CRM

CRM

All-in-one solution

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Rating out of 5 Based on 0 reviews

OfficeClip Contact Manager lets you manage and organize your contacts in a centralized place where all the employees in the organization can access and share the information.

These Contact Manager applications are used by Freelancers, Small businesses, and in the Education sector. It is also adapted by various industries, including Healthcare, Construction, IT, Marketing, Legal, and Accounting.

 

Our Free Contact Manager is available with unlimited users, free upgrades, unlimited file uploads. 

 

Pricing of CRM

Yearly
Monthly

Installed version - Standard edition

USD 0
USD 0

1

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Hosted version - Enterprise Edition

USD 12
USD 0

1

Buy Now

Hosted version - Standard edition

USD 0
USD 0

1

Buy Now

Hosted version - Professional edition

USD 3
USD 0

1

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Installed version - Professional Edition

USD 24
USD 0

1

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Installed version - Enterprise Edition

USD 96
USD 0

1

Buy Now

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Key Features of CRM

Key Features:
  • Portfolio Management
  • Stress Tests
  • Credit Risk Management
  • Loan Portfolio Management

Key Specification

Other Categories: CRM Software Document Management Software Customer Support Software Financial Risk Management Software
Deployment: Cloud Hosted,On Premise
Customer Support: Phone,Email,Live Chat,Online (Ticket),Business Hours
Customization: Yes
Languages Support: English

Who uses CRM

Personal
Personal
StartUps
StartUps
SMEs
SMEs
Agencies
Agencies
Enterprises
Enterprises

Company Details

Company Name: OfficeClip LLC
Headquarter: Atlanta, Georgia United States
Website: Visit Website go-to-link
Social Media:

CRM Description

OfficeClip Contact Manager lets you manage and organize your contacts in a centralized place where all the employees in the organization can access and share the information.

This All-in-one solution will help you to manage all your work without investing in multiple apps. OfficeClip CRM lets you track leads, create campaigns, create invoices, manage documents, schedule appointments, and much more. The reporting feature will provide you with all the detailed analysis and help to identify the areas of strength and weakness.

The Contact Manager can help store detailed information that will help build your clients' profiles and convert your prospects into leads. It also has functionalities like marketing automation, web forms, and call list, which will increase the engagement between the users and clients.

OfficeClip Contact Manager will store all the detailed information for a contact, and it also has the ability to:

  • Add notes for each contact.

  • Attach documents.

  • Add events and tasks.

  • Send and receive emails through OfficeClip.

  •  Add relationships within Contacts.

  • Add issues.

  • View Campaigns.

All the detailed information about individual contact can be exported in a CSV format. The sales team can track time for a contact or lead to get the idea of time spent for each contact or time taken to close a deal. The contacts and their information can be synced with Google and Outlook.

 

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Frequently Asked Questions (FAQs)

The user group of CRM are as follows :

  • Personals
  • Startups
  • SMEs
  • Agencies
  • Enterprises

CRM has 6 plans,

  • Installed version - Standard edition USD 0 1
  • Hosted version - Enterprise Edition USD 12 1
  • Hosted version - Standard edition USD 0 1
  • Hosted version - Professional edition USD 3 1
  • Installed version - Professional Edition USD 24 1
  • Installed version - Enterprise Edition USD 96 1

The key featuers of CRM are as follows :

  • Portfolio Management
  • Stress Tests
  • Credit Risk Management
  • Loan Portfolio Management

CRM pricing model : Yearly,Monthly,Onetime(Perpetual License)

CRM is Cloud Hosted,On Premise Software.

Yes

CRM offers Phone,Email,Live Chat,Online (Ticket),Business Hours support.

CRM provides Help Guides,Video Guides,Blogs,On-Site Training for the software training.