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Close CRM vs OfficeClip Contact Manager: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Close CRM vs. OfficeClip Contact Manager is based on a specific set of business needs and context. The comparison uses 2781 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Close CRM and OfficeClip Contact Manager

Close CRM, OfficeClip Contact Manager, Salesmate Sales CRM, Freshsales, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Close CRM covers Engagement Management with E-Mail, Sales Call Management with Phone Calls, Communication Management with E-Mail, Lead Management with E-Mail, etc.

OfficeClip Contact Manager focuses on Contact List Management, Lead Tracking, Content Management with Offline, Sales Document Management with Offline, etc.

"So much friendlier and more streamlined than many CRMs. It has a lot of flexibility for power users, but not at the cost of regular users' ability to just get work done. " - Jackson Eardley

"My team of remote employees use OfficeClips on a daily basis for timesheet recording and expense recording. The DCAA audit compliance is important to us and the ability to download expense attachments is critical. Having the ability to export to bot...h Excel and PDF has greatly streamlined our invoicing flow. Time saver and clear reporting and auditing. " - Cate McCoy

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Close CRM

Focus area

Close CRM is better than OfficeClip Contact Manager for

Software Failure Risk

  • low

logo OfficeClip Contact Manager

Focus area

Software Failure Risk

  • medium

About

Inside Sales Software CRM with Calling & Emailing

Contact Management Software designed to get deeper insights into customers information

Age

2013

Financials

SEED

NA

Business Need

Total Processes
(we found evidences for)

89

28

Total Goals
(we found evidences for)

12

2

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence


sales call management

meeting management


communication management

sending & publishing communications

tracking & monitoring communications


workflow management



generation of new leads



contact list management



training & onboarding


sales document management

contract management

proposal & quote management



pipeline management



knowledge management


relationship management




account management



content management




products & pricelist management


social media management

social media analytics


conversion management


competitive intelligence




sales review & feedback


customer feedback management


lead qualification


campaign management







rating and review management


business development




motivation management


helpdesk management


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Scale best practices

  • Improve internal communications

  • Improve ROI

  • Increase customer life time value

  • Enter new markets internationally or locally

  • Improve efficiency

  • Grow market share

  • Build brand awareness

  • Manage risk

  • See 9 more
  • Enhance customer relationships

  • Acquire customers

Top Channels

Channels Used

  • offline

  • point of sale

  • e-mail

  • website

  • phone calls

  • newsletter

  • See 3 more
  • offline

  • point of sale

  • e-mail

  • website

  • phone calls

  • newsletter

  • See 3 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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medium

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Migration Risk

medium

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low

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Business Setting