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主页 arrow-right ... arrow-right 客户关系管理软件 arrow-right 建筑客户关系管理软件 arrow-right Clio

我们整理了一个包含73个免费和付费的Clio替代方案的列表。主要竞争对手包括:WrikeQuadient Accounts Receivable by YayPay。除了这些之外,用户还会将Clio与Salesforce Sales CloudHubSpot Service HubSalesflare进行比较。此外,您还可以在这里查看其他类似的选项:客户关系管理软件建筑客户关系管理软件


Wrike
Free Free Trial Subscription

动态工作管理平台可促进任务处理、项目规划和文档共享方面的无缝协作。非常适合拥有多个需要高效协调的团队的企业。轻松跟踪时间和管理任务。

您的终极 AR 管理解决方案。通过人工智能自动化提高生产力,通过统一数据增强透明度,通过实时分析提高可预测性。提升财务团队的效率和现金流绩效。

Salesforce Sales Cloud
Free Trial Subscription

利用销售云(Sales Cloud)--可定制的 SaaS 平台,提升客户参与度。无缝统一营销、销售线索、销售和分析。通过 AppExchange 访问大量应用程序。该平台对浏览器和移动设备友好,可通过动态社交馈送促进实时协作。

HubSpot Service Hub
Free Free Trial Subscription

HubSpot Service Hub 通过票单管理、知识库和自动回复简化客户服务。整合数据和渠道,增强支持、留住客户并提高客户满意度。使用 HubSpot 提升您的服务管理。

Salesflare
Free Trial Subscription

Salesflare CRM 工具专为初创企业和小型企业量身定制,其零输入销售管道可简化用户参与。通过自动输入数据和跟踪多个平台(包括社交媒体和电子邮件)上的互动,它简化了沟通任务。

Salesforce Service Cloud
Free Trial Subscription

Salesforce Service Cloud 是一个集成平台,可帮助企业通过票单管理系统、知识库和社交媒体优化客户体验。通过使用分析跟踪和管理客户服务数据,提供快速和个性化的支持。

NiceJob
Free Trial Subscription

借助声誉营销平台 NiceJob,提升您的业务水平。自动化评论,提高转化率,成为最佳选择。

PandaDoc
Free Trial Subscription

基于云的平台可简化文档创建、发送和签署流程。它通过模板、协同编辑和实时通知等功能处理合同、协议和发票,实现高效的工作流程管理。

Paperflite
Subscription

通过无缝营销资料管理提升销售业绩。毫不费力地策划、分发和跟踪内容。获得实时洞察力,实现有效的潜在客户参与。利用动态功能和分析功能优化战略。

ChurnZero
Subscription

ChurnZero 是一个管理和减少公司客户流失(流失)的平台。它提供与客户互动、跟踪客户活动和分析数据的工具,以便及时应对可能出现的客户流失迹象。ChurnZero 有助于提高客户满意度,留住客户以进一步发展业务。

Clio 提供一套全面的法律业务管理工具,通过客户接收、客户关系管理、时间跟踪、文档管理、计费、在线支付、日历管理和安全客户通信等功能简化日常运作。

Clio 平台

tick-square Windows
tick-square Web-Based
tick-square iPad
tick-square Mac
tick-square Android
tick-square iPhone

Clio 视频和截图

Clio 概览

Clio通过适用于中小型律师事务所的法律案件管理软件和在线工具,使法律执业管理变得容易。

Clio 特点

tick-square Workflow Management
tick-square Version Control
tick-square Two-Factor Authentication
tick-square Third Party Integrations
tick-square Records Management
tick-square Multi-Location
tick-square Full Text Search
tick-square File Sharing
tick-square File Management
tick-square Document Templates
tick-square Data Import/Export
tick-square Customizable Branding
tick-square Credit Card Processing
tick-square Contract/License Management
tick-square Billing Rate Management
tick-square Docket Management
tick-square Conflict Management
tick-square SSL Security
tick-square For iPad Devices
tick-square For Startups
tick-square Lead Management
tick-square Sales Pipeline Management
tick-square Communication Management
tick-square For Lawyers
tick-square Document Review
tick-square Court Rules-Based Scheduling
tick-square Staff Calendar
tick-square Microsoft Outlook Integration
tick-square Legal Case Management
tick-square For Legal Professionals
tick-square For Family Law
tick-square Document Classification
tick-square Case Notes
tick-square Bankruptcy Case Management
tick-square Summary Reports
tick-square Interaction Tracking
tick-square Document Automation
tick-square Document Generation
tick-square Archiving & Retention
tick-square Electronic Signature
tick-square Customizable Templates
tick-square Timer
tick-square Billable Items Tracking
tick-square Real Time Data
tick-square Recurring/Subscription Billing
tick-square Secure Data Storage
tick-square Forms Management
tick-square Customizable Forms
tick-square Task Progress Tracking
tick-square Reminders
tick-square Project Time Tracking
tick-square Deadline Management
tick-square Customizable Fields
tick-square Collaboration Tools
tick-square Time Tracking
tick-square Status Tracking
tick-square Search/Filter
tick-square Receipt Management
tick-square Multi-Currency
tick-square Invoice Processing
tick-square Invoice History
tick-square General Ledger
tick-square Email Management
tick-square Document Management
tick-square Customizable Reports
tick-square Contact Database
tick-square Check Writing
tick-square Case Management
tick-square Automatic Billing
tick-square Asset Accounting
tick-square Activity Dashboard
tick-square Accounting
tick-square Trust Accounting
tick-square Time & Expense Tracking
tick-square Tax Calculation
tick-square Reporting & Statistics
tick-square Real Time Reporting
tick-square Payment Processing
tick-square Online Invoicing
tick-square Mobile Payments
tick-square Invoice Management
tick-square Invoice Creation
tick-square Electronic Payments
tick-square Document Storage
tick-square Customizable Invoices
tick-square Customer Statements
tick-square Customer Database
tick-square Cross Ledger Posting
tick-square Contact Management
tick-square Compliance Management
tick-square Client Management
tick-square Calendar Management
tick-square Billing & Invoicing
tick-square Alerts/Notifications
tick-square Activity Tracking
tick-square Accrual Accounting
tick-square Access Controls/Permissions
tick-square Reporting/Analytics
tick-square Tax Management
tick-square QuickBooks Integration
tick-square Client Portal
tick-square Audit Trail
tick-square Expense Tracking
tick-square Task Scheduling
tick-square Document Capture
tick-square Accounting Integration
tick-square Automatic Backup
tick-square CRM
tick-square Calendar Sync
tick-square Task Management
tick-square API

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Clio 标签

lawyer legal-case law

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