--- title: "OfficeClip Contact Management Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about OfficeClip Contact Management Software - reviews, pricing plans, popular comparisons to other Contact Management products and more." source_url: "https://www.capterra.com/p/873/OfficeClip-Contact-Management/" page_type: "product" language: "en" --- # OfficeClip Contact Management Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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 Includes Free Version 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://www.g2.com/products/officeclip-contact-manager/claim_requests/new?auto=true) ## 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. [4.5 (4,484)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $3 Per User, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (19) Ease Of Use 4.4 (4,385) Value For Money 4.9 (17) Value For Money 4.3 (3,514) Customer Service 4.7 (18) Customer Service 4.4 (3,524) ## OfficeClip Contact Management alternatives [4.4 (18,808)](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 [4.5 (582)](https://www.capterra.com/p/207295/Seamless-AI/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,996)](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 Highest Rated [4.8 (657)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/873/OfficeClip-Contact-Management/alternatives/) ## FAQs about OfficeClip Contact Management Overview ### Which roles and teams benefit most from OfficeClip Contact Management? OfficeClip Contact Management is most used by small-business owners, executives, sales professionals, and office administrators who need a central place to organize contacts and client activity. Professional services teams, including legal, accounting, real estate, and engineering roles, use it to track relationships, manage follow-ups, and keep customer information accessible across daily operations. Answer based on 17 reviews Overview ### What company size and specific industries is OfficeClip Contact Management built for? OfficeClip Contact Management is designed for small and medium-sized businesses, as well as sales and marketing teams within larger businesses. It fits organizations that need contact management support across these company sizes, with a focus on business teams rather than a specific industry. Features and Usability ### What are the key features of OfficeClip Contact Management? OfficeClip Contact Management offers a contact database and contact management tools, plus lead management, sales pipeline management, and prospecting tools. It also includes email templates, email management, and email marketing, along with calendar management, task management, reporting and analytics, role-based permissions, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? OfficeClip Contact Management starts at free with the Standard Edition, which is always free for individuals and small teams. The Professional Edition costs $3/user/month, and the Enterprise Edition costs $12/user/month. Hosted plans are monthly, while installed versions are available for a one-time payment, including $96 per user for Enterprise. Answer based on 5 reviews Integrations ### Which third-party tools and platforms does OfficeClip Contact Management integrate with? OfficeClip Contact Management integrates with 9 third-party tools, including communication and form platforms such as Microsoft Outlook, Google Calendar, Google Forms, Twilio, Amazon SES, Brevo Marketing Platform, Mailjet, SocketLabs, and Wufoo. Answer based on 4 reviews Getting Started and Support ### What training and onboarding options does OfficeClip Contact Management offer? OfficeClip Contact Management provides live online training, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos offer self-paced reference materials for setup and feature review. Answer based on 2 reviews Getting Started and Support ### What customer support options does OfficeClip Contact Management offer? OfficeClip Contact Management provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. Users describe the support as fast, friendly, and responsive, with courteous help that answers questions in detail, though one reviewer noted limited customer service on the free version. Answer based on 7 reviews ## Features AI summary Based on 4,004 Contact Management reviews Capterra data shows that buyers of contact management software rank the following features as their top priorities: - **Contact Database** (**58%** of reviewers rated this feature as critical) - **CRM** (**57%**) - **Search/Filter** (**42%**) OfficeClip Contact Management supports all three features that reviewers rate highest: **Contact Database**, **CRM**, and **Search/Filter**. Together, these capabilities help businesses keep customer information organized, manage relationships more effectively, and quickly find the right records, allowing teams to respond faster and maintain more consistent customer interactions. 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. Search/Filter 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria 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 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 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 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 OfficeClip Contact Management 35 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Pipeline Management: Pipeline view and tracking lead status - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Shared Contacts: Share contacts with other applications like Gmail and CRM - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: 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 Marketing Platform](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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.