OfficeClip Contact Management Description
OfficeClip is an all-in-one tool that allows you to manage all aspects of your work without having to use multiple apps. OfficeClip CRM allows you to track leads, create campaigns and invoices, manage documents, schedule meetings, and many other functions. The reporting feature will give you all the details and help you identify areas of strength or weakness. Contact Manager allows you to store detailed information that will help you build client profiles and convert prospects into leads. It also includes functionalities such as marketing automation, web forms and call list that will increase client and user engagement.
OfficeClip Contact Management Alternatives
Act!
Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results.
Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
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Popl
Popl is the leading solution for digital business cards and contactless lead capture, built for today’s professionals and teams. Instantly share your info—phone number, email, LinkedIn, calendar, and more—using a tap, QR scan, or custom link.
Designed for fast-paced environments like trade shows, events, and on-the-go meetings, Popl empowers users to collect leads instantly, tag contacts, add notes, and push them directly into CRMs like HubSpot, Salesforce, Zoho, and thousands more.
With a powerful team dashboard, organizations can manage user access, enforce brand consistency, monitor engagement, and streamline onboarding through Azure or CSV import. Integrated analytics and follow-up automations ensure every new connection drives real business impact.
Be part of the future of networking—powered by Popl.
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eM Client
The best email client for Windows or macOS will boost your productivity and increase your email efficiency.
eM Client is a fully featured email client that has a simple and clean interface. It offers features for tasks, calendars, online meetings, contacts, notes and chat. Schedule online meetings with integration with Zoom, MS Teams, Google Meet and more. Use cloud attachments to keep control over your files via Dropbox, Google Drive etc.
eM Client is compatible with every email service that can use IMAP, POP or Exchange Web Services protocol. This email client is compatible with Google Workspace, Microsoft 365 Outlook, Exchange, and many more.
eM Client improves email communication for both professionals, businesses and home users. It includes advanced features such as server-side search, instant message translation, "Snooze" and "Watch for replies", synchronized tags, and easy email encryption (PGP/S/MIME). Ensure privacy with automatic blocking of mail-tracking pixels.
You can also customize the look and available features to make sure it works best for your specific needs - create your own theme or select one of the pre-set ones, customize your toolbar, shortcuts and message list.
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Keap
Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.
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Pricing
Pricing Starts At:
$3 per user per month
Free Version:
Yes
Free Trial:
Yes
Integrations
Company Details
Company:
OfficeClip
Year Founded:
2003
Headquarters:
United States
Website:
www.officeclip.com
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Product Details
Platforms
Web-Based
Windows
Mac
Linux
iPhone App
iPad App
Android App
Chromebook
Types of Training
Training Docs
Live Training (Online)
Webinars
Customer Support
Business Hours
Live Rep (24/7)
Online Support
OfficeClip Contact Management Features and Options
Contact Management Software
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
OfficeClip Contact Management User Reviews
Write a Review-
Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Contact Manager Date: Jun 12 2020
Summary: Very easy to use and you can either install it or use their cloud based solution. I use it for taking notes when contacting client. The mobile interface is not as good as the desktop but it works!
Positive: Simple and easy to use. All basic functions are available. I can take notes when I talk to customers.
Negative: Too many applications that are not very useful for me. They have to be turned off individually to make the screen look cleaner.
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