Capterra Logo
Helping businesses choose better software since 1999

Clio vs CallProof: Which is a better fit?

Updated on February 11th, 2025
Capterra offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Summary
Key features rated by users
Features selected based on 14,198 reviews from CRM users.
% Fit
Not enough reviews
Feature ratings
Data Security
4.8
Contact Management
4.4
Lead Management
3.8
Sales Pipeline Management
4.3
Reminders
4.7
% Fit
Missing features
Not enough reviews
Feature ratings
Data Security
NA
Contact Management
3.5
Lead Management
3.0
Sales Pipeline Management
5.0
Reminders
--
User satisfaction
4.7
User reviews1,672
Ease of use
4.6
Functionality
4.5
Value for money
4.5
Customer support
4.7
4.1
User reviews28
Ease of use
4.3
Functionality
3.9
Value for money
4.4
Customer support
4.8
Price starts from
/user
Monthly subscription
Free version
Free trial
/user
Monthly subscription
Free version
Free trial
Best for

Clio offers different pricing plans and an entire suite of tools covering the client journey from intake to invoice, making Clio suitable for law firms of any size or practice area.

CallProof has tools for Field B2B sales teams. Innovative lead generation & routing features, Sales activity tracking, and automated reports so you can spend time on tasks like closing sales.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
Jodi Ann D
Attorney
5.0

Jodi A.: Hi, I'm Jodi. I am the attorney owner of my firm, and I give Clio five star rating. For more reviews like this, click below. So I tried out a number of software products before deciding on Clio. I tried out Rocket Matter, MyCase, Houdini, and another one that the name escapes me. I found that Clio had an interface that I liked and it had all the features I liked, and it worked with my current software that I was using. I chose Clio because it enabled me to keep all my client information in one location. While setting appointments, it integrates with a number of apps. I use Gmail and Google Calendar, Clio interfaced with that when I signed up. Since I originally signed up about 10 years ago, it integrates with a ton more of options now. Onboarding with Clio is very simple. You don't need a ton of computer knowledge in order to do it. The Clio staff is so extremely helpful. Anytime I need something, I reach out and they are great to work with. Well, if you're going to use Clio and you want a complete app, I would definitely strongly suggest Clio. Right now there's Clio. Clio has a CRM called Clio Grow. They have a payment integration called Clio Payments. They integrate with so many different softwares. I use LEX Reception. It integrates with that, but it integrates with other reception services. I've recently signed for Lawyer, which is a document prep service. If you are looking for a complete package, I would definitely suggest Clio. The other thing about Clio is that it's really not just a software company. They provide numerous free webinars on various topics, and there's also the annual ClioCon every year.

How Capterra sources reviews
View all video reviews
No video reviews yet
User interface
105428 video thumbnail}
1 Video
No videos provided by vendor
105428
5 screenshots
131553
5 screenshots
Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

Logo Img
--%
Logo Img
--%
Activity Dashboard
207
Important
Alerts/Notifications
388
Important

Clio

20/37
  • Campaign Management
  • Customer Journey Mapping
  • Drag & Drop
  • Email Marketing
  • Email Templates
  • Forecasting
  • Lead Capture
  • Lead Generation
  • Lead Qualification
  • Lead Scoring
  • Marketing Automation
  • Multi-Channel Communication
  • Quotes/Estimates
  • Referral Tracking
  • Sales Reports
  • Segmentation
  • Territory Management
  • Activity Dashboard
  • Alerts/Notifications
  • API
  • Calendar Management
  • Contact Management
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Data Security
  • Document Storage
  • Email Management
  • Interaction Tracking
  • Lead Management
  • Mobile Access
  • Reminders
  • Reporting/Analytics
  • Sales Pipeline Management
  • Task Management
  • Third-Party Integrations
  • Workflow Management
See All features
Hide CRM Software Features -

CallProof

Top Features
25/37
Show CRM Software Features +
Clio
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
CallProof
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Clio
  • By Clio
  • Located in Canada
  • Founded in 2007
CallProof
  • By CallProof
  • Located in United States
  • Founded in 2011
Need a Little Help?

Talk with a software expert for free. Get a list of software that’s great for you in less than 15 minutes.

Recommendations

Products similar to those you're currently comparing: