OfficeClip Contact Management 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

OfficeClip Contact Management

4.7

(20)

Pricing

Starting at $3.00 per month

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 work organization, timesheets for tracking task duration, and invoices for customer billing. It also provides a customer portal for information sharing and email templates. This comprehensive tool consolidates all customer data in one place, aiming to facilitate informed decision-making, enhance team collaboration, and deliver an exceptional customer experience.

OfficeClip Contact Management Screenshots

OfficeClip Contact Management Pricing and Plans

Starting price: $3.00 per month

Free Trial

Free Version

Standard Edition

$0.00

per user, one time

Plan includes:

Easy to Switch to a Different Computer or Private Cloud
Runs on Your Computer or Private Cloud (AWS; Azure Etc.)
Works Inside Your Own Firewall

Professional Edition

$3.00

per user, per month

Plan includes:

20 GB of Document Storage
Free Phone Support and Training

Enterprise Edition

$12.00

per user, per month

Plan includes:

Basic CRM
Customer Portal
Daily Call List
Drip Marketing
Includes `00 GB of Document Storage
Workflow Rules

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OfficeClip Contact Management Features

Popular features found in Contact Management
Calendar/Reminder System
CRM
Customizable Fields
Lead Capture
Prospecting Tools
Sales Forecasting
Sales Pipeline Management
Segmentation
Shared Contacts
Tagging
More features of OfficeClip Contact Management
Activity Dashboard
Alerts/Notifications
API
Calendar Management
Campaign Management
Contact Database
Contact Management
Customizable Reports
Data Import/Export
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Templates
Interaction Tracking
Lead Management
Marketing Automation
Mobile Access
Quotes/Estimates
Reporting/Analytics
Role-Based Permissions
Search/Filter
Social Media Integration
Task Management
Third-Party Integrations
Workflow Management

OfficeClip Contact Management Integrations

Microsoft Outlook

Wufoo

Google Forms

Amazon SES

Brevo

Twilio

See all 8 integrations

OfficeClip Contact Management User Reviews

Overall Rating

4.7

Ratings Breakdown

65%

35%

Secondary Ratings

Ease of Use

4.3

Value for money

4.9

Customer support

4.7

Functionality

4.4

Have you used OfficeClip Contact Management and would like to share your experience with others?

Simran M.

Verified reviewer

Marketing and Advertising

11-50 employees

Used daily for less than 12 months

Review source

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Blane M.

Verified reviewer

Alternative Dispute Resolution

Self-Employed

Used daily for more than 2 years

Review source

Reviewed April 2024

Good product with great customer service

My highest praise has to be for OfficeClip's customer service. Over the 5+ years, I have needed some personalized help a few times, and have always been quite satisfied with the speed, courtesy, and sufficiency of that help.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I was looking for a sufficient contact management program - robust enough to meet my small business needs but not so robust as to be overwhelming or overkill. OfficeClip fit my sweet spot.

Cons:

The visual appeal of OfficeClip is lacking, looking a bit like dot matrix in a laser printing world. But, that is a minor aspect in my evaluation, which is why I am pleased to remain a client.

Reasons for switching to OfficeClip Contact Management

It changed owners, changed directions, because more expensive and less on target with my needs.

Alfreda D.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 6 months

Review source

Reviewed August 2022

Officeclip

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons 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

John B.

Verified reviewer

Industrial Automation

11-50 employees

Used monthly for more than 2 years

Review source

Reviewed September 2022

Great Value

The software has been very reliable and the customer support when needed is 2nd to none!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It keeps track of the customers and information that I need.

Cons:

In my case, this software does way more than I need but I recognize this could be of great value to someone else.

Reasons for choosing OfficeClip Contact Management

Less cost and more simple for my limited needs.

Vendor Response

Thank you for the review

Replied September 2022

Todd G.

Verified reviewer

Machinery

11-50 employees

Used daily for more than 2 years

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Craig C.

Banking

Used daily for more than 2 years

Review source

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!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Habibur R.

Verified reviewer

Management Consulting

11-50 employees

Used daily for more than 2 years

Review source

Reviewed July 2016

Contact and Account Management for Accounting Firm

We are an accounting firm specialize on personal and corporate tax returns. OfficeClip is installed on our private cloud for security reasons. We are using invoicing, document sharing and all other CRM features. All our contact notes are now accessed from the same place using desktop or mobile.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Integrated contacts, accounts, invoices, emails and scheduled appointments. Also a password protected portal to share limited information with customers (for example their tax returns). Ability to define multiple organization to isolate data.

Cons:

We would like to see more integration with Google Drive and Dropbox.

Greg G.

Verified reviewer

Banking

11-50 employees

Used daily for more than 2 years

Reviewed October 2018

Pretty Long Time Uswer

The team has always been responsive to my needs . . basically they get right on it! Happy with staff and management!

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

I have seen improvements over the years with access and speed. The over all feel is good. It is better than other software companies. We have used in the Microsoft products and were pretty much disappointed in support and speed.

Cons:

It needs the capabilities to attach email or docs to specific records. This would be a great enhancement but overall speed of refreshing to the next client. Also to have the save button in 'actions' and 'modify' in more than one place.

Vendor Response

Thank you for your review. In the new version we have the capabilities to attach emails and documents with entities like contacts, accounts etc. Please contact support and we will provide you with the information.

Replied October 2018

Parvez K.

Banking

Used weekly for more than 2 years

Review source

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Steven P.

Used daily for more than 2 years

Review source

Reviewed May 2017

Software has a broad application to business needs with a little creativity it can handle a lot

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Lots of functionality for the money. Many different modules to apply to many parts of a business. We use invoicing and online payments using Blue Pay, CRM for both marketing and existing customer service, we capture marketing info from web forms, store and share documents and drip marketing. Once you get to know the software you can do a lot.

Cons:

Software can be confusing because of it's broad functionality. Sometimes there is not consistency between the same functions in different modules of the software. Now keep in we use it for everything it was intended for and some things the designers never intended.

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