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Products

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

Why should you take OfficeClip data backup and How?

February 11, 2022 by Deepa Kapoor
Data backup

Many people use the installed version of OfficeClip. But sometimes, functionality issues may come up, or there may be some hardware or software failure; in that case, a data backup will save your day.   … Read more

Categories General, Practice Management, Products, Tips Tags backup, backup and restore, data backup, data restore

Backup and Restore OfficeClip for Installed version

January 31, 2022 by Deepa Kapoor
backup and restore wizard

This article shows how to take backup and restore them using in-build tools from OfficeClip. Suppose you choose to install OfficeClip on your computer instead of using the hosted version. You may want to take … Read more

Categories General, Products Tags backup, data restore, OfficeClip

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

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

Project Management with Expenses Application

July 11, 2025September 24, 2021 by Deepa Kapoor
managing expenses

The Expenses software in OfficeClip is designed to track all your Project expenses. It will manage all the costs incurred by your team and give an overview of the Project budget and actuals. Features: Few … Read more

Categories Products, Timesheet Software Tags expense management software, expenses, project management

How follow up will improve your sales?

October 17, 2025September 17, 2021 by Deepa Kapoor
customer support

  An efficient follow-up strategy is crucial to increase sales and boost revenue. Follow-up with existing customers will help to sell more, consequently follow-up with leads will increase conversion and referrals. Follow-up is not only … Read more

Categories Contact Management, CRM, Products Tags call list, CRM, customer, follow ups

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
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