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:
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.
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.
Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in August 2022.
This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication ch...FREE DOWNLOAD CRM-Software-Buyer-Guide-2018.pdf
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Google and Microsoft Outlook sync is available.