4 New ClientLook Features to Get the Most From Your CRM in 2017

clientlook upgrade features

4 New ClientLook Features to Get the Most From Your CRM in 2017

With a new year, comes new features for ClientLook. We recently upgraded our CRM with some exciting new features that include integration with Xceligent and a new listings module along with many other incredible upgrades for you to master your commercial real estate business in 2017. Here’s a look at four new ClientLook features to get the most from your CRM in 2017.

Manage Your Listings Company-Wide

ClientLook now offers an internal listing management module that allows for easy management of every detail of both lease and sale listings. The Virtual Assistant team will help you process listing updates and you can also publish your listings to many online services. This is the easiest way to manage your listings company-wide.

Integration with Xceligent

This is the first phase of our exclusive partnership with Xceligent. This partnership is the first time a CRM and commercial real estate research platform have come together. Our fundamental goal was to combine the research Xceligent provides with the intuitive CRM features ClientLook offers.

This offers an entirely new way for ClientLook users to become more efficient and productive. ClientLook users can instantly download any of Xceligent’s million+ properties into their personal property module. You will also receive real-time updates for comps, tenants, availability, images, ownership and public record data each time the property is loaded into ClientLook.

Publish New Listings in CommercialSearch

You can now manage your listings in ClientLook and publish them to the commercial real estate listing marketplace CommercialSearch.com. This is a simple and free way to expose your availability to a national audience without duplicate data entry. You can also enable automatic ClientLook lead capture in CommercialSearch. This will send any leads generated from your listings on CommercialSearch to the Virtual Assistant team to process into your ClientLook CRM.

Upgraded MailChimp Integration

Newsletters and emails are some of the most important marketing tools ClientLook offers for commercial real estate agents. We wanted to update the core functionality of the MailChimp integration to take advantage of the new changes in their API. You can now create and schedule MailChimp campaigns within ClientLook, display recipient engagement data with your contact records in ClientLook and view and navigate through MailChimp templates all in your CRM.

Other quick updates for 2017

  • Upgraded integration with Buildout to support full listing publication
  • New list views for a quicker display and navigation through contacts, properties, listings and companies
  • Resolved bugs that made tasks disappear
  • Redesigned user interface within the property and listing detail pages
  • New export options including Word, CSV, PDF and HTML

Interested in any of these new features for 2017? Then try ClientLook for free to experience how it could change your entire commercial real estate business. We are proud to be the leading CRM for CRE and to offer a solution that is built exclusively for commercial real estate professionals. Check out our blog for more technology tips and tricks to make the most of your CRM.

About the Author

Michael Griffin

Michael Griffin - ClientLook, Founder

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