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CRM

13 Tools & Tips for Improved Productivity

March 20, 2026November 17, 2025 by Deepa Kapoor

Do you feel overwhelmed by endless tasks and constant distractions at work? In today’s fast-paced business world, being productive isn’t just about getting more done—it’s about working smarter, focusing on what truly matters, and achieving … Read more

Categories CRM, General, Practice Management, Tips Tags Productivity, tools and tips

9 proven ways to grow your business using a CRM software

November 10, 2025October 27, 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

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

Why do Accounting firms need a CRM software – 9 reasons

June 20, 2025June 14, 2024 by Deepa Kapoor
CRM for accountants

Gone are the days of scattered client information across spreadsheets and inboxes. A modern CRM (Customer Relationship Management) system acts as a central hub, securely storing all your client data – from contact details and … Read more

Categories CRM, Practice Management, Timesheet Software Tags accountants, CPAs, CRM software, time management

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

How to segment your contacts using Tags?

October 17, 2025May 6, 2024 by Deepa Kapoor
segment contacts

Businesses collect a wide range of customer and prospect data, including contact information, files, supplier information, active customers, and potential buyers. Managing this data can be challenging, especially as businesses grow and their customer base … Read more

Categories CRM, General, Practice Management, Products Tags Contact Manager, CRM, CRM Tag, OfficeClip, Tags

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

How can Two-Factor Authentication secure your information in OfficeClip?

October 16, 2025September 5, 2022 by Deepa Kapoor
user authentication

OfficeClip uses a variety of security measures to keep your data safe and two-factor authentication is one of those.  What is Two-Factor Authentication? Two-Factor Authentication is an extra layer of security for your online account … Read more

Categories CRM, General, Practice Management, Products, Timesheet Software Tags 2FA, security, two-factor authentication
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