Manage Relationships

✓ All Customer information and assets in one place

✓ Create Newsletter for Customers within the software

✓ Check all information from wherever you are


Create and Send Invoices

✓ Create Invoices from the App

✓ Send invoices via email or pdf

✓ Get paid online via Stripe or Paypal


Track work progress

✓ Task Manager to track estimated and spent time

✓ Timer to keep track of task times

✓ Connect with timesheet to track time for invoices


Share using Customer Portal

✓ Share Tax returns with protected portal

✓ Allow clients to upload documents securely

✓ Track customer support issues


Other benefits

✓ Reports to track customer profitability

✓ Track all emails from customer records

✓ Transfer your data to QuickBooks or ADP


Easy to use Interface!

Organize clients data

  • Categorize contacts using Tags
  • Manage follow-ups with clients using call list
  • Sync contact data with Google and Outlook

Time tracking

  • Record time taken for clients task
  • Accurate time recording ensures proper invoicing and billing
  • Report management for analysis and planning

Calendar management

  • Create events for meetings or appointments
  • Add external or internal participants
  • Sync events with Google and Outlook
  • Add reminders for events
  • Create recurring events

Task Manager

  • Assign priorities for each task
  • Create multiple sub-tasks within each task
  • View task history

Invoices

  • Create invoices by exporting timesheets
  • Keeps track of pending invoices
  • Create recurring invoices


Used by many businesses worldwide

Customer: Trigyn
Customer: Axiom
Customer: Fathom Systems
Customer: VHB Global
Customer: Red Viking
Customer: DAS Partners
Customer: HBT Systems
Customer: PM Solutions

OfficeClip helps to manage your customer, employees, and clips your team together with one platform.

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

Connect


Blog:OfficeClip Blog
Forum:Support Forum