OfficeClip Contact Manager is a web-based system for organizing leads, clients, companies, communications, call lists, and customer history. It combines contact records with notes, activity history, calls, follow-ups, tasks, calendars, documents, reports, permissions, and a customer portal. Search, filters, hierarchical tags, drip marketing, campaigns, invoices, and lead capture support contact-related workflows. The free web edition includes unlimited users and contacts, document management, and campaign creation. OfficeClip can run as a hosted cloud service or be installed on an organization's servers or private cloud. It lists integrations with Google Forms, Zapier, Amazon SES, Mailjet, and SocketLabs, along with Google and Outlook synchronization. The Outlook add-in can sync contacts, notes, calendar events, and tasks in one or both directions. Security controls include record- and feature-level permissions, custom roles, two-factor authentication, encryption, backups, and audit trails. Standard Edition is 0.00 USD per free; Professional Edition is 5.00 USD per month, and Enterprise Edition is 18.00 USD per month. Installed editions cost 36.00 USD per once for Professional and 144.00 USD per once for Enterprise.
Who it is for
It suits small businesses, service firms, recruiting teams, and sales teams that need shared contact records and follow-up workflows. Organizations can choose hosted service or installation on their own servers or private cloud.
What is good
- Free edition has unlimited users and contacts.
- Includes calls, follow-ups, tasks, and calendars.
- Supports Google and Outlook synchronization.
- Offers hosted and self-hosted deployment.
- Provides record-level permissions and audit trails.
What to know first
- Installed editions require one-time payments.
- Professional and Enterprise hosted plans are billed per user-month.
Verdict
OfficeClip brings contact records, follow-ups, communications, and customer history into one system, with a free web edition and self-hosted options. Its listed paid plans range from per-user monthly subscriptions to one-time installed editions.
OfficeClip Contact Manager plans and pricing
All plansCompared on contact management software
- Free plan
- Yes
- Company contacts
- Yes
- Email sync
- Yes
- Mobile apps
- both
- Import sources
- CSV, Google Contacts, Outlook
- Reminders
- Yes
