Small Businesses Everywhere
“OfficeClip gave us a central hub to store all client notes securely. Best of all, we have the option to host it ourselves on our own servers.”
Sarah M. – IT Services Company
“The free contact manager was exactly what our startup needed to organize our initial client base. We’ve since easily upgraded as we grew.”
Maribel – Marketing Agency
“Finally, a CRM that doesn’t force us to buy expensive features we don’t need. Using the Daily Call Lists workflow, our sales reps increased their daily outbound calls by 35%.”
Habibur Rehman – Director (Accounting Firm)
Frequently Asked Questions
Is there a Free web Contact Manager?
Yes, OfficeClip offers a Free web Contact Manager with unlimited users, document management, and campaign creation. Itβs perfect for getting started without overhead.
What is the difference between a Contact Manager and a CRM?
A contact manager is a simple tool to track client details and call logs, whereas a CRM handles complex sales pipelines. OfficeClip provides both, scaling with your needs. For more details information read this article on difference between Contact Manager vs CRM.
Can I self-host OfficeClip CRM? / Can I install on-premise?
Yes, you can access it via the cloud or install it locally on your own servers if your company requires strict data control.
What is included in the free edition?
Unlimited users, basic contact and company tracking, activity history, calendar syncing, and standard document storage are all included.
Can I track calls, notes, and follow-ups?
Yes. You can manage your daily call lists and document every conversation seamlessly inside the customer record.
Can multiple team members share the same customer database?
Absolutely. Authorized team members can view shared customer information and related records, protected by customizable role-based permissions.
Ready to organize your contacts?
Choose how you want to deploy OfficeClip and take control of your customer data today.
