Compare OfficeClip Editions
View Pricing & Purchase| Feature | Standard Edition | Professional Edition | Enterprise Edition |
|---|---|---|---|
| Common Features | |||
| Limits & File Uploads File is uploaded to your local storage or your own cloud storage | Unlimited | Unlimited | Unlimited |
| Support | Email Support (5-business days) | Email Support (1-business day) Emergency Phone Support (24 hrs) |
Phone Support (9AM-5PM EDT weekdays) Emergency Phone Support (24 hrs) |
| Upgrades | Hosted Version: Free Installed Version: 20% fee/year |
Hosted Version: Free Installed Version: 20% fee/year |
Hosted Version: Free Installed Version: 20% fee/year |
| Mobile Access | ✔ | ✔ | ✔ |
| Customer Portal | ✔ | ✔ | ✔ |
| Change Logo and Branding | – | – | ✔ |
| General Features | |||
| Basic CRM Provides you the ability to track Contacts, Leads, Opportunites and related activities like events, tasks, etc. | ✔ | ✔ | ✔ |
| Customer Portal Share information with your partners, customers, or service providers | ✔ | ✔ | ✔ |
| Attach/Link Documents | ✔ | ✔ | ✔ |
| Custom Fields Allows user-defined fields in the form of text, pick lists, numbers, currency and so on that can be added to contacts. Free Edition can support one custom field | 1 | 5 | Unlimited |
| Daily Call List Shows and tracks a daily list of people to follow up with. | – | ✔ | ✔ |
| Drip Marketing Allows automated creation of tasks, events, campaigns and daily call list when a new contact is entered. | – | – | ✔ |
| Workflow Rules Different rules can be created for each type of entities like Contacts, Accounts etc. | – | – | ✔ |
| Functionality | |||
| Activity Tracking Track appointments, tasks, issues, opportunities and campaigns along with each Contacts/Accounts | ✔ | ✔ | ✔ |
| Capture Leads via Website | ✔ | ✔ | ✔ |
| Schedule Reports Allows to send reports at recurring intervals. | – | ✔ | ✔ |
| Email Linking Link Emails with Contacts, Accounts, etc. | – | – | ✔ |
| Reports Designer Ability to select fields, layout, and grouping in reports. | – | – | ✔ |
| Activity History Detailed history of each contact is tracked. | Past 7 days | Past 90 days | Unlimited |
| Remove Duplicates Wizard | – | – | ✔ |
| Relationship Tracking Tracks complex relationships between system objects. For example, you can link a Contact as an Agent to another Contact, or designate a Contact as the Broker for an Account. | – | – | ✔ |
| Invoices | |||
| Create and Send Invoices | ✔ | ✔ | ✔ |
| Template Customization Customize invoice designs using Liquid templates. | – | – | ✔ |
| Accepting Online Payments Accept customer payments via credit card or paypal. | – | – | ✔ |
| Campaigns | |||
| Create and Send Campaigns Create and customize campaigns, then send them via third-party integrations or your own SMTP provider like Gmail. | ✔ | ✔ | ✔ |
| Campaign Integration Send campaigns using SendGrid, Amazon SES, Mailchimp, Mailjet, Socketlabs, Brevo | – | ✔ | ✔ |
| Reusable Campaign Templates Create your campaign templates and send them via email. | – | – | ✔ |
| Tracking Customer Issues | |||
| Capture Issue Via Web / Email Create a webform and capture issues via your website | ✔ | ✔ | ✔ |
| Document Manager | |||
| Sharing Documents Documents can be shared with external users | ✔ | ✔ | ✔ |
| Change History Detailed change history of the document is stored. This allows you to see who has accessed the document. | Past 15 days | Past 3 months | ✔ |
| Document Versions Multiple versions of the same document can be stored and accessed | – | ✔ | ✔ |
| Team Calendar | |||
| Basic Features | ✔ | ✔ | ✔ |
| Calendar with Drag and Drop | ✔ | ✔ | ✔ |
| Scheduling Meetings | ✔ | ✔ | ✔ |
| Recurrence | ✔ | ✔ | ✔ |
| External Interfaces | |||
| Dymo Label Printer | – | ✔ | ✔ |
| Rest/Soap API | – | ✔ | ✔ |
| MS Outlook Synchronization Synchronizes contacts, appointments, tasks and notes with MS Outlook. You can select a different outlook folder so as to keep your private data separate | – | – | ✔ |
| Google Synchronization Synchronizes contacts, appointments, tasks and notes with your Google account. You can select a different Google folder so as to keep your private data separate | – | – | ✔ |
| Limits | |||
| Maximum Contacts These are the limits for the maximum number of contacts to be stored. | 1,000 | 10,000 | 100,000 |
| Administrative Capabilities | |||
| Delegated Authentication Authentication is seamlessly delegated to an external system, like Active Directory or LDAP. *Note: This feature is only available in the Installable Version of OfficeClip | ✔ | ✔ | ✔ |
| Manage Applications Allows hiding applications that are not used by your organization | ✔ | ✔ | ✔ |
| Manage Email Templates Allows editing of Email Templates to send customized and emails to users and customers. Note: Free Edition appends a ‘Powered by OfficeClip’ text to the end of all emails. | ✔ | ✔ | ✔ |
| Roles and Privileges Administrators can use roles to control member privileges for creating and editing various objects (e.g. events, documents, contacts etc.) | – | ✔ | ✔ |
| SMS Messaging Allows Text Messaging to Mobile phone and devices using the Twilio integration. | – | ✔ | ✔ |
| Customization and Programming Interface | |||
| Profiles User and group profiles can be created to customize individual settings | ✔ | ✔ | ✔ |
| Site Customization Site wide customization can be done by editing xml files for interface customizations and integration with other applications. Note: This is only available for Installed Version. | – | ✔ | ✔ |
| Rest/Soap API Use Xml-based Web Services API to communicate with the OfficeClip Server. | – | ✔ | ✔ |
| Feature | Standard Edition | Professional Edition | Enterprise Edition |
|---|---|---|---|
| Common Features | |||
| Limits & File Uploads File is uploaded to your local storage or your own cloud storage | Unlimited | Unlimited | Unlimited |
| Support | Email Support (5-business days) | Email Support (1-business day) Emergency Phone Support (24 hrs) |
Phone Support (9AM-5PM EDT weekdays) Emergency Phone Support (24 hrs) |
| Upgrades | Hosted Version: Free Installed Version: 20% fee/year |
Hosted Version: Free Installed Version: 20% fee/year |
Hosted Version: Free Installed Version: 20% fee/year |
| Mobile Access | ✔ | ✔ | ✔ |
| Customer Portal | ✔ | ✔ | ✔ |
| Change Logo and Branding | – | – | ✔ |
| General Features | |||
| Managing Multiple Projects | ✔ | ✔ | ✔ |
| Projects These are the maximum project limits | 50 | 500 | Unlimited |
| Reports Sharing Share Timesheet and Expense Reports with your partners,customers or service providers | ✔ | ✔ | ✔ |
| Scheduled Reports Sends reports at recurring intervals | – | ✔ | ✔ |
| Reports Designer Ability to select fields, layout and groupings in reports | – | – | ✔ |
| Custom Fields Ability to add custom fields across timesheet and line items | – | – | ✔ |
| Approvals Allows automated routing of Timesheet and Expenses module for approvals | – | Manual Only | Manual & Automated with Workflow |
| Change History Detailed history of Timesheet and Expenses, shows what changes were made on the timesheet for auditing purposes | Past 15 days | Past 3 months | Unlimited |
| Time Tracking | |||
| Weekly/Daily Timesheet Allows to create Employee based or Project based Timesheet and Expenses | ✔ | ✔ | ✔ |
| Timesheet Proxy This feature allows a user to create, submit or approve a timesheet on behalf of another user | – | ✔ | ✔ |
| Tracking Project Time | – | ✔ | ✔ |
| Bi-Weekly, Semi-Monthly, and Monthly Timesheet | – | – | ✔ |
| Tracking Missing Timesheets | – | – | ✔ |
| Creating Timesheet Rules Forces organization rules to be followed during Timesheetsubmission. For example, you can set a rule that says ‘If the Total Time in a weekis less than 40 hours, Show a warning to the user’ | – | – | ✔ |
| Managing DCAA Compliance Additional Audits and Compliance module for accurately tracking government projects | – | – | ✔ |
| Expense Tracking | |||
| Foreign Currency | ✔ | ✔ | ✔ |
| Mileage Calculation Calculate mileage amount based for expenses based on the mileage rules | – | ✔ | ✔ |
| Attaching Documents & Receipts | – | ✔ | ✔ |
| Tracking Reimbursements | – | – | ✔ |
| Time Off Tracking | |||
| Capturing Time Off | ✔ | ✔ | ✔ |
| Managing Vacations and Leaves Allows tracking of Paid Time Off and leaves | – | ✔ | ✔ |
| Time Off Calendar Shows the time off calendar to all users of your organization. Helps everyone to know where everyone else is! | – | – | ✔ |
| Managing Time Off Accruals Allows tracking of Paid Time Off Accruals over a period of time | – | – | ✔ |
| Tracking Customer Issues | |||
| Capture Issue Via Web / Email Create a web form and capture issues via your website | ✔ | ✔ | ✔ |
| Interfaces | |||
| QuickBooks Addin | – | – | ✔ |
| Sage-50 Interface | – | – | ✔ |
| Rest/Soap API | – | ✔ | ✔ |
| Administrative Capabilities | |||
| Delegated Authentication Authentication is seamlessly delegated to an external system, like Active Directory or LDAP. *Note: This feature is only available in the Installable Version of OfficeClip | ✔ | ✔ | ✔ |
| Manage Applications Allows hiding applications that are not used by your organization | ✔ | ✔ | ✔ |
| Manage Email Templates Allows editing of Email Templates to send customized and emails to users and customers. Note: Free Edition appends a ‘Powered by OfficeClip’ text to the end of all emails. | ✔ | ✔ | ✔ |
| Roles and Privileges Administrators can use roles to control member privileges for creating and editing various objects (e.g. events, documents, contacts etc.) | – | ✔ | ✔ |
| SMS Messaging Allows Text Messaging to Mobile phone and devices using the Twilio integration. | – | ✔ | ✔ |
| Customization and Programming Interface | |||
| Profiles User and group profiles can be created to customize individual settings | ✔ | ✔ | ✔ |
| Site Customization Site wide customization can be done by editing xml files for interface customizations and integration with other applications. Note: This is only available for Installed Version. | – | ✔ | ✔ |
| Rest/Soap API Use Xml-based Web Services API to communicate with the OfficeClip Server. | – | ✔ | ✔ |
| Feature | Standard Edition | Professional Edition | Enterprise Edition |
|---|---|---|---|
| Common Features | |||
| Limits & File Uploads File is uploaded to your local storage or your own cloud storage | Unlimited | Unlimited | Unlimited |
| Support | Email Support (5-business days) | Email Support (1-business day) Emergency Phone Support (24 hrs) |
Phone Support (9AM-5PM EDT weekdays) Emergency Phone Support (24 hrs) |
| Upgrades | Hosted Version: Free Installed Version: 20% fee/year |
Hosted Version: Free Installed Version: 20% fee/year |
Hosted Version: Free Installed Version: 20% fee/year |
| Mobile Access | ✔ | ✔ | ✔ |
| Customer Portal | ✔ | ✔ | ✔ |
| Change Logo and Branding | – | – | ✔ |
| Module Features | |||
| Capturing Issues via Web Allows creation of a web form at your website to convert visitor’s input into issues | ✔ | ✔ | ✔ |
| Add Notes Add multiple Notes in the issues. This helps in tracking conversations based on a particular issue. | ✔ | ✔ | ✔ |
| Capturing Issues via Email Allows your users to send emails to capture issues | – | ✔ | ✔ |
| Customer Ticket Tracking Self Service Customer Ticket Tracking via email and notes | – | ✔ | ✔ |
| Color Coding Apply distinct colors and text styles (e.g., bold or italics) to easily identify issue types. | – | ✔ | ✔ |
| Binder Templates A Binder contains a collection of Issues. Various binder templates are available in the system e.g. Bug Tracking Binder, Sales Tracking Binder etc. | – | ✔ | ✔ |
| Schedule Reports Allows sending reports are recurring intervals | – | ✔ | ✔ |
| Documents Attachment Attach documents like screenshots to issues. | – | ✔ | ✔ |
| Knowledge Base | ✔ | ✔ | ✔ |
| Issues Templates | – | – | ✔ |
| Reports Designer Ability to select fields, layout and groupings in reports | – | – | ✔ |
| Notification Rules Automatically triggers email notifications based on specific events. For instance, you can set a rule to immediately notify a team member whenever an issue is assigned to them. | – | – | ✔ |
| Escalation Rules Automatically triggers escalations based on time-driven criteria. For example, you can create a rule: “If an issue remains open and unmodified for 7 days, set its priority to Critical and notify the Administrator via email. | – | – | ✔ |
| Custom Fields Unlimited user-defined fields in the form of text, pick lists, numbers etc. and so on can be added to issues. *Note: Free Edition allows one (1) user-defined field. | 1 | 5 | Unlimited |
| Administrative Capabilities | |||
| Delegated Authentication Authentication is seamlessly delegated to an external system, like Active Directory or LDAP. *Note: This feature is only available in the Installable Version of OfficeClip | ✔ | ✔ | ✔ |
| Manage Applications Allows hiding applications that are not used by your organization | ✔ | ✔ | ✔ |
| Manage Email Templates Allows editing of Email Templates to send customized and emails to users and customers. Note: Free Edition appends a ‘Powered by OfficeClip’ text to the end of all emails. | ✔ | ✔ | ✔ |
| Roles and Privileges Administrators can use roles to control member privileges for creating and editing various objects (e.g. events, documents, contacts etc.) | – | ✔ | ✔ |
| SMS Messaging Allows Text Messaging to Mobile phone and devices using the Twilio integration. | – | ✔ | ✔ |
| Customization and Programming Interface | |||
| Profiles User and group profiles can be created to customize individual settings | ✔ | ✔ | ✔ |
| Site Customization Site wide customization can be done by editing xml files for interface customizations and integration with other applications. Note: This is only available for Installed Version. | – | ✔ | ✔ |
| Rest/Soap API Use Xml-based Web Services API to communicate with the OfficeClip Server. | – | ✔ | ✔ |
| Feature | Standard Edition | Professional Edition | Enterprise Edition |
|---|---|---|---|
| Common Features | |||
| Limits & File Uploads File is uploaded to your local storage or to your own cloud storage | Unlimited | Unlimited | Unlimited |
| Support | Email Support (5-business days) | Email Support (1-business day) Emergency Phone Support (24 hrs) |
Phone Support (9AM-5PM EDT weekdays) Emergency Phone Support (24 hrs) |
| Upgrades | Hosted Version: Free Installed Version: 20% fee/year |
Hosted Version: Free Installed Version: 20% fee/year |
Hosted Version: Free Installed Version: 20% fee/year |
| Mobile Access | ✔ | ✔ | ✔ |
| Customer Portal | ✔ | ✔ | ✔ |
| Change Logo and Branding | – | – | ✔ |
| Administrative Capabilities | |||
| Delegated Authentication Use Xml-based Web Services API to communicate with the OfficeClip ServerAuthentication is seamlessly delegated to an external system, like Active Directory or LDAP. *Note: This feature is only available in the Installable Version of OfficeClip | ✔ | ✔ | ✔ |
| Manage Applications Allows hiding applications that are not used by your organization | ✔ | ✔ | ✔ |
| Manage Email Templates Allows editing of Email Templates to send customized and emails to users and customers. Note: Free Edition appends a ‘Powered by OfficeClip’ text to the end of all emails. | ✔ | ✔ | ✔ |
| Roles and Privileges Administrators can use roles to control member privileges for creating and editing various objects (e.g. events, documents, contacts etc.) | – | ✔ | ✔ |
| SMS Messaging Allows Text Messaging to Mobile phone and devices using the Twilio integration. | – | ✔ | ✔ |
| Customization and Programming Interface | |||
| Profiles User and group profiles can be created to customize individual settings | ✔ | ✔ | ✔ |
| Site Customization Site wide customization can be done by editing xml files for interface customizations and integration with other applications. Note: This is only available for Installed Version. | – | ✔ | ✔ |
| Rest/Soap API Use Xml-based Web Services API to communicate with the OfficeClip Server. | – | ✔ | ✔ |
