选择您的语言

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:WrikeNiceJob。除了这些之外,用户还会将Clio与Method CRMQuickbooks OnlineQuadient Accounts Receivable by YayPay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。

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。

Method CRM
Free Trial Subscription

Method与QuickBooks无缝集成,优化业务流程。控制发票开具,通过 Gmail/Outlook 整合增强 CRM,并通过 Zapier 与众多应用程序连接,实现最高效率。

Quickbooks Online
Free Free Trial Subscription

QuickBooks Online 是一款基于云计算的会计工具,具有创建发票、库存管理、仓库监控、支出和收入跟踪、付款处理和报告生成等功能。它提供多设备访问功能,满足小型企业、自由职业者和个人寻求高效财务管理的需求。

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。

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。

monday sales CRM
Free Free Trial Subscription

使用 monday sales CRM 提高销售效率。集中客户数据、自动执行任务并跟踪交易,实现无缝流程。利用实时分析深入洞察。

MyCase
Free Trial Subscription

MyCase 是值得信赖的法律案件管理软件。它集中管理案件细节,加强客户沟通,简化计费流程,确保律师事务所以最高效率运作。

Omnisend
Free Free Trial Subscription

通过使用 Omnisend 进行无缝短信、自动电子邮件和电子商务电子邮件营销,您可以轻松提高销售额。

Xero
Free Trial Subscription

了解 Xero 在线会计软件在无缝业务管理方面的强大功能。与您的银行、会计师、簿记员和基本应用程序连接。使用 Xero 优化您的财务工作流程。

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 Access Controls/Permissions
tick-square Third Party Integrations
tick-square Document Management
tick-square Activity Dashboard
tick-square Task Management
tick-square Workflow Management
tick-square Version Control
tick-square Two-Factor Authentication
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 Electronic Payments
tick-square API
tick-square Collaboration Tools
tick-square Deadline Management
tick-square Forms Management
tick-square Customizable Forms
tick-square Task Progress Tracking
tick-square Reminders
tick-square Project Time Tracking
tick-square Customizable Fields
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 Customizable Reports
tick-square Time & Expense Tracking
tick-square Contact Database
tick-square Check Writing
tick-square Case Management
tick-square Automatic Billing
tick-square Asset Accounting
tick-square Accounting
tick-square Trust Accounting
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 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 Alerts/Notifications
tick-square Billing & Invoicing
tick-square Activity Tracking
tick-square Accrual Accounting
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

分享您对软件的看法,留下评论,帮助使其变得更好!

Clio 标签

lawyer legal-case law

建議更改

你的反馈

选择评级
请选择评级

Your vote has been counted.

Do you have experience using this software?