OfficeClip Contact Manager Features List

OfficeClip Contact Manager Reviews

OfficeClip Contact Manager

Contact Manager for Small Business

4.7/5 (10 reviews)
713

OfficeClip Contact Manager Feature Summary

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

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (273 other apps)
Activity Dashboard (131 other apps)
Activity Tracking (94 other apps)
Automatic Notifications (128 other apps)
Automatic Reminders (124 other apps)
CRM Integration (92 other apps)
Calendar Management (120 other apps)
Contact Database (95 other apps)
Custom Fields (99 other apps)
Customer Database (101 other apps)
Customizable Branding (120 other apps)
Customizable Reporting (108 other apps)
Customizable Templates (103 other apps)
Data Import/Export (121 other apps)
Electronic Payments (96 other apps)
Email Integration (118 other apps)
Mobile Integration (96 other apps)
Reporting & Statistics (115 other apps)
Social Media Integration (109 other apps)
Third Party Integration (122 other apps)

Mobile apps

iOS App


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Requires iOS 6.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


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OfficeClip Contact Manager Feature Reviews

10 reviewers had the following to say about OfficeClip Contact Manager's features:

Parvez Khimani

A Contact Manager for CPA

2016-09-01

OfficeClip CRM has suited our business very well.

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from OfficeClip


Thanks for the review

Read more
Habibur Rahman

Contact and Account Management for Accounting Firm

2016-07-26

All our contact notes are now accessed from the same place using desktop or mobile.

Pros

Integrated contacts, accounts, invoices, emails and scheduled appointments.

Cons

We would like to see more integration with Google Drive and Dropbox.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Karim Sadruddin

An Useful Contact Manager

2016-09-02

It also facilitates integration with the social media and Google.

Pros

Their customer service is what sets them apart from other CRM¿s we tried in the past.

Cons

An auto save option would be great.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from OfficeClip


Thanks for the review.

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Andrea Henderson

very short wait time

2018-04-30

Pros

perfect for a new non-profit organization that needs to have a contact manager. lets me review the activity of intern.

Cons

there really isn't too much that I don't like . I have used Salesforce in the past and although I like the product, the cost is too much for a new startup

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from OfficeClip


Thanks for the review

Read more
Craig Chaplain

Good Customization features

2016-08-30

I use the CRM part of the software that includes Contacts, Accounts, Opportunities and Invoicing.

Pros

- 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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering OfficeClip Contact Manager

You need to decide first whether you need the cloud based on install based software. Try the basic edition first which is free.

Source: Capterra
Helpful?   Yes   No
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Maribel Godinez

This software is awesome

2018-05-08

client management

Pros

The sofware also has different features like reminders, tasks and events.

Cons

There is not one thing that I do not like about this software. It is great and always coming with new updates.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from OfficeClip


Thanks for the review. Appreciate it!

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Steven Pavent

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

2017-05-03

Pros

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.

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
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
bruce oliver

Office Clips Helps Me Manage My Business Contacts

2016-08-15

We have customized many of the field names and also added several to best meet our needs.

Pros

Meets all of my needs.

Cons

Printing one label at a time using Dymo. Need more printing options.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10

Recommendations to others considering OfficeClip Contact Manager

Keep on improving the functions of the software.

Source: Capterra
Helpful?   Yes   No

Response from OfficeClip


Thank you for your review Bruce. We can print multiple labels using Avery (
goo.gl/43VST5). We will look into providing the same for Dymo

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Gary Hillman

Office clip a reasonable solution to customer contact.

2016-08-30

I use it principally to keep information on customer contacts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from OfficeClip


Gary,

Thank you for the review. We appreciate it.

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Ian Roy

Account Support

2016-09-10

had lost account login information, Support was easy to access and provided secure and fast solution.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from OfficeClip


Thanks for the review

Read more