OfficeClip Contact Management

OfficeClip Contact Management

von OfficeClip

Wer verwendet OfficeClip Contact Management?

Small and medium sized businesses and sales/marketing teams in bigger businesses.

Was ist OfficeClip Contact Management?

OfficeClip Contact Manager lets you keep all your contact related information at one place. This allows sharing contacts easily with your co-workers, track activities, related documents and daily call list.

Campaign module allows keeping in touch with contacts. The workflow module automates repeated tasks for each contacts and the invoice application allows sending invoices and receiving payments from your customers.

OfficeClip Contact Management – Details

OfficeClip

http://www.officeclip.com

Gegründet 2003

OfficeClip Contact Management – Preisübersicht

OfficeClip Contact Management ist verfügbar ab 3,00 $/Monat. OfficeClip Contact Management bietet eine Gratisversion und eine kostenlose Testversion. Weitere Preisinformationen für OfficeClip Contact Management findest du unten.

Startpreis

3,00 $/Monat

Preisinformationen

Professional: $3/user/month Enterprise: $12/user/month

Kostenlose Version

Ja

Gratis Testen

Ja

Einsatz

Cloud, SaaS, Web

Installiert - Windows

Training

Live Online

Webinare

Dokumentation

Kundenbetreuung

24/7 (Live Vertreter)

Support während der Geschäftszeiten

Online

OfficeClip Contact Management Funktionen

Kontaktmanagement Software
Gemeinsame Kontakte
Kontakt-Datenbank
Kontakte importieren/exportieren
Leadmanagement
Planungs-Tools
Sales-Pipeline-Management
Segmentierung
Suchen / filtern
Verfolgung von Interaktionen

OfficeClip Contact Management – Nutzerbewertungen

Zeigt 5 von 16 Nutzerbewertungen

Gesamt
4.6/5
Benutzerfreundlichkeit
4.3/5
Kundenservice
4.6/5
Funktionen
4.6/5
Preis-Leistungs-Verhältnis
4.9/5
Sazzadun nabi S.
  • Overall Rating
    5/5
  • Benutzerfreundlichkeit
    Unrated
  • Eigenschaften & Funktionalitäten
    Unrated
  • Kundenbetreuung
    Unrated
  • Preis-Leistungs-Verhältnis
    Unrated
  • Likelihood to Recommend
    Unrated
  • Quelle des Nutzers 
  • Quelle: GetApp
  • Bewertet am 8.8.2018
  • Quelle des Nutzers 
  • Quelle: GetApp
  • Bewertet am 8.8.2018
Craig C.
Realtor
Bankwesen
Verwendete die Software für: Mehr als 2 Jahre
  • Overall Rating
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Likelihood to Recommend
    10/10
  • Quelle des Nutzers 
  • Bewertet am 30.8.2016

"Good Customization features"

Kommentare: 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!

Vorteile: - 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.

  • Quelle des Nutzers 
  • Bewertet am 30.8.2016
Todd G.
Director of Product Development
Maschinerie, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Overall Rating
    5/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Likelihood to Recommend
    8/10
  • Quelle des Nutzers 
  • Bewertet am 4.10.2018

"Solid features at a great price"

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

Antwort des Softwareanbieters

von OfficeClip an 12.10.2018

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.

  • Quelle des Nutzers 
  • Bewertet am 4.10.2018
Jhaneth V.
Client Services Director
Krankenhausversorgung & Gesundheitswesen, 2-10 Mitarbeiter
Verwendete die Software für: Kostenlose Testversion
  • Overall Rating
    4/5
  • Benutzerfreundlichkeit
    3/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    2/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Likelihood to Recommend
    6/10
  • Quelle des Nutzers 
  • Bewertet am 3.10.2018

"Keep your Contacts Organized"

Kommentare: 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.

Vorteile: - Free version
- Contact form has all needed information
- The ability to edit the fields to match organization's criteria
- Excellent format to organize contacts

Nachteile: - Takes some training to understand use.
- Limited customer service for free version.

  • Quelle des Nutzers 
  • Bewertet am 3.10.2018
Parvez K.
Accountant
Bankwesen
Verwendete die Software für: Mehr als 2 Jahre
  • Overall Rating
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Likelihood to Recommend
    10/10
  • Quelle des Nutzers 
  • Bewertet am 1.9.2016

"A Contact Manager for CPA "

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

Antwort des Softwareanbieters

von OfficeClip an 8.10.2016

Thanks for the review

  • Quelle des Nutzers 
  • Bewertet am 1.9.2016