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CRM Info

Clio

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:

  1. Click-To-Dial: make calls straight from Clio.
  2. Address Book: Search and dial from your Clio contacts using a simple Address Book tool even when Clio is open.
  3. 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).
  4. Automatic or manual call logging: Create activity records in Clio.
  5. 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.

  1. Call History (and missed calls)
  2. Integration with Outlook and Google Contacts (requires Plus license)
  3. 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.

Integration Features

Activity LoggingClick to dialAddress BookAdd contacts
Trial

Feature Key

Activity Logging

Add Contact

Caller Preview

Click-To-Dial

Contact Popping

Screen Popping

Caller Preview

Screen Popping

Contact Popping

Address Book

Contact Searching

Activity Logging

Activity Logging

Click to dial

Click-To-Dial

Add contacts

Add Contact