OfficeClip Contact Manager Overview
OfficeClip Contact Manager is a data-driven tool for handling customer and lead information. It helps build client profiles and accelerates movement through the sales funnel.
Use Cases
Customers recommend Contact List Management, Lead Tracking, Content Sharing, as the business use cases that they have been most satisfied with while using OfficeClip Contact Manager.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using OfficeClip Contact Manager.
OfficeClip Contact Manager Use-Cases and Business Priorities: Customer Satisfaction Data
OfficeClip Contact Manager works with different mediums / channels such as Offline. and Point Of Sale.
Reviews
"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 contacts are now accessed fro...m the same place using desktop and mobile. Also a password protected portal to share limited information with customers (for example their tax returns). Ability to define multiple organizations to isolate data." - Habibur Rahman
OfficeClip Contact Manager, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Popular Business Setting
for OfficeClip Contact Manager
Top Industries
- Information Technology and Services
- Banking
- Management Consulting
Popular in
- Small Business
- Mid Market
- Large Enterprise
OfficeClip Contact Manager is popular in Information Technology And Services, Banking, and Management Consulting and is widely used by Small Business, Mid Market, and Large Enterprise.
Comprehensive Insights on OfficeClip Contact Manager Use Cases
How does OfficeClip Contact Manager facilitate Contact List Management?
How does OfficeClip Contact Manager address your Lead Tracking Challenges?
How efficiently Does OfficeClip Contact Manager manage your Content Sharing?
How does OfficeClip Contact Manager address your Document Sharing Challenges?
16+ more Business Use Cases
11 buyers and buying teams have used Cuspera to assess how well OfficeClip Contact Manager solved their CRM needs. Cuspera uses 226 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
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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 contacts are now accessed from the same place using desktop and mobile. Also a ...password protected portal to share limited information with customers (for example their tax returns). Ability to define multiple organizations to isolate data. |
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We have been using the OfficeClip tools for more than seven years to share corporate documents and track time for more than hundred associates Testimonial By Mary Yanocha |
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Timesheet ban be routed to three levels of approval, notifications are sent when timesheet is approved, rejected or submitted. Its locked after the timesheet are sent for approvals. You're able to get the time sheets approval, keep up with time off and edit checks. Its also have the ability to DCAA... Compliance, Integration and you also have mobile access through android or iPhone. |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Habibur Rahman |
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 contacts are now accessed from the same place using desktop and mobile. Also a ...password protected portal to share limited information with customers (for example their tax returns). Ability to define multiple organizations to isolate data. |
|
Mary Yanocha Director PM Solutions |
We have been using the OfficeClip tools for more than seven years to share corporate documents and track time for more than hundred associates Testimonial By Mary Yanocha |
|
Kenneth P |
Timesheet ban be routed to three levels of approval, notifications are sent when timesheet is approved, rejected or submitted. Its locked after the timesheet are sent for approvals. You're able to get the time sheets approval, keep up with time off and edit checks. Its also have the ability to DCAA... Compliance, Integration and you also have mobile access through android or iPhone. |
Video
Timesheet check out
Peers used OfficeClip Contact Manager for contact list management and lead tracking
OfficeClip Contact Manager Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (24) |
| Analytics | Read Reviews (1) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (24) |
| Analytics | Read Reviews (1) |
Software Failure Risk Guidance
?for OfficeClip Contact Manager
Overall Risk Meter
Top Failure Risks for OfficeClip Contact Manager
OfficeClip LLC Profile
Company Name
OfficeClip LLC
Company Website
https://www.officeclip.com/HQ Location
1955 Cliff Valley Way, Suite 117, Atlanta, GA 30329, US
Employees
11-50
Social
Financials
NA
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