OfficeClip Contact Manager

You May Also Like

NetSuite
 (1119)
Accounting
Crozdesk Logo

Help is just a few clicks away...


What is OfficeClip Contact Manager?

"OfficeClip Contact Manager lets you manage and organize your contacts in a centralized place where all the employees in the organization can access and share the information."

This All-in-one solution will help you to manage all your work without investing in multiple apps. OfficeClip CRM lets you track leads, create campaigns, create invoices, manage documents, schedule appointments, and much more. The reporting feature will provide you with all the detailed analysis and help to identify the areas of strength and weakness.

The Contact Manager can help store detailed information that will help build your clients' profiles and convert your prospects into leads. It also has functionalities like marketing automation, web forms, and call list, which will increase the engagement between the users and clients.

OfficeClip Contact Manager will store all the detailed information for a contact, and it also has the ability to:

  • Add notes for each contact.
  • Attach documents.
  • Add events and tasks.
  • Send and receive emails through OfficeClip.
  • Add relationships within Contacts.
  • Add issues.
  • View Campaigns.

All the detailed information about individual contact can be exported in a CSV format. The sales team can track time for a contact or lead to get the idea of time spent for each contact or time taken to close a deal. The contacts and their information can be synced with Google and Outlook.


OfficeClip Contact Manager scored 73/100 in the CRM category. This is based on user satisfaction (98/100), press buzz (33/100), recent user trends (falling), and other relevant information on OfficeClip Contact Manager gathered from around the web.

The score for this software has improved over the past month. What is this?


OfficeClip Contact Manager Awards

https://crozdesk.com/top_badges/crozdesk-happiest-users-badge.png

Get A Custom Shortlist

  • OfficeClip Contact Manager
  • OfficeClip Contact Manager
  • OfficeClip Contact Manager

CRM Market Radar

Artboard 1 copy 4

OfficeClip Contact Manager Product Overview

  • Manage follow-ups: The Call-list feature helps to keep track of regular follow-ups with your clients. A call list can be set up for each contact.

  • Categorize contacts: The Tags feature in CRM helps segment or identify contacts based on their interest, work, location, or products.

  • Overview of operations: OfficeClip in-built reports help analyze the information in the application. Custom reports can also be created and saved as per requirements.

  • Customization: Administrators can create custom fields in the Contacts applications as per organizational requirements.

  • Mobile App: OfficeClip CRM application can be accessed through multiple devices no matter where you are.

  • Lead Management: OfficeClip Opportunities module will help you track your leads and focus more on closing the deals by providing a detailed analysis.

  • Manage Campaigns: Send newsletters, promotional campaigns, or emails to customers with the Campaigns module.

  • Billing and Invoices: Create and Send invoices for billing purposes and get paid online.

  • Tasks Management: Create a list of activities to be performed for a project with the Tasks module. Assign these tasks and track them with the due date.

  • Documents Management: Store and organize all the organizational documents with this module securely. It will make the document retrieval process hassle-free and will save time and effort.


Languages: English

OfficeClip Contact Manager Features

  • 2-Factor Authentication
  • 360 Degree Feedback
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • Feedback Management
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-App
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Database
  • Call Tracking
  • Click-to-Dial
  • Social Media Monitoring
  • Cloud Deployment
  • Migration to Cloud
  • Data Conversion
  • Software Integration
  • Sales Automation
  • Customer Service
  • Health Management
  • Process Reporting
  • Workflow Management
  • Pipeline Management
Compare Pricing

OfficeClip Contact Manager Pricing Plans

Installed

Free
  • Unlimited Users
  • Unlimited upgrades
  • Free email support
  • Runs on your computer or private cloud(AWS,Azure etc.)

Hosted

Free
  • No installation required
  • 5GB data storage
  • Unlimited users
  • Free email support
  • Unlimited upgrades

Credit card required: No

OfficeClip Contact Manager FAQs

Who are the main user groups of OfficeClip Contact Manager?

Freelancers and small and medium-sized businesses

Does OfficeClip Contact Manager offer guides, tutorials and or customer support?

Yes

Does OfficeClip Contact Manager offer multi-user capability (e.g. teams)?

Yes

What is OfficeClip Contact Manager generally used for?

  • Managing and organizing customer database.
  • Improve customer relationship.
  • Improve team coordination with all data in one place.

Does OfficeClip Contact Manager integrate with any other apps?

Google and Microsoft Outlook sync is available.

Get A Custom Shortlist

OfficeClip Contact Manager Alternatives

Salesforce CRM
  92 ratings 87/100
CRM
Zendesk Sell
  679 ratings 82/100
CRM
Bigin by Zoho CRM
  21 ratings 88/100
CRM
Zoho CRM
  25 ratings 87/100
CRM
HubSpot
  579 ratings 84/100
CRM
SAP CRM
  507 ratings 86/100
CRM
Page last modified:

OfficeClip Contact Manager User Reviews

No user reviews yet.
Rate this app or be the first to review it!
Back to top