Integrate Clio With My-VoIP Quickly In 3 Easy Steps

Clio ❤ My-VoiP

Now, you can make and receive client calls directly from Clio without switching applications. With our ultimate My-VoiPs Clio integration, you get to log all your call activities including call recordings, texts, and voicemails right in Insightly dashboard. My-VoiPs Clio integration alleviate your pressure as it puts all your call activities right in front of you so that you don’t have to switch applications when making or receiving calls.

Start making and tracking calls from your CRM today!

Reach Customers Faster

Make calls from Clio

Use Click To Dial in Clio to enhance your productivity by reaching out faster and start talking right away. Track open, closed and new sales leads as they are made in Clio. Call back customers or prospects who don’t return your call immediately. Power Dial lets you streamline minimum tasks such as processing sales leads, notifying customers about their orders, or calling decision makers among a list of contacts without leaving the comfort of your office chair.

Easy Business Workflows

Track all your call activities on Clio

With Clio integration, your call activities are trackable, live and seamlessly. You can directly view your call history within Clio. All call logs, messages, and every other activity is tracked and automatically registered in the activity section of that particular contact. Thus you can now track all your activities from one place.

Clio VoiP Features

Personalize Every Interaction

My-VoIP users can get a more personalized experience when interacting with contacts stored in Clio. Every contact’s details and history appears instantly on screen, making it easy to respond to calls like you would in an email or phone call.

Boost Agent Productivity

Managing a customer’s account across two applications shouldn’t be a burden on your team. With My-VoIP’s Clio integration, agents will be able to create activities and update notes within Clio without ever having to switch between two applications.