OfficeClip Contact Manager is a web-based system for organizing leads, clients, companies, communications, call lists and customer history. It brings together contacts, notes, activity records, calls, follow-ups, tasks, calendars, documents, reports, permissions and a customer portal. Additional features include search and filters, hierarchical tags, drip marketing, campaigns, invoices, lead capture and daily call lists. The free web edition provides unlimited users and contacts, document management and campaign creation. OfficeClip can be hosted in the cloud or installed on an organization's own servers or private cloud. It lists integrations with Google Forms, Zapier, Amazon SES, Mailjet and SocketLabs, and synchronization with Google and Outlook. The Outlook Add-in can sync contacts, notes, calendar events and tasks in one or both directions. Contact Manager security includes permissions at feature and record level, custom roles, two-factor authentication, 256-bit SSL encryption, daily multi-location backups and audit trails. OfficeClip says hosted data is in a United States data center certified to listed standards. The product is presented for small businesses, service firms, recruiting teams and sales teams.
Who it is for
OfficeClip Contact Manager suits small businesses, service firms, recruiting teams and sales teams that need to track contacts and related activity. Hosted and self-managed deployment options may fit organizations with different infrastructure preferences.
What is good
- Free web edition includes unlimited users and contacts.
- Can be hosted or installed on private infrastructure.
- Outlook sync can run one way or both ways.
- Includes record-level permissions, two-factor authentication and audit trails.
- Lists phone, email and chat support.
What to know first
- Paid cloud editions are priced per user-month.
- Installed editions require a one-time per-user payment.
- Hosted data is stated to be in a United States data center.
Verdict
OfficeClip offers a free contact-management edition and a choice of hosted or installed deployment. Its range of contact, activity and security controls may suit teams that want to keep related customer work in one system.
OfficeClip Contact Manager plans and pricing
All plansCompared on contact management software
- Free plan
- Yes
- Company contacts
- Yes
- Email sync
- Yes
- Mobile apps
- both
- Import sources
- CSV, Google Contacts, Outlook
- Reminders
- Yes
