CRM software for CPA’s and Accounting firms

CRM software for accountants

What is CRM software for Accountants? CRM(Customer Relationship Management) software for accountants will help store all the client’s data, tax documents, and their conversations securely, which will improve the way you interact with your clients. … Read more

Emerging CRM Trends

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. CRM trends from OfficeClip It … Read more

Why Your Business Needs a CRM Solution?

Get in-depth information about what CRM is, how it will help you provide better customer service,  and why businesses need CRM solutions. Table of Contents: What is a CRM solution? What should an efficient CRM … Read more

How to use CRM Filters in OfficeClip

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

    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…

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

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

20 Free Contact Manager Software

contact manager features

While in a business, it is essential to organize data efficiently. For example, while following up with a customer, you should have all information in one place instead of searching it in different sheets. What … Read more

What are Webforms and its importance

Online Web Forms

Purchasing goods online has become a trend among people worldwide. Whenever you have ordered something online, there are chances that you may have used an online webform. As per data, in 2021, over 2.14 billion … Read more