Contact Management

A simple tool to store and retrieve customer information from 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

How OfficeClip Contact Manager helps businesses?

Customer Data Management

Any small and medium-sized businesses need to manage the data for their prospects and customers in the pre-sales and post-sales stages.

A contact management software will intelligently help you store and manage the customer and lead information during this process. In addition, features like search and filter, tags, track time, follow-ups, and reports will ease the workflow.

Efficient data management will boost the sales team's ability to quickly handle customer complaints and close deals.

Capability to handle different business units in one software

An ideal option for businesses having different units working at various locations. The customer and lead data may differ with location.

OfficeClip has the ability to create multiple organizations where the customers and lead data for different units can be managed in one software. Then, depending on the permissions, the team members can access information and take action accordingly.

The system provides easy access to data and increases collaboration amongst team members at different locations.

Effortless exchange of information with Customer portal

Securely share and retrieve the documents, reports, and invoices with your customers or vendors.

With limited access, customers can keep track of their invoices and issues. In addition, clients can get an overview of their project status through shared reports.

Provides powerful insights for multiple clients

With the OfficeClip Contact management, you can create multiple accounts/clients. Then, for each account/client, create multiple contacts with detailed records which you can access from one place.

Live Chat

Help Files

Videos

24/7 Customer Support

Get personalized support - Our team is available 24/7.
Watch our tutorials and browse through our knowledge base.

Who Can Use Contact Manager?

Freelancers

Manage communication with clients and standardize work process.

Education Departments

Organize students data, streamline admission process, and track staff availability.

Real Estate

Capture leads, automate repetitive tasks, follow-up with new customers.

Startups

Provides visibility of the customers and leads from every angle. A best tool to nurture your leads and increase customer retention through data analysis.

Travel Agencies

Capture inquiries through the webforms. This data will be directed to your contact manager, so there is no manual entry hassle and you can take actions accordingly.

Sales Management

With customized HTML web forms for your products, customers can order as per their requirements and track the products through the customer portal.

A top-rated solution for all businesses

Software that will keep track of all your conversations, manage schedule, tasks, issues, follow-ups, documents and handle billing through invoicing. This business contact manager will simplify your work process and will prove valuable for all kinds of industries and individuals.

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What makes OfficeClip Contact Manager unique?

Free for unlimited users:

Free integration with Slack and Zapier using Rest API.
Free Mobile app.
Track Customer issues with OfficeClip Issue Tracker.
Track time with Free OfficeClip Timesheet.

Install on your computer or private cloud:

Runs on private cloud.
Works inside your own firewall.
Free Edition with Unlimited Users & Time.

Set up Account online:

No installation required.
Data backup taken every 30 minutes.
Discounts on prepayment.
Free Edition with Unlimited Users & Time.

Testimonials

All our contacts can be accessed from same place using mobile and desktop. Has a password protected portal to share limited information to customers. It has the ability to define multiple organizations to isolate data.

- Habibur Rahman, Accountax Solutions

A Contact Management with all the CRM Features

Invoice Management

Create invoices using templates. Track and receive customer payments online.
Integrations

Integration available with Google forms, Zapier, Amazon SES, Mailjet, and Socketlabs. Sync Contact records with Google and Outlook.

Support Desk

Capture customer issues, assign it to concerned team members, and track its progress until resolution.
Shared Calendar

Request appointments with your clients, create group events and share your calendar with customer portal users.

Time Tracking

Track time spent on contacts, tasks, and meetings. Export this time in Timesheets.
Task Management

Organize all your tasks and sub-tasks by assigning status, priority, due date. Track progress by viewing dashboard using filters.

A 100% Free Contact Management Software

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Additional Resources

Stay connected with OfficeClip, for ongoing updates about new features and documentation.

Documentation
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Contacts FAQ
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Product Tour
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Frequently Asked Questions

How will a Contact Manager add value to my business?
- Our Contact manager will efficiently handle all your customer data.
- The consolidated data in the centralized system, will make it easy for the teams to access the information.
- This efficient Contact management system allows companies to communicate effectively with regular customers and the leads. This conversation helps to understand customer requirements and issues better, which optimizes customer service and increases sales volume.
- It will automate some of your tasks, allowing your teams to focus more on essential tasks.
- Will create a workflow for your teams and improve collaboration.
Is OfficeClip Contact Manager easy to install?

Yes, Our software is easy to install. Once you fulfill all the system requirements, you can follow the process mentioned. We also have an installation manual in case you face any issues. Still, if you have any problems installing, you can email us at ocsales@officeclip.com.
What are the Free features available in your software?
All the basic features used in a Contact manager are available. Apart from that:
- Customer Portal
- Document Management
- You can add one custom field
- Activity tracking
- Viewing history of past 7 days
- Invoice management
- Create and send Campaigns
- Calendar management
- Managing Email templates
Apart from this if you need advanced features, the basic pricing starts from $3/user/month. We also provide free upgrades.
Will your software suit my small company?

Yes, because it is created for all kinds of businesses. However, if you have any doubts you can try the Free version first, and if you think that it is the best fit then you can upgrade it.
Have more questions?

You can connect us through live chat, email us to ocsales@officeclip.com or call us at +1-770-448-7375.

Contact Management

Designed to get deeper insights
into customers information

Used by many Small Businesses Worldwide