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Creating Filters for Contacts based on Tags and Date field

March 16, 2022 by SK Dutta
using filters for contacts

Filters are an easy way to group or sort contacts. This grouping will help to extract only a particular set of contacts required for: Gathering a particular information Sending campaigns, newsletters, invoices Leads analysis Customer … Read more

Categories Contact Management, CRM, Practice Management, Products Tags contacts, CRM, crm filters, filters

Calendar Management for Businesses

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

Why should you take OfficeClip data backup and How?

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

Backup and Restore OfficeClip for Installed version

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

How can a shared contact manager help your business?

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

Setting up Yahoo Smtp & Imap from your application

December 17, 2021 by SK Dutta

Yahoo Mail does not allow using its Smtp, Imap or Pop account via any external app using the regular Yahoo password. To get around it you can create an App password using the Yahoo Account … Read more

Categories Uncategorized

How to select a Mobile app for your business?

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

What is Workflow Automation and why it is important?

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

Project Management with Expenses Application

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

How follow up will improve your sales?

November 12, 2024September 17, 2021 by Deepa Kapoor
customer support

  An efficient follow-up strategy is crucial to increase sales and boost revenue. Follow-up with existing customers will help to sell more, consequently follow-up with leads will increase conversion and referrals. Follow-up is not only … Read more

Categories Contact Management, CRM, Products Tags call list, CRM, customer, follow ups
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