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Adding an update to multiple projects or contacts 20 Aug 2013 | 11:11 pm
No one likes to do extra work unnecessarily. ClientLook CRM helps you save time by allowing you to create an entry once, and quickly relate it to more than one project or contact. Let’s say, for exam...
Using the filter in Scoop 7 Aug 2013 | 10:17 pm
Your commercial real estate CRM should make it easy to recall any information you’ve entered over the years, whether it relates to a contact, a company or a project. ClientLook makes it simple and fas...
ClientLook summer release deployed 20 Jul 2013 | 02:15 am
Today we released a free upgrade to the ClientLook commercial real estate CRM to further optimize speed and usability. Every account is now active with the new features. The new features include: Fa...
Adding contact photos to your database 10 Jul 2013 | 08:31 pm
Using ClientLook as a commercial real estate CRM means you’ll be managing lots of relationships. Having a photo of your prospects and clients available helps every interaction feel more personal. Clie...
Personalize your database with custom fields 5 Jun 2013 | 01:18 am
ClientLook comes pre-configured with basic fields to hold information on your commercial real estate contacts, companies and projects. In addition to these built-in fields, you can add additional cust...
Customizing your ClientLook Start Page 15 May 2013 | 09:14 pm
Did you know that you can choose which page comes up when you first log in to ClientLook? By default, ClientLook always starts by showing you “Scoop”. This module shows recent updates for your contac...
Administration and teaming module deployed 27 Apr 2013 | 01:56 am
We deployed a free upgrade to our ClientLook commercial real estate CRM software yesterday that was applied to all acounts. The new upgrade includes a new account administration module and a teaming f...
Google Apps Secrets for Commercial Real Estate 30 Mar 2013 | 01:25 am
What’s all the hype about Google Apps? Is this something for you? In this 30 minute technology presentation by Michael Griffin you’ll learn everything you need to know about leveraging the online busi...
Fast Searching 13 Mar 2013 | 01:24 am
One of the first things I notice when working with our subscribers in ClientLook is that many people don’t use the fastest method of finding their contacts, companies and projects within ClientLook – ...
ClientLook optimization 8 Mar 2013 | 11:04 pm
We just wanted to pass along the scoop on our recent internal efforts at optimization. What is optimization? It’s the process of optimizing performance of software code, server architecture and databa...
