Videos

Tutorials for everything in ClientLook.

  • ClientLook CRM Overview Webinar

    ClientLook Overview Webinar

    Watch ClientLook Founder, Michael Griffin, present the latest version of the ClientLook commercial real estate CRM including the new ClientLook mobile app on December 5, 2017.

  • Coldwell Banker Commercial webinar

    Coldwell Banker Commercial Webinar

    ClientLook President and CEO, Michael Griffin, presents the latest version of the ClientLook commercial real estate CRM to a national Coldwell Banker Commercial audience on November 16, 2017.

  • KW Commercial training

    KW Commercial Training

    ClientLook President and CEO, Michael Griffin, presents the latest version of the ClientLook commercial real estate CRM to KW Commercial on November 15, 2017.

  • ClientLook CCIM November Webinar

    CCIM Fall Webinar for ClientLook CRM

    ClientLook President and CEO, Michael Griffin, presents the latest version of the ClientLook commercial real estate CRM to a national CCIM audience.

  • RPR Commercial

    Webinar: Connect RPR to ClientLook

    Webinar hosted by ClientLook and RPR to showcase new integration.

  • TheAnalyst Pro

    Connect TheAnalyst® PRO to ClientLook

    Generate property analysis using TheAnalyst® PRO in ClientLook.

  • Connect RPR to ClientLook

    Connect RPR to ClientLook

    Activate RPR property reporting, demographics, and market analysis.

  • Webinar: Connect Buildout to ClientLook

    Webinar hosted by ClientLook and Buildout to showcase new integration.

  • Connect Mandrill to ClientLook

    Connect Mandrill to send individual emails using MailChimp templates.

  • Connect Buildout to ClientLook

    Learn how to send ClientLook properties to Buildout.

  • Send a MailChimp campaign

    See how easy it is to send a MailChimp campaign using ClientLook.

  • CRE CRM Debate ClientLook

    Great CRE CRM Debate

    Michael Griffin’s demo of ClientLook during the Great CRE CRM Debate.

  • virtual assistant update

    Log an update with the Virtual Assistant

    Learn how to use the Virtual Assistant to log an email via phone or email.

  • Commercial real estate property detail

    Property record overview

    Check out this overview on commercial real estate properties in ClientLook.

  • Add a commercial real estate property

    Add a property

    Learn how to add a property in the ClientLook Property Tracking System.

  • property tracking system

    Property Tracking System Introduction

    Watch an introduction of the new Property Tracking System by company founder Michael Griffin.

  • ClientLook Overview by Michael Griffin

    See a ClientLook presentation, including details of the Xceligent integration, given by Michael Griffin.

  • Google Apps for Commercial Real Estate

    Learn how to use Google Apps in commercial real estate.

  • How to succeed using cloud-based CRM

    Learn how to maximize success in commercial real estate using a cloud-based CRM solution.

  • How to use an iPad to run your CRE business

    Learn how to use an iPad to run your commercial real estate business. Become more mobile and stay productive everywhere.

  • Attach email to contacts and deals

    Discover how easy it is to attach email to your ClientLook contacts and projects.

  • Using a Virtual Assistant in the cloud

    Learn how to use the ClientLook Virtual Assistant for commercial real estate success.

  • Top 10 cloud computing strategies for Commercial Real Estate

    Discover the Top 10 strategies for using cloud-based technology in commercial real estate.

  • Participants login

    Invite outside clients to view your deals using ClientLook. See how easy it is to collaborate.

  • Assign a new company

    Learn how to assign an existing contact to a new company in ClientLook.

  • ClientLook Virtual Assistant Overview

    An introduction to using ClientLook’s exclusive Virtual Assistant team.

  • Invite connections

    Invite connections to join an internal community in ClientLook Scoop.

  • Add a Scoop update

    An an update to ClientLook Scoop to share with your internal followers or community members.

  • Activity feed in Scoop

    Communicate internally like never before using the activity feed built into Scoop.

  • Exporting data

    Exporting any list of contacts, companies or projects from ClientLook into Excel.

  • Join a community

    Join a community in Scoop – the corporate social networking tool built into ClientLook.

  • Add a community

    Add a community to Scoop – the corporate social networking system built into ClientLook.

  • View profiles

    View the personal profile page of other users in your ClientLook account.

  • Follow connections

    Follows connections (other users in your ClientLook account) to receive their updates.

  • Setup mobile sync

    Learn how to sync ClientLook with your mobile devices.

  • Invite deal participants

    Invite outside participants (like clients) to join your deal to collaborate online.

  • Deal activities

    Learn how to add activities to your deals in ClientLook.

  • Groups for deals

    Subdivide your deals for more efficient management using groups.

  • Searching for deals

    How to create searches for deals within ClientLook.

  • View your deals

    View all the deals you’ve created or that you’ve been assigned to in ClientLook.

  • How to share data

    Learn the basics for sharing data with other users in your ClientLook account.

  • Log deal updates

    Log updates to track activities, files and email for your deals.

  • Link email to deals

    Learn how to link email from any source to your ClientLook deals.

  • Create offline reports

    Learn how to create offline reports for contacts, companies and deals.

  • Add a new deal

    Add a new deal to track any type of transaction or assignment.

  • View your activities

    See an interactive list of all of your pending activities in the special agenda view.

  • Schedule an event

    Learn how to schedule an event to manage meetings and more.

  • Schedule a task

    Learn how to schedule a task to manage callbacks, reminders, etc.

  • Account login

    Your ClientLook is accessible anywhere online. See how easy it is to login.

  • View your companies

    View the list of companies shared within your ClientLook account.

  • Add a company

    Learn how to track an unlimited number of companies in ClientLook.

  • Add a company update

    Add a company update to track activities, files, emails and more.

  • Company searching

    Searching for companies is fast, flexible and easy.

  • Company groups

    Subdivide your companies using groups to better manage your data.

  • Add a contact update

    Add a contact update to track past activities, files, emails and more.

  • Add a contact

    Learn how easy it is to add new contacts to your ClientLook account.

  • Contact groups

    Subdivide your ClientLook contacts for better organization using groups.

  • Contact searching

    Searching for contacts in ClientLook is fast and easy.

  • Schedule a contact task

    Schedule a task for a contact in your ClientLook account.

  • Schedule a contact event

    Schedule an event for a contact in your ClientLook account.

  • View your contacts

    View the list of contacts in your ClientLook account.

  • Edit your profile

    Edit your profile in ClientLook to share personal contact details.

  • Add custom fields

    Customize ClientLook by adding custom fields to track anything you want.

  • Import data

    Import data from any CSV file into ClientLook. Learn how easy it is.