OfficeClip Contact Manager
Make better decisions with customer data
Informed and strategic decisions based on customer data can lead to business improvement
Used by businesses worldwide
How OfficeClip Contact Manager helps businesses?
Keep Data in One Place
- Get in-depth summary of customers and prospects data during various sales stages.
- Keep track of communication and sales history with notes, invoices, documents, tasks, call-lists and issues.
- Use helpful business tools like project management, time tracking, workflow, and more.
Handle different business units
- Organize data for different business units separately
- Get a comprehensive overview of data for all business units using reports
- Share data with team members at different locations
Exchange information with Customers
- Customers and vendors can access documents, reports, and invoices
- You can provide secure and limited access to customer’s own data
- You can share information using a public URL or force customer login
Get personalized support – Our team is available 24/7.
Watch our tutorials and browse through our knowledge base.
What makes OfficeClip Contact Manager unique?
Available On-Cloud or Installable:
- Setup account and online using a browser from anywhere
- Install on your computer or private cloud (AWS, Azure etc) within your firewall
- Monthly (cloud edition) or one-time pricing
- Unlimited user license for the enterprise edition
Complete Business solution in one application
- Track contacts, companies, opportunities, competitors etc.
- Send newsletters or campaigns within the software using your own smtp server
- Send invoices and receive payments directly from the application
- Allows integration with many third-party providers
Free version with unlimited users
- Try with a free edition for unlimited users and that does not expire
- Need more features? use the affordable professional or enterprise edition
- Low price and high performance increases your return on investment
Other Benefits
- Track customer projects using task management and timesheets
- Access from all devices including all modern browser and mobile
- Manage users permission using their roles in the system (enterprise edition only)
- Issue tracker to track internal or customer support tickets
All our contacts can be accessed from same place using mobile and desktop. Has a password protected portal to share limited information to customers. It has the ability to define multiple organizations to isolate data.
– Habibur Rahman, Accountax Solutions
A Contact Management with all the CRM Features
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Create invoices using templates. Track and receive customer payments online.
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Integration with Google forms, Zapier, Amazon SES, Mailjet, and Socketlabs. Sync Contacts with Google and Outlook.
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Capture customer issues, assign, and track its progress until resolution.
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Request appointments with your clients, create group events and share your calendar with customer portal users.
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Track time spent on contacts, tasks, and meetings. Export this time in Timesheets.
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Organize all your tasks and sub-tasks by assigning status, priority, due date. Track progress by viewing dashboard using filters.
Who Can Use Contact Manager?
Freelancers
Manage communication with clients and standardize work process.
Education Departments
Organize students data, streamline admission process, and track staff availability.
Recruitment Agencies
Store candidates information, manages follow-ups, and ability to quick search. Smoothens the recruiting process.
Startups
Provides visibility of the customers and leads from every angle. A best tool to nurture your leads and increase customer retention through data analysis.
Travel Agencies
Capture inquiries through the webforms. This data will be directed to your contact manager, so there is no manual entry hassle and you can take actions accordingly.
Sales Management
With customized HTML web forms for your products, customers can order as per their requirements and track the products through the customer portal.
Additional Resources
Stay connected with OfficeClip, for ongoing updates about new features and documentation.
Frequently Asked Questions
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How will a Contact Manager add value to my business?
- Our Contact manager will efficiently handle all your customer data.
- The consolidated data in the centralized system, will make it easy for the teams to access the information.
- This efficient Contact management system allows companies to communicate effectively with regular customers and the leads. This conversation helps to understand customer requirements and issues better, which optimizes customer service and increases sales volume.
- It will automate some of your tasks, allowing your teams to focus more on essential tasks.
- Will create a workflow for your teams and improve collaboration.
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Is OfficeClip Contact Manager easy to install?
Yes, Our software is easy to install. Once you fulfill all the system requirements, you can follow the process mentioned. We also have an installation manual in case you face any issues. Still, if you have any problems installing, you can email us at [email protected].
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What are the Free features available in your software?
All the basic features used in a Contact manager are available. Apart from that:
- Customer Portal
- Document Management
- You can add one custom field
- Activity tracking
- Viewing history of past 7 days
- Invoice management
- Create and send Campaigns
- Calendar management
- Managing Email templates
Apart from this if you need advanced features, the basic pricing starts from $3/user/month. We also provide free upgrades.
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Will your software suit my small company?
Yes, because it is created for all kinds of businesses. However, if you have any doubts you can try the Free version first, and if you think that it is the best fit then you can upgrade it.
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Have more questions?
You can connect us through live chat, email us to [email protected] or call us at +1-770-448-7375.
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