OfficeClip Contact Management

RATING:

4.7

(20)

About OfficeClip Contact Management

OfficeClip Contact Manager is a software designed to aid businesses in organizing customer data. It aims to enhance customer relationships and streamline sales processes. This software finds its utility in various sectors such as recruitment, accounting, healthcare, legal services, and marketing, where efficient management of customer information is essential. This software can either be accessed as a cloud-based platform through any browser or installed on-premises within a company's network. It offers a free version with unlimited users, along with professional and enterprise editions that provide additional features. OfficeClip Contact Manager comes with several features. These include a shared calendar for scheduling appointments and events, task management for wo...

OfficeClip Contact Management Pricing

Basic Edition: Free for 10-users - Hosted or Installed Enterprise Edition (Hosted): $12 /user/month Enterprise Edition (Installed): $96 /user - one time (Install inside your firewall or private cloud) Compare Editions here: http://www.officeclip.com/web/pricing/selectEdition.aspx?app=CRM&version=Installed

Starting price: 

$24.00 per month

Free trial: 

Available

Free version: 

Available

Contact summary details
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OfficeClip Contact Management Reviews

Overall Rating

4.7

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

5

Functionality

4.5

Most Helpful Reviews for OfficeClip Contact Management

1 - 5 of 19 Reviews

User Profile

Simran

Verified reviewer

Marketing and Advertising, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2023

A software with lots of functionality and affordable

OfficeClip is a useful software that has helped us organize and streamline our workflow. It has asimple interface and easy navigation.

PROS

The software suits our business needs well. It allows us to track contacts and employees’ timein one place, without having to switch between different apps. We also appreciate theintegration features that enable us to sync contacts and send bulk campaigns or newsletters toour customers.This helps us maintain regular communication with them and update them on various offers,promotions, or news.The software provides detailed information for each contact, including emails. It has also madeit easier to tag customers and follow up with leads. The support team is excellent andresponsive.

CONS

We would like to see some improvements in the software, such as a dashboard that shows usan overview of all the activities and a better mobile app.

Craig

Banking

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2016

Good Customization features

I use the CRM part of the software that includes Contacts, Accounts, Opportunities and Invoicing. We are pretty happy with the platform, features and customization capabilities with the software. Support is top notch!

PROS

- Not everyone likes subscription-based services and not everyone likes being stuck only in the cloud to work in software. OfficeClip has the forethought to offer a cloud-only subscription-based platform and a desktop only pay once version. - OfficeClip's customer service has thus far been an above par experience. Every query I have sent their customer service has been responded to promptly and in full detail. - I have tried many of the top-notch contact management platforms and this one is by far the easiest and most thought out platform I've used yet. - The customization level of OfficeClip, is in my opinion, superior to any of the other platforms I have used. - The layout is presented in an easy to use, non-confusing manner. - The learning curve on this platform is minimal. I had what I needed up and going in OfficClip and understood the layout and methods within minutes of first using OfficeClip. The competitors felt clunky and had a learning curve I simply don't have time for.

Alfreda

Real Estate, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed August 2022

Officeclip

PROS

The price and the fact that I can reach out to someone and get help right away. I can speak with developers regarding issues I have.

CONS

The ability to get the types of reports I need to analyze my particular business.

Reason for choosing OfficeClip Contact Management

Price

Vendor Response

Thank you for the review please get in touch with us and let us know which reports you are looking for. We will try to accommodate your reports.

Replied August 2022

Todd

Machinery, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed October 2018

Solid features at a great price

We used to use Act! and I was disappointed with it. The software was a processor hog and was not overly helpful in how it was laid out. Office Clip has allowed us to clean up our customer leads database, track it easily no matter where we are, share information with our whole team, and do it for a great price. We've had a few questions and minor issues over the years and tech support is very fast, friendly, and responsive.

PROS

Office Clip allows you to enter as much or as little as you want to and keeps it well organized. It has lots of custom features so you can add fields that are relevant to your process or business. We track our client activity, set deadlines, track samples, and generally keep our contact information in Office Clip. We can then all view it at our desk or on the go. Each user can share as much or as little as they want.

CONS

I wish the mobile version fit a little cleaner on my Samsung Note 9. It's still functional, but not as easy to use as the desktop version. I'm generally just getting names and numbers when I'm on the mobile version, so it's not critical.

Vendor Response

Thanks for your review. Please try the latest version 10.6.4 with the mobile. It has been redesigned to fit the mobile screen better. Please contact us for questions.

Replied October 2018

Parvez

Banking

Used weekly for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2016

A Contact Manager for CPA

OfficeClip CRM has suited our business very well. The sales process has become easy. Integration with emails and web forms enables us to improve the speed of responses to questions of potential customers. We are using the cloud version of the product.

PROS

I like the ease of use when it comes to reporting. OfficeClip reports has reduced time to produce the reports and has also increased the accuracy of reports. From discussions to installation and training, it was a pleasurable experience working with OfficeClip. The implementation was well planned by the OfficeClip team, the training delivered by Dutta was professional and when completed we were confident of using the system. For few things where we required support initially, they had their help manuals and videos available online which made the system easy to understand. For other support the OfficeClip team was very helpful and always made sure that our issues were dealt with quickly. The price was reasonable.

CONS

In calendar agenda needs a delete button where we can select events not required and this will delete the events faster otherwise it takes a lot to time to delete the events one by one.

Vendor Response

Thanks for the review

Replied October 2016