OfficeClip CRM

Search and Filters

Search Contacts

The Contact Manager software allows you to easily find a contact from a database using the Search option. Contacts can be searched using various fields like tags, city, country, first name, email, currency type, etc. This feature enables the user to find information quickly from the contacts list.

Setting up Drip Marketing Rules

The drip marketing and workflow module in the OfficeClip Contact Manager software attempts to automate this process. You can set up the rules within the workflow module. When the user enters a new contact, then these rules are activated, and actions are taken automatically in the background.

Hierarchical Tags

A Tag is a term which you assign to your contacts to categorize or filter them on the basis of their interest, preferences or some set of actions, which makes it easier to find them.

Tags help to organize your data to meet your business needs. Tags will help you to sort your contacts on the following basis:

Categorize your contact on the basis of customer, vendor, channel partner, financer.

Tags can be assigned to contacts on the basis of their location or interests.

Tags can be assigned on the basis of the products a contact is using or whether a contact is a lead or prospect.

What is a Campaign?

A Campaign is an online marketing effort, an interaction with the customers about your organizational activities. Campaigning helps you to connect with your new leads and engage with your current customers.

Campaigns must be based on the aims of your organization and must have clear goals. A campaign must be well researched and well planned.

Create and Send Invoices

An Invoice is a written agreement between the buyer and seller which specifies the details of the goods or services purchased. It usually consists of the Invoice number, PO number, item name, description, quantity, cost, etc. OfficeClip contact management software helps you to create and send invoices easily to your customer.

What is Mobile CRM?

Mobile CRM app is a tool designed for smartphones and tablets. Users can access data even when they are away from the office. A well-designed interface helps the user to manage their work and get access to important business data no matter wherever they are.

Capturing Leads via Web Form

Web forms help you to capture leads from your website. Web forms are customized HTML forms which are created as per your business requirements, and it lets your customers enter their information and submit it. Webforms help to generate more leads for your business.

Daily Call List

No matter how many people visit your sites or email you, conversion is not easy unless you make timely follow-ups.

It takes nearly 7-8 calls till you see a conversion. Therefore, maintaining a regular schedule and consistent communication helps increase the chances of increasing your customer base.

Manage Duplicates in CRM

When you are working with a huge volume of data, you may end up with duplicates. Imported contacts from various sources may cause redundant data to build up in the system over time. Duplicate contacts can become a nuisance as they make your contact list disorganized and it also occupies a lot of space.

OfficeClip CRM, Manage Duplicate feature, will merge all your duplicates in the database and it will also merge all the information of a contact. Also, deleting duplicate data periodically helps keep the contact list clean and up to date.

Synchronization

If you store your contacts and appointments using Google or Outlook, then you can synchronize OfficeClip with these applications.

Managing Documents

There are various kinds of documents used in an organization. They may be pdf, forms, invoices, receipts, etc. Maintaining all these documents in one place is a difficult task.

OfficeClip Contact Manager allows you to upload and access all contact documents from one place.

OfficeClip Calendar

A calendar app in the contact manager helps you to manage your overall day to day activities. It also helps to organize your appointments and manage your schedule smoothly.

What is a Task Management Software?

A Task Management software manages and organizes project-related tasks through the stages of analyzing, planning, scheduling and executing.

The software provides the ability to create multiple tasks related to a single project, schedule start and due dates, assign it to team members, create various sub-tasks for each task and track all the tasks from the stage of execution to completion.

The software helps to improve team collaboration and accelerate the work process by monitoring all tasks from one place.

Managing Reports

Reporting is one of the key features and benefits of the Contact Manager. You can use reports to get a consolidated view of all the contacts and analyze the data collected by your organization.