Streamline Call Management with ion8 Clio Connector
The ion8 Clio Call Connector for Dialpad is a free Chrome add-on designed to enhance the functionality of the Dialpad application by integrating it with Clio. This custom-built web app automates call logging, helping to minimize billing leakage. Once installed, the call pop feature identifies inbound callers by referencing existing records in Clio, providing immediate access to relevant contact information and associated matters. For unrecognized callers, users can easily save their details as a Lead or link them to current Contacts.
In addition to identifying callers, the ion8 Call Connector logs all call activities automatically after each inbound or outbound call. Users can add notes to these logs to provide context about the conversation, ensuring all details are captured. Moreover, the tool allows for the creation of follow-up tasks, making it easier to track next steps and maintain effective communication with clients.
