Contact Management CRM
Provides quick access to contacts and accounts information. Often used with online calendars, email integration and activity management. Includes comprehensive and detailed customer information. CRM applications deliver a more holistic view of the customer relationship, categorized details of interactions and correspondence throughout the organization.
Provides limited integration capabilities or data exchange with other systems. Applications usually are designed with importing, exporting and data integration in mind. Synchronizes contacts, emails and calendar activities easily with groupware or e-mail programs.
It is a platform for maintaining contact (partner, prospect, customer or otherwise) information. A platform that can be used to leverage as a strategy, it is a solution that supports the sales and marketing activity and offers a 360-degree view of the customer.

What are the benefits of using Contact Manager / CRM?

  • Better Customer Service: A good CRM system will help to maintain a profile for each client individually. This will help to understand the customer requirements better, and accordingly, the businesses can take the decision on the level of service and importance. This improved responsiveness will help to create a better relationship between the business and customers.
  • Improves Work Efficiency: Customer relationship management system consists of all the detailed information of customers, their products, their complaints, their requirements, etc. and this data is shared between different departments. This makes the system more transparent and will help people to work as a team. So any employee will be able to access the data and answer or resolve customer queries about their product.
  • Streamlines Sales Process: CRM helps to track your leads, will help to respond to inquiries promptly, can help to take steps from converting a prospect into a client. It also automates lots of sales processes, like sending promotional campaigns, scheduling calls, and events.
  • Optimizes Marketing: It gives you insight into your customer's needs and behavior. It will help you to identify the proper requirements of your customers to promote your product. CRM will also helps you to segment and tag your customers so that you can set up relevant promotional campaigns for your target audience.
  • Gain Valuable Insights about your Business: When all the data is stored in a centralized place, it becomes easy to analyze the customer data, their inquiries, employee's performance, whether follow-ups are done or not, and many more things. This analysis can be done through various kinds of reports, which can give a deeper insight into the ongoing work and also about the decision to be taken in the future.

How OfficeClip Contact Management helps?

OfficeClip Contact Manager is a simplified software that also has many CRM features. It helps to manage relationships with customers, vendors, and service providers. It allows users to schedule upcoming events and meetings, categorize customers, and prospects.

Contact Management helps to handle sales and marketing effectively

  1. Related information - Here, we can add notes, schedule events, and meetings, attach documents, send emails, campaigns, add issues, and add relationships within contacts.
  2. Sync - Allows import and export of contacts using CSV files. Easily synchronizes OfficeClip contacts with Google and Outlook.
  3. Reports - View various types of reports categorized by contacts, projects, organization.
  4. Opportunities - Helps efficiently manage and track the progress of opportunities, where potential revenue and probabilities can be assigned to each opportunity.


CRM Buyer article on the difference between Contact Management and CRM


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