OfficeClip Contact Manager

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Score7.3

Rank#2 of 38

From$5/mo

Free planYes

Free trialYes

Runs onAndroid, API, Browser extension, iOS, Self-hosted, Web, Windows

Summary

OfficeClip Contact Manager is a web-based tool for organizing contacts, companies, leads, client histories, communications, and call lists. Its features include notes and activity history, calls and follow-ups, tasks, calendars, documents, reports, permissions, and a customer portal. Search and filters, hierarchical 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 cloud service or be installed on an organization's servers or private cloud. It integrates with Google Forms, Zapier, Amazon SES, Mailjet, and SocketLabs, and can sync with Google and Outlook. Its Outlook add-in synchronizes contacts, notes, calendar events, and tasks in one or both directions. Security features include feature- and record-level permissions, custom roles, two-factor authentication, encryption, backups, and audit trails. Plans include Standard Edition at 0.00 USD per free, Professional Edition at 5.00 USD per month, Enterprise Edition at 18.00 USD per month, Professional Edition (Installed) at 36.00 USD per once, and Enterprise Edition (Installed) at 144.00 USD per once.

Who it is for

It suits small businesses, service firms, recruiting teams, and sales teams that need to organize contacts and follow-up activity. Its hosted and installed options may suit organizations with different deployment preferences.

What is good

Free edition includes unlimited users and contacts.
Supports hosted and installed deployment.
Syncs contacts and activities with Outlook.
Includes two-factor authentication and audit trails.
Offers mobile access and a customer portal.

What to know first

Professional Edition costs 5.00 USD per month.
Enterprise Edition costs 18.00 USD per month.
Installed editions have one-time per-user costs.

Verdict

OfficeClip Contact Manager combines contact records with follow-ups, documents, reporting, permissions, and integrations. Its free web edition includes unlimited users and contacts; paid and installed editions add costs.

OfficeClip Contact Manager plans and pricing

All plans

Standard Edition Free free forever no user or time limit · unlimited upgrades · unlimited file uploads · mobile access · customer portal officeclip.com · 1 Oct 2026

Professional Edition $5/mo per user-month 30-day free trial · no credit card · unlimited file uploads · yearly payment 10% discount officeclip.com · 1 Oct 2026

Enterprise Edition $18/mo per user-month 30-day free trial · no credit card · unlimited file uploads · yearly payment 10% discount officeclip.com · 1 Oct 2026

Professional Edition (Installed) $36 once one-time per user installed on computer or private cloud · operates behind firewall officeclip.com · 1 Oct 2026

Enterprise Edition (Installed) $144 once one-time per user installed on computer or private cloud · operates behind firewall officeclip.com · 1 Oct 2026

Compared on contact management software

Free plan: Yesofficeclip.com
Company contacts: Yesofficeclip.com
Email sync: Yesofficeclip.com
Mobile apps: bothofficeclip.com
Import sources: CSV, Google Contacts, Outlookofficeclip.com
Reminders: Yesofficeclip.com

Facts

Purpose: OfficeClip Contact Manager is a web-based contact manager for organizing leads, clients, companies, call lists, communications and customer history.officeclip.com · 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 · 1 Oct 2026
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 · 1 Oct 2026
Free edition: The free web Contact Manager provides unlimited users, unlimited contacts, document management and campaign creation.officeclip.com · 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 · 1 Oct 2026
Integrations: OfficeClip lists integrations with Google Forms, Zapier, Amazon SES, Mailjet and SocketLabs, and synchronization with Google and Outlook.officeclip.com · 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 · 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 · 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 · 1 Oct 2026
Support: OfficeClip says it provides phone support during business hours, 24/7 email support and chat support.officeclip.com · 1 Oct 2026
Target users: The Contact Manager is presented for small businesses, service firms, recruiting teams and sales teams.officeclip.com · 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 · 1 Oct 2026