PRODUCT SHEET - Home - Momentum Telecommomentumtelecom.com/pdf/partner/ps/CLIO-Connector-ps.pdf ·...

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Clio Connector PRODUCT SHEET EXPERIENCE TRUE UNIFIED COMMUNICATIONS WITH THE ALTEVA CLIO CONNECTOR The Alteva Clio Connector is the perfect solution to integrate Clio with your Alteva HD Voice service. The Clio Connector runs as a plugin within the Google Chrome browser and automatically logs all incoming and outgoing call data, captures the user’s call notes, and exports this information in real-time to Clio into a contact’s communication tab with the option to associate the call to a matter as well. The Alteva Clio Connector gives your company the ability to: Click right from within Clio Talk utilizing Alteva Hosted VoIP services Log call duration, date, time, contact info and notes on incoming and outgoing calls, automatically to Clio 877.258.3722 [email protected] www.alteva.com

Transcript of PRODUCT SHEET - Home - Momentum Telecommomentumtelecom.com/pdf/partner/ps/CLIO-Connector-ps.pdf ·...

Page 1: PRODUCT SHEET - Home - Momentum Telecommomentumtelecom.com/pdf/partner/ps/CLIO-Connector-ps.pdf · PRODUCT SHEET EXPERIENCE TRUE UNIFIED COMMUNICATIONS WITH THE ALTEVA CLIO CONNECTOR

Clio Connector

PRODUCT SHEET

EXPERIENCE TRUE UNIFIED COMMUNICATIONS WITH THE ALTEVA CLIO CONNECTORThe Alteva Clio Connector is the perfect solution to integrate

Clio with your Alteva HD Voice service. The Clio Connector runs

as a plugin within the Google Chrome browser and automatically

logs all incoming and outgoing call data, captures the user’s call

notes, and exports this information in real-time to Clio into a

contact’s communication tab with the option to associate the call

to a matter as well.

The Alteva Clio Connector gives your company the ability to:

Click right from within Clio

Talk utilizing Alteva Hosted VoIP services

Log call duration, date, time, contact info and notes on incoming and outgoing calls, automatically to Clio

[email protected]

Page 2: PRODUCT SHEET - Home - Momentum Telecommomentumtelecom.com/pdf/partner/ps/CLIO-Connector-ps.pdf · PRODUCT SHEET EXPERIENCE TRUE UNIFIED COMMUNICATIONS WITH THE ALTEVA CLIO CONNECTOR

Automated Call Logging

Call Tagging and Notation

Incoming Call Pop-up

CLICK-TO-CALLClick to dial any number appearing in a Google Chrome browser and connect the call through your phone.

INCOMING CALL POP-UPIncoming screen pop with answer or decline and send to voicemail options. You can also open a call log window to enter call notes.

AUTOMATED CALL LOGGINGAll Alteva HD Voice incoming and outgoing calls are automatically logged to matching contacts. It logs the duration, date, time and custom notes.

CALL TAGGING AND NOTATIONEasy to use call tagging and note taking for all inbound/outbound calls, recorded in Clio contact communications. In addition to logging the call to a contact, you also have the option to associate the call to any related matter.

AUTOMATIC TIME ENTRYAutomatically create time entries based on call duration with the option to change the billing rate of the call, add tags, and make notes.

FEATURES

Click-To-Call

Requirements:

» Alteva HD Voice user credentials

» Google Chrome browser

» Clio account

CLIO Connector

877.258.3722

[email protected]

www.alteva.com

©2015 Alteva, Inc. | CLIO05212015