Contact Management Software
Contact Manager for Small Business helps to build better Customer Relations,
organize contacts, tasks, documents, etc. all in one place. It can also be used to
Invoices, and many other things for your clients.
free for unlimited users.
Why use OfficeClip CRM?
Extensive customer data can be organized efficiently and can be accessed
by different departments.
Managing notes, activities, documents, issues, creating call-list for contacts
will help in customer retention.
Automated tasks and events for prospects through Drip-Marketing.
Customized reports will provide all the required information about contacts.
This efficient Contact Manager will help to build customer relationships,
increase sales and productivity, and improve customer service.
Contact Manager Features
- Document Sharing
Attach, share, lock, and download documents in all OfficeClip applications.
Automate tasks and events and create call list schedules.
Create and send invoices and receive timely payments.
Create HTML newsletters, sales campaigns, and promotional campaigns.
- Call List
Reminds to call up your customers at regular intervals.
Group your contacts in a hierarchy and retrieve them faster.
- Search and Filters
Search contacts using the search and advanced filter options.
Allow specific functions or fields to be visible to particular roles.
Rules set up by the Administrator will trigger events and restrict access.
- Custom fields
Create user-defined fields as per organizational requirements.
- Report Generator
View and analyze contact information through reports.
Access your contacts and their information through smartphones.
Who can use the Contact Manager?
A contact manager will help the freelancer to
maintain client records, task, or projects related to those clients.
Also, adding notes, events, attaching documents, etc.
will help him to carry on his work smoothly. This software
will also help with links to social media, enabling extranet, and it also syncs
with Google and Outlook.
Contact Manager is an ideal solution for small teams or business professionals who need
to manage their contacts and help them with their day-to-day activities. Different departments
and users can access this
centralized database and can remain
updated about the activities going on with their customers.
A functional CRM will help the education sector to organize the data of their
students and professors. This contact manager will give an idea about the strength of
students and the availability of their professors, which will help them to manage
their schedules. It will also help to automate the admission process and help
to carry on with follow-ups.
How OfficeClip CRM is useful
✓ Track Leads
✓ Manage Accounts
✓ Customize Invoices
✓ Design Campaigns
✓ Custom Reports
✓ Share reports via web link or secured link
✓ Export reports in pdf, excel, word format
✓ Set up permissions for accessing reports
✓ SSL secured web access
✓ User roles allocation
✓ System privileges
✓ Permission assignment
✓ Custom Fields
✓ Rules-based processing
✓ Custom Reporting
✓ Free for unlimited users
✓ Available in hosted/installed version
✓ Various editions available
✓ Free upgrades
✓ Create new contacts
✓ Add notes, tasks, events for contacts
✓ Search and filter contacts
✓ Edit and delete contacts
Quick feature list by users
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
Create various filters to search contacts
Track time for a contact
Set up relationships within contacts
- Reassign ownership or permission for contacts
- Hide applications if not required
Set permission for accessing reports
Create custom fields
Create web forms on the website for potential customers
What makes OfficeClip CRM unique?
Free for unlimited users
Hosted and Installed version
Free integrations with Slack and Zapier using Rest API
Free Mobile CRM App
Track Customer Issues
(requires free OfficeClip Issue Tracker)
Track time with Timesheet(needs free OfficeClip HRM)
OfficeClip Hosting Options
Use OfficeClip on our Cloud if you do not want to install yourself
Installed: If you want to install on your machine behind your firewall or wish to do local
customizations, you can install on any Windows computer (Windows 10 or higher)
at your premises.
Private Cloud: Finally, you can use it on Amazon AWS (or Microsoft Azure). We will provide
you with the AMI to get this to work. We can optionally manage your Private
Cloud for you.
Manage your business wherever you go
Manage all your contacts and their information With IOS and Android mobile apps.
Add and edit contacts, add notes, manage events, and tasks with your mobile device, when
you have no access to your desktop.
More Than Just CRM