Unleash the Power of 3CX Clio Integration!
Seamlessly merge your communication and client management systems, optimising productivity and enhancing collaboration.
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The Ultimate Business Solution
With this integration, you can synchronise your client contacts, call records, and communication history between 3CX and Clio. Say goodbye to manual data entry and duplicate efforts, and hello to increased efficiency and productivity.
Seamless Clio Integration with 3CX
The reasons why its time to integrate!
Reporting and Analysis: With integrated reporting capabilities, you can gain valuable insights into your communication and client management processes. By analysing call data alongside case information, you can identify trends, track client interactions, and make data-driven decisions.
Better Collaboration: Integrating 3CX with Clio fosters collaboration among team members by centralising communication and client data. Team members can easily access client records, call logs, and notes, facilitating smoother collaboration and ensuring everyone is on the same page.
Improved Client Experience: With synchronised data between 3CX and Clio, you gain a comprehensive view of client interactions and history. This enables you to provide more personalised and efficient service, as you have instant access to relevant client information during calls and meetings.
Enhanced Productivity: By integrating 3CX with Clio, you can streamline your workflow by eliminating the need to switch between multiple platforms. This seamless integration allows you to manage client communications and case information from a single interface, saving time and reducing administrative burden.
Streamlined Communication Tracking: This feature automatically logs call details and notes into Clio, ensuring that all client communications are accurately tracked without manual data entry, making it easier to maintain comprehensive records for each case.
Key Features
Automatic Call Logging: All calls made through 3CX are automatically logged into Clio, saving time on manual entries.
Client Record Synchronization: Client information is synced between Clio and 3CX, ensuring up-to-date data across both platforms.
Click-to-Call: Make calls directly from Clio by clicking on phone numbers, streamlining communication.
Call Recording Links: Access call recordings linked directly to client records in Clio for easy review and reference.
Unlocking Seamless Efficiency
Initiate calls directly from Clio with all call details automatically logged within your client's record
Our integration isn’t just about saving time—it’s about enhancing collaboration and improving client experience. By seamlessly linking your communication and client management systems, you’ll foster better teamwork among your staff and deliver exceptional service that sets you apart from the competition.
Getting in touch with our team is easy.
We’re on hand &
ready to help.
One of our experts will contact you as soon as possible.
Getting in touch with our team is easy.
We’re on hand &
ready to help.
One of our experts will contact you as soon as possible.
