Contact Management Software
Manage and Organize Contacts, Leads, Tasks, Documents, and Notes in a centralized place with an easy-to-use interface.
Designed to get deeper insights
into customers information
Nurture customer relationship with
improved data management.
Free for unlimited users
Used by many Small Businesses Worldwide
24/7 Customer Support
Get personalized support - Our team is available 24/7.
Watch our tutorials and browse through our knowledge base.
Contact Manager Features
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Attach, share, lock, and download documents in all OfficeClip applications.
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Automate tasks and events and create call list schedules.
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Create and send invoices and receive timely payments.
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Create HTML newsletters, sales campaigns, and promotional campaigns.
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Reminds to call up your customers at regular intervals.
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Group your contacts in a hierarchy and retrieve them faster.
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Search contacts using the search and advanced filter options.
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Allow specific functions or fields to be visible to particular roles.
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Manage Customer Tasks with Timer and Estimates.
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View and analyze contact information through reports.
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Create user-defined fields as per organizational requirements.
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Access your contacts and their information through smartphones.
Who Can Use?
Freelancers
- Maintains records, emails and projects related to clients.
- Add notes, tasks, events, documents to each contact.
- Link to social media, has features like extranet and tags.
- Sync contacts with Google and Outlook.
Businesses
- Solution for small teams or business professionals.
- Manage contacts and their day-to-day activities.
- Access database through centralized system.
- Helps stay updated about the on-going activities with the customers.
Education Departments
- Organize the data of their students and professors.
- Give an overview about the strength of students.
- Checks staff availability and manages their schedule accordingly.
- Help automate the admission process and carry on with follow-ups.
Why Use OfficeClip?
Organize Information
- Track Leads
- Manage Accounts
- Customize Invoices
- Design Campaigns
Customizable
- Custom Fields
- Rules-based processing
- Custom Reporting
- WebForms
Mobile App
- Create new contacts
- Add notes, tasks, events for contacts
- Search and filter contacts
- Edit and delete contacts
Desktop App
- Free for unlimited users
- Available in hosted/installed version
- Various editions available
- Free upgrades
What makes OfficeClip CRM unique?
Free for unlimited users:
- Free integration with Slack and Zapier using Rest API.
- Free Mobile CRM app.
- Track Customer issues (need OfficeClip Issue Tracker).
- Track time with Timesheet (need free OfficeClip HRM).
Install on your computer or private cloud:
- Runs of private cloud (AWS, Asure, etc.)
- Works inside your own firewall.
- Free Edition - Unlimited User & Unlimited Time.
Set up Account online:
- No installation, access via any web browser.
- Data backup taken every 30 minutes.
- Discounts on prepayment.
- Free Edition - Unlimited User & Unlimited Time.
Quick feature list by users
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Employees
- Add, edit and delete contacts
- Add notes, tasks, events, issues for a contact
- Set up call-list for follow-up with customers
- Send emails, campaigns
- Tag Contacts
- Create various filters to search contacts
- Track time for a contact
- Set up relationships within contacts
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Administrators
- Reassign ownership or permission for contacts
- Hide applications if not required
- Set permission for accessing reports
- Customize screen
- Create custom fields
- Configure fields
- Create rules
- Create web forms on the website for potential customers
Additional Resources
Stay connected with OfficeClip CRM Software, for ongoing updates about new features and documentation.
OfficeClip creates software products to manage contacts, customers and employees.
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Company
Copyright 2003-2021 OfficeClip LLC
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ShareContact Information
OfficeClip LLC
3301 Buckeye Road, Suite 209
Atlanta, GA 30341
To Pay OfficeClip Invoices: click here
Tel: +1 770-448-7375
Support:ocsupport@officeclip.com
Sales:ocsales@officeclip.com