PieSync integrates Clio with Salesbox for an automatic 2-way contacts sync. Every time you add or update a contact in Clio, it is automatically synced with Salesbox, and vice versa - eliminating import/export!
Syncing Clio with Salesbox is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing Clio with Salesbox.
More connections with Clio and Salesbox are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
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.
Salesbox is a predictive CRM for small and medium-sized enterprises which offers collaboration tools, real-time pipeline analysis, sales forecasting, predictive analytics, automatic task generation, proactive guidance, and more.
Everything works smoothly with PieSync. After a 10-minute setup we were able to sync our contacts between Salesforce and HubSpot. In Salesforce we collect information about clients and prospects that, thanks to the sync, we can use in HubSpot for marketing purposes. I would definitely recommend it!
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.