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JM

Joy M.

Associate System Engineer

Small-Business (50 or fewer emp.)

9/21/2021

"Great product"

5/5

What do you like best about OfficeClip Contact Manager?

The interface of the product for the users is great Review collected by and hosted on G2.com.

What do you dislike about OfficeClip Contact Manager?

I think the responsiveness can be a little bit better rest all good Review collected by and hosted on G2.com.

CB

Carolyn B.

Small-Business (50 or fewer emp.)

8/24/2020

"OfficeClip is very easy to setup and customize. As well, the support group is very helpful"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about OfficeClip Contact Manager?

I would like to have the ability to rename the categories Accounts. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

UA

Verified User in Architecture & Planning

Small-Business (50 or fewer emp.)

8/2/2021

"Awesome tool, could use a few updates in customization though."

3.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

LR

Laurence R.

Small-Business (50 or fewer emp.)

8/13/2018

"OfficeClip Contact Management"

4.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about OfficeClip Contact Manager?

Sometimes deleting an activity bumps you our of the screen you are on. Review collected by and hosted on G2.com.

KS

Ken S.

Business Owner

Transportation/Trucking/Railroad

Small-Business (50 or fewer emp.)

5/5/2017

"Easy to use / Customizable"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about OfficeClip Contact Manager?

More color options would be nice. Very minor issue. Review collected by and hosted on G2.com.

JC

Jude C.

CEO

Information Technology and Services

Mid-Market (51-1000 emp.)

8/9/2016

"Effortless Implementation. Quick return on investment."

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering OfficeClip Contact Manager:

Easy to use. Go right ahead and license OfficeClip. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from SK Dutta of OfficeClip Contact Manager

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Thank you for the review. We appreciate it!

AE

Verified User in Education Management

Mid-Market (51-1000 emp.)

10/24/2016

"OfficeClip provided useful and flexible contact management"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about OfficeClip Contact Manager?

Nothing comes to mind - the tool and the team were great! Review collected by and hosted on G2.com.

Recommendations to others considering OfficeClip Contact Manager:

Work closely with the dev team if you have special needs or requests. They're extremely helpful! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.