Manage Relationships

✓ All Customer information and assets in one place

✓ Create Newsletter for Customers within the software

✓ Access information via desktop or mobile app


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 for billing through 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


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

Easy to use Interface!

All-in-One solution to grow your business and simplify work process.

  • Organize client's data

    • Segment contacts using Tags
    • Follow-up with client's using Call list
    • Syncs data with Google and Outlook
  • Time Tracking

    • Record time spent on a client's task
    • Ensures proper invoicing and billing
    • Reports for analysis and planning
  • Calendar Management

    • Scheduling meetings and tasks
    • Sync events with Google and Outlook
    • Create recurring events

Easy to implement and use

Easy Installation

  • Install on computer or private cloud
  • Set up account online
  • Discounts on prepayment

Affordable

  • Free Edition available
  • Starts at $3/user/month for online version
  • Starts at $24/user for one time installation

More features

  • Unlimited users and time
  • Free upgrades
  • Free email support

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