Popular CleverReach + Clio Workflows
Update CleverReach Contact from new Clio Contact
Create Clio contact for new CleverReach contact
For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Integration of your new Clio contact and CleverReach contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
Update Clio company for new CleverReach contact
Create Clio company for new CleverReach contact
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CleverReach provides complete email marketing capabilities, including creation and delivery of targeted emails. It's easy to use, affordable and flexible enough for every business, small or large.
See CleverReach IntegrationsClio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.
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