# OfficeClip Contact Management Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is OfficeClip Contact Management the right Contact Management solution for you? Explore 20 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/873/OfficeClip-Contact-Management/reviews --- OfficeClip Contact Management 4.7 (20) [View alternatives](https://www.capterra.com/p/873/OfficeClip-Contact-Management/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of OfficeClip Contact Management Ease of use 4.3 Customer Service 4.7 ## Pros and Cons in Reviews Simran M Office AdministratorMarketing and Advertising, 11 - 50 employeesUsed the software for: 6-12 months. “We also appreciate theintegration features that enable us to sync contacts and send bulk campaigns or newsletters toour customers.“ May 3, 2023 ## Showing most helpful reviews Showing 1-20 of 20 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Simran M. Office Administrator Marketing and Advertising Used the software for: 6-12 months ### "A software with lots of functionality and affordable" May 3, 2023 5.0 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 BM Blane M. Attorney and Mediator Alternative Dispute Resolution Used the software for: 2+ years ### "Good product with great customer service" April 29, 2024 5.0 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 AD Alfreda D. MEMBER Real Estate Used the software for: Less than 6 months ### "Officeclip" August 8, 2022 4.0 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. Reason for choosing OfficeClip Contact Management Price Review Source Response from OfficeClip 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. JB John B. Sales / Application Engineer Industrial Automation Used the software for: 2+ years ### "Great Value" September 2, 2022 5.0 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/) Reason for choosing OfficeClip Contact Management Less cost and more simple for my limited needs. Review Source Response from OfficeClip September 15, 2022 Thank you for the review TG Todd G. Director of Product Development Machinery Used the software for: 2+ years ### "Solid features at a great price" October 4, 2018 5.0 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 Response from OfficeClip 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. CC Craig C. Realtor Banking Used the software for: 2+ years ### "Good Customization features" August 30, 2016 5.0 I use the CRM part of the software that includes Contacts, Accounts, Opportunities and Invoicing. We are pretty happy with the platform, features and customization capabilities with the software. Support is top notch! Pros \- Not everyone likes subscription-based services and not everyone likes being stuck only in the cloud to work in software. OfficeClip has the forethought to offer a cloud-only subscription-based platform and a desktop only pay once version. - OfficeClip's customer service has thus far been an above par experience. Every query I have sent their customer service has been responded to promptly and in full detail. - I have tried many of the top-notch contact management platforms and this one is by far the easiest and most thought out platform I've used yet. - The customization level of OfficeClip, is in my opinion, superior to any of the other platforms I have used. - The layout is presented in an easy to use, non-confusing manner. - The learning curve on this platform is minimal. I had what I needed up and going in OfficClip and understood the layout and methods within minutes of first using OfficeClip. The competitors felt clunky and had a learning curve I simply don't have time for. Review Source Habibur R. President Management Consulting Used the software for: 2+ years ### "Contact and Account Management for Accounting Firm" July 26, 2016 5.0 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. 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. Review Source GG Greg G. Account Executive Banking Used the software for: 2+ years ### "Pretty Long Time Uswer" October 3, 2018 4.0 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 Response from OfficeClip 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. PK Parvez K. Accountant Banking Used the software for: 2+ years ### "A Contact Manager for CPA " September 1, 2016 5.0 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. 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. Review Source Response from OfficeClip October 8, 2016 Thanks for the review SP Steven P. V.P. Used the software for: 2+ years ### "Software has a broad application to business needs with a little creativity it can handle a lot" May 3, 2017 4.0 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. Review Source MG Maribel G. Office Admaintstrator Law Practice Used the software for: 2+ years ### "This software is awesome" May 8, 2018 5.0 client management Pros It is very easy to use. You can customize the software to serve your office needs. The sofware also has different features like reminders, tasks and events. Cons There is not one thing that I do not like about this software. It is great and always coming with new updates. Review Source Response from OfficeClip May 11, 2018 Thanks for the review. Appreciate it! KS Karim S. CEO Import and Export Used the software for: 2+ years ### "An Useful Contact Manager" September 2, 2016 5.0 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. 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. Review Source Response from OfficeClip September 2, 2016 Thanks for the review. GH Gary H. President Consumer Goods Used the software for: 2+ years ### "Office clip a reasonable solution to customer contact." August 30, 2016 4.0 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. Review Source Response from OfficeClip August 30, 2016 Gary, Thank you for the review. We appreciate it. JP Jolie P. owner Financial Services Used the software for: 2+ years ### "Great CRM" December 15, 2018 5.0 contact management and invoices, documentation management Pros easy to use CRM and documentation management Cons Invoicing sometimes does not work propertly Review Source bO bruce O. Non-Profit Organization Management Used the software for: 6-12 months ### "Office Clips Helps Me Manage My Business Contacts" August 15, 2016 5.0 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!!!!! Pros Meets all of my needs. Cons Printing one label at a time using Dymo. Need more printing options. Review Source Response from OfficeClip 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 JB Jonathon B. Project Engineer Pharmaceuticals Used the software for: 6-12 months ### "Feedback" October 3, 2018 4.0 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 Response from OfficeClip October 6, 2018 Thank you for the review. Please contact the customer support with the details of the screen that gets locked sometimes. AH Andrea H. Interim Director Used the software for: Less than 6 months ### "very short wait time" April 30, 2018 4.0 Pros it's free! perfect for a new non-profit organization that needs to have a contact manager. lets me review the activity of intern. Cons there really isn't too much that I don't like . I have used Salesforce in the past and although I like the product, the cost is too much for a new startup Review Source Response from OfficeClip May 1, 2018 Thanks for the review JV Jhaneth V. Client Services Director Hospital & Health Care Used the software for: I used a free trial ### "Keep your Contacts Organized" October 3, 2018 4.0 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 SNS Sazzadun Nabi S. Used the software for: ### "null" August 8, 2018 5.0 Review Source IR Ian R. Information Technology and Services Used the software for: Less than 6 months ### "Account Support" September 10, 2016 5.0 had lost account login information, Support was easy to access and provided secure and fast solution. Review Source Response from OfficeClip September 10, 2016 Thanks for the review Similar Products Featured ## Related categories [CRM](https://www.capterra.com/customer-relationship-management-software/)[Contact Management](https://www.capterra.com/contact-management-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.