Standard
Edition For individuals and small teams
Free
- No user or time limit
- Unlimited Upgrades
- Free e-mail support
Professional
Edition For startups and growing teams
$3 /user/month
- 10% discount on yearly payment
- Free phone support and training
- 30-day free trial, no credit card
Enterprise
Edition
For power users
$12 /user/month
- 10% discount on yearly payment
- Free phone support and training
- 30-day free trial, no credit card
Common Features
| Feature | Standard Edition | Professional Edition | Enterprise Edition |
|---|---|---|---|
| Limits | |||
| Free Document Storage | 5 GB | 20 GB | 100 GB |
| Support |
|
|
|
| Upgrades | Free | Free | Free |
| Mobile Access | |||
| Customer Portal | |||
| Changing Logo and Branding | |||
Contact Manager Features
| Feature | Standard Edition | Professional Edition | Enterprise Edition |
|---|---|---|---|
| General Features | |||
| Basic CRM | |||
| Customer Portal | |||
| Attach/Link Documents | |||
| Custom Fields | 1 | 5 | Unlimited |
| Daily Call List | |||
| Drip Marketing | |||
| Workflow Rules | |||
| Functionality | |||
| Activity Tracking | |||
| Capture Leads via website | |||
| Scheduled Reports | |||
| Email Linking | |||
| Reports Designer | |||
| Activity History | Past 7 days | Past 90 days | Unlimited |
| Remove Duplicates Wizard | |||
| Relationship Tracking | |||
| Invoices | |||
| Create and Send Invoices | |||
| Template Customization coming | |||
| Accepting Online Payments | |||
| Campaigns | |||
| Create and Send Campaigns | |||
| Campaign Integration coming | |||
| Reusable Campaign Templates | |||
| Tracking Customer Issues | |||
| Capturing Issue via Web / Email | |||
| Document Manager | |||
| Sharing Documents | |||
| Syncing Documents coming | |||
| Change History | Past 15 days | Past 3 months | |
| Document Versions | |||
| Team Calendar | |||
| Basic Features | |||
| Calendar with Drag and Drop | |||
| Scheduling Meetings | |||
| Recurrence | |||
| External Interfaces | |||
| Dymo Label Printer | |||
| Rest/Soap API | |||
| MS Outlook Synchronization | |||
| Google Synchronization | |||
| Limits | |||
| Maximum contacts | 1,000 | 10,000 | 100,000 |
Administrative Capabilities
| Feature | Standard Edition | Professional Edition | Enterprise Edition |
|---|---|---|---|
| Delegated Authentication | |||
| Manage Applications | |||
| Manage Email Templates | |||
| Roles and Privileges | |||
| SMS Messaging |
Customization and Programming Interface
| Feature | Standard Edition | Professional Edition | Enterprise Edition |
|---|---|---|---|
| Profiles | |||
| Site Customization | |||
| Rest/Soap Api |
OfficeClip creates software products to manage contacts, customers and employees.
Products
Company
Resources
Copyright 2003 - 2024 OfficeClip LLC
Contact
Chat
Share
Address:
OfficeClip LLC3301 Buckeye Road, Suite 209
Atlanta, GA 30341
Tel: +1 770-448-7375
(Business hours: 08:30 - 17:30 (Eastern Daylight Time) Mon - Fri)
Support:
[email protected]
Sales:
[email protected]
Blog:
Small Business Discussions
Forum:
OfficeClip Support Forum