Copy of Snippet "Clio Payments Info"

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{formtext: name=Customer Name} | Info on Clio Payments{key: tab; trim=yes}
Hi {=`customer name`},

Thank you for speaking with me today.

As discussed, I'm sharing some information on Clio Payments for your reference:

  • Cheaper than 3rd party payments processors
  • Better automation while collecting payments and recording payments
  • Clients can tap their cards on your phone and make a payment using Clio App
  • All your payment reports are now real-time and transparent within Clio.
  • More flexible payment plan options. Create, edit, and delete any time.
  • Better integration since both Clio Manage and Clio Payments work seamlessly.
I would recommend getting a free demo so we can share more on how you can make the best use of payments in Clio. Here is the booking link: {cursor}


Best
Ahsan