Improve customer relationships with Call Connector
Auto-log calls from your telephony system to your Customer Relationship Management or Practice Management Software with ease.
Works with
Our Call Pop acts as your personal assistant while on a call
Contextually view client details, take notes, create follow-ups, and more with the Call Connector browser extension.
Reduce billing leakage
No more lost time over phone calls. Call Connector automatically logs all of your calls, making sure you bill your clients accurately for every phone conversation you have with them.
Remote work made easy
Call Connector is supported on mobile apps and desktop phones so you can keep track of any calls made outside of the office.
A license for each of your employees
Get all of your employees licensed on Call Connector. Call Connector supports mixed-licensing, so you only pay for the features you need for those who need them.
Stay on top of your client’s case
Call Connector’s Call Pop automatically pulls up the notes from your previous call with the client, allowing you to pick up right where you left off.
Improve business operations
Gain a deep understanding of all calls made by your firm. Identify top interactions and understand how you can improve operations.
Note taking made easy
Did you forget to take notes during your call? No problem! Call Connector’s AI generates a call summary that ensures you don’t lose any details.
Call Connector does more than just log calls
Get all your employees licensed on Call Connector to transform your business operations with our exciting features.
All calls made to your firm are logged in your Customer Relationship Management or Practice Management Software. Existing phone numbers are logged under the respective client and unknown numbers are logged as new leads.
Make calls easily through Call Connector’s Call Pop extension that opens up directly in your browser. Call Pop also displays details of the contact giving you more contextual information at your fingertips.
Assign licenses to your employees directly from the admin dashboard. You can now choose the type of license a particular employee needs using our Mixed licensing feature.
Call Connector allows you to save your call recording links to the associated call log in your CRM or PMS. Recordings can also be automatically saved to your cloud storage system such as Dropbox, Google Drive or OneDrive.
Empower your team with flexible subscriptions
Choose Way Better for key users, and Free for the rest!
Maximize your resources with Call Connector’s mixed licensing model - paid licenses for some, and free licenses for others. No need to limit your users!
Free
0
/user/month
Call Pop widget
Logging for voice calls and SMS
Admin dashboard
Phone number harmonization
Logging for faxes
Full call transcriptions
AI-generated call summaries
Automatically save call recordings to your cloud storage
Automatically associate call logs with Matters
Dual delivery of call/SMS logs to Clio and Zoho
Way Better
12
/user/month
billed monthly
Call Pop widget
Logging for voice calls and SMS
Admin dashboard
Phone number harmonization
Logging for faxes
Full call transcriptions
AI-generated call summaries
Automatically save call recordings to your cloud storage
Automatically associate call logs with Matters
Dual delivery of call/SMS logs to Clio and Zoho
Enterprise
Take advantage of all the features of Way Better along with a Call Pop that can be entirely customized for your business.
Call Pop widget
Logging for voice calls and SMS
Admin dashboard
Phone number harmonization
Logging for faxes
Full call transcriptions
AI-generated call summaries
Automatically save call recordings to your cloud storage
Automatically associate call logs with Matters
Dual delivery of call/SMS logs to Clio and Zoho
Frequently asked questions
Yes, Call Connector works with Clio Grow and Clio Manage.
In addition to a Call Connector license, you need: Call Connector works with Clio Manage, Clio Grow, and Zoho CRM.
In the Clio app directory, search for Call Connector and select the ion8 Call Connector listing. Alternatively, in your Clio account, navigate to the App integrations page and select Call Connector in the ‘Featured by Clio’ section.
Yes! Calls from existing Contact numbers are automatically logged in the Activities and Communications sections in Clio.
Calls are linked automatically to Matters in Clio. If there is only one matter, then the call is linked to it. If there is more than one matter, the user must choose the matter to which the call needs to be associated. Note: This feature is available only in the Way Better plan of Call Connector
Yes, they are. Voice calls and SMS are automatically logged from the logs in Dialpad or RingCentral independent of the device.
We offer Enterprise pricing for customizing fields in the Call Pop (browser extension). Reach out to us at appsupport@ion8.net to know more.
- RingCentral (RingEX)
- Dialpad (Ai Voice)
- Clio Manage
- Clio Grow
- Zoho CRM
Contact ion8’s App Support Team (appsupport@ion8.net) for assistance.
At this time, Call Connector only supports one phone system connection at a time. If connections to both phone providers are needed, contact ion8’s App Support Team (appsupport@ion8.net).
Yes! Call Connector supports dual delivery of automatic call and SMS logging to Clio Manage, Clio Grow and Zoho CRM. Integrations with other CRMs and Practice Management applications are in development. You are welcome to submit feature requests to appsupport@ion8.net.
The email address you used to subscribe to Call Connector must be the same email address you used to sign into Clio. If it isn’t, contact appsupport@ion8.net to give us the email address you used for logging into Clio.
After you download and install Call Connector for your browser, go to any page in Clio, and you'll see Call Connector in the bottom right corner of your browser window. If you installed Call Connector while you were in Clio, then refresh your browser and you'll see Call Connector.
Click the Call Connector app header to expand or minimize the app.
If there is only one matter associated with a contact in Clio, the call log will automatically be associated with the matter. If there are multiple matters for the contact, the appropriate matter will need to be manually selected.
We’re happy to help, and you can email or phone us at:
Need app support?
ion8 app support is open Mon-Friday from 8:00 am-5:00 pm EST. If calling after hours, please leave a message and an ion8 app support representative will return your call within 24 business hours.
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