ClientLook CRM Video Showcase |
ClientLook overview
An overview of our CRM in the cloud.
Login to your account
How to access your online account anywhere.
Edit your profile
Change your email or password, upload a photo and more.
Add custom fields
Add custom fields to track just about anything.
Sharing information
How to share updates, contacts, companies and projects.
Import data
Import contacts and companies from any CSV data source.
Setup Google sync
Wireless two-way mobile device sync with ClientLook through Google.
Attach emails
Attach emails to contacts and projects from any email source.
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Simple CRM for everyone
Unlimited free 14-day trial. No credit card required.
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View contacts
View the contact list and the contact detail page.
Add a new contact
Add a contact to ClientLook including their photo.
Sync contacts
Use Google to sync contacts to your mobile device.
Add a contact update
Log contact updates, attach files and more.
Schedule an event
Schedule an event for a contact.
Schedule a task
Schedule a task for a contact.
Contact searching
Simple and intuitive searching to find any contact.
Contact groups
Subdivide contacts into groups. Great for marketing.
Import data
Import contacts from any CSV formatted file.
Exporting records
Export contacts to Excel.
Assign a company
Assign a contact to a different company.
Attach emails
Attach emails to contacts and projects from any email source.
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Simple CRM for everyone
Unlimited free 14-day trial. No credit card required.
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View companies
View the companies list and the company detail page.
Add a new company
Add a new company to ClientLook.
Add a company update
Log company updates, attach files and more.
Company searching
Find a company by name using the keyword search feature.
Company groups
Subdivide companies into groups.
Exporting records
Export companies to Excel.
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Simple CRM for everyone
Unlimited free 14-day trial. No credit card required.
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View activities
View your list of scheduled events and tasks
Schedule an event
Schedule a new event and relate it to a contact and/or project.
Schedule a task
Schedule a new task and relate it to a contact and/or project.
Sync events
Use Google to sync events to your mobile device and Outlook.
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Simple CRM for everyone
Unlimited free 14-day trial. No credit card required.
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View projects
View your list of projects and access a project detail page.
Add a new project
An overview of adding a new project.
Add a project update
Add an update for a project including attachments.
Send project email
Send emails to a project to automatically create updates.
Create offline reports
How to create an offline report of your project activity.
Project activities
Add and view events and tasks for a project.
Invite participants
Invite projects participants both inside and outside your company.
Participants view
Overview of what outside project participants see when they login.
Project groups
Create groups to subdivide and organize your projects.
Search for projects
Find projects using the keyword search.
Exporting records
Export projects to Excel.
Attach emails
Attach emails to contacts and projects from any email source.
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Simple CRM for everyone
Unlimited free 14-day trial. No credit card required.
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Activity feed overview
An overview of the real-time activity feed in Scoop.
View profiles
View the personal profile pages of any connection.
Follow connections
Follow connections to receive their updates.
Add a community
Create your own shared or private community.
Join a community
Join a community to share ideas with other members.
Invite connections
Invite connections to join a community.
Add a Scoop update
Add a new update for your followers or a community.
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Simple CRM for everyone
Unlimited free 14-day trial. No credit card required.
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Virtual Assistant Team
Operators are standing by! Learn how our VA service works.
Log an update
Log an update for a contact or project via phone or email.
Succeed with CRM
How to succeed with cloud-based CRM in CRE. It’s easier than you think.
Using an iPad
How to use an iPad to run your commercial real estate business.
Using a Virtual Assistant
How to incorporate a virtual assistant into your commercial real estate business.
Cloud-computing strategies
The top-10 cloud computing strategies for commercial real estate.
Google Apps for CRE
How to use Google Apps for commercial real estate success.
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Simple CRM for everyone
Unlimited free 14-day trial. No credit card required.
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