OfficeClip Contact Manager

OfficeClip Contact Manager

Contact Manager for Small Business

4.5/5 (16 reviews)

OfficeClip Contact Manager Overview

Convert Contacts to Customers: Track contacts, associate with notes, events, tasks etc. Create, send and track campaigns. Use daily call list and more.

Manage Customers and projects: Track accounts, opportunities and competitors. Track time and expenses related to customer projects. Create and send invoices to your customers.

Manage Issues and Tickets: Track customer and internal issues. Empower customers and users to track support tickets using customer portal.

Pricing

Starting from
N/A
Pricing options
Free Trial
Free
One Time License
Subscription

Devices

Business size

S
M
L

Markets

Australia, Canada, Europe, Germany, India and 3 others, Middle-East and Africa, United Kingdom, United States

Supported Languages

English

OfficeClip Contact Manager Reviews

Overall rating
4.5/5
100% positive reviews
10
Excellent
6
Very good
0
Average
0
Poor
0
Terrible
Craig C.

Good Customization features

Used Daily for 2+ years
Reviewed on 2016/08/30
Review Source: Capterra

I use the CRM part of the software that includes Contacts, Accounts, Opportunities and Invoicing. We are pretty happy with the platform, features and customization capabilities with the software. Support is top notch!

Pros

- Not everyone likes subscription-based services and not everyone likes being stuck only in the cloud to work in software. OfficeClip has the forethought to offer a cloud-only subscription-based platform and a desktop only pay once version.

- OfficeClip's customer service has thus far been an above par experience. Every query I have sent their customer service has been responded to promptly and in full detail.

- I have tried many of the top-notch contact management platforms and this one is by far the easiest and most thought out platform I've used yet.

- The customization level of OfficeClip, is in my opinion, superior to any of the other platforms I have used.

- The layout is presented in an easy to use, non-confusing manner.

- The learning curve on this platform is minimal. I had what I needed up and going in OfficClip and understood the layout and methods within minutes of first using OfficeClip. The competitors felt clunky and had a learning curve I simply don't have time for.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Todd G.

Solid features at a great price

Used Daily for 2+ years
Reviewed on 2018/10/04
Review Source: Capterra

We used to use Act! and I was disappointed with it. The software was a processor hog and was not overly helpful in how it was laid out. Office Clip has allowed us to clean up our customer leads database, track it easily no matter where we are, share information with our whole team, and do it for a great price. We've had a few questions and minor issues over the years and tech support is very fast, friendly, and responsive.

Pros

Office Clip allows you to enter as much or as little as you want to and keeps it well organized. It has lots of custom features so you can add fields that are relevant to your process or business. We track our client activity, set deadlines, track samples, and generally keep our contact information in Office Clip. We can then all view it at our desk or on the go. Each user can share as much or as little as they want.

Cons

I wish the mobile version fit a little cleaner on my Samsung Note 9. It's still functional, but not as easy to use as the desktop version. I'm generally just getting names and numbers when I'm on the mobile version, so it's not critical.

Response from OfficeClip

Thanks for your review. Please try the latest version 10.6.4 with the mobile. It has been redesigned to fit the mobile screen better. Please contact us for questions.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Parvez K.

A Contact Manager for CPA

Used Weekly for 2+ years
Reviewed on 2016/09/01
Review Source: Capterra

OfficeClip CRM has suited our business very well. The sales process has become easy. Integration with emails and web forms enables us to improve the speed of responses to questions of potential customers. We are using the cloud version of the product.

Pros

I like the ease of use when it comes to reporting. OfficeClip reports has reduced time to produce the reports and has also increased the accuracy of reports.

From discussions to installation and training, it was a pleasurable experience working with OfficeClip. The implementation was well planned by the OfficeClip team, the training delivered by Dutta was professional and when completed we were confident of using the system. For few things where we required support initially, they had their help manuals and videos available online which made the system easy to understand. For other support the OfficeClip team was very helpful and always made sure that our issues were dealt with quickly.

The price was reasonable.

Cons

In calendar agenda needs a delete button where we can select events not required and this will delete the events faster otherwise it takes a lot to time to delete the events one by one.

Response from OfficeClip

Thanks for the review

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Greg G.

Pretty Long Time Uswer

Used Daily for 2+ years
Reviewed on 2018/10/03
Review Source: Capterra

The team has always been responsive to my needs . . basically they get right on it! Happy with staff and management!

Pros

I have seen improvements over the years with access and speed. The over all feel is good. It is better than other software companies. We have used in the Microsoft products and were pretty much disappointed in support and speed.

Cons

It needs the capabilities to attach email or docs to specific records. This would be a great enhancement but overall speed of refreshing to the next client. Also to have the save button in 'actions' and 'modify' in more than one place.

Response from OfficeClip

Thank you for your review. In the new version we have the capabilities to attach emails and documents with entities like contacts, accounts etc. Please contact support and we will provide you with the information.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Steven P.

Software has a broad application to business needs with a little creativity it can handle a lot

Used Daily for 2+ years
Reviewed on 2017/05/03
Review Source: Capterra

Pros

Lots of functionality for the money. Many different modules to apply to many parts of a business. We use invoicing and online payments using Blue Pay, CRM for both marketing and existing customer service, we capture marketing info from web forms, store and share documents and drip marketing. Once you get to know the software you can do a lot.

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. Now keep in we use it for everything it was intended for and some things the designers never intended.

Rating breakdown

Value for Money
Ease of Use
Customer Support

OfficeClip Contact Manager Pricing

Starting from
N/A
Pricing options
Free Trial
Free
One Time License
Subscription

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

OfficeClip Contact Manager Features

  • API

  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Calendar Management
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Real Time Data
  • Reminders
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

Additional information for OfficeClip Contact Manager

Key features of OfficeClip Contact Manager

  • Capture Leads via website
  • Create and Send Campaigns
  • Create and Send Invoices
  • Customer Portal
  • Customized Reports
  • Daily Call List
  • Document Sharing
  • Drip Marketing
  • Duplicate Removal
  • Google Contacts Integration
  • Label Printer Interface
  • Manage Accounts
  • Manage Contacts
  • Manage Opportunities
  • Notification Rules
  • Outlook Integration
  • Privileges and Access Rules
  • Social Links
  • Track Prospects
  • Word Mail Merge

Benefits


  • We host it (online, SAAS) or You host it (installed, private cloud, Amazon EC2, Microsoft Azure etc.)

  • Integration with Google Contacts and Outlook

  • Daily Call List organizes telephone calls to prospects

  • Tracks time spent on each contacts

  • Manage contact field access based on roles

  • Create and Send Campaigns

  • Basic edition free for 10 users

OfficeClip Contact Manager FAQs

Below are some frequently asked questions for OfficeClip Contact Manager.

Q. What type of pricing plans does OfficeClip Contact Manager offer?

OfficeClip Contact Manager offers the following pricing plans:

Pricing model: Free, One Time License, Subscription

Free Trial: Available

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

Q. What are the main features of OfficeClip Contact Manager?

OfficeClip Contact Manager offers the following features:

  • Capture Leads via website
  • Create and Send Campaigns
  • Create and Send Invoices
  • Customer Portal
  • Customized Reports
  • Daily Call List
  • Document Sharing
  • Drip Marketing
  • Duplicate Removal
  • Google Contacts Integration
  • Label Printer Interface
  • Manage Accounts
  • Manage Contacts
  • Manage Opportunities
  • Notification Rules
  • Outlook Integration
  • Privileges and Access Rules
  • Social Links
  • Track Prospects
  • Word Mail Merge

Q. Who are the typical users of OfficeClip Contact Manager?

OfficeClip Contact Manager has the following typical customers:

Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

Q. What languages does OfficeClip Contact Manager support?

OfficeClip Contact Manager supports the following languages:

English

Q. What type of pricing plans does OfficeClip Contact Manager offer?

OfficeClip Contact Manager has the following pricing plans:

Free, One Time License, Subscription

Q. Does OfficeClip Contact Manager support mobile devices?

OfficeClip Contact Manager supports the following devices:

Android, iPhone, iPad

Q. What other apps does OfficeClip Contact Manager integrate with?

OfficeClip Contact Manager integrates with the following applications:

Microsoft Outlook, Microsoft Word

Q. What level of support does OfficeClip Contact Manager offer?

OfficeClip Contact Manager offers the following support options:

FAQs, Forum, Online Support, Phone Support, Video Tutorials