Available on Business Phone Pro, Ultra, and Contact Center plans.
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.Â
Clio CRM Integration Features
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.
- Automatic screen pops on incoming calls with helpful caller information
- Answer calls without leaving Clio
- Automatic call logging in your clients’ recordsÂ
- Click to call for outbound calls from client records
- Dial pad with call history and missed calls
- Direct links to clients in Clio right from the dial pad
- Listen to call recordings from your call history menu
- Review all recorded call activities
VirtualPBX team members are standing by! Schedule a free demo and consultation with us. All of our plans include expert, in-house support and even more features to help make your business better.
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