PieSync integrates Wise Agent with Clio for an automatic 2-way contacts sync. Every time you add or update a contact in Wise Agent, it is automatically synced with Clio, and vice versa - eliminating import/export!
Syncing Wise Agent with Clio 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 Wise Agent with Clio.
Wise Agent is an online CRM for real estate professionals. Features include transaction management, contact management, marketing tools, lead management, unlimited document storage, and 24/7 customer support. Save time by automating more tasks with a single tool.
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.
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.