---
description: Compare Salesforce Sales Cloud vs Clio regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Salesforce Sales Cloud vs Clio Comparison
---

Breadcrumb: [Home](/) > [Sales Force Automation Software](/directory/254/sales-force-automation/software) > [Salesforce Sales Cloud \<span\>vs\</span\> Clio](https://www.softwareadvice.co.nz/compare/2764/449970/salesforce-sales-cloud/vs/Clio)

# Compare Salesforce Sales Cloud vs Clio

Canonical: https://www.softwareadvice.co.nz/compare/2764/449970/salesforce-sales-cloud/vs/Clio

> Detailed comparison between Salesforce Sales Cloud and Clio. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Salesforce Sales Cloud | Clio |
| **Overall rating** | 4.4/5 | 4.7/5 |
| **Total Reviews** | 18782 | 1726 |
| **Starting Price** | US$25.00 | A$39.00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### Salesforce Sales Cloud

- API
- Accounting
- Activity Tracking
- CRM
- Calendar/Reminder System
- Client Management
- Contract/License Management
- Customer Database
- Customisable Branding
- Customisable Templates
- Dashboard
- Document Management
- Email Management
- For Startups
- Lead Capture
- Lead Management
- Live Chat
- Multi-Currency
- Real-Time Data
- Reminders

### Clio

- API
- Accounting
- Activity Tracking
- CRM
- Calendar/Reminder System
- Client Management
- Contract/License Management
- Customer Database
- Customisable Branding
- Customisable Templates
- Dashboard
- Document Management
- Email Management
- For Startups
- Lead Capture
- Lead Management
- Live Chat
- Multi-Currency
- Real-Time Data
- Reminders

## Links

- [View Salesforce Sales Cloud Profile](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud)
- [View Clio Profile](https://www.softwareadvice.co.nz/software/449970/Clio)
- [View Original Comparison](https://www.softwareadvice.co.nz/compare/2764/449970/salesforce-sales-cloud/vs/Clio)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Salesforce Sales Cloud vs Clio Comparison","description":"Compare Salesforce Sales Cloud vs Clio regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.co.nz/compare/2764/449970/salesforce-sales-cloud/vs/Clio","about":[{"@id":"https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud#software"},{"@id":"https://www.softwareadvice.co.nz/software/449970/Clio#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.co.nz/compare/2764/449970/salesforce-sales-cloud/vs/Clio#breadcrumblist"},"@id":"https://www.softwareadvice.co.nz/compare/2764/449970/salesforce-sales-cloud/vs/Clio#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.softwareadvice.co.nz/#website"},"publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"inLanguage":"en-NZ"},{"name":"Salesforce Sales Cloud","description":"Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It assists businesses in overseeing customer accounts, monitoring sales leads, executing and assessing marketing efforts and offering post-sale support. The upgraded Salesforce Lightning Experience enhances the CRM capabilities of Sales Cloud, optimizing the sales cycle and enabling sales representatives to effortlessly generate leads, manage accounts, oversee campaign progress and compile reports.\n\nIntegration with Salesforce for Outlook allows for seamless synchronization of contacts, calendars, emails and tasks across both platforms, ensuring uninterrupted business operations. Specifically designed for small businesses, Sales Cloud empowers companies to organize contacts, monitor sales activities, manage tasks and events, generate leads and assess performance metrics. Additionally, for larger organizations, the sales cloud enterprise edition enriches the platform with additional features such as call scripting, collaborative selling tools, comprehensive business workflow management, approval processes, custom application development, API integrations and more.\n\nThe Salesforce CRM solution is available as a software-as-a-service (SaaS) offering, providing a comprehensive technology infrastructure that includes data management, security, workflow integration and user interface functionalities. Automated CRM updates, centralized data and smarter insights backed by the Salesforce Platform and Data Cloud represent a leap towards a data-driven sales strategy. Additionally, the integration of Sales Cloud with Tableau brings advanced analytics to the forefront, enhancing forecast accuracy, pipeline growth and revenue optimization. \n\nSalesforce Sales Cloud underpins revenue growth through its integrated growth platform, encapsulating revenue lifecycle management, CPQ (configure, price, quote) and sales performance management. This integration connects product catalogs, pricing management, contracts and billing in one coherent system, facilitating sales across various channels. Additionally, the partner relationship management is also enhanced, easing the management of resellers, distributors, and other partners to drive channel sales and performance. \n\nSalesforce Sales Cloud presents a sales solution that is adaptable to various business needs, offering total visibility into the sales pipeline. It enhances sales team productivity through built-in AI and sales engagement tools. Trusted AI, grounded in unified sales data, offers sales teams faster, smarter selling capabilities. Furthermore, sales engagement is baked directly into the CRM, allowing for accelerated sales cycles and more impactful buyer connections. Additionally, outcome-based enablement programs improve seller efficiency and productivity, ensuring sales teams operate at peak performance levels.\n\nSalesforce Sales Cloud includes Agentforce, comprising SDR (Sales Development Representative) and Sales Coach components. The autonomous agents are designed to scale sales teams effectively. Additionally, it focuses on building the pipeline by autonomously nurturing inbound leads around the clock and elevating sales performance by offering personalized coaching to sales representatives.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/4baaf885-82cd-42e6-9e9e-6141a1869524.png","url":"https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud","@id":"https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.4,"bestRating":5,"ratingCount":18782},"offers":{"price":"25","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Android, Platform ios, Platform ipad"},{"name":"Clio","description":"Clio provides a cloud-based solution designed to streamline various aspects of law firm operations. Its platform supports essential functions such as billing, communication, document management, client intake, and more, aiming to centralize and optimize processes for legal professionals. By integrating tools into one system, Clio acts as a hub where users can manage matters, contacts, documents, finances, and other critical elements of their work.\n\nThe software suite caters to diverse needs within legal practice, offering features like law practice management, client intake, customer relationship management (CRM), document automation, legal accounting, and access to a wide array of third-party apps. With over 250 integrations available, firms can connect Clio’s core system to external tools to enhance workflow and efficiency. Specific functionalities include scheduling, case management, task tracking, collaboration tools, and contact management, enabling legal teams to organize and monitor everything from deadlines to client communications.\n\nFinancial management is also a focus, with features that support accounting, billing, financial reporting, online payments, and trust account management. Users can track billable hours, create and manage detailed billing plans, initiate payments directly into trust or operating accounts, and customize fee structures to suit firm needs. Document-related features include automation, electronic signature capture, and customized field creation, addressing both organization and compliance requirements.\n\nThe Clio platform emphasizes accessibility, offering a mobile app for iOS and Android that enables users to handle client interactions, document management, case-related tasks, and billable hour tracking on the go. Push notifications and messaging tools within the app help maintain timely communication, ensuring that critical updates are not overlooked.\n\nSecurity plays a significant role in Clio’s design, as the platform stores data securely in the cloud and adheres to stringent industry compliance standards such as HIPAA, SOC2, and PCI. Continuous vulnerability monitoring is implemented to safeguard sensitive information, and the software meets the requirements for handling protected health information. Additionally, comprehensive training resources and support are also available to assist users in getting the most out of the system. Pricing is based on monthly or annual subscriptions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/1eef4d26-ac70-4b3a-8c83-af0865b2cbc3.png","url":"https://www.softwareadvice.co.nz/software/449970/Clio","@id":"https://www.softwareadvice.co.nz/software/449970/Clio#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.7,"bestRating":5,"ratingCount":1726},"offers":{"price":"39","@type":"Offer","priceCurrency":"AUD"},"operatingSystem":"Cloud, Apple, Windows, Android, Platform ios, Platform ipad"},{"@id":"https://www.softwareadvice.co.nz/compare/2764/449970/salesforce-sales-cloud/vs/Clio#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Sales Force Automation Software","position":2,"item":"/directory/254/sales-force-automation/software","@type":"ListItem"},{"name":"Salesforce Sales Cloud vs Clio","position":3,"item":"https://www.softwareadvice.co.nz/compare/2764/449970/salesforce-sales-cloud/vs/Clio","@type":"ListItem"}]}]}
</script>