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Clio: Reviews, Testimonials and Expert Opinions

4.58 5
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(721)
(721)

Industries #1 Legal Software

Top 7 Clio Alternatives

Netsuite CRM

You can also create and update core NetSuite records from Oracle Eloqua. #### Bi-directionally connect NetSuite CRM and Oracle Eloqua in minutes.

3.60

Netsuite CRM Icon

Netsuite CRM

3.60
★★★★★
★★★★★
You can also create and update core NetSuite records from Oracle Eloqua. #### Bi-directionally connect NetSuite CRM and Oracle Eloqua in minutes.

NetSuite CRM software is a cloud solution that delivers a real-time, 360-degree view of the customers. It helps to increase sales and revenue and acquire customers. NetSuite CRM provides ...

Key features of NetSuite CRM include streamlining lead-to-cash processes, elevates productivity across the organization with a 360-degree view of customers, manages global sales and services organizations, and improves sales performance through forecasting, upsell and commission management and more.

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Microsoft Dynamics 365 for Sales

Sales Force Automation | Microsoft Dynamics 365

3.82

Microsoft Dynamics 365 for Sales Icon

Microsoft Dynamics 365 for Sales

3.82
★★★★★
★★★★★
Sales Force Automation | Microsoft Dynamics 365

Microsoft Dynamics 365 for Sales is a sales automation and forecasting business application that is part of the Dynamics 365 platform. It enables salespeople to build strong relationships with their customers, take actions based on insights, and close sales faster. ...

Microsoft Dynamics 365 for Sales keeps track of accounts and contacts, nurtures sales from lead to order, and creates sales collateral. Microsoft Dynamics 365 for Sales capabilities include enabling smarter selling with contextual AI, empower sellers to build relationships, boost sales productivity with seamless tools, improve coaching and sales performance, increase sales profitably with advanced insights, innovate with sales solutions built to evolve and more.

Microsoft Dynamics 365 for Sales API Access, Cadence, Contact Management, Contract Management, Database Management, Funnel Reporting, Integrations, Partner Tracking, Performance Reporting, Pipeline Management, Product & Price Control, Sales Gamification, Quotation Handling, Task Assignment, Territory/Quota Management, Cloud, On-premise and more. It creates marketing lists and campaigns, and even follows service cases associated with specific accounts or opportunities. The Unified Interface framework uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation.

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X2CRM

X2CRM - ONE PLATFORM,UNIFIED MODULES, COMPLETE CONTROL.

4.00

X2CRM Icon

X2CRM

4.00
★★★★★
★★★★★
X2CRM - ONE PLATFORM,UNIFIED MODULES, COMPLETE CONTROL.

LinxCRM

LinxCRM financial services client care software

4.00

LinxCRM Icon

LinxCRM

4.00
★★★★★
★★★★★
LinxCRM financial services client care software

LinxCRM is an on-premise customer relationship management (CRM) solution for financial services organizations. It's a Windows-based desktop system with secure remote access. It helps to enhance customer relationships and acquire customers. ...

LinxCRM helps to manage all the incoming commissions and alerts instantly to any underpayments which are locally written and supported. Its customization charges are as per the need and remains under control without an aggregator, franchise head office, or producer group.

Its features include mortgage finance, equipment finance, insurance, financial planning, and property management. It also includes team collaboration and planning, document management, workflow automation, marketing management, referral tools, and business reporting.

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Sugar CRM

SugarCRM: #1 Rated Customer Relationship Management Software

3.85

Sugar CRM Icon

Sugar CRM

3.85
★★★★★
★★★★★
SugarCRM: #1 Rated Customer Relationship Management Software

SugarCRM is a customer relationship management and marketing automation platform for marketing, sales and services teams to achieve marketing automation and to collaborate across the entire customer lifecycle. ...

It primarily helps with lead management, inbound marketing, marketing analytics, sales forecasting, quote management and customer journey management. It can be deployed on the cloud or on prem.

It comes with built in automation and analytics.

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3.96

Oracle CRM On Demand Icon

Oracle CRM On Demand

3.96
★★★★★
★★★★★
Oracle

Oracle CRM On Demand Offers broad capabilities that help organizations drive sales, marketing, loyalty, and service effectiveness. It enables organizations of all types and sizes to: get smarter, more productive and get the best value, period. It helps to streamline business processes and allows key divisions to draw references from the same source of data. ...

Oracle CRM On Demand offers an online CRM with integrated sales and marketing in the cloud. Customers can perform contextual intelligence, real-time and historic analytics, and adaptive business planning.

The suite includes customer relationship management (CRM) solutions designed to help sales, service and marketing departments make information-driven decisions and manage costs and performance. Sales applications include sales force automation, sales order management and channel management. Marketing applications include marketing automation, marketing resource management and tradeshow management. Service applications include customer service, field service, call center and self-service.

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Suitecrm

Opensource CRM for businesses

4.23

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Suitecrm

4.23
★★★★★
★★★★★
Opensource CRM for businesses

Suitecrm is an Open Source CRM software that provides a 360-degree view of customers and business. It serves the needs of small to large businesses. It helps businesses to boost conversions, turn leads into customers, and drive innovation in product development and customer care. ...

It provides users with highly actionable insights on which to base critical business decisions, actions, and strategies. It engages with their potential clients and existing customers at every point of contact and optimizes all opportunities that come along. It has all the features needed to accelerate business growth and provide exceptional customer experiences.

Key features include improving sales and growth pipeline, creating engaging campaigns to send marketing content and automate marketing tasks, reports module allows users to build, generate and manage reports, dashboards, 360-degree view of customers and more.

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