Ideal solution for small business
OfficeClip Contact Manager is simple to use CRM that can keep your sales team organized,
drive sales growth and enables customer retention.
Fully Featured Contact Management
Keep public or private notes.
Link to Social Networks.
- Track time.
- Create tasks and events.
Working with Customers
- Allows creation of customer accounts.
- Link Accounts with contacts and opportunities.
Import Client records to OfficeClip in CSV format from other apps
like Outlook, Act! etc.
Create Campaigns / Newsletters
Free Campaign and Newsletter designer, no need to buy another software.
Send Newsletters using your own existing email account.
Track delivery and clicks.
More information on Campaign Management
Share documents with public or private groups.
Ability to create password protected and time limited shares.
DropSite to allow your clients to upload documents.
How to Share documents with your clients
Track Appointments and Follow-ups
Calendar to organize followups.
Ability to set up appointments with external users.
Import/Export events and sync with iCalendar, Outlook and Google contacts.
More on calendar
Manage Tasks and Projects
- Assign tasks to people in the organization.
- Create subtasks.
- Create estimates and track time spent on tasks.
- View task history.
Access using Mobile Devices
- Convenience of having data on the go.
- Easy access via mobile phones and tablets.
More on Mobile Access
Designed to manage your contacts and track leads efficiently
Create customized invoices and receive
Capture leads using webforms and increase
Share important information and documents
with your clients.
Capture customer issues and
track until resolution.