Name: Contact Manager
OfficeClip Contact Manager helps to manage all your contacts database. It has the ability to create filters, tag contacts, creates call lists for followups at regular intervals, can sync with Google and Outlook, and many other features. They also have a calendar for scheduling meetings and events, Campaigns for sending promotional emails and newsletters and can also create invoices. Features:
- Document Sharing: Attach, share, lock, and download documents in all OfficeClip applications.
- Drip Marketing: Automate tasks and events and create call list schedules.
- Invoices: Create and send invoices and receive timely payments.
- Campaigns: Create HTML newsletters, sales campaigns, and promotional campaigns.
- Call List: Reminds to call up your customers at regular intervals.
- Tags: Group your contacts in a hierarchy and retrieve them faster.
- Search and Filters: Search contacts using the search and advanced filter options.
- Multi-level security: Allow specific functions or fields to be visible to particular roles.
- Rules: Rules set up by the Administrator will trigger events and restrict access.
- Custom fields: Create user-defined fields as per organizational requirements.
- Report Generator: View and analyze contact information through reports.
- Mobile Access: Access your contacts and their information through smartphones.
Rate the Tool:
Your Review of The Tool:
It is a good tool that helps us to organize all our contacts database, can also track leads, create campaigns, and can also store important documents all in one place with secured access.
What are the tool “pros” & benefits?:
- It has the ability to create custom fields as per our requirement, has good reporting features.
- It is very helpful which has proven a good solution for us.
What are the tool “cons” & issues?:
- We would like to have more integrations.
No reviews yet.
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