Contact Manager is a database centered software that sorts, stores, and retrieves the contact details, contact and sales history, and other sales related information. It is a fully integrated approach to tracking of all information and communication activities linked to contacts such as tasks, events, notes, etc.
OfficeClip CRM has a Free Contact Manager Software that will let you organize your contacts and retrieve any information related to a contact like notes, tasks, events, emails, etc. as per requirement. It is simple to use and will save time and efforts.
It also provides many advantages over traditional contact managers and CRM
Helps in automated creation of tasks and events.
Attach, share, lock and download documents in all applications.
Share information and documents with your customers, suppliers, etc.
Create and send invoices and receive timely payments.
Reminds to call up your customers at regular intervals.
The mobile CRM will help to access all features no matter where you are.
Search contacts using different criteria and advanced filter options.
Create tasks, assign, send notifications and view status.
Integrate OfficeClip contacts with Google and Outlook.
Send promotional campaigns, newsletter, to your customers.
Categorize your contacts on the basis of their locations, hobbies, etc.
View and analyze contact information through reports.
Keeps records of all your accounts and their details. An account may be your vendor, supplier, channel partner, reseller, etc.
Send promotional, marketing campaigns, product information or enhancements to your customers through Campaigns.
View all your tasks, time-offs and other day to day activities through calendar.
Task management will keep a record of all your activities to be performed alongwith their status, due date, duration, etc. Time can also be tracked for each task.
Can be sent to customers via our customer portal and it also has the ability to receive payments.
List of competitors helps to analyze your strength, weakness, opportunities and threats.
Contains list of prospects. Their detailed information will help to analyze the probability for turning them into clients.
Helps to store all the documents in one place. The users can lock, download, delete or share the documents.
Unlimited Users
Hosted/Installed Version
Mobile App