OfficeClip Contact Manager
By OfficeClip Contact Manager
CRM Software
Onetime(Perpetual License)
About
The OfficeClip Contact Manager software is an easy-to-use platform for organizing contacts and notes, with tools to remind you to call customers at regular intervals. You can also collaborate with your team to automate tasks and events with call list schedules, and measure contact information through reports via the dashboard. This software is used by marketers and small companies.
Key Features
- ✓ List Management
- ✓ Customer Support
- ✓ Marketing Automation
- ✓ Project Management
- ✓ Lead Scoring
- ✓ Call Logging
- ✓ Contact Management
- ✓ Quotes (Proposals)
- ✓ Referral Tracking
- ✓ Product Catalog
Screenshots
Screenshot 1
Pricing
Free Edition (Installed Version)
USD0
- File Uploads : Unlimited
- Email Support (5-business days)
- Upgrades (Optional) : Free
- Mobile Access
- Customer Portal
- Basic CRM
- Attach/Link Documents
- Custom Fields : 1
- Activity Tracking
- Capture Leads via website
- Activity History : Past 7 Days
- Create and Send Invoices
- Create and Send Campaigns
- Capturing Issue via Web / Email
- Sharing Documents
- Change History : Past 15 days
- Team Calendar : Basic Features
- Calendar with Drag and Drop
- Scheduling Meetings
- Recurrence
- Maximum contacts : Unlimited
- Delegated A
Professional Edition (Installed Version)
USD24/User
- File Uploads : Unlimited
- Email Support (1-business day)
- Emergency Phone Support (24 hrs)
- Upgrades (Optional) Free for 1st Year 20% from 2nd Year 40% for Missed Renewals
- Free for 1st Year
- 20% from 2nd Year
- 40% for Missed Renewals
- Mobile Access
- Customer Portal
- Basic CRM
- Attach/Link Documents
- Custom Fields : 5
- Daily Call List
- Activity Tracking
- Capture Leads via website
- Scheduled Reports
- Activity History : Past 90 days
- Create and Send Invoices
- Create and Send Campaigns
- Campaign Integration (coming)
Enterprise Edition (Installed Version)
USD96/User
- File Uploads : Unlimited
- Email Support (1-business day)
- Phone Support (9AM-5PM EDT weekdays)
- Emergency Phone Support (24 hrs)
- Upgrades (Optional) Free for 1st Year 20% from 2nd Year 40% for Missed Renewals
- Free for 1st Year
- 20% from 2nd Year
- 40% for Missed Renewals
- Mobile Access
- Customer Portal
- Basic CRM
- Attach/Link Documents
- Custom Fields : Unlimited
- Daily Call List
- Drip Marketing
- Workflow Rules
- Activity Tracking
- Capture Leads via website
- Scheduled Reports
- Email Linking
- Reports Designer
- Activit
Standard Edition (Hosted Version)
USD0
- Free Document Storage : 5 GB
- Email Support (5-business days)
- Upgrades (Optional) : Free
- Mobile Access
- Customer Portal
- Basic CRM
- Attach/Link Documents
- Custom Fields : 1
- Activity Tracking
- Capture Leads via website
- Activity History : Past 7 Days
- Create and Send Invoices
- Create and Send Campaigns
- Capturing Issue via Web / Email
- Sharing Documents
- Change History : Past 15 days
- Team Calendar : Basic Features
- Calendar with Drag and Drop
- Scheduling Meetings
- Recurrence
- Maximum contacts :1
- 000
- Delegated Au
Professional Edition (Hosted Version)
USD3/User/Month
- Free Document Storage : 20 GB
- Email Support (1-business day)
- Emergency Phone Support (24 hrs)
- Upgrades : Free
- Mobile Access
- Customer Portal
- Basic CRM
- Attach/Link Documents
- Custom Fields : 5
- Daily Call List
- Activity Tracking
- Capture Leads via website
- Scheduled Reports
- Activity History : Past 90 days
- Create and Send Invoices
- Create and Send Campaigns
- Campaign Integration (coming)
- Capturing Issue via Web / Email
- Sharing Documents
- Change History : Past 3 months
- Document Versions
- Team Calendar : Basi
Enterprise Edition (Hosted Version)
USD12/User/Month
- Free Document Storage : 100 GB
- Email Support (1-business day)
- Phone Support (9AM-5PM EDT weekdays)
- Emergency Phone Support (24 hrs)
- Upgrades : Free
- Mobile Access
- Customer Portal
- Changing Logo and Branding
- Basic CRM
- Attach/Link Documents
- Custom Fields : Unlimited
- Daily Call List
- Drip Marketing
- Workflow Rules
- Activity Tracking
- Capture Leads via website
- Scheduled Reports
- Email Linking
- Reports Designer
- Activity History : Unlimited
- Create and Send Invoices
- Template Customization (coming)
- Accepting On
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Frequently Asked Questions
How much does OfficeClip Contact Manager cost?
▼
OfficeClip Contact Manager offers 6 pricing plan(s):
- Free Edition (Installed Version) — USD0.00
- Professional Edition (Installed Version) — USD24.00 /User
- Enterprise Edition (Installed Version) — USD96.00 /User
- Standard Edition (Hosted Version) — USD0.00
- Professional Edition (Hosted Version) — USD3.00 /User/Month
- Enterprise Edition (Hosted Version) — USD12.00 /User/Month
What is OfficeClip Contact Manager used for?
▼
OfficeClip Contact Manager is a CRM Software solution. Top features include:
- List Management
- Customer Support
- Marketing Automation
- Project Management
- Lead Scoring
Does OfficeClip Contact Manager offer a free trial?
▼
Yes, OfficeClip Contact Manager offers a 0-day free trial.
What support does OfficeClip Contact Manager provide?
▼
OfficeClip Contact Manager provides Phone,Business Hours,Online (Ticket) support.
Is OfficeClip Contact Manager cloud-based or on-premise?
▼
OfficeClip Contact Manager is Cloud Hosted software.
What training resources does OfficeClip Contact Manager offer?
▼
OfficeClip Contact Manager provides Help Guides,Blogs,Video Guides for training.
