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

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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.

Task Manager

Manage Customer Tasks with Timer and Estimates.
Report Generator

View and analyze contact information through reports.
Custom fields

Create user-defined fields as per organizational requirements.
Mobile Access

Access your contacts and their information through smartphones.

See All Features

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.

Documentation
Read more

CRM Features
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Product Tour
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