Custom Forms & Fields

Create custom forms and fields in minutes and tailor your contact forms to suite your unique business rules and workflow requirements.

Notes, Histories, & Activities

Add and edit notes so you're always up to speed with each and every relationship. Automated contact histories record all communications, meeting, appointments and tasks with date and time stamp. Easily pick-up where you left off.

Group Folder Management

Create and organize groups and sub-groups. Control membership and easily target group-specific phone, fax, and email communications.

Tasking & Scheduling

Manage daily, weekly, and monthly calls, to-dos, and appointments. Send meeting invitations and manage attendee lists. Set priority levels and color-code reminders.

Document & File Linking

Attach documents and files to individual contact records. Access all your contact-specific files on the fly. Easily add Word files, spreadsheets, Power Points, Audio, Video, Faxes and other file types.

Stored Queries for Custom Searches

Create and store custom search queries to compile the detailed contact and pipeline reports you need for timely, relevant, targeted follow-up and marketing. Narrow your search and control output fields with unlimited criteria settings.

Web Site Form Import

Create custom website forms and import visitor submissions from one or more websites directly into your contact manager, eliminating manual data entry. Create sales inquiry forms, quote request forms, newsletter subscriptions, pre-qualification and Contact Us forms.

Data Import and Export

Import or export your data as needed. Eliminate manual data entry and instantly import your .CSV, .MDB, and .DBS files from other applications. Create custom export lists for targeted campaigns.

Synchonization

Sync-up your contacts with Outlook or a number of mobile devices including Palm, Blackberry, Motorola Q and iPhone. Run all your Pop-3 email through your ClarifyOffice account.

Published SOAP API's

Integrate your internal or third-party database applications and create seamless data transfer processes to further automate and streamline your multiple disparate solutions.

Multi-User Sharing and Administrative Tools

Share contact folders with internal or remote associates and team members. Control access rights with individual rights and permissions settings. Create custom rules to move contacts into shared folders. Managers and Administrators get complete visibility over your pipeline.