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.
OfficeClip Contact Management Software lets you:
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.
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.
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.
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 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.
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.