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OfficeClip Contact Manager vs Referral Maker CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of OfficeClip Contact Manager vs. Referral Maker CRM is based on a specific set of business needs and context. The comparison uses 505 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing OfficeClip Contact Manager and Referral Maker CRM

OfficeClip Contact Manager, and Referral Maker CRM 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.

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

Referral Maker CRM focuses on Generation Of New Leads, Engagement Management with Phone Calls, Contact List Management with Phone Calls, Coaching, etc.

"I use the Contact Manager. It enables me to know when activities are coming up with any contact I've entered into my list of contacts, plus the the history of activities involving that contact. Can easily assign activities to any individual contact,... then later pull up that contact and see all activities that have been assigned to just that contact. Can set alarms to remind me that a meeting or other activity is coming up. " - Laurence R

"The Referral Maker app has saved me SEVERAL times when I'm on the go and need a client's phone number or email. It's so easy and quick to pull up a client and with 1 tap on the phone number link and you are making the call. Thanks so much for such a... fantastic tool! " - Amy Graham Lincoln City, OR

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 OfficeClip Contact Manager

Focus area

Software Failure Risk

  • medium

logo Referral Maker CRM

Focus area

Referral Maker CRM is better than OfficeClip Contact Manager for

Software Failure Risk

  • medium

About

Contact Management Software designed to get deeper insights into customers information

Real estate CRM with lead generation tool offering realtor training and support

Financials

NA

PRIVATE

Business Need

Total Processes
(we found evidences for)

28

35

Total Goals
(we found evidences for)

2

3

Top Processes

Evidences indicate better relative satisfaction


contact list management



content management


sales document management


campaign management

campaign monitoring


helpdesk management


products & pricelist management


communication management

sending & publishing communications


training & onboarding


knowledge management

creating knowledge base


engagement management

engaging and following up



generation of new leads




Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Enhance customer relationships

  • Enter new markets internationally or locally

  • Grow market share

Top Channels

Channels Used

  • phone calls

  • e-mail

  • video

  • newsletter

  • mobile

  • mobile app

  • print media

  • magazine

  • See 5 more
  • phone calls

  • e-mail

  • video

  • newsletter

  • mobile

  • mobile app

  • print media

  • magazine

  • See 5 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

medium

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medium

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Migration Risk

low

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medium

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Business Setting