What is Web Contact Manager?

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Managing contacts, customers and opportunities efficiently is critical to your organization. Most organizations manage essential business information on paper, or on computer systems that do not communicate with one another. This adds an extra burden of first finding where the information is stored before you can use it effectively. OfficeClip Web Contact Manager provides a web-based interface for managing and tracking contact-related information, thereby allowing your staff to make better decisions at the right time. OfficeClip Web Contact Manager stores all contact-related information in a single place that can be accessed anytime, anywhere, using a web browser.

OfficeClip Web Contact Manager extends the concept of an address book by incorporating tracking and management features. For example, notes, appointments, tasks and other information related to your contacts are stored along with details about each contact. Using the OfficeClip Web Contact Manager in your organization will help your staff to:

• Allow administrators to create a security level that accurately controls who has privilege to see and act on which information.
• Maximize productivity by displaying all related information in a single place.
• Share useful data with multiple users so that information belonging, for example, to an absent employee can be retrieved.
• Control costs by not having to maintain the same information in various disconnected systems.
• Manage campaigns associated with the contacts.

OfficeClip Web Contact Manager improves your organization's efficiency in three key areas: it makes your contact-related information more available, more secure and more comprehensive. The flexible licensing mechanism also allows you to choose from a list of offerings the configuration that best suits the needs of your organization and staff.

Web Contact Manager Components

OfficeClip Web Contact Manager is a reliable end-to-end contact management solution for small- and medium-sized organizations. It empowers you to manage all of your contacts reliably and in a secure fashion, thereby increasing your productivity. It incorporates related information such as activities, documents, issues and the history of each contact object to provide a 360 degree view of your contacts.

Contact Manager - Block Diagram

The Web Contact Manager includes tracking of the following entities:

• Contacts - Can be used to track leads and organization contacts.
• Accounts - Can be used to track customer information.
• Opportunities - Can be used to track account opportunities.
• Campaigns - Manages email campaigns.
• Activities - Allows linking documents to contacts, accounts and opportunities.
• Issues - Track issues related to the contacts.

Organization Benefits

OfficeClip Web Contact Manager provides the following benefits to organizations of any size:

• Security - Contacts can be configured to be secure and yet still be easily accessible. For example, if an organization has different hierarchical levels and it wants to provide controlled access to its staff, the administrator can create roles and assign permissions to each role.
• Increased Productivity - Keeping all contact related information in one place eliminates the need for maintaining multiple copies in different places. This availability of information and its associated time savings translates directly into increased productivity.
• Reduced Cost of Ownership - Ease of deployment and low cost of use make the OfficeClip Web Contact Manager the ideal tool for both small- and medium-sized organizations.

Related Links

Web Contact Manager Features

Technical Overview

Frequently Asked Questions