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.
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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
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.
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.
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.
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.
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