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 executed over time.

Hierarchical Tags

Group contacts and customers in a hierarchy. Contact management software helps categorize the contacts based on various tags and retrieves them faster.

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.

Invoices

An integrated invoicing software speeds up the billing and payment procedure. 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.

Smart Phone Access

Ability to access data on the go helps improve efficiency and productivity. Our free contact management software is accessible via any mobile smartphone.

Multi-Level Security

Security for contact management software goes beyond login id and password. You can selectively allow specific functions, or fields, to be visible to particular roles. Administrators can hide sensitive contacts or customer records from general users.

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 specific intervals (like one week, two weeks, etc.)

Synchronization

Our software provides synchronization of OfficeClip data with Outlook and Google, to minimize duplication of data in various devices. We synchronize Contacts, Notes, Events and Tasks in both directions.