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- Customer Login
Organize Information
- Tracking Leads
- Managing Customers
- Customizing Invoices
- Designing Campaigns
Enhanced Security
- SSL secured web access
- User roles allocation
- System privileges
- Permission assignment
Customizable
- Custom Fields
- Rule-based Processing
- Custom Reporting
- Web Forms
Drip Marketing
Creation of pre-written newsletters, automated tasks and events for your prospects helps in automation of your Customer Relationship Management. Our Contact Management Software allows you to program those messages to be sent or activities to be executed over time.
Learn more about workflow and drip marketing
Hierarchical Tags
Group your contacts and customers in a hierarchical fashion. Contact management software helps categorize the contacts based on various tags and retrieves them faster.
See how to create and use hierarchical tags in Contact Software
Campaigns
Building good customer relationship requires multiple interactions with your customers. Our Contact management campaign tool helps you create html newsletters and sales campaigns and send them directly to your customer's mailbox.
Learn how to design campaigns
Invoices
An integrated invoicing software helps billing management better. OfficeClip's invoicing component allows invoices to be created and tracked effortlessly. Your customers will be able to pay the invoices from within their portal.
Find how to create and send invoices
Smart Phone Access
Ability to access data on the go helps improve efficiency and productivity. Our free contact management software can be accessed via any mobile smartphone.
See the features available on OfficeClip smartphone interface
Multi-Level Security
Security for contact management software goes beyond login id and password. You will be able to selectively allow certain functions, or fields, to be visible to particular roles. Sensitive contacts or customer records can also be hidden from general users.
How businesses can use contact management software for various levels of security
Daily Call List
A successful sales process needs to organize which contacts to call on a particular day. Our Contact Manager allows you to program call list based on certain intervals (like 1 week, 2 weeks etc).
Find how to create a call list to improve customer relationship
Synchronization
To minimize duplication of data in various devices and software, our software provides synchronization of OfficeClip data with Outlook and Google. We synchronize Contacts, Notes, Events and Tasks in both direction.
See how to synchronize your data with Google and Outlook
Customers say:
Sarah Roderus (Vice President - TCT Computing)
"This product has been a lifesaver! We are very happy with the product and support"
Mary Yanocha (Director - PM Solutions)
"We have been using the OfficeClip tools for more than seven years to share corporate documents and track time for more than hundred associates"
Good return on investment
Free Contact Management
Use it free for 10 users. Add more users or increase features as required.
Consolidation of Contacts
Your contacts are conveniently stored in one location which is accessible from anywhere
Enhanced security
Your contacts can be secured via specific organization roles or even based on individual users in OfficeClip contact manager. For example you can create a rule for certain criteria, such as "If a contact's city is Atlanta then give full access to the Role - Eastern Region".
Other Benefits
With our Web based Contact management, you can easily store new contact details, contact notes, appointments, task, customer issues, and even campaigns so that they can be quickly located and accessed
Additional Information
Contact Manager Manual: Html (with frames)
OfficeClip creates software products to manage contacts, customers and employees.
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Copyright 2003 - 2016 OfficeClip LLC
Last Updated: Wednesday, May 18, 2016
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OfficeClip LLC
1955 Cliff Valley Way, Suite 117
Atlanta, GA 30329
Tel (US/Canada): (888) 666-8164 (Toll Free)
Tel (UK): 845-834-0416
Tel (Others): +1 770-448-7375
Support:ocsupport@officeclip.com
Sales:ocsales@officeclip.com
Andre Thompson (Senior Engineer - British Telecom )
"OfficeClip has been easy to learn, use and navigate for us at BT. We have found it a useful asset in managing and organizing our projects."