OfficeClip Contact Manager

What OfficeClip Contact Manager is

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 free; Professional Edition is $5 a month, and Enterprise Edition is $18 a month. Installed editions cost $36, paid once for Professional and $144, paid once for Enterprise.

Who it suits

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.

Limits

The free web Standard Edition includes unlimited users and contacts, document management, and campaign creation. Hosted Professional Edition costs $5 a month per user and Enterprise Edition costs $18 a month per user; both include a 30-day free trial with no credit card required.

Getting started

1. Visit the OfficeClip Contact Manager website.
2. Choose the hosted cloud service or an installed deployment on your organization's servers or private cloud.
3. Start with the free Standard Edition, or select a paid hosted or installed edition.
4. Import contacts from CSV, Google Contacts, or Outlook.
5. Connect listed integrations or configure Google or Outlook synchronization as needed.

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.