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.

Contact Information

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