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Deepa Kapoor

Deepa Kapoor is an online writer for small businesses. She loves to write on the advancements of new technologies and how it affects our lives. She always explores ways to make small businesses more profitable. When not writing, she enjoys reading books and cooking exotic traditional food.
May 20, 2022 by Deepa Kapoor
online customer portal

A customer portal provides access to a limited set of data and functionality to your customers. You may not want to give complete access to your enterprise software to your customers due to the limitations … Read more

Categories CRM, Practice Management, Products Tags customer portal software, online portal
February 9, 2025April 15, 2022 by Deepa Kapoor
to do list templates

Are you handling too many tasks at one time? Are you worried about how to prioritize them, not sure when the deadline is? Then using the To do list templates will solve most of your … Read more

Categories Contact Management, CRM, Practice Management, Tips Tags task management software, tasks, to do list templates
April 7, 2022 by Deepa Kapoor
managing proxy

A proxy is a person giving authority or power to a specific person to act on their behalf. Businesses have a specified workflow or guidelines which everyone needs to follow. In the absence of one … Read more

Categories Contact Management, CRM, General, News, Products, Timesheet Software, Tips, Uncategorized Tags proxy, Timesheet, timetrackingsoftware
February 25, 2022 by Deepa Kapoor
Calendar management for events

Scheduling and planning goes a long way in organizing your personal and official work. Planning and managing things properly will create a smooth workflow for the day. Instead of using spreadsheets or emails for every … Read more

Categories Contact Management, CRM, Practice Management, Products Tags Calendar Management, contact management solution, Events, organizer
February 11, 2022 by Deepa Kapoor
Data backup

Many people use the installed version of OfficeClip. But sometimes, functionality issues may come up, or there may be some hardware or software failure; in that case, a data backup will save your day.   … Read more

Categories General, Practice Management, Products, Tips Tags backup, backup and restore, data backup, data restore
January 31, 2022 by Deepa Kapoor
backup and restore wizard

This article shows how to take backup and restore them using in-build tools from OfficeClip. Suppose you choose to install OfficeClip on your computer instead of using the hosted version. You may want to take … Read more

Categories General, Products Tags backup, data restore, OfficeClip
January 4, 2022 by Deepa Kapoor
Detailed customer information

In today’s fast-paced world, it is impossible to remember every customer, their details, or past communication with them. When a team is working on leads or prospects, everybody needs to have access to detailed information … Read more

Categories Contact Management, CRM, Products Tags Contact Manager, CRM
December 2, 2021 by Deepa Kapoor
mobile-application

Mobile is the perfect example of what is enabling economic growth in the technology section. – Max Levchin As the above quote says, mobile apps and technology are all over the place. Today mobile apps … Read more

Categories Contact Management, CRM, Timesheet Software Tags CRM, mobile app, Mobile CRM, mobile timesheet app, Timesheet
October 29, 2021 by Deepa Kapoor
setting up workflow

What is Workflow Automation? There are specific repetitive tasks that need to be performed daily. This kind of manual work takes up a lot of employees’ time and is prone to errors. These daily tasks … Read more

Categories Contact Management, CRM, Practice Management, Products Tags Contact Manager, CRM, drip marketing, workflow automation
September 24, 2021 by Deepa Kapoor
managing expenses

The Expenses software in OfficeClip is designed to track all your Project expenses. It will manage all the costs incurred by your team and give an overview of the Project budget and actuals. Features: Few … Read more

Categories Products, Timesheet Software Tags expense management software, expenses, project management
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