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OfficeClip Contact Manager
What it is
OfficeClip Contact Manager is a web-based tool for organizing leads, clients, companies, communications, call lists, and customer history. Its features cover contacts and companies, notes and activity history, calls and follow-ups, tasks, calendars, documents, reports, permissions, and a customer portal. Search and filters, tags, campaigns, drip marketing, invoices, lead capture, and daily call lists add ways to manage contact-related work. The free web edition includes unlimited users and contacts, document management, and campaign creation. OfficeClip can run as a hosted service or be installed on an organization's servers or private cloud. It integrates with Google Forms, Zapier, Amazon SES, Mailjet, and SocketLabs, and synchronizes with Google and Outlook. The Outlook add-in can sync contacts, notes, calendar events, and tasks in either one or both directions. Plans include Standard Edition at no cost, Professional Edition at $5 a month, Enterprise Edition at $18 a month, Professional Edition (Installed) at $36, paid once, and Enterprise Edition (Installed) at $144, paid once.
For and against
For
- Free web edition includes unlimited users and contacts.
- Can be hosted or installed on private infrastructure.
- Outlook add-in syncs contacts, notes, calendar events, and tasks.
- Includes feature-level and record-level permissions.
- Offers a customer portal and lead capture.
Against
- Professional Edition costs $5 a month.
- Enterprise Edition costs $18 a month.
- Installed editions have one-time per-user prices.
The verdict
OfficeClip Contact Manager combines contact records with follow-ups, campaigns, calendars, documents, and reporting. The free edition covers unlimited users and contacts, while hosted and installed paid editions provide other deployment options.
Who it suits
OfficeClip Contact Manager is presented for small businesses, service firms, recruiting teams, and sales teams. It may suit organizations that need contact records alongside call follow-ups, campaigns, and customer history.
Plans and prices
Standard Edition
no user or time limit · unlimited upgrades · unlimited file uploads · mobile access
Read 1 Oct 2026 · officeclip.com
Professional Edition
30-day free trial · no credit card · unlimited file uploads · yearly payment 10% discount
Read 1 Oct 2026 · officeclip.com
Enterprise Edition
30-day free trial · no credit card · unlimited file uploads · yearly payment 10% discount
Read 1 Oct 2026 · officeclip.com
Professional Edition (Installed)
installed on computer or private cloud · operates behind firewall
Read 1 Oct 2026 · officeclip.com
Enterprise Edition (Installed)
installed on computer or private cloud · operates behind firewall
Read 1 Oct 2026 · officeclip.com
On the record
- Advanced features
- Listed Contact Manager features include search and filters, drip marketing, hierarchical tags, campaigns, invoices, customer portal, lead capture, daily call lists and smartphone access.officeclip.com · read 1 Oct 2026
- API
- OfficeClip provides a developer API with documentation for its business, data-access and utility layers plus source-code walkthroughs.officeclip.com · read 1 Oct 2026
- Core features
- The product includes contacts and companies, notes and activity history, calls and follow-ups, tasks and calendar, documents and customer portal, reports and permissions.officeclip.com · read 1 Oct 2026
- Deployment
- OfficeClip can be used as a hosted cloud service or installed on an organization's own servers or private cloud.officeclip.com · read 1 Oct 2026
- Free edition
- The free web Contact Manager provides unlimited users, unlimited contacts, document management and campaign creation.officeclip.com · read 1 Oct 2026
- Hosted security
- OfficeClip states that its hosted data center is in the United States and certified to ISO27001, HIPAA, ISO 90001, PCI-DSS and SOC2-Type2 standards.officeclip.com · read 1 Oct 2026
- Integrations
- OfficeClip lists integrations with Google Forms, Zapier, Amazon SES, Mailjet and SocketLabs, and synchronization with Google and Outlook.officeclip.com · read 1 Oct 2026
- Outlook sync
- The Outlook Add-in synchronizes contacts, notes, calendar events and tasks between OfficeClip and Microsoft Outlook, with one-way or two-way synchronization options.officeclip.com · read 1 Oct 2026
- Purpose
- OfficeClip Contact Manager is a web-based contact manager for organizing leads, clients, companies, call lists, communications and customer history.officeclip.com · read 1 Oct 2026
- Security controls
- Contact Manager provides feature-level and record-level permissions, custom roles, ownership-based visibility, 256-bit SSL encryption, daily multi-location backups, two-factor authentication and audit trails.officeclip.com · read 1 Oct 2026
- Support
- OfficeClip says it provides phone support during business hours, 24/7 email support and chat support.officeclip.com · read 1 Oct 2026
- Target users
- The Contact Manager is presented for small businesses, service firms, recruiting teams and sales teams.officeclip.com · read 1 Oct 2026
