CRM solutions help you build detailed customer profiles for each of your clients. It records interaction your company has with leads and clients, including meetings, phone calls, or emails.

Since there's a record of past client activity and feedback, you can also determine if another solution or service you offer may fit a client's unique needs, leading to better targeted upselling opportunities.

OfficeClip CRM software

It is also a platform of synced customer information so all authorized employees can share information about the business needs and expectations of every customer and lead. This cost-efficient solution can help maintain a healthy and sustainable relationship with your clients.

CRM for small businesses with more advanced packages provides additional functionality. For example, the ability to be able to group your customers according to specified criteria, clear presentation of relevant information, searching, and filtering, lead management, and campaign management.

How can CRM help to grow your business?

Basic CRM functionalities that help businesses manage their workflow:

  • Report Management: will provide its users with better insights into customer data, which will help to analyze the trends and visualize customer requirements better.
  • Sales Management: will help you to track your leads through opportunities. Various stages for a prospect can be tracked.
  • Marketing Management: will help you to manage campaigns and will automate lots of other processes in marketing to help keep in touch with customers and prospects.
  • Calendar Management: will help you to schedule your business meetings and tasks.
  • Document Management: will help you to store all the official documents in one place so that whenever required, anyone from the organization can access it at any given point of time.
  • Invoice Management: helps to create quotes, estimates, and invoices for customers and can also get paid online.
  • Communication: CRM system has various modes of communication like emails, call-list, messaging social networking, which will help to keep in touch with your customers on a regular basis.

How will OfficeClip CRM features help to manage your business activities?

Our CRM solutions include all the tools a small business requires for managing projects, scheduling resources, generating invoices, and utilities for managing all aspects of customer relations.

It keeps track of all the details of contact and is also fully integrated with information like calendar, tasks, tags, and documents.

Easy to use OfficeClip Contact Management System


Integration with many third party apps like Google, Outlook, SendinBlue, Amazon SES, etc.


Directly send, view and receive emails from each contact. You can also create personalized folders, mailing list, and organize folders.


Categorize contacts on the basis of demograpics, interest, type of contacts, modules, etc. with tags.


Securely share documents with your clients and users via customer portal. Set permissions to restrict access to confidential documents.


Follow up with your customers and leads regularly using a call list.


Also Read: Why your Business needs a CRM solution?


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3301 Buckeye Road, Suite 209
Atlanta, GA 30341

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