Contact Management Software
Manage and Organize Contacts, Leads, Tasks, Documents, and Notes in a centralized place with an easy-to-use interface.
Designed to get deeper insights
into customers information
Nurture customer relationship with
improved data management.
Free for unlimited users
Used by many Small Businesses Worldwide
24/7 Customer Support
Get personalized support - Our team is available 24/7.
Watch our tutorials and browse through our knowledge base.
Contact Manager Features
- Document Sharing
Attach, share, lock, and download documents in all OfficeClip applications.
-
Drip Marketing
Automate tasks and events and create call list schedules.
-
Invoices
Create and send invoices and receive timely payments.
-
Campaigns
Create HTML newsletters, sales campaigns, and promotional campaigns.
- Call List
Reminds to call up your customers at regular intervals.
- Tags
Group your contacts in a hierarchy and retrieve them faster.
- Search and Filters
Search contacts using the search and advanced filter options.
-
Multi-level security
Allow specific functions or fields to be visible to particular roles.
-
Rules
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.
-
Mobile Access
Access your contacts and their information through smartphones.
Who Can Use?
Freelancers
- Maintains records, emails and projects related to clients.
- Add notes, tasks, events, documents to each contact.
- Link to social media, has features like extranet and tags.
- Sync contacts with Google and Outlook.
Businesses
- Solution for small teams or business professionals.
- Manage contacts and their day-to-day activities.
- Access database through centralized system.
- Helps stay updated about the on-going activities with the customers.
Education Departments
- Organize the data of their students and professors.
- Give an overview about the strength of students.
- Checks staff availability and manages their schedule accordingly.
- Help automate the admission process and carry on with follow-ups.
Why Use OfficeClip?
Organize Information
- Track Leads
- Manage Accounts
- Customize Invoices
- Design Campaigns
Customizable
- Custom Fields
- Rules-based processing
- Custom Reporting
- WebForms
Mobile App
- Create new contacts
- Add notes, tasks, events for contacts
- Search and filter contacts
- Edit and delete contacts
Desktop App
- Free for unlimited users
- Available in hosted/installed version
- Various editions available
- Free upgrades
What makes OfficeClip CRM unique?
Free for unlimited users:
- Free integration with Slack and Zapier using Rest API.
- Free Mobile CRM app.
- Track Customer issues (need OfficeClip Issue Tracker).
- Track time with Timesheet (need free OfficeClip HRM).
Install on your computer or private cloud:
- Runs of private cloud (AWS, Asure, etc.)
- Works inside your own firewall.
- Free Edition - Unlimited User & Unlimited Time.
Set up Account online:
- No installation, access via any web browser.
- Data backup taken every 30 minutes.
- Discounts on prepayment.
- Free Edition - Unlimited User & Unlimited Time.
Quick feature list by users
-
Employees
- 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
- Tag Contacts
- Create various filters to search contacts
- Track time for a contact
- Set up relationships within contacts
-
Administrators
- Reassign ownership or permission for contacts
- Hide applications if not required
- Set permission for accessing reports
- Customize screen
- Create custom fields
- Configure fields
- Create rules
- Create web forms on the website for potential customers
OfficeClip creates software products to manage contacts, customers and employees.
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ShareContact Information
OfficeClip LLC
3301 Buckeye Road, Suite 209
Atlanta, GA 30341
To Pay OfficeClip Invoices: click here
Tel: +1 770-448-7375
Support:ocsupport@officeclip.com
Sales:ocsales@officeclip.com