Customer relationship management (CRM) is a term that refers to practices and technologies that companies use to manage and analyze customer data, managing a company’s interaction with current and potential future customers with the goal of improving business relationships with customers, assisting in customer retention, and driving sales growth.

Goals of CRM:

  • To integrate and automate sales, marketing, and customer support.
  • To enable organizations to better serve their customers through the introduction of reliable processes and procedures for interacting with those customers.
  • Managing all your company’s relationships and interactions with your customers and potential customers. It helps you improve your profitability.
  • View business opportunities with predictive analytics, streamline operations, and personalize customer service based on the customer's known history and prior interactions with your business.

How CRM will help to improve your customer relationship?

  • Customer Data: CRM is a powerful communication tool. It contains all the detailed information about your contact, like name, address, company details, position, telephone number, email address, etc. With all this information at your fingertips, it will help to personalize your communication with your contact. Also, will all the emails, issues, invoices, activities, projects, orders in the system it will help you to know them better and will also help to anticipate their needs much better.
  • Better Segmentation: CRM system will have all types of contacts in them; they may be customers, suppliers, vendors, channel partners and many more. This system will help you to segment your customers and leads separately. So once tagged, these customers or leads can be searched through filters, and then it will help you to run various campaigns or send emails for various segments.
  • Better Customer Retention: With all the data stored in one place, it will help you to learn the customer needs, issues, interests much better. With this deeper insights, the sales, marketing, and other teams can initiate conversations and try to form stronger relationships with customers. With immediate responsiveness to issues or tracking progress of interactions will help in customer retention.
  • Managing Communication: Campaigns, emails, or call-list are some of the parts of the CRM system, which will help to keep in touch with your prospects and customers. Ready email templates make communication easier with contacts, and call-list will help you to set up reminders to call up customers and prospects at regular intervals so that no important business opportunity or sales opportunity is missed.

OfficeClip Contact Manager as CRM:

Customer Relationship management simplified

  1. Invoices - Allows users to create an invoice for their customers.
  2. Sync - Sync your contacts with Google and Outlook and import/export contacts in CSV format.
  3. Call List - Helps to keep in touch with the prospects and customers at regular intervals.
  4. History - A detailed history of all the actions taken by any users in the organization, like creating a new contact, adding notes, deleting a document, etc.
  5. HRM Module - Time and Expense tracking for all work done for the Contacts.
  6. Service Module - Help Desk for the customers to add issues.


Blog: Emerging CRM Trends


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