PieSync integrates Clio with Efficy CRM for an automatic 2-way contacts sync. Every time you add or update a contact in Clio, it is automatically synced with Efficy CRM, and vice versa - eliminating import/export!
Want to win time by managing just one application? Set up PieSync for free today and start syncing your Clio and Efficy CRM contacts.
It takes 5 minutes to start syncing Clio with Efficy CRM
no-strings-attached 14-day free trial
More connections with Clio and Efficy CRM are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.
With cloud-based Clio, lawyers can build a better practice from any device, at home or office. Manage cases, documents, bills, appointments, and clients, streamline your accounting tasks, and protect your information with bank-grade encryption and security audits.
Efficy CRM enables you to centralize your customer data and provide access only to authorized personnel. Use document management, data visualization and analysis, collaborative project management, and other features to streamline projects and improve efficiency.
This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.
With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.