Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

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.

Description

Keep your workflow efficient by establishing and tailoring an ideal process for your team, regardless of the specific application or working style. It's as straightforward as using a spreadsheet, allowing for effortless addition, modification, and collaboration. You can easily filter, sort, and organize your information in any manner to swiftly pinpoint any obstacles. Monitor upcoming tasks throughout all your workflows and automatically gather information from your contacts and emails. Stay updated on progress with notifications that ensure you never overlook a follow-up, aided by tasks and reminders. Enjoy the convenience of working directly from your inbox! Seamlessly integrated within Gmail for both desktop and mobile, along with G Suite tools like Sheets, Chat, and Drive, this setup enables quick access to your data. Effortlessly share emails, notes, and call records with your colleagues, ensuring a smooth transition in workflow. Plus, you can access pipeline data alongside your emails right from your mobile device, guaranteeing that you always have the necessary context at hand, no matter where you are. This flexibility is essential for maintaining productivity and collaboration within your team.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Stackreaction
APIANT
Cognito Forms
Facebook Messenger
Fundify
GA Connector
GetProspect
Gmail
Google
Google Forms
Integrately
Mailjet
Nekton.ai
Peaka
RegFox
Replyify
Retently
Sensr Portal
SourceWhale
Zapier

Integrations

Stackreaction
APIANT
Cognito Forms
Facebook Messenger
Fundify
GA Connector
GetProspect
Gmail
Google
Google Forms
Integrately
Mailjet
Nekton.ai
Peaka
RegFox
Replyify
Retently
Sensr Portal
SourceWhale
Zapier

Pricing Details

$3 per user per month
Free Trial
Free Version

Pricing Details

$39.00/month/user
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

OfficeClip

Founded

2003

Country

United States

Website

www.officeclip.com

Vendor Details

Company Name

Streak

Founded

2011

Country

United States

Website

www.streak.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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Email Tracking

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

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