Reading Time: 3 minutes Every business has different needs when it comes to tracking contacts, customers, opportunities, campaigns, etc. OfficeClip Contact Manager and CRM allow you to customize these entities in various ways. Following are few of … Read more
Reading Time: 4 minutes Today most Fortune 500 companies have offices in other countries like China and India. Small businesses can compete by using virtual teams to complete development projects. The challenge is how to manage projects where all … Read more
Reading Time: < 1 minute Many small business owners create goals for their company every year. A few owners think this process is a waste of time and decide things as they come. When creating goals, it is important to … Read more
Reading Time: < 1 minute In any CRM, Tags allows free form categorization of contacts, customers and other entities. Usually contacts are often categorized using lists with fixed values. These are sometimes restrictive because they do not allow normal users … Read more
Reading Time: < 1 minute Finding the right contacts from a list of, say 10,000 contacts, is time consuming. Filters are sometimes difficult for understand and use. Consider the following: You want to send newsletters to all non-customers in … Read more
Reading Time: 3 minutes Welcome to the major release of OfficeClip. In this release we have made many enhancements and closed numerous issues. Some important enhancements are shown below: See full release notes here Site Wide Enhancements Many New … Read more
Reading Time: 3 minutes Image by -JvL- from Flickr Creative Commons Duplicati is an open source, powerful backup software on the cloud. It can take backups to various storage clouds like Google drive, Amazon S3, Microsoft OneDrive, ftp etc. … Read more
Reading Time: 2 minutes Starting today the OfficeClip suite, consisting of the Customer Relationship Manager (CRM) and HR Management module, will be available on Amazon Web Services (AWS) in AWS Marketplace with hourly and yearly subscriptions. OfficeClip Suite provides … Read more
Reading Time: < 1 minute OfficeClip Contact Manager / CRM has a dedicated Outlook add-in to sync with outlook contacts. This add-in is provided in the enterprise edition of OfficeClip free of cost. The basic edition users can export contacts … Read more
Reading Time: < 1 minute In OfficeClip you can setup each of your companies as organization. Each organization is a separate entity and has it’s own information (like contacts, accounts, invoices, timesheet, expenses, users etc.) When you setup an OfficeClip … Read more
Reading Time: < 1 minute We are pleased to let you know that a new version of OfficeClip (10.2.16) has been released. This release fixes many bugs, some which are: In some cases entering alphanumeric characters in the custom numeric … Read more
Reading Time: < 1 minute During customer pre-qualification stage your representative needs to use consistent scripts. In OfficeClip you can create templates that can be used multiple times to record the pre-qualification conversations. In OfficeClip you can create the script … Read more
