OfficeClip Contact Manager is a software that provides 360 degree view of the contact lifecycle. It provides teh following advantages:
1. Ability to capture leads from various sources (e.g. website forms)
2. Keep all contact related information in one place (activities, emails, documents etc.)
3. Design and send email campaigns and track its result
4. Create daily call list to periodically call prospects
5. Manage customer, account and opportunity information
6. Track time for projects done for customers
7. Track issues related to contacts and projects
8. Send invoices and accept payments online
OfficeClip Contact Manager
Carolyn B.
Advanced user of OfficeClip Contact Manager
★★★★★
OfficeClip is very easy to setup and customize. As well, the support group is very helpful
What do you like best?
Office clip is very easy to setup. The ability to revise and customize fields provides great options/ways to setup a CRM system to meet your needs. The support team has been very supportive. Additionally, I have found the online help provides good information and there are a number of YouTube videos.
What do you dislike?
I would like to have the ability to rename the categories Accounts.
Recommendations to others considering the product:
Know your requirements and explore ways within OfficeClip to fulfill those requirements. Our company has added custom fields to contacts that enable us to have a specific way to track our information. An example is we needed to know if someone was retired. We added a custom field ourselves without OfficeClip customizing the application for us. The Retired custom field gives us the ability to track and report on a demographic within our contacts. We are also using campaigns to manage emails during our study groups. The capabilities in campaign include templates that give us the ability to easily send the emails in a newsletter/corporate campaign look and feel.
What problems are you solving with the product? What benefits have you realized?
We were using spreadsheets on a shared drive. Moving to OfficeClip we have a common database that is always displays current information and changes.
Review source: G2.com
