A simple tool to store and retrieve customer information from a centralized place with an easy-to-use interface.
Nurture customer relationship with
improved data management.
Free for unlimited users
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.
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.
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.
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.
Manage communication with clients and standardize work process.
Organize students data, streamline admission process, and track staff availability.
Capture leads, automate repetitive tasks, follow-up with new customers.
Provides visibility of the customers and leads from every angle. A best tool to nurture your leads and increase customer retention through data analysis.
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.
With customized HTML web forms for your products, customers can order as per their requirements and track the products through the customer portal.
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.
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
Stay connected with OfficeClip, for ongoing updates about new features and documentation.
All the basic features used in a Contact manager are available. Apart from that:
Apart from this if you need advanced features, the basic pricing starts from $3/user/month. We also provide free upgrades.
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.
You can connect us through live chat, email us to firstname.lastname@example.org or call us at +1-770-448-7375.