--- 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: '2026-08-08' 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 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-10+17%3A23%3A00+-0500&secure%5Bsession_id%5D=d38cb980-8440-4778-bbfc-22460fd27f32&secure%5Btoken%5D=b74652541fbe9d55d785f50ff54dfd29ef29f45ebdf3fc87be87eb5ae919715b&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 - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top OfficeClip Contact Manager Alternatives - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,242 reviews) - [Instantly](https://www.g2.com/products/instantly/reviews) - 4.8/5.0 (4,128 reviews) - [Creatio](https://www.g2.com/products/creatio/reviews) - 4.6/5.0 (315 reviews)