The VirtualPBX Clio CRM Integration significantly enhances how your law firm manages client interactions. Instead of tracking cases and communications in separate tools, seamlessly make and receive phone calls right inside the Clio interface, while the integration logs your interactions automatically. This integration boosts productivity by providing quick access to client information during your call, saving time and enabling efficient interactions so you never miss a note again.
The Clio CRM Integration is a major performance booster. Our developers focused this native integration around the existing functionality within your Clio CRM, giving you value right out of the box. Grant your team the ability to work out of just one tool without sacrificing the details that allow you to manage your clients’ cases to perfection.
Ready to take advantage of this integration? VirtualPBX team members are standing by! Use this calendar to schedule a free demo and consultation with us. All of our plans include 24/7 support and even more features to help make your business better.