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

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Used by many Small Businesses Worldwide

24/7 Customer Support

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Contact Manager Features

  • Document Sharing

    Attach, share, lock, and download documents in all OfficeClip applications.

  • Drip Marketing

    Automate tasks and events and create call list schedules.

  • Invoices

    Create and send invoices and receive timely payments.

  • Campaigns

    Create HTML newsletters, sales campaigns, and promotional campaigns.

  • Call List

    Reminds to call up your customers at regular intervals.

  • Tags

    Group your contacts in a hierarchy and retrieve them faster.

  • Search and Filters

    Search contacts using the search and advanced filter options.

  • Multi-level security

    Allow specific functions or fields to be visible to particular roles.

  • Rules

    Rules set up by the Administrator will trigger events and restrict access.

  • Custom fields

    Create user-defined fields as per organizational requirements.

  • Report Generator

    View and analyze contact information through reports.

  • Mobile Access

    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

  • 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
  • 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.

Contact 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

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