# OfficeClip Contact Management Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about OfficeClip Contact Management Software - reviews, pricing plans, popular comparisons to other Contact Management products and more.

Source: https://www.capterra.com/p/873/OfficeClip-Contact-Management

---

# 

 OfficeClip Contact Management Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

OfficeClip Contact Management

## What is OfficeClip Contact Management?

OfficeClip Contact Manager provides a robust, centralized solution to keep all your essential contact information organized and accessible. This means your team can easily share contacts, ensuring consistency and collaboration across departments. With OfficeClip Contact Management you can: Effortlessly Share & Collaborate: Give your co-workers instant access to up-to-date contact information, ensuring everyone's on the same page. Track Everything That Matters: Log activities, link related documents, and manage your daily call lists with ease, building a complete history for every contact. Boost Engagement with Campaigns: Utilize the integrated Campaign module to keep in touch with your contacts and nurture those vital relationships. Automate for Efficiency: The powerful Workflow module takes the grunt work out of repetitive tasks, automating processes for each contact to save you valuable time. Simplify Invoicing & Payments: Seamlessly create and send professional invoices.

## What is OfficeClip Contact Management used for?

[Contact Management](https://www.capterra.com/contact-management-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)

Top alternative

Featured

Overall rating

Based on 20 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

Starting price

$3

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for OfficeClip Contact Management?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.officeclip.com&name=OfficeClip Contact Management)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### OfficeClip Contact Management

4.7 (20)

VS.

[4.2 (2,041)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting Price

$3

Per User, Per Month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.3 (19)

Ease Of Use

4.0 (1,997)

Value For Money

4.9 (17)

Value For Money

3.9 (1,587)

Customer Service

4.7 (18)

Customer Service

3.8 (1,691)

## OfficeClip Contact Management alternatives

Highest Rated

[4.7 (462)](https://www.capterra.com/p/245800/Monday-CRM/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.3 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.4 (18,782)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.2 (1,306)](https://www.capterra.com/p/135618/Odoo/reviews/)

Starting price

$31.10

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/873/OfficeClip-Contact-Management/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Contact Database

5.0 (3)

100.00% of 3 reviewers that rated this feature as important or highly important

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Customizable Fields

4.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Customize data fields to support various needs and use cases

Data Import/Export

4.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

Interaction Tracking

1.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Track interaction history by documenting conversations for contacts

Lead Management

3.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Sales Pipeline Management

3.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Pipeline view and tracking lead status

OfficeClip Contact Management 33 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Import and export data to and from software applications

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Pre-made examples and templates for emails

Track interaction history by documenting conversations for contacts

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Automate workflows and trigger campaigns based on customer actions

Access software remotely via mobile devices

Tools designed to streamline the process of lead generation and management for sales teams

Generate quotes or estimates for customers

View and track pertinent metrics to find patterns and gain insights from data

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Pipeline view and tracking lead status

Search and filter data across systems to locate required information by entering keywords or certain criteria

Group leads or contacts based on their specific characteristics

Share contacts with other applications like Gmail and CRM

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.4 (19)

4.4

Based on 19 reviews

## Pricing

Value for money

4.9 (17)

Free Trial

Free Version

[View pricing plan details](https://www.capterra.com/p/873/OfficeClip-Contact-Management/pricing/)

Standard Edition

$0.00

It includes:

-   Easy to Switch to a Different Computer or Private Cloud
-   Runs on Your Computer or Private Cloud (AWS; Azure Etc.)
-   Works Inside Your Own Firewall

Professional Edition

$3.00

Per User,Per Month

It includes:

-   20 GB of Document Storage
-   Free Phone Support and Training

Enterprise Edition

$12.00

Per User,Per Month

It includes:

-   Basic CRM
-   Customer Portal
-   Daily Call List
-   Drip Marketing
-   Includes \`00 GB of Document Storage
-   Workflow Rules

Value for money

4.9 (17)

4.9

Based on 17 reviews

## Integrations

[

Google Forms](https://www.capterra.com/p/176571/Google-Forms/)[

Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[

Brevo](https://www.capterra.com/p/132996/brevo/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[

Mailjet](https://www.capterra.com/p/130105/Mailjet/)[

Wufoo](https://www.capterra.com/p/224990/Wufoo/)[

Amazon SES](https://www.capterra.com/p/179662/Amazon-SES/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.7 (18)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.7 (18)

4.7

Based on 18 reviews

## User reviews

Overall rating

4.7

Based on 20 reviews

Filter by rating

5(13)

4(7)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

BM

Blane M.

Attorney and Mediator

Alternative Dispute Resolution

### "Good product with great customer service"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

April 29, 2024

My highest praise has to be for OfficeClip's customer service. Over the 5+ years, I have needed some personalized help a few times, and have always been quite satisfied with the speed, courtesy, and sufficiency of that help.

Pros

I was looking for a sufficient contact management program - robust enough to meet my small business needs but not so robust as to be overwhelming or overkill. OfficeClip fit my sweet spot.

Cons

The visual appeal of OfficeClip is lacking, looking a bit like dot matrix in a laser printing world. But, that is a minor aspect in my evaluation, which is why I am pleased to remain a client.

Switched from

[Amicus Attorney](https://www.capterra.com/p/80199/Amicus-Attorney/)

It changed owners, changed directions, because more expensive and less on target with my needs.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Simran M.

Office Administrator

Marketing and Advertising

### "A software with lots of functionality and affordable"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

May 3, 2023

OfficeClip is a useful software that has helped us organize and streamline our workflow. It has asimple interface and easy navigation.

Pros

The software suits our business needs well. It allows us to track contacts and employees’ timein one place, without having to switch between different apps. We also appreciate theintegration features that enable us to sync contacts and send bulk campaigns or newsletters toour customers.This helps us maintain regular communication with them and update them on various offers,promotions, or news.The software provides detailed information for each contact, including emails. It has also madeit easier to tag customers and follow up with leads. The support team is excellent andresponsive.

Cons

We would like to see some improvements in the software, such as a dashboard that shows usan overview of all the activities and a better mobile app.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JB

John B.

Sales / Application Engineer

Industrial Automation

### "Great Value"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

September 2, 2022

The software has been very reliable and the customer support when needed is 2nd to none!

Pros

It keeps track of the customers and information that I need.

Cons

In my case, this software does way more than I need but I recognize this could be of great value to someone else.

Alternatives considered

[Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)

Reasons for choosing OfficeClip Contact Management

Less cost and more simple for my limited needs.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

September 15, 2022

Thank you for the review

AD

Alfreda D.

MEMBER

Real Estate

### "Officeclip"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

5/10

August 8, 2022

Pros

The price and the fact that I can reach out to someone and get help right away. I can speak with developers regarding issues I have.

Cons

The ability to get the types of reports I need to analyze my particular business.

Reasons for choosing OfficeClip Contact Management

Price

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

August 10, 2022

Thank you for the review please get in touch with us and let us know which reports you are looking for. We will try to accommodate your reports.

JP

Jolie P.

owner

Financial Services

### "Great CRM"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 15, 2018

contact management and invoices, documentation management

Pros

easy to use CRM and documentation management

Cons

Invoicing sometimes does not work propertly

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

TG

Todd G.

Director of Product Development

Machinery

### "Solid features at a great price"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

October 4, 2018

We used to use Act! and I was disappointed with it. The software was a processor hog and was not overly helpful in how it was laid out. Office Clip has allowed us to clean up our customer leads database, track it easily no matter where we are, share information with our whole team, and do it for a great price. We've had a few questions and minor issues over the years and tech support is very fast, friendly, and responsive.

Pros

Office Clip allows you to enter as much or as little as you want to and keeps it well organized. It has lots of custom features so you can add fields that are relevant to your process or business. We track our client activity, set deadlines, track samples, and generally keep our contact information in Office Clip. We can then all view it at our desk or on the go. Each user can share as much or as little as they want.

Cons

I wish the mobile version fit a little cleaner on my Samsung Note 9. It's still functional, but not as easy to use as the desktop version. I'm generally just getting names and numbers when I'm on the mobile version, so it's not critical.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

October 12, 2018

Thanks for your review. Please try the latest version 10.6.4 with the mobile. It has been redesigned to fit the mobile screen better. Please contact us for questions.

JV

Jhaneth V.

Client Services Director

Hospital & Health Care

### "Keep your Contacts Organized"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

2.0

2.0

Likelihood to Recommend

6/10

October 3, 2018

We use OfficeClip to manage our Community Partners contact information. OfficeClip allows us to keep the contacts organized and accesible. We like the ability to have multiple users.

Pros

\- Free version - Contact form has all needed information - The ability to edit the fields to match organization's criteria - Excellent format to organize contacts

Cons

\- Takes some training to understand use. - Limited customer service for free version.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JB

Jonathon B.

Project Engineer

Pharmaceuticals

### "Feedback"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

7/10

October 3, 2018

Pros

The best thing I like about this is the ease of use

Cons

Didn’t like that it locked me out sometimes

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

October 6, 2018

Thank you for the review. Please contact the customer support with the details of the screen that gets locked sometimes.

GG

Greg G.

Account Executive

Banking

### "Pretty Long Time Uswer"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

October 3, 2018

The team has always been responsive to my needs . . basically they get right on it! Happy with staff and management!

Pros

I have seen improvements over the years with access and speed. The over all feel is good. It is better than other software companies. We have used in the Microsoft products and were pretty much disappointed in support and speed.

Cons

It needs the capabilities to attach email or docs to specific records. This would be a great enhancement but overall speed of refreshing to the next client. Also to have the save button in 'actions' and 'modify' in more than one place.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

October 8, 2018

Thank you for your review. In the new version we have the capabilities to attach emails and documents with entities like contacts, accounts etc. Please contact support and we will provide you with the information.

SN

Sazzadun Nabi S.

### ""

5.0

Overall Rating

5.0

5.0

Ease of Use

0.0

0.0

Features

0.0

0.0

Customer Service

0.0

0.0

Likelihood to Recommend

0/10

August 8, 2018

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/873/OfficeClip-Contact-Management/reviews/)

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)