Link your Clio business data to your telephone environment. Look up People and/or Companies for the calls you make and receive.
Enhance your work with Clio by linking it to your telephone, delivered in a straightforward and cost-effective way.
Integration simplifies common tasks including the following features:
- Click-To-Dial: make calls straight from Clio.
- Address Book: Search and dial from your Clio contacts using a simple Address Book tool even when Clio is open.
- Contact Popping: Go straight to the caller's record in Clio with a single click while on a call with them (or from the Call History window).
- Automatic or manual call logging: Create activity records in Clio.
- Add Contact: Easily create new accounts, contacts or leads while on a call with them.
Inaddition to Integration with Clio many other useful features are included.
- Call History (and missed calls)
- Integration with Outlook and Google Contacts (requires Plus license)
- Can works with multiple Clio datasets simultaneously. (requires Plus license)
Would you like help getting started? No problem. Visit our web site (www.callsights.com) or email us at help@callsights.com.
