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Contact Management

A Guide to Simple Contact Manager for small Businesses

November 10, 2025August 29, 2025 by SK Dutta
simple- crm

Why Simple matters? Running a small business means juggling many roles — sales, service, admin, and more. A full-blown enterprise CRM can feel overwhelming, with complex setups, steep learning curves, and high costs. That’s why … Read more

Categories Contact Management, CRM, General Tags Contact Management, CRM

How to use CRM Filters?

May 18, 2026May 25, 2024 by SK Dutta
using filters for contacts

CRM filters cut through the clutter in your CRM, letting you focus on what matters most. This saves time, improves targeting for sales and marketing, and helps you deliver better customer service.  OfficeClip CRM filters … Read more

Categories Contact Management, CRM, Tips Tags CRM, crm filter

The Best Free CRM for Nonprofits

November 11, 2025September 12, 2023 by Deepa Kapoor
nonprofit organization

What is a nonprofit organization?  A Nonprofit organization is a legal entity organized and operated for social purposes rather than profit. They include a wide range of organizations, such as churches, hospitals, orphanages, nursing homes, … Read more

Categories Contact Management, CRM Tags CRM for nonprofits, CRM software, nonprofits

What are Webforms and what are the advantages of using it?

April 14, 2023 by Deepa Kapoor
filling up webforms

Web forms are essential for businesses that want to interact with their customers and potential clients. Webform is a tool placed on one’s website, that allows users enter their personal information and receive answer to … Read more

Categories Contact Management, Products Tags Capture leads, CRM, Webforms

Why should companies switch to electronic invoices instead of paper invoices?

September 8, 2025December 22, 2022 by Deepa Kapoor
Invoicing system

For all businesses manufacturing or sales, invoices is an integral part of the process. Invoicing is a complete process from placing the order to getting it approved and paid.   But many businesses still opt for … Read more

Categories Contact Management, CRM, Practice Management, Timesheet Software Tags electronic invoices, invoices

How can Freelancers record their worked hours on invoices using OfficeClip?

June 18, 2025December 6, 2022 by Deepa Kapoor
Freelancing

At a given point in time, freelancers work on multiple projects. Therefore, they need to keep track of the Projects, their due dates, and the time taken to complete them.   Every client would like … Read more

Categories Contact Management, CRM, General, News, Products, Timesheet Software, Tips, Uncategorized Tags invoices, time tracking software, Timesheet

Evernest names OfficeClip as a Best CRM Software of 2022

September 14, 2022 by Deepa Kapoor
CRM software Banner

OfficeClip is pleased to report that our team was included in the “Best CRM Software of 2022” list published annually by Evernest.co, one of the leading property management companies in the USA. The goal of … Read more

Categories Contact Management, CRM, General, News, Products, Timesheet Software, Tips, Uncategorized Tags CRM, CRM system

Setup App Password for Outlook.com

July 15, 2022 by SK Dutta

Login to your outlook.com account and click on your name icon (top right) and then click on My Microsoft Account. Click on the Security option. Click on the Security dashboard. Click on Advanced security options. … Read more

Categories Contact Management, CRM, General, News, Products, Timesheet Software, Tips, Uncategorized

How to Setup App Password for Yahoo! Mail

July 15, 2022 by SK Dutta

Sign in to your Yahoo Account Security page. Click on the Account Security. Click on Generate and Manage App Password. Enter your App Name in the text field. Click Generate Password. Follow instruction to create … Read more

Categories Contact Management, CRM, General, News, Products, Timesheet Software, Tips, Uncategorized

7 Best Employee Time Tracking Software

February 13, 2026June 7, 2022 by Deepa Kapoor
Best employee Time tracking

For most businesses, the highest cost is the labor, i.e., the money you spend on the employees or consultants. Therefore, to make your business profitable, you need to keep your labor pool productive and happy. … Read more

Categories Contact Management, CRM, General, News, Products, Timesheet Software, Tips, Uncategorized Tags employee time tracking software, time tracking, Timesheet Software
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