G2

Mark D.

Account Executive, SMB

Enterprise (> 1000 emp.)

1/25/2022

"OfficeClip is a nice CRM tool for light prospecting."

4/5

What do you like best about OfficeClip for G Suite?

The solution is perfect for light prospect management. There have been improvements over the years with access and speed. The overall feel is good and it allows the end-user to keep up on their prospects. I have used Officeclip in the past but we now use Salesforce. Review collected by and hosted on G2.com.

What do you dislike about OfficeClip for G Suite?

It needs the capabilities to attach emails or documents to specific records. I don't know if you can do that now, but that would have been an added feature that Salesforce allows you to do. The overall time that it takes to refresh your screen from one client to the next could be improved. Basically, just the overall speed. Also to have the save button in 'actions' and 'modify' in more than one place would have been helpful to have as well. Review collected by and hosted on G2.com.

What problems is OfficeClip for G Suite solving and how is that benefiting you?

When I was using it, we used it for contact support and as a CRM. It was better than the homegrown solution that we were using, but it is not as detailed as SFDC. I would say the biggest benefit was keeping your call lists in order and knowing what calls you had committed to making on each day. Review collected by and hosted on G2.com.