OfficeClip Contact Manager Overview
OfficeClip addresses the challenge of fragmented business operations by offering an integrated CRM, time, and issue management platform. It simplifies contact management, project oversight, and time tracking, reducing the need for multiple tools. This all-in-one solution is particularly useful for small businesses aiming to enhance productivity and streamline workflows. By consolidating essential functions, OfficeClip enables businesses to manage contacts, acquire new customers, and deliver effective support efficiently. Its user-friendly interface and comprehensive features cater to the diverse needs of small enterprises, ensuring seamless project management and customer relationship management.
Use Cases
Customers recommend Contact List Management, Lead Tracking, Content Sharing, as the business use cases that they have been most satisfied with while using OfficeClip Contact Manager.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using OfficeClip Contact Manager.
OfficeClip Contact Manager Use-Cases and Business Priorities: Customer Satisfaction Data
OfficeClip Contact Manager works with different mediums / channels such as Offline. and Point Of Sale.
Reviews
"Their support is wonderful. Their product has great functionality for the many niches it can fill. It gets more funtionality with each version. We are using it for maintaining the Client database, sales database, bug tracking, calendar, client suppo...rt tracking," - David M
OfficeClip Contact Manager, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
OfficeClip Contact Manager is a data-driven tool for handling customer and lead information. It helps build client profiles and accelerates movement through the sales funnel.
Popular Business Setting
for OfficeClip Contact Manager
Top Industries
- Information Technology and Services
- Banking
- Management Consulting
Popular in
- Small Business
- Mid Market
- Large Enterprise
OfficeClip Contact Manager is popular in Information Technology And Services, Banking, and Management Consulting and is widely used by Small Business, Mid Market, and Large Enterprise.
OfficeClip Contact Manager Customer wins, Customer success stories, Case studies
Why is OfficeClip Contact Manager the best choice for Contact List Management?
Why is OfficeClip Contact Manager the best choice for Lead Tracking?
Why is OfficeClip Contact Manager the best choice for Content Sharing?
What Are the key features of OfficeClip Contact Manager for Document Sharing?
11 buyers and buying teams have used Cuspera to assess how well OfficeClip Contact Manager solved their CRM needs. Cuspera uses 226 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
| CUSTOMERS | TESTIMONIALS |
|---|---|
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Their support is wonderful. Their product has great functionality for the many niches it can fill. It gets more funtionality with each version. We are using it for maintaining the Client database, sales database, bug tracking, calendar, client support tracking, Testimonial By David M |
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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 contacts are now accessed from the same place using desktop and mobile. Also a ...password protected portal to share limited information with customers (for example their tax returns). Ability to define multiple organizations to isolate data. |
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It is simple enough to understand and have many configurable reports. The time entry and the approval process is easy to use. We have used the Time Tracking for multiple projects here for a small team. We use the Timesheet, Time Off module and the Expense part of the application. Testimonial By Kim J |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
David M |
Their support is wonderful. Their product has great functionality for the many niches it can fill. It gets more funtionality with each version. We are using it for maintaining the Client database, sales database, bug tracking, calendar, client support tracking, Testimonial By David M |
|
Habibur Rahman |
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 contacts are now accessed from the same place using desktop and mobile. Also a ...password protected portal to share limited information with customers (for example their tax returns). Ability to define multiple organizations to isolate data. |
|
Kim J |
It is simple enough to understand and have many configurable reports. The time entry and the approval process is easy to use. We have used the Time Tracking for multiple projects here for a small team. We use the Timesheet, Time Off module and the Expense part of the application. Testimonial By Kim J |
Timesheet check out
Peers used OfficeClip Contact Manager for contact list management and lead tracking
OfficeClip Contact Manager Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (24) |
| Analytics | Read Reviews (1) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (24) |
| Analytics | Read Reviews (1) |
Software Failure Risk Guidance
?for OfficeClip Contact Manager
Overall Risk Meter
Top Failure Risks for OfficeClip Contact Manager
OfficeClip LLC Profile
Company Name
OfficeClip LLC
Company Website
https://www.officeclip.com/HQ Location
1955 Cliff Valley Way, Suite 117, Atlanta, GA 30329, US
Employees
11-50
Social
Financials
NA
