Web Contact Manager

> Manage Contacts, Accounts, Opportunities and
   Campaigns

> Role-based Security

> Affordable, Free for 2 users

What is Web Contact Manager?
  • Tracks Contacts, Accounts, Opportunities for your organization
  • Tracks Appointments, Tasks, Notes, Issues, Documents etc.
  • Provides ability to create and track campaigns
  • Allows you to track time spent on various activites
  • Allows customization to create and manage user-defined fields

Web Contact Manager Benefits
  • Security Levels - Fine-tune who can access what information at organization, role and user level.
  • Organized information - Accessible from one place anytime and anywhere
  • Integration - Connect with MS Word (for Mail Merge) or sync with MS Outlook.
  • Easy to use - Web-based standard interface

Contact Manager Features
Organize Information
Keep all Contact Related Information in one place		 Custom Reports
Use pre-formatted reports or create new ones
Multi-level Security
User-based, role-based and object-based security		 Related Data
Track Appointments, Notes, Files etc. along with Contacts
Customization
user-defined fields and web-services api		 Interfaces
Microsoft Word and Outlook Integration out of the box!

Contact Manager - Return on Investment

  • Consolidation of Contacts - You no longer need to share contacts via email. All your contacts are in one place and accessible from anywhere.
  • Multi-Level Security - Contacts can be secured via organization roles or even based on individual users. For example you can create a rule such as "If a contact's city is Atlanta, Give full access to the Role - Eastern Region".
  • Start Free and Grow - There is no need to try buy before you are convinced that you really need this Contact Manager, Start with 2 free users and then add more users as and when required.
  • Interface with Word and Outlook - These interfaces are provided free of cost and allows you to exchange information with the Contact Manager.
  • Related Information - You can now store contact notes, contact appointments, tasks, customer issues, campaigns etc. along with the contact so that they can be retrieved when needed.

Additional Information

Frequently asked questions about web based contact manager OfficeClip Web based Contact Manager FAQ

Learn about business contact manager OfficeClip Security Document

Manual for Web Contact Manager Web Contact Manager Manual: Html (with frames)

Pricing
  • Hosted - $8/user/month.
  • Installable - $64/user (one-time).
  • Free for 2 Users
  • Visit Pricing Page
Select Customers
Customer Quote

"OfficeClip has been easy to learn, use and navigate for us at BT. We have found it a useful asset in managing and organizing our projects."
Andre Thompson
Senior Engineer - BT Atlanta

Last Updated: Saturday, February 06, 2010