OfficeClip Professional Solutions
Contact Manager Features
Streamline your workflow, centralize your business, and accelerate your growth with a single powerful platform designed to manage all your customer relationships.
Get Started to Maximize Efficiency!Everything You Need to Succeed
Discover the comprehensive tools built directly into our Contact Manager to help you organize data, automate tasks, and grow your business.
Search & Filters
Quickly locate and segment your contacts using powerful, customizable search criteria and saved views.
Find Contacts faster →Drip Marketing
Automate your email outreach with scheduled, targeted sequences that consistently nurture your leads over time.
See Automation in Action →Hierarchical Tags
Organize your entire database intuitively by grouping contacts with structured, multi-level tags.
Organize your contacts →Campaigns
Design, execute, and track comprehensive marketing campaigns to engage your audience and drive conversions.
Drive more engagement →Invoices
Generate, send, and track professional invoices directly within your CRM to streamline your billing process.
Create Professional Invoices →Customer Portal
Empower your clients with a secure self-service portal to view their information, invoices, and interact with your team.
Give Clients secure Access →Smart Phone Access
Manage your contacts, check schedules, and stay productive on the go with our fully optimized mobile access.
Work from anywhere →Capturing Leads
Automatically capture web inquiries and import leads directly into your contact manager without manual data entry.
Close more deals →Multi-Level Security
Protect sensitive customer data with granular, role-based access controls and robust enterprise-grade security.
Protect your sensitive data →Daily Call List
Stay organized and prioritize your daily outreach with an automated, structured list of calls you need to make.
Track follow-ups →Duplicates
Keep your database clean and highly accurate by easily identifying, reviewing, and merging duplicate records.
Declutter your Database →Synchronization
Seamlessly sync your contacts, emails, and calendar events across your favorite tools and mobile devices.
See Outlook & Google sync →Document Manager
Store, organize, and share important files securely within the immediate context of your customer records.
Explore Document storage →Group Calendar
Coordinate team schedules, client meetings, and critical events effortlessly with a shared, centralized calendar.
Plan your day →Task Management
Assign, track, and complete daily activities and follow-ups to ensure nothing falls through the cracks.
Assign and track work →Reporting Features
Gain valuable insights into your team’s performance, sales metrics, and activity with deep, customizable reports.
Analyze your data →Call Log
Track every phone interaction, record context notes, and schedule follow-ups directly inside your contact profiles.
Track your conversations →