Free Contact Management for Small Business

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

Contact Management summary screen / CRM List Screen

  • Keep public or private notes.
  • Link to Social Networks.
  • Track time.
  • Create tasks and events.
More Features of Contact Manager

Working with Customers

Managing Accounts in CRM

  • 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

Campaign Management Software

  • 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

Document Management System

  • 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

Managing Calendar with contact manager

  • 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

Free CRM with task management software

  • Assign tasks to people in the organization.
  • Create subtasks.
  • Create estimates and track time spent on tasks.
  • View task history.

Access using Mobile Devices

Mobile app for Contact manager

  • 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

Related Apps

Invoice Management

Create customized invoices and receive payments online.

Lead management

Capture leads using webforms and increase conversion rates.

Customer Portal

Share important information and documents with your clients.

Support Desk

Capture customer issues and track until resolution.

Address:

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

To Pay OfficeClip Invoices: click here

Tel: +1 770-448-7375

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

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