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Description

An integrated call tool that can be tailored for specific events will encourage your top contacts to take action. Filter and group contacts by activity, transactions or custom fields. You can enrich your existing contacts by adding social, consumer, and voter data from Third-Parties like FullContact. Filters can be created to automatically segment contacts into targeted drip or retargeting campaigns. Import existing contacts from Excel and Google Contacts. You can create custom user roles that grant specific permissions to control what users can see and do within your account. To help you achieve your goals, mobilize your network. Datrm.in helps professionals, campaigns, and non-profits build stronger relationships with their audiences and mobilize them for action. You can easily track online and offline contributions, make call lists, view call results in real time, and export your lists for compliance and mailing.

Description

OfficeClip is an all-in-one tool that allows you to manage all aspects of your work without having to use multiple apps. OfficeClip CRM allows you to track leads, create campaigns and invoices, manage documents, schedule meetings, and many other functions. The reporting feature will give you all the details and help you identify areas of strength or weakness. Contact Manager allows you to store detailed information that will help you build client profiles and convert prospects into leads. It also includes functionalities such as marketing automation, web forms and call list that will increase client and user engagement.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS)
Eventbrite
Facebook
Facebook Ads
Google
Google Forms
Instapage
Mailchimp
Mailjet
Meta Ads
Microsoft Excel
Microsoft Outlook
OptinMonster
PayPal
SendGrid
Stackreaction
Stripe
Twilio
Zapier
iDONATEpro

Integrations

Amazon Web Services (AWS)
Eventbrite
Facebook
Facebook Ads
Google
Google Forms
Instapage
Mailchimp
Mailjet
Meta Ads
Microsoft Excel
Microsoft Outlook
OptinMonster
PayPal
SendGrid
Stackreaction
Stripe
Twilio
Zapier
iDONATEpro

Pricing Details

$250 per month
Free Trial
Free Version

Pricing Details

$3 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Flat Creek

Founded

2015

Website

www.datrm.in/

Vendor Details

Company Name

OfficeClip

Founded

2003

Country

United States

Website

www.officeclip.com

Product Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Product Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

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