PART OF THE OFFICECLIP CRM SUITE

Web-Based
Contact Manager
For Small Businesses

OfficeClip is a powerful, web-based contact manager that organizes your leads, clients, and daily call lists. Start for free, and easily scale up to our full CRM suite whenever your business is ready.

OfficeClip Contact Manager Dashboard showing Peter Day contact details

Trusted by many Small Businesses and Teams Worldwide

trigyn
axiom
fathom
VHB-global
redviking
das-partners
hbt
pmsolutions

Used for Customer management, Employee time tracking, and Issue handling across service teams,
consulting firms, and internal operations.

Everything your team needs to manage customer relationships

Make better decisions with complete customer history. Access client data, track communications, and stay organized.

Contacts & Companies

Centralize all customer details in one secure, searchable database.

Notes & Activity History

Keep a running timeline of every email, meeting, and interaction.

Calls & Follow-Ups

Log calls instantly and never miss a scheduled follow-up.

Tasks & Calendar

Assign to-dos to your team and sync your daily schedules.

Documents & Portal

Store client files securely and share them via a custom portal.

Reports & Permissions

Control who sees what and generate insightful customer reports.

Why choose OfficeClip CRM

  • Free edition to get started
  • Available as Cloud or Self-Hosted (On-Premise)
  • Affordable monthly or one-time licensing
  • Shared customer history for the whole team
  • Add Timesheet and Issue Tracking only when needed
  • Role-based permissions and mobile access

Contact Management Software with CRM Features

Daily Call Lists & Logging

Log every interaction and automatically generate daily call lists for your sales team.

See Call List Features

Task Manager

Create, assign, and track follow-up tasks to ensure you never miss an important customer interaction.

See Task Management Features

100% Free Edition

Never pay for basic contact management again. Start building your database securely today.

Free Web Contact Manager

Need a free contact manager?

Start with the free edition of OfficeClip CRM and upgrade only when you need advanced features.

View Free Contact Manager

Who can use Contact Manager?

Small Businesses

Move away from messy spreadsheets. Consolidate your growing customer lists into a single, searchable database your whole team can access.

Service Firms

Maintain detailed client histories and share documents securely through a customer portal to provide premium service.

Recruiting Teams

Track candidate interactions, attach resumes, and manage follow-up tasks to fill positions faster.

Sales Teams

Build daily call lists, log notes directly on the account record, and track prospects through the sales pipeline.

Also available: Call logging inside your contact records

Log calls, store notes, and manage follow-ups without leaving the customer record.

See Call Log Features

Extend OfficeClip CRM when you need more

Keep things simple to start. As your process matures, you can easily activate our other business modules without migrating data.

Timesheet

Add time tracking, expense management, and billing functionality directly connected to your client records.

Issue Tracker

Add a robust support desk to manage customer tickets, bug tracking, and internal issues seamlessly.

Portals & Invoicing

Generate accurate invoices directly from approved timesheets and give clients secure portal access.

Trusted by Small Businesses Everywhere

“OfficeClip gave us a central hub to store all client notes securely. Best of all, we have the option to host it ourselves on our own servers.”

– IT Services Company

“The free contact manager was exactly what our startup needed to organize our initial client base. We’ve since easily upgraded as we grew.”

– Marketing Agency

“Finally, a CRM that doesn’t force us to buy expensive features we don’t need. The daily call lists are excellent for my reps.”

– Sales Director

Frequently Asked Questions

Is there a Free web Contact Manager?

Yes, OfficeClip offers a Free web Contact Manager with unlimited users, document management, and campaign creation. It’s perfect for getting started without overhead.

What is the difference between a Contact Manager and a CRM?

A contact manager is a simple tool to track client details and call logs, whereas a CRM handles complex sales pipelines. OfficeClip provides both, scaling with your needs. For more details information read this article on difference between Contact Manager vs CRM.

Can I self-host OfficeClip CRM? / Can I install on-premise?

Yes, you can access it via the cloud or install it locally on your own servers if your company requires strict data control.

What is included in the free edition?

Unlimited users, basic contact and company tracking, activity history, calendar syncing, and standard document storage are all included.

Can I track calls, notes, and follow-ups?

Yes. You can manage your daily call lists and document every conversation seamlessly inside the customer record.

Can multiple team members share the same customer database?

Absolutely. Everyone on your team can view the shared customer history, protected by customizable role-based permissions.

Ready to organize your contacts?

Choose how you want to deploy OfficeClip and take control of your customer data today.