OfficeClip Contact Management 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.

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Pricing

Pricing Starts At:
$3 per user per month
Free Version:
Yes
Free Trial:
Yes

Integrations

View Integrations

Reviews - 1 Verified Review

Total
ease
features
design
support
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Company Details

Company:
OfficeClip
Year Founded:
2003
Headquarters:
United States
Website:
www.officeclip.com
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Media

Play Video All-in-one solution OfficeClip Contact Management Screenshot 2
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Product Details

Platforms
Web-Based
Windows
Mac
Linux
iPhone App
iPad App
Android App
Chromebook
Types of Training
Training Docs
Live Training (Online)
Webinars
Customer Support
Business Hours
Live Rep (24/7)
Online Support

OfficeClip Contact Management Features and Options

Contact Management Software

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

OfficeClip Contact Management User Reviews

Write a Review
  • Name: Kim J.
    Job Title: Manager
    Length of product use: 2+ Years
    Used How Often?: Weekly
    Role: User, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Contact Manager

    Date: Jun 12 2020

    Summary: Very easy to use and you can either install it or use their cloud based solution. I use it for taking notes when contacting client. The mobile interface is not as good as the desktop but it works!

    Positive: Simple and easy to use. All basic functions are available. I can take notes when I talk to customers.

    Negative: Too many applications that are not very useful for me. They have to be turned off individually to make the screen look cleaner.

    Read More...
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