OfficeClip provides you with a free Contact Manager that has most features of a CRM avoiding unnecessary complexities. Managing Contacts online is an integral part of CRM that helps you to keep your marketing, sales and support teams organized. It also helps in customer retention as well as drives sales growth.

Our Free Contact Management Software will help you link documents, notes, emails, campaigns, tasks, and follow-ups for each contact. Contacts can be tagged at multiple levels to allow a structured search. Call list can be created for each prospect so that you can contact customers at regular intervals.

It has a robust built-in reporting system with custom reporting capabilities. Campaigns and Newsletters can be sent from the software using your own email server saving additional cost of using 3rd party software.

Why Free Contact Manager

  • Unlimited users and no time limit. All upgrades are free.
  • It is available as Installed or Hosted. You can install it on your machine, private cloud (like Amazon AWS) or use it at our website.
  • A detailed history of each contact and their operation can be tracked.
  • Free access to the Mobile App (in the Android Play Store or Apple App Store)
  • All our software is advertisement free. For advanced features, the users can upgrade as per their requirements.

Compare various Contact Manager Editions.

Features

Free Contact Manager / CRM List Screen

  • Unlimited users.
  • It is available on the installed and hosted version of OfficeClip.
  • There is no time limit on use. Upgrades are free.
  • There is no space limit. You own disk space limits you.
  • A detailed history of each contact and their operation can be tracked for up to 7 days.
  • Share Documents with extranet users.
  • Free access to the Mobile App.
  • All our software are advertisement free.

Fully Free Featured Contact Management

Contact Management summary screen / CRM List Screen

OfficeClip Contact Management Software lets you:

  • Send Invoices to contacts.
  • Maintain a list of all your Accounts, Competitors and Opportunities.
  • Attach documents.
  • Create tasks and events.
  • Send Campaigns and Emails.
  • Write public or privates notes.
  • Set up call list for each contact to call up customers at regular intervals.
  • Add tags to contacts to categorize them on the basis of their interests or actions.
  • Link to Social Networking sites.
  • Search contacts using the Search and Filter Option.

Learn more

Working with Accounts

Managing Accounts in CRM

Accounts help an organization to manage the data of all its clients in one place. It helps to tag an account as well as make notes for an account, create contacts and opportunities for an account. Client records can be imported to OfficeClip in CSV format from different spreadsheets, forms, etc.

Campaign Management and Newsletter

Campaign Management Software

Sending campaigns to customers usually requires proper planning and timely execution. OfficeClip Campaign Management simplifies planning, automates execution by sending the campaign to selected contacts using a filter and the user can also track the campaign history. Users can create campaigns like business campaigns, marketing campaigns, administrative campaigns, etc. Campaigns in OfficeClip Contact Management helps to deliver the right messages to the right contacts through proper channels. Learn More.

Document Management

Document Management System

Documents in OfficeClip allows you to store different kinds of records in different folders. The users can copy, move, delete or share the documents within the organization or with extranet users. Access to documents can be given through permissions, so that required information is shared with appropriate people. DropSite in documents also allows extranet users or customers to upload their documents, receipts, forms, etc.

Managing Calendar

Managing Calendar with contact manager

Calendar management in CRM helps to manage and organize your work. It helps scheduling appointments, reminding your tasks, create recurring events, a calendar can also be shared with extranet users; users can also book their appointments from the website. Calendar events can be imported and exported in CSV format and even through iCalendar.

Task Management

Free CRM with task management software

Task management organizes all your tasks and will also show the status, priority, due date of the task. The administrator can easily create a task and assign it to the users. The user receives a notification when a task is created. Tasks can be viewed using different filters.

Mobile Access

Mobile CRMMobile app for Contact manager

The user need not have access to his desktop all the time, with the mobile app the user can access OfficeClip with their smartphones or tablets. The user can easily add a new contact, edit, delete or can also view contacts, accounts, etc. He can also create his tasks, write notes and create events through the calendar.

With so many features and applications in a Free Contact Manager, OfficeClip provides options of setting up Contact Manager on an Installed version (Installed on your computer) or a Hosted version (Setup up an account online). With all your data in one place, this Contact Management software will enhance your relationship with customers, will automate your tasks and will also help to improve your team efficiency.

Contact Information

OfficeClip LLC
3301 Buckeye Road, Suite 209
Atlanta, GA 30341

To Pay OfficeClip Invoices: click here

Tel (US/Canada): (888) 666-8164 (Toll Free)
Tel (All): +1 770-448-7375

Support:ocsupport@officeclip.com
Sales:ocsales@officeclip.com

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