What is OfficeClip Contact Management?
OfficeClip Contact Manager for Small Business helps to build better customer relations, organize contacts, tasks, documents, etc. all in one place. It is also used to track opportunities, contacts, accounts, invoices, and many other things for the clients. It helps to enhance customer relationships and increase sales and revenue.
OfficeClip CRM helps to organize extensive customer data efficiently, manages notes, activities, documents, issues, creating call-list for contacts to help in customer retention, automates tasks and events for prospects through Drip-Marketing, and many more.
Contact Manager features include document sharing, call customers at regular intervals, automate tasks and events and create call list schedules, group the contacts in a hierarchy and retrieve them faster, View and analyze contact information through reports and many more.
What do you like best about OfficeClip Contact Manager?
The interface of the product for the users is excellent, and the overall idea behind the product is what inspires me the most
Along with this, the overall timesheet product provided has helped us a lot to keep track of the activities among the team members
It allowed our teams to communicate and manage seamlessly amongst themselves and keep track of day to day activities
The interface of the product for the users is great
Office clip is very easy to setup. The ability to revise and customize fields provides great options/ways to setup a CRM system to meet your needs. The support team has been very supportive. Additionally, I have found the online help provides good information and there are a number of YouTube videos.
The user-friendly organization, the ability to have everything in one place, and the sharing options.
What do you dislike about OfficeClip Contact Manager?
The site is a little out-of-date. Could use a makeover or update to keep up with all the current similar tools.
I would like to have the ability to rename the categories Accounts.
I think the responsiveness can be a little bit better rest all good
I think the responsiveness can be a little bit better, and the process of the creation of a customer login can be a little less complex from the backend, and the overall experience of the team to fill in the timesheet can be a little bit easier on the frontend part
What problems is OfficeClip Contact Manager solving and how is that benefiting you?
The problem of teams with different domains to intercommunicate within themselves was solved by using the timesheets sharing facility of the product by exporting them
Easily manage contacts and use it as a CRM tool for official purposes along with the Timesheet application, which has helped our team to manage the tasks being taken up internally seamlessly with the entire log entries of what activity was done when and so on
Easily manage contacts
We were using spreadsheets on a shared drive. Moving to OfficeClip we have a common database that is always displays current information and changes.
Features
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Interaction Tracking
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Activity Dashboard
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Pros
Cons
$0 one-time
Yes, has free trial
Yes, has free version