OfficeClip Contact Manager
officeclip.com
What it is
OfficeClip Contact Manager is a web-based tool for organizing contacts, companies, leads, communications, and customer histories. It brings together notes and activity records, calls and follow-ups, tasks, calendars, documents, reports, permissions, and a customer portal. Search, filters, hierarchical tags, campaigns, drip marketing, invoices, lead capture, and daily call lists extend its contact-management features. The free web Standard Edition costs nothing and includes unlimited users and contacts, document management, and campaign creation. Hosted service and installation on an organization's servers or private cloud are available. OfficeClip lists integrations with Google Forms, Zapier, Amazon SES, Mailjet, and SocketLabs, plus synchronization with Google and Outlook. Its Outlook add-in can sync contacts, notes, calendar events, and tasks in one or both directions. Professional Edition costs $5 a month and Enterprise Edition costs $18 a month, each with a 30-day free trial. Installed editions cost $36 as a one-time purchase for Professional and $144, paid once for Enterprise. Security controls include record- and feature-level permissions, custom roles, two-factor authentication, encryption, backups, and audit trails.
Spec sheet
- Purpose
- OfficeClip Contact Manager is a web-based contact manager for organizing leads, clients, companies, call lists, communications and customer history.Read 1 Oct 2026 · officeclip.com
- Deployment
- OfficeClip can be used as a hosted cloud service or installed on an organization's own servers or private cloud.Read 1 Oct 2026 · officeclip.com
- API
- OfficeClip provides a developer API with documentation for its business, data-access and utility layers plus source-code walkthroughs.Read 1 Oct 2026 · officeclip.com
- Integrations
- OfficeClip lists integrations with Google Forms, Zapier, Amazon SES, Mailjet and SocketLabs, and synchronization with Google and Outlook.Read 1 Oct 2026 · officeclip.com
- Support
- OfficeClip says it provides phone support during business hours, 24/7 email support and chat support.Read 1 Oct 2026 · officeclip.com
- 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.Read 1 Oct 2026 · officeclip.com
- 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.Read 1 Oct 2026 · officeclip.com
- Free edition
- The free web Contact Manager provides unlimited users, unlimited contacts, document management and campaign creation.Read 1 Oct 2026 · officeclip.com
- 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.Read 1 Oct 2026 · officeclip.com
- 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.Read 1 Oct 2026 · officeclip.com
- 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.Read 1 Oct 2026 · officeclip.com
- Target users
- The Contact Manager is presented for small businesses, service firms, recruiting teams and sales teams.Read 1 Oct 2026 · officeclip.com
Plans and prices
Strong points and limits
Strong points
- Free web edition includes unlimited users and contacts.
- Hosted and self-hosted deployment options.
- Outlook sync can run in one or both directions.
- Security controls include permissions, two-factor authentication, and audit trails.
Limits
- Professional and Enterprise plans are priced per user-month.
- Installed editions have one-time per-user prices.
- The 30-day trial is listed for the monthly editions.
Who it suits
OfficeClip Contact Manager suits small businesses, service firms, recruiting teams, and sales teams that need contact records alongside follow-ups, tasks, and customer history. Hosted and installed options give organizations a choice of deployment.
Verdict
OfficeClip combines contact records with work tracking, communications, and customer-facing tools, with free, hosted, and installed options. Compare the per-user monthly plans with the one-time installed editions, and check which deployment fits your organization.
Where Specifiction places it
- Contact Management Software#24 of 397.9