Web Contact Manager

Contents

• General Features
• Web Contact Manager Features
• Administrative Capabilities
• Customization and Programming Interfaces
• Free Edition Information

General Features
Feature	Enterprise Edition	Professional Edition	Free Edition
User Limit Total number of users that are possible in the system	2 or more	2 or more	upto 2
Free Email Support	Same day	Same day	3 business days
Free File Uploads (Hosted Version) These are the limits for free file uploads for the hosted edition. Additional uploads are available for a fee in Professional and Enterprise Edition. There is no limit for file uploads for Installed Edition.	10 GB	1 GB	100 MB
Free Phone Support Although most of the support incidents are tracked using emails, we offer emergency phone support for professional edition users	Business Hours	Emergency Only
Mobile Access
Change Logo and Branding

Contact Manager Features
Feature	Enterprise Edition	Professional Edition	Free Edition
Manage Contacts and Customers Provides you the ability to Track Contacts, Leads, Opportunities and related activities like events, tasks etc.
Track Related Activities Track Appointments, Tasks, Emails, Issues, Opportunities and Campaigns along with each contacts
Attach Documents
Track Opportunities
Customer Portal Share Contact Reports with your partners, customers or service providers
Create and Send Invoices to Customers
Capture Leads via website
Create Customized Reports
Create Unlimited Custom Fields Allows you user-defined fields in the form of text, pick lists, numbers, currency and so on that can be added to contacts. Free Edition can support one custom field
Send Campaign Emails
Track Contact History
Remove Duplicates Entries
Track Relationships Allows you to 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.
Accept Online Payments for Invoices Accept customer payments via credit card, paypal, Google Checkout etc.
Create User-Defined Rules 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.
MS Word Add-In for Mail Merge
MS Outlook Add-In Synchronizes contacts, appointments, tasks and notes with MS Outlook. You can select a different outlook folder so as to keep your private data separate
Maximum Contacts (Hosted only) These are the limits for the Hosted Version of OfficeClip. There is no limit for the Installed Version	25,000	10,000	500

Administrative Capabilities
Feature	Enterprise Edition	Professional Edition	Free Edition
Delegated Authentication 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
Manage Applications Allows hiding applications that are not used by your organization
Roles and Privileges Administrators can use roles to control member privileges for creating and editing various objects (e.g. events, documents, contacts etc.)
Manage Email Templates 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.
SMS Messaging Allows Text Messaging to Mobile phone and devices

Customization and Programming Interface
Feature	Enterprise Edition	Professional Edition	Free Edition
Profiles User and Group profiles can be created to customize individual settings
Site Customization Site wide customization can be done by editing xml files for interface customizations and integration with other applications. Note: This is only available for Installed Version.
Web Services API Use Xml-based Web Services API to communicate with the OfficeClip Server.

Free Edition Information

• User Limit - 2 users with access to all OfficeClip applications (Premium Suite).
• Time Limit - There is *no* time limit. Use it for as long as you like and pay nothing. You can conveniently upgrade to Professional or Unlimited Edition. Free Hosted Version accounts that are not used for 60 consecutive days are subject to removal to make space for other users.
• Space Limit - There is *No* space limitations for the Free Installable Version. For the Hosted Version, the document space is limited to 15 MB and the database space is limited 1000 elements of any type.
• Advertisements - We like you to use OfficeClip Free Edition in your professional environment so we do *not* show any advertisements.