Manage and Organize Contacts, Leads, Tasks, Documents, and Notes in a centralized place with an easy-to-use interface.
Nurture customer relationship with
improved data management.
Free for unlimited users
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.
Reminds to call up your customers at regular intervals.
Group your contacts in a hierarchy and retrieve them faster.
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.
Create user-defined fields as per organizational requirements.
View and analyze contact information through reports.
Access your contacts and their information through smartphones.
Stay connected with OfficeClip CRM Software, for ongoing updates about new features and documentation.