Objective:
- Does Clio do CRM?
Environment:
- Clio Manage
Additional Information:
n/a
Answer:
Clio isn't specifically made for CRM and, as such, has limited CRM functionality.
Two common ways our users use Clio's apps to perform CRM are:
- Tutorial - Using Zapier and Google Forms to Create an Intake Form for Clio
- Use Lexicata or one of our other client intake apps in our app directory