Projects powered by CRM
Project collaboration works better when it’s integrated with your CRM. With ClientLook you can log a call, send an email or schedule an activity – and tag everything to projects. You’ll build your contact relationships and update your project participants at the same time. Everyone stays informed with real-time updates and offline reporting.
Leverage everything you do
Work smarter and feed projects using your daily CRM activity and emails. It’s easy to keep everyone informed while you work with less effort.
- Add a contact update – tag one or more projects
- Send emails directly to a project
- Relate activities to projects and assign tasks to coworkers
Provide better client service
Projects are a great way to engage with your team and clients. With real-time access to the latest updates everyone stays in the loop.
- Invite as many participants as desired – for free
- Restrict access to projects and contents
- Any participant can view/add updates, files and comments
Your virtual file cabinet
With unlimited storage your projects serve as virtual file cabinets where everything is perfectly organized and searchable.
- Store unlimited updates, files, emails and web links
- Export detailed project activity to Microsoft Excel
- Find anything fast with comprehensive project-wide searching
Video highlights
View projects
Add a project update
Send project email
Project activities
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Simple CRM for everyone
Unlimited free 14-day trial. No credit card required.
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