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
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
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
Law Practice, 11-50 employees
More than a year
“Really impressed by this software”
Pros
It's very easy to use and you can customize the software to fit your office needs. Plus, it has different features like reminders, tasks and events which really help keep everything organized.
Cons
Honestly, there's not a single thing I don't like about this software. It's fantastic and they're always rolling out new updates to keep improving it.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Not Specified, N/A employees
Less than 6 months
“Quick to respond”
Pros
It's free. That's perfect for a new non-profit organization like ours that just needs a basic contact manager. It also lets me review my intern's activity which is really helpful.
Cons
There really isn't much that I don't like about it. I've used Salesforce in the past and while I like the product, the cost is too high for a new startup like mine.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
9
Import and Export, 11-50 employees
More than a year
“Handy contact manager”
Pros
Their customer service really stands out compared to other CRMs I've used. They always go the extra mile to make sure we're fully supported. I mostly use it on my mobile more than my PC which is perfect for me since I'm always on the go.
Cons
An auto-save feature would be amazing. I've had a couple of moments where I wish that was in place.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
10
Non-Profit Organization Management, 11-50 employees
Less than a year
“Great for business contact management”
Pros
It meets all of my needs perfectly. Everything I need is right there and it works smoothly.
Cons
I've only been able to print one label at a time using Dymo and I'd really love more printing options for greater efficiency.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
