Discover how OfficeClip Web Contact Manager will benefit you with the following key features:
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Track Items
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Activities (Appointments, Tasks, Phone Calls, Notes and Emails), Campaigns, Documents, Issues etc. can be
attached to contacts, accounts and opportunities and tracked. |
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Word-Addin
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Allows creation of mail-merge documents in Microsoft Word and populate contact information from OfficeClip.
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Track Entities
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Tracks all aspects of Contacts, Account, Opportunities and Campaigns.
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Unlimited Fields
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Create unlimited user-defined fields to track various aspects of contact. |
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Create Filters
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Create Personal and Group Filters to lookup information efficiently |
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Multilevel Contact Security
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Administrators can restrict access to contact data based on roles, organization membership, users and objects. |
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Multilevel Role Security
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Administrators can restrict access to functions based on roles and organization membership. |
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User Profiles
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User Profile Settings can be customized. |
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Reports
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Many pre-configured and user-defined reports are available. Reports can also be exported in various formats. |
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Tracking Campaigns
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Create and track html and text campaigns. |
