OfficeClip Contact Manager Features

OfficeClip Contact Manager

Contact Manager for Small Business

4.6/5 (15 reviews)

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 (289 other apps)
Activity Dashboard (155 other apps)
Activity Tracking (111 other apps)
Automatic Notifications (146 other apps)
Automatic Reminders (144 other apps)
Calendar Management (137 other apps)
Contact Database (103 other apps)
Custom Fields (119 other apps)
Customer Database (109 other apps)
Customizable Branding (137 other apps)
Customizable Reporting (120 other apps)
Customizable Templates (120 other apps)
Data Import/Export (135 other apps)
Electronic Payments (107 other apps)
Email Integration (135 other apps)
Email Templates (104 other apps)
Mobile Integration (112 other apps)
Reporting & Statistics (146 other apps)
Social Media Integration (119 other apps)
Third Party Integration (149 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

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

Parvez Khimani

A Contact Manager for CPA

2016-09-01

Integration with emails and web forms enables us to improve the speed of responses to questions of potential customers.

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
Todd Grayson

Solid features at a great price

2018-10-04

Office Clip has allowed us to clean up our customer leads database, track it easily no matter where we are, share information with our whole team, and do it for a great price.

Pros

We track our client activity, set deadlines, track samples, and generally keep our contact information in Office Clip.

Cons

I wish the mobile version fit a little cleaner on my Samsung Note 9.

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


Thanks for your review. Please try the latest version 10.6.4 with the mobile. It has been redesigned to fit the mobile screen better. Please contact us for questions.

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Karim Sadruddin

An Useful Contact Manager

2016-09-02

It also facilitates integration with the social media and Google.

Pros

I mostly use it more on my mobile than my PC.

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

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Jhaneth Vasquez

Keep your Contacts Organized

2018-10-03

We use OfficeClip to manage our Community Partners contact information.

Pros

- Free version - Contact form has all needed information - The ability to edit the fields to match organization's criteria - Excellent format to organize contacts

Cons

- Limited customer service for free version.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
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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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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Greg Gawthrop

Pretty Long Time Uswer

2018-10-03

Happy with staff and management!

Pros

I have seen improvements over the years with access and speed. The over all feel is good. It is better than other software companies. We have used in the Microsoft products and were pretty much disappointed in support and speed.

Cons

It needs the capabilities to attach email or docs to specific records.

Rating breakdown

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


Thank you for your review. In the new version we have the capabilities to attach emails and documents with entities like contacts, accounts etc. Please contact support and we will provide you with the information.

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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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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
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