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Contact Manager
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Discover how OfficeClip
CRM Software
solutions 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 details. |
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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 in OfficeClip
Web Contact Manager
. 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. |
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Last Updated: Thursday, February 02, 2012
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