Streamline your Recruitment process with CRM Software

recruitment process

Reading Time: 3 minutes 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

The Best Free CRM for Nonprofits

nonprofit organization

Reading Time: 8 minutes 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

Top 6 CRM Trends – 2022

Reading Time: 7 minutes Customer Relationship Management(CRM) is more about managing and improving customer relationships. CRM system is a technology that will help you deliver experiences and give your business an edge over competitors. It is essential to learn … Read more

How to use CRM Filters in OfficeClip

Reading Time: 7 minutes With Release 10.3 we introduced advanced filters in OfficeClip Contact Manager and CRM. I have heard from customers on creating a write up on how to use the advanced filter features for contacts and accounts.  … Read more

How to Customize OfficeClip CRM fields

Reading Time: 3 minutes     Every business has different needs when it comes to tracking contacts, customers, opportunities, campaigns, etc. OfficeClip Contact Manager and CRM allow you to customize these entities in various ways. Following are few of … Read more

CRM Workflow and Drip Marketing…

Reading Time: < 1 minute OfficeClip version 10.1 includes a CRM workflow module that was requested by our customers. Drip marketing allows pre-created messages to be sent to prospects and customers at regular intervals. OfficeCip Workflow adds the ability to … Read more

How to Track Relationships in CRM

Reading Time: < 1 minute In most CRM you can relate Contacts with other entities like Accounts or Opportunities. What if you wanted to relate a contact with another instance of contact? Why this is important?  These kinds of relationships … Read more

13 Tools & Tips for Supercharged Productivity

Reading Time: 14 minutes What is Productivity? Productivity is simply getting the most out of your time and effort. It’s about achieving your goals efficiently, whether at work or in your personal life. Here are some key points to … Read more