Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Our comprehensive management system includes features for tasks, appointments, SMS, email, and payment processing, designed to efficiently oversee your contacts. Non-profit organizations and membership-based businesses can greatly benefit from the ability to maintain ongoing communication and manage recurring charges. You can quickly organize, oversee, and monitor every facet of your contacts or customers. The system includes intake forms, web forms, quote management, invoicing, policy and sales tracking, as well as payment processing through ACH and credit/debit cards. Additionally, appointment reminders are sent via SMS and email to ensure you never miss an important meeting. Contact types can be categorized, allowing you to group them by type, and you can create custom contact lists for mass email or SMS campaigns, enhancing your outreach strategy. Furthermore, this robust system simplifies the administrative tasks that often consume valuable time, enabling you to focus on your core mission or business objectives.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS)
Brevo
Google
Google Forms
Mailjet
Microsoft Outlook
PayPal
SMTP Provider
SendGrid
SocketLabs
Stackreaction
Stripe

Integrations

Amazon Web Services (AWS)
Brevo
Google
Google Forms
Mailjet
Microsoft Outlook
PayPal
SMTP Provider
SendGrid
SocketLabs
Stackreaction
Stripe

Pricing Details

$3 per user per month
Free Trial
Free Version

Pricing Details

$9.99/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

Voiie

Founded

2013

Country

United States

Website

voiie.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

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

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Alternatives

Hilo CRM Reviews

Hilo CRM

Hilo IPA

Alternatives

Hilo CRM Reviews

Hilo CRM

Hilo IPA
Contact & Sales Manager Reviews

Contact & Sales Manager

Accura Software
WildApricot Reviews

WildApricot

Personify
Copy2Contact Reviews

Copy2Contact

Anagram Technologies