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OfficeClip Contact Manager vs Referral Maker CRM: 2025 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 it principally to keep information on customer contacts. It helps use organize our contacts through tags and we can also keep in touch with our customers through call list. " - Gary Hilman

"The CRM system makes my life so much easier. All of my database is in one convenient place, I start it up in the morning and I look at my dashboard and it tells me who I need to call, write notes to and pop by to see. Additionally it keeps track of ...my business and helps in keeping me on track. It is so simple and easy to use. " - Debbie Jett Fredericksburg VA

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