Last Updated
Overview
OfficeClip Contact Management provides an all-in-one suite, streamlining business operations with integrated customer relationship management (CRM), time tracking, and help desk tools. While its user interface is considered dated by some users, its exceptional affordability, flexible deployment options, and powerful features set present a high-value solution for small businesses.
Overall Rating
Based on 7 users reviews
4.6
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
OfficeClip Contact Management Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is OfficeClip Contact Management?
OfficeClip Contact Management features an all-in-one business management solution tailored for small to medium-sized businesses and freelancers. It combines a powerfulCRM with built-in time tracking and a customer support help desk, all within a single, centralized platform. These tools enable businesses to manage customer relationships, monitor project hours, and handle support issues without relying on multiple tools. By streamlining workflows and unifying data, OfficeClip Contact Management features help teams boost efficiency, deliver better customer service, and make more strategic decisions.
OfficeClip Contact Management Pricing
The OfficeClip Contact Management pricing structure is product-based. Its details are as follows:
For Contact Manager and Complete Suite
Installed Version
- Professional Edition - $36user
- Enterprise Edition: $144/user
Hosted Version
- Professional Edition - $5/user/month
- Enterprise Edition - $18/user/month
Disclaimer: The pricing is subject to change.
OfficeClip Contact Management Integrations
Who Is OfficeClip Contact Management For?
OfficeClip Contact Management is ideal for a wide range of industries and sectors, including:
- Construction professionals
- Accounting firms
- Information technology (IT)
- Legal practices
- Marketing agencies
Is OfficeClip Contact Management Right For You?
If you are a small business, freelancer, or department manager seeking a functional, no-frills, all-in-one solution, OfficeClip Contact Management software is a strong contender. Its standout advantages are its unparalleled flexibility in both pricing and deployment. The option of a one-time purchase for a self-hosted license provides complete data control and a predictable cost, a rarity in the modern CRM market.
Still doubtful if OfficeClip Contact Management is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
OfficeClip Contact Management Features
Contact Management
This module serves as a central database for all customer, prospect, and vendor information. It enables teams to track the entire sales pipeline, log every interaction, manage documents, and create targeted marketing campaigns to nurture leads and close deals more effectively.
Timekeeping
The integrated timekeeping feature allows employees to accurately track hours against specific projects and tasks. This functionality is vital for businesses that bill clients by the hour, as it ensures precise invoicing, improves project budget management, and provides insights into team productivity.
Issue Tracker
This built-in support desk helps businesses manage customer inquiries and internal issues from submission to resolution. Tickets can be captured via email or web forms, assigned to team members, and prioritized, ensuring timely responses and increasing overall customer satisfaction.
Templates
The platform utilizes templates to streamline repetitive tasks across its modules. Users can create and customize templates for email campaigns, newsletters, and invoices, ensuring brand consistency and saving significant time. Workflow rules can also be configured to automate task creation and follow-ups.
Pros And Cons of OfficeClip Contact Management
Pros
Combines multiple features in one place
Easy to set up and customize
End-to-end paperless workflow process
Cons
Mobile responsiveness could be improved
Deleting an activity can exit screen
OfficeClip Contact Management Reviews
Total 7 reviews
4.6
All reviews are from verified customers
Rating Distribution
5
Stars57%
4
Stars43%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Financial Services, 11-50 employees
More than a year
“Highly recommend this CRM”
Pros
It's an easy-to-use CRM with great documentation management. Everything is simple to use and helps keep track of all the important stuff.
Cons
The invoicing feature doesn't always work properly for me which can be a bit frustrating at times.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Hospital & Health Care, 11-50 employees
Free Trial
“Easily organize all your contacts”
Pros
The free version is great. The contact form includes all the information I need and I love that I can edit the fields to match our organization's needs. The format for organizing contacts is excellent.
Cons
It does take a bit of training to fully understand how to use it and there's limited customer service if you're using the free version which can be tough if you run into any problems.
Rating Distribution
Ease of use
6
Value for money
10
Customer Support
4
Functionality
10
Pharmaceuticals, 11-50 employees
Less than a year
“My experience with officeclip”
Pros
The best part for me is definitely how easy it is to use. I can get everything done quickly without feeling overwhelmed by complicated features.
Cons
I didn't like that it locked me out occasionally. That's definitely an issue that could use some attention.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
6
Functionality
8
Frequently Asked Questions
Does OfficeClip Contact Management have a mobile application?
Yes, OfficeClip offers a mobile app that allows users to access contacts, manage projects, and handle timesheets on the go.
What language does OfficeClip Contact Management support?
The software supports the English language.
What other apps does OfficeClip Contact Management integrate with?
The platform integrates seamlessly with Google and Outlook, and various third-party applications, although specific integration details have not been publicly disclosed yet.
Does OfficeClip Contact Management offer an API?
Yes, OfficeClip Contact Management software provides an API.
Who are the typical users of OfficeClip Contact Management?
The platform is ideal for a wide range of industries and sectors, including accounting firms, legal practices, marketing agencies, construction professionals, and IT companies.
What types of pricing plans does OfficeClip Contact Management offer?
The software’ pricing structure is product-based. For the Installed Version, the Professional Edition is priced at $36/user, while the Enterprise Edition costs $144/user. For the Hosted Version, the Professional Edition is available at $5/user/month, and the Enterprise Edition is priced at $18/user/month. You can also request a personalized OfficeClip Contact Management price quote now.
What level of support does OfficeClip Contact Management offer?
OfficeClip provides phone support during business hours, 24/7 email support, and live chat.