OfficeClip Contact Manager

OfficeClip Contact Manager tracks contacts, companies, opportunities, and competitors. It handles appointments, meeting scheduling, invites, and follow-ups through calendar management. Users send newsletters or campaigns using their own SMTP server and create daily call lists. The software manages customer projects with task management and timesheets, sends invoices, and receives payments directly. It includes an issue tracker for internal or customer support tickets and a customer portal. Deployment options cover browser-based setup, installation on computers or private clouds like AWS or Azure, and access from modern browsers and mobiles. Pricing starts with a free Standard Edition for unlimited users, followed by Professional at $3/user/month and Enterprise at $12/user/month.

Features:

• Track contacts, companies, opportunities, competitors
• Calendar management for appointments, meetings, invites, follow-ups
• Create and send campaigns using own SMTP server
• Daily call list
• Task management and timesheets for customer projects
• Invoice management and payments
• Issue tracker for support tickets
• Customer portal
• Sync with Google Contacts and Outlook

Use Cases:

1. Centralized lead and customer tracking for sales teams.
2. Timesheet & payroll tracking for HR or project managers.
3. Support desk and help ticket management for service teams.
4. Project expense tracking and invoicing.
5. Automated campaign and newsletter dispatch.
6. Document and appointment coordination across teams.