Feature List Highlights
- Activities, issues and documents can be integrated with individual contacts.
- Microsoft Word add-in(beta) can be used to create mail merge documents.
- Tracks Contacts, Accounts and Opportunities.
- Unlimited user-defined fields for pertinent contact information.
- Personal and group filters look up information efficiently.
- Administrators can restrict data entry at various incremental levels.
- Administrators can create and edit member permission roles.
- User profile settings can be customized.
- Many Pre-configured and user-defined reports, which can be exported in various file formats.
- Create and Track Html and Text Campaigns.
Detailed Feature List
Licensing
Quick Links
Additional Information
OfficeClip Web Contact Manager FAQ
OfficeClip Architecture Document
Web Contact Manager Manual:
Html (with frames)
Pdf (printable)
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