OfficeClip

OfficeClip Contact Management

5 / 5 7 reviews

Who Uses This Software?

Small and medium sized businesses and sales/marketing teams in bigger businesses.


Average Ratings

7 Reviews
  • 5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $4.00/month/user
  • Pricing Details
    Standard: $4/user/month Enterprise: $12/user/month
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • OfficeClip
  • www.officeclip.com
  • Founded 2003
  • United States

About OfficeClip Contact Management

OfficeClip Contact Manager lets you keep all your contact related information at one place. This allows sharing contacts easily with your co-workers, track activities, related documents and daily call list. Campaign module allows keeping in touch with contacts. The workflow module automates repeated tasks for each contacts and the invoice application allows sending invoices and receiving payments from your customers.


OfficeClip Contact Management Features

  • Activity Management
  • Appointment Management
  • Contact History
  • Contact Import/Export
  • Customer Pipeline
  • Email Marketing
  • Group Management
  • Lead Management
  • Prospecting Tools
  • Search / Filter
  • Shared Contacts

OfficeClip Contact Management Reviews Recently Reviewed!

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

May 03, 2017
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

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.

Account Support

Sep 10, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: had lost account login information, Support was easy to access and provided secure and fast solution.

Vendor Response

by OfficeClip on September 10, 2016

Thanks for the review

An Useful Contact Manager

Sep 02, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Their customer service is what sets them apart from other CRM¿s we tried in the past. They always go an extra mile to make sure that they give us their 100%.

I mostly use it more on my mobile than my PC. It is good for people who need to handle their business while travelling a lot.

Cons: An auto save option would be great.

Overall: The ease of use, functionality and value of this product helps save us lots of time. We use it to track our prospects. It is easy to load new contacts and then sort them using tags. Assigning tasks to the team, adding events and updating information helps turning prospects into customers. It also facilitates integration with the social media and Google.

Vendor Response

by OfficeClip on September 02, 2016

Thanks for the review.

A Contact Manager for CPA

Sep 01, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

Overall: 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.

Vendor Response

by OfficeClip on October 08, 2016

Thanks for the review

Office clip a reasonable solution to customer contact.

Aug 30, 2016
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Comments: I am not a power user of office clip. I use it principally to keep information on customer contacts. I am sure that it could be put to better use if I knew better how to use it.

Vendor Response

by OfficeClip on August 30, 2016

Gary, Thank you for the review. We appreciate it.

Office Clips Helps Me Manage My Business Contacts

Aug 15, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Meets all of my needs.

Cons: Printing one label at a time using Dymo. Need more printing options.

Overall: Office Clips is Easy to use and maintain. All support and technical questions answered in a timely fashion. The product can be adjusted to meet most of the needs of a small business or non profit. I am happy to recommend the software to my friends and business associates. The product is affordably priced and user friendly. We have customized many of the field names and also added several to best meet our needs. Good Job Office Clips!!!!!

Recommendations to other buyers: Keep on improving the functions of the software.

Vendor Response

by OfficeClip on August 15, 2016

Thank you for your review Bruce. We can print multiple labels using Avery ( goo.gl/43VST5). We will look into providing the same for Dymo

Contact and Account Management for Accounting Firm

Jul 26, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

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.

Overall: 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.