Merge Customer Relationship Management (CRM) With Clio
Clio is an excellent practice management solution, but it only creates a record at the end of your sales cycle when a case is opened. It also doesn’t have any native marketing capabilities, such as the ability to send an email newsletter to your clients.
Zoho CRM enables you to create a record based on an initial phone call or email. Any notes that you make on that client’s record, including all of their contact information, will automatically be imported to Clio when you open their case. Our Zoho/Clio bridge allows you to work seamlessly between the two applications, ensuring that information is always captured and you don’t lose track of a potential client.
Zoho CRM has many marketing capabilities, including email newsletters, social media management, the ability to import leads and create contacts directly from website forms, and much more. All at a price that is much more affordable than similar CRM solutions.