OfficeClip provides a free Contact Manager with most CRM features, avoiding unnecessary complexities. Managing Contacts and their information is an integral part of CRM that helps to keep your marketing, sales, and support teams organized. As a result, it increases customer retention and drives sales growth.
The in-built reporting system with custom reporting capabilities helps you track your contact data with all associated activities. The invoices module enables you to create and track invoices for your customers.
Moreover, all our software is advertisement free, and there is no user or time limit. You can install it on your machine, private cloud (like Amazon, AWS), or set up an account online.
With OfficeClip's online contact manager, create unlimited number of contacts in the free version. Edit contact information and add custom fields as per organizational requirements.
Tag your contact data in categories like customers, leads, vendors, channel suppliers, demographics, and interests.
Locate contact records quickly from the long list of contact databases with the powerful search and filter feature. Search contacts using various criteria.
Stop searching for contact information on different sheets.
Track past communication, assign tasks, schedule events, record notes, send emails, and track invoices and issues for all customers, prospects, and leads from one place.
Increase customer retention by analyzing their requirements through past sales records history. Track progress for potential buyers in different stages, right from the process of analysis to conversion.
Eliminate repetitive tasks such as creating follow-ups with new leads and sending campaigns to prospects. Instead, let your employees focus on more important tasks.
OfficeClip Campaign management lets you send emails, newsletters, promotional offers, and marketing campaigns to your prospects, leads, and customers using your email server, saving the additional cost of using 3rd party software.
Create automated tasks and events or send campaigns to new contacts, using specific conditions. It will also create automated follow-up dates to get in touch with your prospects.
This process will automate your workflow and optimize work efficiency.
With all contact information in one place, this Simple Contact Manager will enhance your relationship with customers, automate your tasks, and improve team efficiency and productivity.
The Contact Management software stores and organizes your contacts, their information, and sales history. The online software eliminates the use of spreadsheets storing all the information in one place. In addition, the software helps to update and retrieve data easily, saving time and effort.
The software is absolutely free to use with unlimited users and has no time limit. The basic online Professional version starts from $3/user/month and has advanced features. The Cloud/Installed version starts from $24/user.
Check more details on our Pricing page.
You can start working on the online version immediately after registration. For the installed version, the installation should take approximately 20 minutes. If you have any issues, you can refer to our Installation manual.
If you still have issues installing contact our support at email@example.com
To start the Free Trial, Register here.
For Hosted/online version - fill-up the form, choose the option Hosted, and click on Register and login. It will take you to the Create a New Account screen. Add the details, click Submit, and start using OfficeClip.
For the Installed version - fill-up the form, choose the option Installed, and click Register and Login. It will take you to the download screen. Download OfficeClip and start using it.
Our software has an easy-to-use interface. We also have documentation, videos, and our support team to help you.
OfficeClip CRM will store all your data in a centralized database system. So you don't have to go to different places to access your data.
With a centralized database, all your team members can easily update and access information anytime and anywhere.
With this affordable software, all the data will be available at your fingertips, organizing your workflow and improving team coordination. It will also streamline your sales process and increase sales volume.
You can connect us through live chat, email us to firstname.lastname@example.org or call us at +1-770-448-7375.