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
Installed version - Standard edition
1
Hosted version - Enterprise Edition
1
Hosted version - Standard edition
1
Hosted version - Professional edition
1
Installed version - Professional Edition
1
Installed version - Enterprise Edition
1
Key Features of CRM
- Portfolio Management
- Stress Tests
- Credit Risk Management
- Loan Portfolio Management
Specification
Deployment:
Cloud Hosted,On Premise
Customer Support:
Phone,Email,Live Chat,Online (Ticket),Business Hours
Customization:
Yes
Languages Support:
English
Who uses CRM
Personal
StartUps
SMEs
Agencies
Enterprises
Company Details
- Company Name: OfficeClip LLC
- Website: Visit Website
- Headquarter:
Atlanta, Georgia United States
- Social Media:
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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FAQ's
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.
