Freshworks CRM
Clio
Transfer contacts, companies, activities, and more from Freshworks CRM to Clio. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Freshworks CRM to Clio migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
Prefer email? talk@ambrstack.com
If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
Streamlined sales CRM solution
Freshworks CRM (marketed as Freshsales) is an AI-powered customer relationship management platform offering contact and deal management, communication tools, and intelligent workflows. It helps sales teams manage pipelines, automate tasks, track activities, and close deals faster with Freddy AI providing lead scoring and behavior analytics.
Affordable pricing with free plan available
Transforming the legal experience for all
Clio is a cloud-based legal practice management platform serving over 150,000 legal professionals worldwide. It combines case management, billing, client intake, document management, and CRM capabilities specifically designed for law firms.
Purpose-built for legal industry workflows and compliance
"Transforming the legal experience for all"
Clio is a cloud-based legal practice management platform serving over 150,000 legal professionals worldwide. It combines case management, billing, client intake, document management, and CRM capabilities specifically designed for law firms.
Ideal for: Law firms seeking an all-in-one legal practice management platform with integrated CRM, billing, document management, and client portal capabilities.
Purpose-built for legal industry workflows and compliance
Integrated time tracking and trust accounting
AI-powered Clio Duo for document analysis and case summaries
250+ integrations including payment processing
Learn more at
clio.com
See exactly which data objects transfer from Freshworks CRM to Clio
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Freshworks CRM to Clio.
Explore other popular CRM migrations similar to Freshworks CRM to Clio
Need to go the other way? We support bidirectional migrations.
Clio → Freshworks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
