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CRM

May 23, 2025 by Deepa Kapoor
recruitment process

What is Recruitment CRM? In the ever-changing world of recruitment, a strong talent management system is crucial for finding and keeping top talent. A Recruitment CRM system emerges as a powerful tool to effectively manage … Read more

Categories Contact Management, CRM Tags CRM software, hiring, recruitment agencies
May 18, 2025 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
April 27, 2025 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
April 5, 2025 by Deepa Kapoor
what is crm

As the saying goes, Instead of focusing on the competition, focus on the customer. This quote is valid for any business, especially in today’s competitive landscape. Customer experience is no longer a differentiator; it’s the … Read more

Categories Contact Management, CRM, Practice Management Tags CRM for small business, CRM software
March 30, 2025 by Deepa Kapoor

Get in-depth information about what a CRM software is, how it will help you provide better customer service,  and why do businesses need a CRM. Table of Contents: What does CRM stand for? Problems businesses … Read more

Categories CRM, General, Products, Tips Tags CRM, CRM system, Customer Relationship Management, Lead Management
March 27, 2025 by Deepa Kapoor
online customer portal

A customer portal provides access to a limited set of data and functionality to your customers. You may not want to give complete access to your enterprise software to your customers due to the limitations … Read more

Categories CRM, Practice Management, Products Tags customer portal software, online portal
March 12, 2025 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
February 16, 2025 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
February 7, 2025 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
January 1, 2025 by Deepa Kapoor
issue-tracking-system

Are you tired of juggling between issues and losing track of important tickets? An efficient issue tracking software can be your lifesaver. Let’s uncover the benefits and features of top issue tracking tools. Table of … Read more

Categories CRM, General, Practice Management Tags issue tracking software, support desk
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