--- title: OfficeClip Contact Manager Reviews meta_title: 'OfficeClip Contact Manager Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 17 reviews by the users' company size, role or industry to find out how OfficeClip Contact Manager works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 17 scale: '5' date_modified: '2026-07-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # OfficeClip Contact Manager Reviews **Vendor:** OfficeClip **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.7/5.0 **Total Reviews:** 17 ## About OfficeClip Contact Manager OfficeClip Contact Manager is a software that provides 360 degree view of the contact lifecycle. It provides teh following advantages: 1. Ability to capture leads from various sources (e.g. website forms) 2. Keep all contact related information in one place (activities, emails, documents etc.) 3. Design and send email campaigns and track its result 4. Create daily call list to periodically call prospects 5. Manage customer, account and opportunity information 6. Track time for projects done for customers 7. Track issues related to contacts and projects 8. Send invoices and accept payments online ## OfficeClip Contact Manager Pros & Cons **What users like:** - Users commend the **ease of use** of OfficeClip Contact Manager, making tasks simpler and quicker to manage. (3 reviews) - Users value the **easy tracking** features of OfficeClip Contact Manager, simplifying tasks and enhancing overall efficiency. (2 reviews) - Users find OfficeClip Contact Manager to be highly **efficient** , enabling quick and easy task completion during work shifts. (2 reviews) - Users value the **effective task management** capabilities of OfficeClip, enhancing speed and simplicity in handling business tasks. (2 reviews) - Users appreciate the **easy access** with all essential tools provided on a single cloud-based platform. (1 reviews) - Easy Customization (1 reviews) - Users find the **easy navigation** of OfficeClip Contact Manager accessible, enhancing usability for non-technical individuals. (1 reviews) - Users value the **easy setup** of OfficeClip Contact Manager, enabling a smooth and fast implementation process. (1 reviews) - Feature Richness (1 reviews) - Lead Management (1 reviews) **What users dislike:** - Users express frustration with **dashboard issues** that hinder effective overview on both computer and mobile devices. (1 reviews) - Users find the **limited features and outdated interface** of OfficeClip Contact Manager frustrating compared to competitors. (1 reviews) - Users find the **limited features** of OfficeClip Contact Manager lacking, especially in automation and reporting capabilities. (1 reviews) ## OfficeClip Contact Manager Reviews ### 1. Very Useful for Managing Contacts, Notes, and Follow Up Work **Rating:** 5.0/5.0 stars **Reviewed by:** Ishan S. | Manager and Dietician at Chaitanya Homoeo Clinic, Medical Store Owner, Content Creator, Hospital & Health Care, Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2026 **What do you like best about OfficeClip Contact Manager?** I work as a Dietician and Nutritionist, manage a homeopathy clinic, and also create health education content. OfficeClip Contact Manager helps me keep contact information, follow-up activities, and daily work organized in one place. Earlier, contact records, reminders, and activity notes were spread across different files, but now it is easier to keep everything structured and easy to access. The system is easy to use, and getting started did not require much effort. One feature I find useful is contact management because it keeps records organized and easy to review. The task management and follow-up tracking features also help make sure important activities are not missed. I also like that notes, activity history, reminders, search functions, and contact-related information are available in one place. This makes it easier to find information quickly and keep daily work better organized. For my health education activities, it also helps me manage communication and content-related follow-ups more efficiently. Performance has been good during regular use. Opening records, updating information, managing tasks, and reviewing activity history feels smooth and does not slow down my workflow. The available features include contact management, task tracking, reminders, reporting, activity history, and workflow organization that support day-to-day work. Overall, OfficeClip Contact Manager helps me stay organized, manage follow-ups more efficiently, and keep routine clinic and content-related activities structured. **What do you dislike about OfficeClip Contact Manager?** Some sections of the interface feel a little dated compared to newer tools. I also feel that certain pages contain a lot of information at once, so new users may need some time to become familiar with the layout and navigation. The reporting and activity tracking features are useful, but a few additional filtering options could make reviewing large amounts of information easier. **What problems is OfficeClip Contact Manager solving and how is that benefiting you?** It is helping me solve the problem of keeping contact information, follow-up activities, and daily work organized in one place. Earlier, contact records, reminders, activity notes, and follow-up details were often spread across different files and records, which made tracking ongoing work more difficult. With OfficeClip Contact Manager, I can keep this information organized and access it more easily when needed. For my work as a Dietician and Nutritionist, homeopathy clinic manager, and health education content creator, it helps me manage contact records, follow-up activities, tasks, notes, and communication history in a more structured way. I can quickly review previous interactions, check pending activities, and keep important information organized without searching through multiple files. It also helps me stay on top of routine work by keeping tasks, reminders, and activity tracking connected to contact records. This reduces manual tracking and makes follow-up management more efficient during busy workdays. As a result, I spend less time searching for information and managing records manually, and more time focusing on patient care, clinic activities, and educational content. Overall, it brings more structure to my daily workflow and helps me manage ongoing activities more efficiently. ### 2. Efficient Contact Management, Needs Faster Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2026 **What do you like best about OfficeClip Contact Manager?** I like OfficeClip Contact Manager because it's easy to organize and manage customer information all in one spot. The simple interface and tools help me track tasks, follow up with clients, and improve communication. It saves time, boosts my productivity, and makes day-to-day business activities more efficient and less stressful. The initial setup was quite easy, which was a relief. **What do you dislike about OfficeClip Contact Manager?** One thing that could be improved about OfficeClip Contact Manager is the customer support response time, which can sometimes be slow. The interface could also be more modern and easier to navigate for new users. In addition, adding more advanced reporting and customization features would make the software even more useful for managing business tasks efficiently. **What problems is OfficeClip Contact Manager solving and how is that benefiting you?** I use OfficeClip Contact Manager to organize customer information, improving communication and task management efficiency. It solves the problem of losing contact details, saving me time by centralizing everything, boosting productivity and keeping me organized. ### 3. All-in-One Platform with Customizable Workflows and Effective Remote Access **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2026 **What do you like best about OfficeClip Contact Manager?** The best thing about this platform is that it has all the essential tools under a single platform, from CRM, project management, to invoicing, time tracking and helpdesk. They also have customizable fields and workflows. The overall cloud based with remote accessibility is very effective as well. **What do you dislike about OfficeClip Contact Manager?** Their interface feels a bit outdated compared to other Saas tools. And the automation features are a bit limited. Reporting and analytics are not deeply designed. Their ecosystem needs to be widened more; they have very few apps in it. **What problems is OfficeClip Contact Manager solving and how is that benefiting you?** Officeclip helps me to solve the disorganised lead tracking and the lack of visibility into project progress. Their manual invoice tracking is also very helpful. On top of it, assigning the tasks and monitoring deadlines is very effective. Managing the customer interaction is also very clean and intuitive between the teams. ### 4. Streamlines Work with Ease and Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Yin X. | speslist, Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2025 **What do you like best about OfficeClip Contact Manager?** I use OfficeClip Contact Manager for my job, and it's really helpful during my shift. It makes my job get done fast, and I find it easier, simple, and quick to use. I also like the photos and design aspects, which aid in easy researching and problem identification. Everything works well, and I have no issues needing improvement. **What do you dislike about OfficeClip Contact Manager?** none **What problems is OfficeClip Contact Manager solving and how is that benefiting you?** OfficeClip Contact Manager makes my job easier and faster with its simple design. The photos and design features make it easy to research and find problems, boosting my efficiency during shifts. ### 5. Excellent **Rating:** 4.0/5.0 stars **Reviewed by:** Pankaj S. | Operations Manager, Staffing and Recruiting, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2025 **What do you like best about OfficeClip Contact Manager?** considered easy to navigate, even for non-technical users, with clear layouts and straightforward function **What do you dislike about OfficeClip Contact Manager?** dashboard that shows usan overview on computer and mobile **What problems is OfficeClip Contact Manager solving and how is that benefiting you?** Keep track of communication and sales history with notes, invoices, documents, tasks, call-lists and issues ### 6. Effortless Contact Management with Fast Results **Rating:** 5.0/5.0 stars **Reviewed by:** Tricia B. **Reviewed Date:** September 05, 2025 **What do you like best about OfficeClip Contact Manager?** I appreciate how OfficeClip Contact Manager simplifies my tasks and makes things easier and faster to handle. It’s been reliably beneficial for my business needs. The setup process was smooth and fast, and I really like the 'go to' option for its speed and ease of use, allowing me to close deals more quickly. **What do you dislike about OfficeClip Contact Manager?** nothing **What problems is OfficeClip Contact Manager solving and how is that benefiting you?** I find OfficeClip Contact Manager resolves business issues and allows me to complete tasks easier and faster, improving efficiency and helping me close deals on time. ### 7. Office Workflow Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Ganesh N. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2023 **What do you like best about OfficeClip Contact Manager?** Paperless and end-to-end workflow process **What do you dislike about OfficeClip Contact Manager?** Probably the jorgans & look and feel could have been more attractive **What problems is OfficeClip Contact Manager solving and how is that benefiting you?** Officeclip could able to provide all the contact information and supporting important documents at one place ### 8. Great product for timesheet management **Rating:** 5.0/5.0 stars **Reviewed by:** Joy M. | Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2021 **What do you like best about OfficeClip Contact Manager?** The interface of the product for the users is excellent, and the overall idea behind the product is what inspires me the most Along with this, the overall timesheet product provided has helped us a lot to keep track of the activities among the team members It allowed our teams to communicate and manage seamlessly amongst themselves and keep track of day to day activities **What do you dislike about OfficeClip Contact Manager?** I think the responsiveness can be a little bit better, and the process of the creation of a customer login can be a little less complex from the backend, and the overall experience of the team to fill in the timesheet can be a little bit easier on the frontend part **Recommendations to others considering OfficeClip Contact Manager:** I would strongly recommend the product to be used by others for various purposes like as a CRM tool for managing team using the timesheet application; it wouldn't disappoint and serves the purpose very well **What problems is OfficeClip Contact Manager solving and how is that benefiting you?** The problem of teams with different domains to intercommunicate within themselves was solved by using the timesheets sharing facility of the product by exporting them Easily manage contacts and use it as a CRM tool for official purposes along with the Timesheet application, which has helped our team to manage the tasks being taken up internally seamlessly with the entire log entries of what activity was done when and so on ### 9. Manage yor organizational works with "OfficeClip Contact Manager". **Rating:** 5.0/5.0 stars **Reviewed by:** Dulanjali S. | Associate Software Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2021 **What do you like best about OfficeClip Contact Manager?** Ease of use. Excellent customer support team. User-friendly application. Simple interfaces. Secure. More features in one place. **What do you dislike about OfficeClip Contact Manager?** User interfaces are simple but not much attractive. But any user can understand the procedure of the application. **Recommendations to others considering OfficeClip Contact Manager:** As a current user of "OfficeClip Contact Manager," I can recommend this for your use. **What problems is OfficeClip Contact Manager solving and how is that benefiting you?** Work with a team is a collaboration. As a team member and also sometimes as a team leader, I want to deal with my customers, also teammates. In that case, our organization is looking for good CRM and contact management software. After research so many applications, we found this great application. "OfficeClip Contact Manager" is very helpful for contact management, task tracking, time tracking, and so many things. ### 10. ERWIN'S REVEIW **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.) **Reviewed Date:** October 04, 2021 **What do you like best about OfficeClip Contact Manager?** CONTACT MANAGER PORTION, FITS LIKE A GLOVE FOR MY BUSIN ESS **What do you dislike about OfficeClip Contact Manager?** ACTUALLY DON'T HAVE ANY DISLIKES CURRENTLY **What problems is OfficeClip Contact Manager solving and how is that benefiting you?** ACTUALLY DON'T HAVE ANY DISLIKES . TECHICAL SUPPORT IS GREAT ### 11. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Joy M. | Associate System Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2021 **What do you like best about OfficeClip Contact Manager?** The interface of the product for the users is great **What do you dislike about OfficeClip Contact Manager?** I think the responsiveness can be a little bit better rest all good **What problems is OfficeClip Contact Manager solving and how is that benefiting you?** Easily manage contacts ### 12. OfficeClip is very easy to setup and customize. As well, the support group is very helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Carolyn B. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2020 **What do you like best about OfficeClip Contact Manager?** Office clip is very easy to setup. The ability to revise and customize fields provides great options/ways to setup a CRM system to meet your needs. The support team has been very supportive. Additionally, I have found the online help provides good information and there are a number of YouTube videos. **What do you dislike about OfficeClip Contact Manager?** I would like to have the ability to rename the categories Accounts. **Recommendations to others considering OfficeClip Contact Manager:** Know your requirements and explore ways within OfficeClip to fulfill those requirements. Our company has added custom fields to contacts that enable us to have a specific way to track our information. An example is we needed to know if someone was retired. We added a custom field ourselves without OfficeClip customizing the application for us. The Retired custom field gives us the ability to track and report on a demographic within our contacts. We are also using campaigns to manage emails during our study groups. The capabilities in campaign include templates that give us the ability to easily send the emails in a newsletter/corporate campaign look and feel. **What problems is OfficeClip Contact Manager solving and how is that benefiting you?** We were using spreadsheets on a shared drive. Moving to OfficeClip we have a common database that is always displays current information and changes. ### 13. Awesome tool, could use a few updates in customization though. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2021 **What do you like best about OfficeClip Contact Manager?** The user-friendly organization, the ability to have everything in one place, and the sharing options. **What do you dislike about OfficeClip Contact Manager?** The site is a little out-of-date. Could use a makeover or update to keep up with all the current similar tools. **What problems is OfficeClip Contact Manager solving and how is that benefiting you?** Having multiple "platforms" in one space. ### 14. OfficeClip Contact Management **Rating:** 4.5/5.0 stars **Reviewed by:** Laurence R. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2018 **What do you like best about OfficeClip Contact Manager?** Can easily assign activities to any individual contact, then later pull up that contact and see all activities that have been assigned to just that contact. Can set alarms to remind me that a meeting or other activity is coming up. **What do you dislike about OfficeClip Contact Manager?** Sometimes deleting an activity bumps you our of the screen you are on. **What problems is OfficeClip Contact Manager solving and how is that benefiting you?** I use the Contact Manager. It enables me to know when activities are coming up with any contact I've entered into my list of contacts, plus the the history of activities involving that contact. ### 15. Easy to use / Customizable **Rating:** 5.0/5.0 stars **Reviewed by:** Ken S. | Business Owner, Transportation/Trucking/Railroad, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2017 **What do you like best about OfficeClip Contact Manager?** Easy to use and very customizable. I have very little knowledge in creating and editing web based programs. OfficeClip makes it very easy to get the look and feel that I want. **What do you dislike about OfficeClip Contact Manager?** More color options would be nice. Very minor issue. **Recommendations to others considering OfficeClip Contact Manager:** None **What problems is OfficeClip Contact Manager solving and how is that benefiting you?** I use OfficeClip as an applicant tracking system for a small recruiting business. It offers all of the features that I need at an affordable force. ### 16. Effortless Implementation. Quick return on investment. **Rating:** 5.0/5.0 stars **Reviewed by:** Jude C. | CEO, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2016 **What do you like best about OfficeClip Contact Manager?** The ease of administration and flexibility of the product has ensured that we can modify the product on an ongoing basis. This has helped the OfficeClip installation to evolve along with our needs. End users adapt to the solution with no formal training, and this has allowed new joiners, to hit the ground running, while using unified, streamlined processes for sales acquisition. **What do you dislike about OfficeClip Contact Manager?** As such, the product evolve very quickly. The OfficeClip team is very responsive and has even added to the functionality based on our requests. This adaptive attitude of the team has made it hard for us to detail any aspect which we dislike. **Recommendations to others considering OfficeClip Contact Manager:** Easy to use. Go right ahead and license OfficeClip. **What problems is OfficeClip Contact Manager solving and how is that benefiting you?** We need to have a unified contact management, account management and opportunity management solution. OfficeClip scores high in all these aspects. Ensuring that user rights are set on a centralized role based permission, was critical to ensure the confidentiality of the account handling process. In addition, the OfficeClip synchronization with the Office calendaring system, has ensured that the sales team can easily schedule their meetings. **Official Response from SK Dutta:** > Thank you for the review. We appreciate it! ### 17. OfficeClip provided useful and flexible contact management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2016 **What do you like best about OfficeClip Contact Manager?** The platform and the team that develops it are both flexible. My team used OfficeClip to upload and manage thousands of stakeholders, and the dev team ensured we had the fields and features we needed to effectively manage numerous large scale campaigns. **What do you dislike about OfficeClip Contact Manager?** Nothing comes to mind - the tool and the team were great! **Recommendations to others considering OfficeClip Contact Manager:** Work closely with the dev team if you have special needs or requests. They're extremely helpful! **What problems is OfficeClip Contact Manager solving and how is that benefiting you?** We used OfficeClip to carry out numerous large scale communications campaigns with stakeholders across North America. It offered us the features and flexibility we needed to successfully manage these campaigns. ## OfficeClip Contact Manager Discussions - [What is funnel CRM?](https://www.g2.com/discussions/officeclip-contact-manager-what-is-funnel-crm) - [Does Microsoft have a contact manager?](https://www.g2.com/discussions/does-microsoft-have-a-contact-manager) - [What is contact management application?](https://www.g2.com/discussions/what-is-contact-management-application) - [What does a contact manager do?](https://www.g2.com/discussions/what-does-a-contact-manager-do) - [View OfficeClip Contact Manager pricing details and edition comparison](https://www.g2.com/products/officeclip-contact-manager/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-18+07%3A44%3A48+-0500&secure%5Bsession_id%5D=0774b868-e965-44d6-803b-41f82403bfec&secure%5Btoken%5D=e1040c07d4607ed69dcffc7e8ab748711bd810a2f32871d65138faf2cc2165eb&format=llm_user) ## OfficeClip Contact Manager Integrations - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) ## OfficeClip Contact Manager Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top OfficeClip Contact Manager Alternatives - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,178 reviews) - [Instantly](https://www.g2.com/products/instantly/reviews) - 4.8/5.0 (4,119 reviews) - [Creatio](https://www.g2.com/products/creatio/reviews) - 4.6/5.0 (315 reviews)