Write a Title Here. Click to Edit and Add Your Own Text.
Item Title
Use this space to promote the business, its products or its services.
Item Title
Use this space to promote the business, its products or its services.
Item Title
Use this space to promote the business, its products or its services.
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.
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.
Scheduling and Payment Features
The Scheduler tool simplifies appointment booking and integrates with Clio’s calendar, reducing no-shows through automated reminders.
Payment tools, including tap-to-pay and electronic billing, enable quick, convenient payment options.
Incoming Call Notification with 3CX
Stay prepared with 3CX’s pop-up notifications displaying caller details. Instantly access full context to personalize interactions and enhance customer engagement.
Seamless Clio Integration with 3CX
The reasons why its time to integrate!
Click-to-call
Initiate calls directly from Salesforce with a single click and save time and reduce dialing errors, enabling your team to focus on meaningful conversations.
Automatic Call Logging
All calls made or received through 3CX are automatically logged in Salesforce to keep accurate records of interactions for better customer management and analytics.
Screen Pop-Ups
Incoming calls trigger a pop-up with customer details from Salesforce. Agents can quickly personalize conversations and improve response times.
Call Analytics
Access comprehensive reports on call activity directly in Salesforce to monitor performance, identify trends, and make data-driven decisions.
CRM Synchronization
Sync contacts and leads between 3CX and Salesforce automatically and maintain an up-to-date database without manual input, saving time and reducing errors.
Enhanced Collaboration
Integration supports team collaboration with features like call forwarding and conferencing linked to Salesforce activities to improve team coordination and customer satisfaction.
Case and Matter Management
Centralized storage for all client and case details, including custom data fields tailored to legal needs.
Includes task lists, deadlines, and document management to keep cases organized.
