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Contact Management

Simple To Do List Templates to organize work

February 9, 2025April 15, 2022 by Deepa Kapoor
to do list templates

Are you handling too many tasks at one time? Are you worried about how to prioritize them, not sure when the deadline is? Then using the To do list templates will solve most of your … Read more

Categories Contact Management, CRM, Practice Management, Tips Tags task management software, tasks, to do list templates

How to set up a proxy for timesheets?

April 7, 2022 by Deepa Kapoor
managing proxy

A proxy is a person giving authority or power to a specific person to act on their behalf. Businesses have a specified workflow or guidelines which everyone needs to follow. In the absence of one … Read more

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

Creating Filters for Contacts based on Tags and Date field

August 18, 2025March 16, 2022 by SK Dutta
using filters for contacts

Filters are an easy way to group or sort contacts. This grouping will help to extract only a particular set of contacts required for: Gathering a particular information Sending campaigns, newsletters, invoices Leads analysis Customer … Read more

Categories Contact Management, CRM, Practice Management, Products Tags contacts, CRM, crm filters, filters

Calendar Management for Businesses

October 17, 2025February 25, 2022 by Deepa Kapoor
Calendar management for events

Scheduling and planning goes a long way in organizing your personal and official work. Planning and managing things properly will create a smooth workflow for the day. Instead of using spreadsheets or emails for every … Read more

Categories Contact Management, CRM, Practice Management, Products Tags Calendar Management, contact management solution, Events, organizer

How can a shared contact manager help your business?

November 10, 2025January 4, 2022 by Deepa Kapoor
Detailed customer information

In today’s fast-paced world, it is impossible to remember every customer, their details, or past communication with them. When a team is working on leads or prospects, everybody needs to have access to detailed information … Read more

Categories Contact Management, CRM, Products Tags Contact Manager, CRM

How to select a Mobile app for your business?

October 16, 2025December 2, 2021 by Deepa Kapoor
mobile-application

Mobile is the perfect example of what is enabling economic growth in the technology section. – Max Levchin As the above quote says, mobile apps and technology are all over the place. Today mobile apps … Read more

Categories Contact Management, CRM, Timesheet Software Tags CRM, mobile app, Mobile CRM, mobile timesheet app, Timesheet

What is Workflow Automation and why it is important?

November 11, 2025October 29, 2021 by Deepa Kapoor
setting up workflow

What is Workflow Automation? There are specific repetitive tasks that need to be performed daily. This kind of manual work takes up a lot of employees’ time and is prone to errors. These daily tasks … Read more

Categories Contact Management, CRM, Practice Management, Products Tags Contact Manager, CRM, drip marketing, workflow automation

Service Desk and its importance

February 7, 2025August 27, 2021 by Deepa Kapoor
resolve issues with support desk

What is a Service Desk? Developing software is a very challenging process. With every software release, there are chances of some bugs or issues cropping up, which hinders the smooth usage of the software. There … Read more

Categories Contact Management, General, Products Tags Issue Tracker, service desk, supportdesk, tracking issues

Features of OfficeClip Customer Portal and its benefits

May 14, 2021 by Deepa Kapoor
Share information via Customer portal

“The goal as a company is to have customer service that is not just the best but legendary.” Sam Walton, – Walmart In today’s world, the main aim of businesses is to keep their customers … Read more

Categories Contact Management, CRM, Products Tags CRM, customerportal, shareinformation

How to overcome the challenges of remote work?

November 11, 2025December 15, 2020 by Deepa Kapoor

As COVID-19 hit, things transformed overnight. The pandemic changed the situation at home and in the workplace. It changed the pace and working of all the businesses. The necessity of working remotely has become more … Read more

Categories Contact Management, CRM, Products, Timesheet Software Tags CRM software, OfficeClip Timesheet, Productivity, Remote work
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