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Contacts and Accounts
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Ability to Track Contacts, Leads and Customers.
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Track Activities
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Allows tracking of notes, appointments, tasks, emails and issues with each contact.
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Attach Documents
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Attach Documents to each Contact, Accounts or any other entity.
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Filters and Views
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A Filter Wizard can be used to create filters for viewing subsets of your contact information.
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Quick Search
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Quick Search feature allows searching for information across any or all fields.
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Opportunity Tracking
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Allows Tracking of Opportunities and its related information just like Contacts
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Email Campaigns
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Allows Tracking of Campaigns and its related information just like Contacts.
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Import/Export
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Import and Export Contact information between various systems
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Share Reports
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Share Contact Reports with your partners, customers or service providers
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Tag Groups
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Associate free-form Labels with Contacts, Accounts, Opportunities etc. Group labels of similar
categories into tag groups.
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Web Lead Capture
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Capture Contacts via web form.
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Change Field Names
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Change any existing field names to customize it to your business.
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Customizable Reports
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Allows customizable reports to be accessed, customized, scheduled and exported to various formats.
*Note: Free Edition only allows On-Demand pre-defined reports.
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User-defined Fields
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Unlimited user-defined fields in the form of text, pick lists, numbers, currency
and so on can be added to contacts. *Note: Free Edition allows one (1)
user-defined field.
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Send Campaign Emails
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Allows Campaign Emails to be sent directly from OfficeClip. *Note: Free Edition puts a "Powered by OfficeClip"
link at the bottom of each email campaign.
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User-Defined Rules
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Rules can automatically change Contact permission based on certain fields. For example, a rule can
be defined such as: When a Contact in entered for State "Georgia", allow only users with role
"Georgia Agents" to see the Contact.
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Contact History
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A history of all changes made to your contacts can be viewed instantly.
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Track Relationships
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Will let you track relationships between any objects. For example, you can assign a Contact as
an Agent of another Contact or you can assign a Contact as a Broker of an Account.
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Duplicate Management
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Manage Duplicate contacts and merge or remove them from the list.
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MS Word Mail Merge
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Allows MS Word to be used for creating and managing Word based campaigns
(requires MS Word and installation of an add-in on the user's computer).
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Outlook Interface
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Synchronize Contacts and its related data (Notes, Appointments and Tasks) with Microsoft Outlook.
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Mobile Access
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Access OfficeClip applications from any Smartphone, like IPhone, Blackberry and Droid.
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Delegated Authentication
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Authentication is seamlessly delegated
to an external system, like Active Directory or LDAP. *Note: This feature is only available in
the Installable Version of OfficeClip.
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Manage Applications
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Allows hiding applications that are not used by your organization.
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Roles and Privileges
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Administrators can use roles to control member privileges for creating
and editing various objects (e.g. events, documents, contacts etc.)
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Manage Email Templates
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Allows editing of Email Templates to send customized and data-merged emails to users and customers.
Note: Free Edition appends a "Powered by OfficeClip" text to the end of all emails.
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Customizable Logo
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Customize the Header of the site and the login screen.
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Text Messaging
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Allows Text Messaging to Mobile phone and devices.
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