Sun. Dec 22nd, 2024

OfficeClip Contact Manager

What is OfficeClip Contact Management?

OfficeClip Contact Manager lets you keep all your contact related information at one place. This allows sharing contacts easily with your co-workers, track activities, related documents and daily call list. Campaign module allows keeping in touch with contacts. The workflow module automates repeated tasks for each contacts and the invoice application allows sending invoices and receiving payments from your customers.

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.Calendar management

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.Contact reports

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The site is a little out-of-date.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.Contact list screen

Features

CRM FEATURES
  • Interaction Tracking
  • Activity Dashboard

Pros

“The product can be adjusted to meet most of the needs of a small business or non profit. I am happy to recommend the software to my friends and business associates.”
“From discussions to installation and training, it was a pleasurable experience working with OfficeClip.”
“It’s free! perfect for a new non-profit organization that needs to have a contact manager. Lets me review the activity of intern.”
“OfficeClip allows us to keep the contacts organized and accesible. We like the ability to have multiple users.”

Cons

“Software can be confusing because of it’s broad functionality. Sometimes there is not consistency between the same functions in different modules of the software.”
“We used to use Act! and I was disappointed with it.”Contacts detail screen

Pricing

Starting From: 

$0 one-time

Pricing Model: Per User

Yes, has free trial

Yes, has free version

PRICING DETAILS (Provided by Vendor):
Basic Edition: Free for 10-users – Hosted or Installed Enterprise Edition (Hosted): $12 /user/month Enterprise Edition (Installed): $96 /user – one time (Install inside your firewall or private cloud) Compare Editions here: http://www.officeclip.com/web/pricing/selectEdition.aspx?app=CRM&version=Installed

By andrew

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