Sync every client detail across your CRM systems
CRM Connector syncs your client data across CRM systems, ensuring contacts, leads, and other key information stay consistent between connected platforms.
One-Stop Configuration
ion8’s CRM Connector reduces the need for multiple configurations across platforms. Tasks, events, and related records created in one CRM are automatically synchronized to the other system, making them easily accessible to your team.
Sync Data Easily
CRM Connector keeps both connected systems updated without requiring users to switch back and forth between platforms. You can customize which fields are synced bidirectionally and which remain separate, giving you full control over your data flow.
Handle Billing Data
Simplify billing workflows with CRM Connector. Create bills, invoices, and related financial entries in one system based on project or matter data, and have them automatically generated in the connected CRM, streamlining accounting, reporting, and client management.
Our Clio Products
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