Clio vs Freshsales
Features Comparison
Discover how Clio and Freshsales compare to each other by their features
Total
80
84
"What If" Scenarios
AI Writing Assistant
AI/Machine Learning
API
Access Controls/Permissions
Accounting
Accrual Accounting
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Alerts/Notifications
Approval Process Control
Archiving & Retention
Asset Accounting
Audience Targeting
Audit Trail
Auto-Dialer
Bank Reconciliation
Behavior Tracking
Billable & Non-Billable Hours
Billing & Invoicing
Billing Rate Management
Budgeting/Forecasting
Business Process Automation
CPA Firms
CRM
Calendar Management
Calendar/Reminder System
Call List Management
Call Recording
Campaign Management
Case Management
Case Notes
Chat/Messaging
Check Writing
Click Tracking
Client Management
Client Portal
Collaboration Tools
Communication Management
Compliance Management
Conflict Management
Contact Database
Contact Management
Content Management
Contract/License Management
Court Records Search
Critical Date Alerts
Customer Engagement
Customer Statements
Customizable Fields
Customizable Reports
Customizable Templates
Data Entry
Data Import/Export
Data Visualization
Deadline Management
Docket Management
Document Capture
Document Classification
Document Generation
Document Management
Drag & Drop
Dynamic Modeling
Electronic Filing
Electronic Payments
Electronic Signature
Email Distribution
Email Management
Email Templates
Event Triggered Actions
Exemption Management
Expense Tracking
Fee Calculation & Posting
Financial Management
For Legal Professionals
For Sales Teams/Organizations
Forecasting
Forms Automation
Full Text Search
General Ledger
Goal Setting/Tracking
Heatmaps
Income & Balance Sheet
Interaction Tracking
Invoice Management
KPI Monitoring
Landing Pages/Web Forms
Lead Capture
Lead Engagement
Lead Generation
Lead Management
Legal Case Management
Legal Forms Library
Location Tracking
Meeting Management
Multi-Channel Communication
Multi-Currency
Multivariate Testing
Opportunity Management
Optical Character Recognition
Payroll Management
Performance Management
Performance Metrics
Pipeline Management
Portfolio Management
Predictive Analytics
Process/Workflow Automation
Prospecting Tools
Purchase Order Management
Real-Time Notifications
Receipt Management
Reminders
Reporting & Statistics
Reporting/Analytics
SSL Security
Sales Activity Management
Sales Pipeline Management
Scorecards
Secure Data Storage
Self Service Data Preparation
Split Testing
Statistical Analysis
Status Tracking
Strategic Planning
Task Management
Tax Management
Team Management
Third-Party Integrations
Time & Expense Tracking
Time Tracking
Trust Accounting
Version Control
Visual Editor
Workflow Management
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