Category: Blog

National licensing agreement with Sperry Van Ness PRESS RELEASE Laguna Niguel, CA – ClientLook, the innovation leader in online project management and productivity tools for business professionals, has signed an agreement with Sperry Van Ness to provide their more than 800 Advisors with ClientLook’s complete line of subscription services. These services include the currently available

CCIM document library powered by ClientLook PRESS RELEASE – Chicago, IL – CCIM Technologies, Inc. (CCIM TECH), the leading provider of informative GIS applications for the commercial real estate industry, has signed an agreement with ClientLook, who will power the new STDB Document Library. The STDB Document Library now makes a vast library of virtual

Announcing our commercial real estate technology reviews We receive lots of requests from our subscribers for recommendations on technology-related products and services for their business. It seems like everyone is looking for an edge. Since our focus is helping people regain lost productivity through technology, we’ve developed a certain level of expertise. We see everything

Michael Griffin interview for Massimo Monthly about ClientLook ClientLook founder Michael Griffin was recently interviewed by leading commercial real estate coach and consultant Rod Santomassimo of the Massimo Group for the Massimo Monthly newsletter.

ClientLook inside Scoop for May 2010 Get the inside scoop on the new ClientLook features we’re working on this month.

ClientLook releases new online version Over the past few months we’ve been collecting feedback from our subscribers to help us shape our new release. We’ve used this feedback to create an upgrade to ClientLook that we think is really special. This upgrade, like all enhancements to our system, is available today at no additional cost

KW Commercial Selects ClientLook Laguna Niguel, CA – ClientLook, an industry-leading online project collaboration and document sharing system for commercial real estate, today announced that KW Commercial, a division of Keller Williams Realty, Inc., has approved ClientLook to offer its services under special terms through the company’s network. KW Commercial has over 930 associates in

CCIM integrates ClientLook into CCIMREDEX PRESS RELEASE Chicago, IL – CCIM TECH has entered into an agreement with ClientLook to become the newest service to integrate with the CCIMREDEX technology platform. ClientLook is a project collaboration system that assists real estate professionals in organizing and sharing project related updates, emails and documents online.

CORFAC Enters Into National Marketing Agreement With ClientLook Hollywood, CA – CORFAC International, a commercial real estate services organization with 62 North American locations, today announced it has entered into a national marketing agreement with Laguna Niguel (CA)-based ClientLook, which provides online client communications tools specifically tailored for commercial real estate brokerage and related services.

Document sharing for project collaboration Since ClientLook hit the market in January one of the most common feature requests we’ve received is to add document sharing. It makes sense. ClientLook already provides an easy to use, centralized web portal for sharing project activity with clients and internal team members. Why not allow convenient online access

STDBOnline establishes partnership with ClientLook PRESS RELEASE Chicago, IL – The Site To Do Business (www.stdb.com) has signed a national marketing agreement with ClientLook of Laguna Niguel, CA. ClientLook will provide its online project collaboration and reporting system to CCIMs and STDBonline members under special terms.

SVN expands its technology lead with ClientLook PRESS RELEASE Irvine, CA – Sperry Van Ness has signed a national marketing agreement with ClientLook of Laguna Niguel, CA. ClientLook will provide its online project collaboration and reporting system to Sperry Van Ness Advisors under special terms.

ClientLook system release All of our hard work has finally paid off. ClientLook went live today and the application is running great. We are grateful for our diligent software testers who have been providing feedback since October. They made sure that we resolved any outstanding issues. We have now begun our marketing campaigns to commercial

Letter from the CEO Welcome to ClientLook! We’ve spent the better part of 2008 conceptualizing and creating our new tool for commercial real estate, which we’re really excited to be releasing. A limited beta was recently announced and we’ve been overwhelmed with interest from people eager to get involved with ClientLook.

Google voice review for commercial real estate Google Voice offers some great ways to better manage your telephone communication for commercial real estate. But how effective is it for the mobile commercial real estate professional? At ClientLook our focus is delivering efficiency gains to our clients. To figure out if Google Voice could make me

Web conferencing software for commercial real estate Web conferencing software for commercial real estate allows you to conduct live online virtual meetings with participants located anywhere. You can make remote sales presentations, hold team meetings, jointly edit documents and more through your computer without geographic constraints. There are lots of choices when it comes to

iPhone essential apps for commercial real estate It’s hard to talk about commercial real estate technology without mentioning the iPhone and it’s larger brother, the iPad. No single electronic device in the last several years has had as big an impact on personal communications and productivity. The modern PDA has become synonymous with these ubiquitous

10 cloud computing strategies If you’re not running your commercial real estate business in the cloud then chances are you’re spending more time and money on technology and hardware than your competitors. These days there are simpler, more cost effective cloud-based alternatives for most of the tools you use routinely. Everything from your phone system

The iPad for commercial real estate These days more business people see the obvious benefits of adopting tools and services that compliment a virtual business environment. Working anywhere, anytime while continuously engaging with your team and clients is critical to the success of any mobile business professional. Within the next couple years, I believe most

Company searching in ClientLook The ClientLook commercial real estate CRMallows you to track an unlimited number of contacts and companies. Over time you will undoubtedly amass a list of thousands of companies especially if you share an account with multiple users. Finding that needle in a haystack is easy in ClientLook. You’ll find intuitive and

Login to your ClientLook account Did you think logging into your ClientLook commercial real estate CRM account would be easy? Well, you were right – it is. This simple video shows you the basics of how to access your account from any web-enabled browser, computer and mobile device. Related videos

Sharing information in ClientLook ClientLook CRM allows you to share or privatize information in a variety of ways. In the video tutorial you’ll learn how to: Setup sharing defaults to facilitate data entry Create teams to share data with a subset of users Set the sharing level of any records in ClientLook Related videos

Edit your ClientLook profile Everyone has their own personal profile page in ClientLook. Your co-workers can visit your page to view your latest updates and learn how to reach you. You can edit your profile to upload your photo, update your contact info, change your password and more. Features include: Related videos

Add custom fields to ClientLook CRM ClientLook is fully customizable and allows you to add an unlimited number of custom fields. Create your own fields to track anything you want to accommodates your changing data needs. Features include: Related videos

Import data into ClientLook Create your database in the cloud in just minutes. Import an unlimited number of contacts and companies from any CSV formatted file into ClientLook. Features include: Related videos

Manage contacts in ClientLook Add an unlimited number of contacts and share them with your co-workers in the cloud. Track leads, clients, vendors, personal contacts and more. Features include: Related videos

Add a contact to ClientLook Add an unlimited number of contacts to ClientLook. Share them with your co-workers or keep them private. Manage your prospects, clients, vendors and personal contacts in one cloud-based solution. Features include: Related videos

Add a contact update in ClientLook CRM Maintaining a history of everything you do helps build better relationships. ClientLook makes it easy to contribute contact updates to track phone calls, meetings, completed tasks and more. With unlimited file storage you can add as many files as you want too. Updates and files can be related

Schedule events for contacts in ClientLook Schedule events in ClientLook that are directly related to your contacts. Relate events to multiple attendees and/or deals too. Use the two-way sync to ensure that your events flow between ClientLook in the cloud and your web-enabled mobile devices, Google and Outlook. Features include: Related videos

Schedule tasks for contacts in ClientLook Schedule tasks in ClientLook that are directly related to your contacts. Never miss another follow up opportunity, and even relate tasks to deals too. Features include: Related videos

Contact searching in ClientLook Find any contact in ClientLook within seconds. Use the simple keyword search tool or the powerful and intuitive advanced search module. Features include: Related videos

February 2012 update to ClientLook deployed The February 2012 update to ClientLook has been posted and is available to all subscribers. Log into your account to experience almost 50 new features and refinements including: We have also published a growing library of tutorials available in our Video Showcase. Check these out for tips on everything

Contact groups in ClientLook Add an unlimited number of contact groups to ClientLook. Use groups to segment your contact list for marketing purposes. Features include: Related videos

Learn how to view companies in ClientLook Managing contacts in ClientLook is fast and easy. Features include: Related videos

Add an unlimited number of companies to ClientLook. Link companies to contacts to roll up updates, activities, files and more in one place. Features include: Related videos

Add a company update in ClientLook Company records serve an important role in the ClientLook commercial real estate CRM. They connect all the contacts associated to a company, as well as combine all the updates, emails and files for these people. You can add things like updates directly to a company record however as well

Learn how to perform company searching Find any company in ClientLook within seconds. Use the simple keyword search tool or the powerful and intuitive advanced search module. Features include: Related videos

Create company groups in ClientLook Create company groups to segment your list of companies any way you choose. Organize companies for marketing purposes and more. Features include: Related videos

View activities in ClientLook The ClientLook commercial real estate CRM software helps you manage all of your activities. These includes events like meetings, property tours, and presentations. They also include everyday tasks like follow up calls and general reminders. ClientLook contains an optimized agenda view of your activities to keep you on top of your

Schedule an event in ClientLook Schedule events in ClientLook for any type of time-related activity. Relate events to contacts and/or deals for a complete 360 degree view of your calendar. Use our two-way sync to ensure that your events flow between ClientLook in the cloud and your web-enabled mobile devices, Google and Outlook. Features include:

Schedule a task in ClientLook Make sure that nothing ever falls through the cracks again. Schedule tasks in ClientLook to manage follow up calls, lease expirations and other critical information. Features include: Related videos

View deals in ClientLook Use deals in ClientLook to track any revenue generating opportunity. This could be a listing, a tenant rep assignment, a purchase, consulting assignment and more. Learn how to view all the deals in your pipeline to understand their value, the sales stage and the projected close date. Related videos

Add a new Deal in ClientLook Create an unlimited number of deals in ClientLook to track any type of assignment. Post updates, share files and invite as many participants as you’d like. Use the integrated deal calendar to stay on top of activities, and enjoy unlimited online storage space. Features include: Related videos

Add an update to a Deal In ClientLook CRM you create Deals to track all of your possible transactions. A Deal contains updates, emails, activities and more. This video tutorial shows you how easy it is to add an update to a Deal to record the outcome of call, meeting, property tour, etc. Video: Add

Send email updates to a ClientLook deal Adding updates to your ClientLook deal via email is fast and convenient. Simply use the special email address assigned to your deal and contribute updates through your mobile device or favorite email software. Features include: Related videos

Create offline activity reports for deals Let’s face it. You can’t expect that everyone involved in your deals will log into their free ClientLook accounts to access your team’s activity online. To keep those people in the loop however, you can create an offline report of your activity. Features include: Related videos

View activities for your ClientLook deals ClientLook CRM includes an integrated deal management system. When it comes to your calendar, you can schedule activities for contacts and/or deals. Within each deals you have a complete summary of both completed and uncompleted activities. Features include: View completed and uncompleted activities for a deal. Schedule new activities

Invite participants to your deal ClientLook CRM includes a built-in deal management module. You can create an unlimited number of deals. Plus, you can invite as many outside participants as desired to access a deal. Features include: Related videos

Create a group of deals in ClientLook You can create an unlimited number of deals in ClientLook. You can also create groups of deals to help you subdivide your deals into smaller lists. Features include: Related videos

Search for deals in ClientLook ClientLook is an all-in-one CRM that features integrated project collaboration. Create projects to share updates, files, emails and more with anyone you choose. Create as many projects as desired and use convenient searching to find anything. Features include: Related videos

View profiles in ClientLook Scoop ClientLook CRM includes a corporate social networking module called Scoop. Scoop connects you with your coworkers to share ideas and collaborate like never before. View profiles of anyone to see their updates and contact information. Features include: Related videos

Share information in ClientLook ClientLook is a cloud-based CRM that allows you to share a common database with coworkers. Anything you enter such as contacts, projects or updates can be shared with everyone in your account or made private to you. Features include: Related videos

Follow connections in ClientLook Scoop Use Scoop, ClientLook’s built-in corporate social networking module, to connect with coworkers in a whole new way. Follow co-workers to receive their real-time stream of updates, files and web links. Features include: Related videos

Bo Barron is someone who leads by example through his adoption of the latest technology tools. We interviewed him recently to learn why he converted his office to ClientLook CRM. What CRM did you use prior to ClientLook, and why did you switch? Bo: Before switching to ClientLook, I used and loved REA9. If not

Sync ClientLook with Google Stay connected to ClientLook wherever you go. Setup an automatic wireless two-way sync between ClientLook and your mobile devices (phone and tablet) and even Outlook. All you need is a free Gmail account, or a Google Apps business account to get started. Features include: How to avoid duplicates on initial sync

Make Gmail your default email program If you’re using Google Chrome, Safari or Firefox you can designate Gmail as your default email program so any hyperlinked email address in your browser will open a Gmail “Compose mail” window when clicked. Your email will then be sent through your Gmail account. You’ll be changing your browser’s

Top 10 cloud computing strategies Get in the cloud. Desktop software is dead. If you take away only one idea from this list then make it that one. Don’t invest in any desktop software when there is a viable online alternative. Move your contacts, calendar and files online – now. Incorporate as many of the

Walt Arnold CCIM, SIOR Managing Director Sperry Van Ness / WACB, Inc. ClientLook helps us win business. Walt Arnold is a commercial real estate broker that’s achieving success through greater efficiency and the best client service using technology. He recently provided us with this interview of how his company uses ClientLook to do all this.

AIR Announces Licensing Agreement for Scoop Los Angeles, CA (April 16, 2012) – AIR Commercial Real Estate Association has signed an agreement to license the cloud-based corporate social networking solution ClientLook Scoop for its 1,600 members. Scoop will allow AIR members to create private social networks for their team, office or entire company as well

Exporting records to Excel Export any list of contacts, companies and projects to Excel. Export your entire database, just a group, or even manually selected records. It’s easy. Use your exported data as the source for mailers, email dispatches and more using your favorite software or provider. Features include: Related videos

Invite connections in ClientLook Scoop As a member of a ClientLook community you can invite other connections to join. Invite anyone that shares your Scoop subscription to get involved with the online conversation. Features include: Related videos

Add a Scoop update Add updates to Scoop to share ideas, file and web links with your followers or other community members. Features include: Related videos

Scoop activity feed overview Scoop provides a real-time activity feed everything that goes on in your business. View updates, comments and files posted by your connections and community members. You’ll also any activity within your CRM contacts, company and projects. Features include: Related videos

Add a social network community in Scoop Use ClientLook Scoop to add your own social network community to collaborate with your team, interest group or office. Improve communication and reduce the need for email. Features include: Related videos

Join a community Join a community to share ideas, files and web links with your connections in ClientLook Scoop. View all the past updates and comments in a community. Features include: Related videos

ACT! Database Export It’s easy to export your ACT! database into a CSV (comma separated values) or Excel file so you can import all your contacts into the cloud-based ClientLook CRM. Just follow the simple steps below. NOTE: The examples shown contain sample screen shots from Sage ACT! 2012. If you have a different ACT!

PRESS RELEASE- Laguna Niguel, CA – Today we’re announcing that a commercial real estate property database is coming to ClientLook CRM. This free module is designed by industry experts to accommodate the specific needs of the growing list of commercial real estate professionals using ClientLook. Subscribers can create and maintain a database of properties that

Assign a new company Change the company to which a contact is currently associated. Follow this simple procedure for a contact who moves to a new company. Features include: Related videos

New ClientLook CRM build deployed We deployed a major new build to ClientLook CRM. It contains lots of new features, refinements and bug fixes. Below is a list of the main items added to each module. Have an idea for a new feature? We’re eager for feedback so let us know. Contacts Companies Projects Calendar

Cushman & Wakefield|Thalhimer choose ClientLook PRESS RELEASE (Laguna Niguel, CA) – We’re thrilled to announce today that Cushman & Wakefield | Thalhimer has selected ClientLook as their company-wide online CRM solution. ClientLook will be used by Thalhimer agents and staff throughout all 10 offices as a communication hub for its commercial real estate brokerage, property

The top Mike Lipsey CRM choice ClientLook, an industry-leading customer relationship management (CRM) solution provider, announced that it has formed a strategic partnership with The Lipsey Company, a training and consulting firm for the commercial real estate industry. This partnership is designed to help clients of the Lipsey Company and subscribers of ClientLook benefit from

ClientLook organizes everything about deals in one place online. It’s the easiest way to keep track of deal-related updates, activities and files while collaborating in real-time with everyone involved. There’s no learning curve and you can connect from any computer, mobile phone or tablet. It’s simple. Just get yourself invited to join a ClientLook deal

Commercial real estate CRM buying guide Successfully implementing a commercial real estate CRM solution can have rapid and lasting benefits. Finding the right CRM can be tricky. There’s lots at stake considering the critical business intelligence that a CRM provides to your business. Use the strategies below to help you make the best decision. Keep

Top 10 Cloud Computing Strategies For CRE The commercial real estate technology race is on! Have you moved to the cloud yet? If not, then you’re falling behind. The most successful and efficient companies now use the cloud to run their businesses and differentiate their service. Figuring out where to start and how to make

Using a virtual assistant in the cloud Ever wonder how you could use a Virtual Assistant in your business? This recorded webinar presented by Michael Griffin shows you everything you need to know about using a VA in commercial real estate. Find out why a Virtual Assistant is quickly becoming a distinct competitive advantage for

Attach email to contacts and deals ClientLook is the only cloud-based CRM that organizes both your contact and deal-related email in one place. It eliminates the need to manually organize messages. Learn how to attach emails, including files, to one or more records at once. The ClientLook email feature is compatible with ANY email software

How to use an iPad to run your commercial real estate business The Apple iPad is one of the fastest growing technology tools in our industry. In this 30 minute presentation, conducted by Michael Griffin entirely from an iPad, you’ll understand how you can use a tablet device to run your commercial real estate business.

New ClientLook CRM group in LinkedIn Today we posted a new ClientLook CRM group in LinkedIn specifically for commercial real estate professionals. This group is open to ClientLook subscribers and CRM enthusiasts interested in sharing strategies for using technology to better manage contacts, calendar, projects, files and more in the cloud. Join us on LinkedIn

What does it take to succeed with cloud-based CRM in commercial real estate? In this 25 minute technology presentation by Michael Griffin you’ll learn everything you need to know to track contacts, organize your calendar, manage projects and more online. See real-life examples of how the industry’s best use their smartphone, tablet and CRM to

New data entry automation features We deployed an upgrade to our ClientLook commercial real estate CRM software that marks the first phase of a number of new data entry automation features we’re introducing. The goal with today’s upgrade was to make it even easier to add new contacts. To experience some of the features just

ClientLook optimization 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 database design. It’s the way we make ClientLook faster. We need to focus on optimization because our user base is growing dramatically each

Google Apps secrets for commercial real estate 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 business tools in Google Apps. See real-life examples of using Google’s cloud-based file sharing, corporate email,

Administration and teaming module deployed 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 features for better record sharing. The complete list of features include: New account administration module. Account administrators can

Adding photos to your contacts 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. ClientLook includes a simple feature that makes it easy to display contact photos. Below is a description of how simple

ClientLook summer release deployed 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: Faster lists. The “Recent records” feature automatically keeps important data at your fingertips. Speedier groups. Use the new group

Adding an update to multiple deals or contacts 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 example, that you receive a call from a prospect inquiring about

Adding additional account email addresses Most of you already know that you can forward emails to ClientLook, and they will attach to the records of your contacts and real estate projects. (If you’ve been missing out on this feature, watch this video and get with the program!). To ensure the email is really coming from

ClientLook signs exclusive agreement with Xceligent LAGUNA NIGUEL, CA – October 9, 2013– ClientLook, one of the fastest growing cloud-based CRM (customer relationship management) solutions for the commercial real estate industry has entered into an exclusive licensing agreement with Xceligent, Inc., a leading provider of proactively researched commercial real estate information and marketing solutions. The

Setting up telephone auto dial in ClientLook Wouldn’t it be great if you could simply click on a contact’s phone number in your commercial real estate CRM, and automatically dial that number? Well, it’s simple with Google Voice, a free service from Google that works with ClientLook CRM. If you aren’t familiar with Google Voice,

ClientLook overview by Michael Griffin Watch this webinar to see a complete ClientLook overview provided by company founder Michael Griffin. You’ll learn everything you need to know about using the ClientLook cloud-based commercial real estate CRM system to improve your business. See a demonstration of the most popular features, newly added functionality and a preview

We recently created a new ClientLook website to allow people in our industry to learn more about our commercial real estate CRM. We used WordPress for the whole thing. It took a lot of time, but mainly because we’re perfectionists and like to push the envelope. We’re thrilled with the results. Our goal was to

Imagine having more time for prospecting, property tours, deal making and more. Introducing the Virtual Assistant service for ClientLook CRM. It’s the best real estate assistant available anywhere. Could you use more time in your day? If you’re like most commercial real estate brokers then the answer is a resounding “Yes!”. While we can’t magically

LAGUNA NIGUEL, CA – ClientLook, the fastest growing commercial real estate CRM, has been chosen by Coldwell Banker Commercial as the exclusive CRM provided to all attendees of its Emerging Broker Training (EBT) program. ClientLook’s innovative and proven CRM methodology has been incorporated into the EBT training curriculum to teach all new CBC brokers the

We released two big upgrades during April and May that focused on optimizing data transfer to/from ClientLook and external systems. The new features have been deployed in all accounts. A description of the features is below. New sync utility We know ClientLook users want to be mobile, and having key information available at their fingertips

Desktop software is dead I started in the commercial real estate technology business selling desktop CRM software more than twenty years ago. It was an important time as the industry was moving from paper-based systems to computers. A big part of my sales pitch involved convincing companies that using a PC made good sense. Today

Technology strategies for commercial real estate My primary focus involves driving innovation in property data research and commercial real estate CRM. This allows me to stay connected with just about every facet of our industry. I’ve come to recognize some simple and effective technology strategies that drive the most successful companies. See below for a

Use our Virtual Assistant service The VA (Virtual Assistant) has quickly become one of our most popular features. We frequently get questions about how the program works, and what the team can do for you. I thought I would spend a few moments and outline the program for you. First, a definition – “Virtual” in

Export Outlook contacts It’s easy to export Outlook contacts into a CSV (comma separated values) or an Excel file so you can import all your contacts into the cloud-based ClientLook CRM. Just follow the simple steps below. NOTE: The examples shown contain sample screen shots from Outlook 2007. If you have a different Outlook version,

How to sync Google with Outlook One of the most important aspects of using a CRM solution is having your contact information available wherever you are, and whenever you need it. However storing contacts in different buckets make organizing your contact and calendar data quite difficult. You would like all of your devices to share

Unlimited cloud storage in ClientLook CRM ClientLook CRM allows you to attach your files and documents to all the contacts, companies,and deals you are working on. LOIs, proposals, space plans, NDAs – anything and everything can be stored in ClientLook. Since storage space is unlimited, you don’t need to worry about how much room you

Get the Scoop on your CRM You may have noticed “Scoop” when you open up ClientLook, but are you aware of all the great things it can do? Scoop serves several purposes, all designed to help you get the most from your commercial real estate database. Scoop tracks everything you (and your team, if you

Team sharing in ClientLook ClientLook allows you to share your database of contacts, companies and commercial real estate deals with your whole company, a leasing or sales team, an assistant, or with collaborators across the globe. But we also give you the tools to create teams within your user list, allowing you to fine tune

Top 4 technology pitfalls to avoid I am frequently asked about the best commercial real estate technology solutions to use. I’ve always got a running list of top products that I dutifully convey. Unfortunately I’ve seen lots of companies make bad decisions and waste money over the years. That’s why I’ve come up with this

How to use a virtual assistant in commercial real estate You are a busy commercial real estate professional. Your time is very valuable. If you’re not careful about your technology and staffing choices you could be wasting a big chunk of your earning potential every day. Let’s see if you fit the profile Do you

How to give a commercial real estate webinar Want to use technology to differentiate your services and generate new prospects? Then give a commercial real estate webinar to showcase your expertise, highlight your success and build your business. It’s a lot easier than you think to invite your audience and host an event. Here’s how

Understanding user security roles in ClientLook User types There are two basic user types – Administrator users and Standard users. Briefly, here are the things that Administrators can do that Standard users cannot: – Manage, edit and disable users – Create and edit custom fields – Create and edit teams – Edit the “Assigned to”

Adding photos to contact records in ClientLook Adding photos to your contact records in ClientLook is a great way to customize your database. It’s not just a “gee, isn’t that cool” feature, it’s also practical on at least a couple different levels. Find contact entries quickly in Scoop In case you missed it, we talked

Creating standards for data entry Your CRM is supposed to make your life easier. A good database means having answers at your fingertips, readily accessible when you need them. Who was that broker I spoke with last week? Which prospects in my database have needs matching that new office listing? How many contacts have leases

Importing to ClientLook – the easy way! Our import utility allows you to quickly and easily import your existing contacts. But the absolute easiest way to get your contacts into ClientLook is to let us handle it for you! You can email your import file to our support department, and someone here will take care of

Track Properties In ClientLook CRM The new Property Tracking System has been deployed within the ClientLook commercial real estate CRM. This release marks the culmination of more than a year of research, software development and industry collaboration. ClientLook’s new property tracking system is the first natively designed commercial real estate property module that also integrates

CRM sharing options for a commercial real estate office When a new company or office starts using ClientLook, they frequently ask us to help them decide how to set up their database(s). ClientLook can be set up one of three ways within an office: 1. Each person has his/her own separate database. There is no

Changes to “Groups” in ClientLook CRM Groups are a great way to organize data in your ClientLook commercial real estate CRM account. You can create a group in any module to segment contacts, companies, deals and properties. Individual records can then be added to as many groups as you deem appropriate. For example, a contact

Importing commercial properties into ClientLook CRM You can import properties to ClientLook from a spreadsheet, just like contacts. The “Import” option is on the “Options” menu in the properties section. You can import your properties yourself, or send your property spreadsheet to us and we can import it for you, as long as the data

New Customer Support Panel At ClientLook, customer service is our passion. We are constantly innovating and looking for new ways to help you get the most from your commercial real estate CRM. That’s why we recently added a new customer support option right inside ClientLook. You may have noticed the new blue ‘question mark’ button

Contacting the Virtual Assistant by phone There are two main ways to contact the ClientLook Virtual Assistant Team, email and phone. Today we are going to give you a few tips for leaving phone requests to ensure that we can provide the best possible service to you. When you call the VA team, you will

Contacting the Virtual Assistant by email Last week we discussed contacting the ClientLook Virtual Assistant Team by phone. Today we are going to give you a few tips for sending email requests to your commercial real estate virtual assistant. For most of us, our smartphone or other mobile device is a constant companion. My iPhone

The heart of CRM Let’s start with a definition. CRM is an acronym which stands for “Customer Relationship Management”. When it comes to a commercial real estate CRM, it’s all about nurturing and growing your professional relationships. Providing a better level of service to your clients. Making sure you follow through on your commitments. Ensuring

How to use your smartphone as a mobile hotspot As a busy commercial real estate professional you spend a lot of time in the field. If you’re like me then your business is mobile, and you need to stay connected to the Internet. I previously found this challenging until I figured out how to use

5 tips for creating safe, secure passwords Staying safe online isn’t really that complicated. It’s mostly common sense. One of the most simple and important tools in your digital arsenal is creating and safeguarding a decent password. Here are a few tips to make sure you aren’t making it to easy for the “bad guys”:

Great CRE CRM Debate Experience I had the privilege of showcasing ClientLook CRM in the Massimo Group’s recent Great CRE CRM Debate webinar. The webinar was a fast paced overview of the top commercial real estate CRM solutions available today. I had an amazing experience, and I learned just as much as any of the

Deals: Where did “Primary Client” and “Location” go? We recently upgraded the “Deals” module in the ClientLook commercial real estate software system and moved/expanded a few options. Deals are used to track any time of assignment like a listing, requirement, consulting, etc. In a Deal you may have wondered where the “Primary Client” and “Location”

ClientLook And BuildOut Announce Integration We’re always searching for ways to make the ClientLook “experience” even easier and more productive. One of the ways we make this happen is by creating connectivty between our commercial real estate CRM and other leading applications. That’s why we’re excited to announce our plans to provide integration with Buildout’s

How to Setup Mandrill and Connect to ClientLook The ClientLook commercial real estate software offers a simple solution for sending email to individual recipients using MailChimp templates. This is ideal for standardized follow-up emails or sending brochures without the need for sending a big email campaign. What MailChimp is to mass email, Mandrill is to

Connect ClientLook and MailChimp Email Commercial real estate email marketing made easy Email marketing for a commercial real estate professional is different. By integrating MailChimp into ClientLook we’ve been able to innovate some amazing new features including: Video: See what it’s like to send a MailChimp email campaign using ClientLook. Before you get started Connecting

Connect Buildout to ClientLook Property marketing meets CRM The integration with Buildout is another ClientLook first in a long line of market leading innovations. Build your property inventory in ClientLook while you nuture relationships with owners, investors and tenants. When it’s time to lease or sell one of those properties, just click a button to

Another ClientLook first In addition to tracking contacts and deals, the ClientLook commercial real estate CRM software is an ideal repository for tracking properties. To identify opportunities within these properties you need to understand your market. That means demographics. Connect RPR to ClientLook Demographic analysis has been one of the most requested features among ClientLook

KW Commercial Chooses ClientLook as Exclusive CRM The ClientLook commercial real estate software has been chosen by KW Commercial as the exclusive CRM solution for its agents. KW Commercial is the commercial real estate arm of Keller Williams Realty, the world’s largest real estate franchise by agent count. Built for everyone Powerful integration ClientLook connects

Connect TheAnalyst PRO® to ClientLook Powerful property reporting and analysis The ClientLook commercial real estate software is the ideal place to track all the properties that are important to your business. Now you can connect TheAnalyst® PRO to ClientLook for quick and easy access to powerful property reporting and analysis. Building relationships that count The

4 deal killers when choosing a new CRM One of the things that prevents us from adopting new commercial real estate software is finding the time to research the best choice. This can be especially true when you’re considering customer relationship management (CRM) software. Originally intended as a tool to build and manage relationships with

3 Ways to Finding Actionable Leads in Your CRM Using a commercial real estate CRM is a powerful way to increase efficiency in an array of areas and tasks. From lead management and nurturing, client service and more, your CRM is capable of handling a wealth of business needs. Of course the original intent of

Encouraging Tech Adoption in 4 Easy Steps Would you believe it if we told you that nearly one-third of the global commercial real estate industry is still primarily using spreadsheets for asset and portfolio management? That was a finding of a recent study that surveyed 300 CRE professionals. This represents up to $11 trillion in

7 Platforms that Integrate with ClientLook When you work with the ClientLook commercial real estate software, you’re also working with some of the most powerful platforms available on the planet. We designed our all-in-one CRM solution to integrate with powerful 3rd party tools to supercharge efficiency and make business easier. Here are some of the

4 Tech Tools to Build a Profitable CRE Business Keeping your firm abreast of developments in commercial real estate technology is good for business. Technology tools increase efficiency, boost performance, and lead to happy clients. But there’s another wrinkle: move too slowly with tech adoption and you could lose opportunities to capture new deals and

10 Must-Haves When Shopping Commercial Real Estate CRMs If you’re reading this, it’s likely that you understand the importance of a commercial real estate CRM (Customer Relationship Manager) to your success. It’s not realistic for any CRE professional to expect top performance without taking advantage of the many ways that CRM increases efficiency, responsiveness, and

Sending email blasts with ClientLook ClientLook CRM commercial real estate software integrates with MailChimp to allow you to send and track email blasts to your clients, prospects, or your industry peers. Setting up the MailChimp integration is simple and is covered in a previous blog article. Once your ClientLook and MailChimp accounts are linked together,

5 Reasons Technology Fuels Broker Efficiency Technology deployment can be a tough sale for most brokerages. The digital tools available to CRE professionals are specifically designed to expand capabilities and shrink inefficiencies, but some brokers still need convincing. Increased efficiency is a powerful motivator for tech adoption in CRE. Here are some ways that technology

The Importance of Targeted Email Campaigns in CRE A contact record for your next big client is probably sitting in your commercial real estate CRM right now. It’s among a potentially long list of likely prospects who may or may not be looking for your services or product offering right now. The big challenge is

Avoid These Deal Killers With An All-In-One System Commercial real estate technology is grand. Digital tools are changing the industry for the better, but taking a piecemeal approach can be counterproductive, to put it mildly. As more of us move to adopt tech tools to increase efficiency and performance, we’re learning to avoid the dreaded

10 leading brands in the CRE startup space I know I am going to get a lot of emails from friends in the CRE startup world I might have left off of this list, but one thing I have always tried to do throughout my 30-year career is to be honest, not be afraid of

Tracking the results of your commercial real estate email campaigns In a previous article, we discussed how ClientLook CRM commercial real estate software integrates with MailChimp for sending out email marketing campaigns. We also discussed setting up ClientLook’s MailChimp integration earlier this year. Now you’ll learn how easy it is to track the results of

Do You Need a CRE Virtual Assistant? Success is a double-edged sword. As your commercial real estate business grows, it becomes more and more complex. At some point you may find that there are not enough hours in the day to complete necessary tasks on a larger scale while still doing the things that keep

6 Signs That You Need to Upgrade Your CRM Access to commercial real estate software like a CRM (customer relationship manager) is becoming a necessity for success in our industry. Inman reports that two-thirds of real estate agents and brokers surveyed use a CRM system. The first CRM platforms were introduced in the 1980’s, and

Using Your CRM for a Complete Market View The majority of CRE professionals are using some type of commercial real estate CRM software to help manage contacts, group prospects, handle transactions, and take care of much of the routine data entry that would otherwise take over their entire workday. What started out as a way

Doing a Lookup for Owners of a Property List in ClientLook Doing a search for properties in ClientLook CRM commercial real estate CRM software that meet a specific set of search criteria is simple. Once you have the results of that search, it’s also really easy to pull up the list of related owners of

Pleasanton, CA – The Northern California Commercial Association of REALTORS® (NCCAR) today announced that ClientLook has been selected as the exclusive provider of commercial real estate CRM (customer relationship management) for its members. ClientLook was chosen as a preferred vendor due to its prevalence in the industry, intuitive design and long list of technology integration

Maneuvering in ClientLook Commercial Real Estate CRM ClientLook is designed to be an easy to use – yet powerful – commercial real estate CRM. Following these simple guidelines for maneuvering in the application will make it easy to get where you want to be quickly. The Big Rule List Views Quick Search Bar Moving Between

4 Undeniable Benefits of a Quality CRM System Using a commercial real estate CRM (customer relationship manager) has become an important component of doing business in CRE. In a recent survey of brokers, over 71% of respondents used a CRM system. A well-designed CRM organizes and coordinates every aspect of the business. It facilitates communication

4 Times CRM Helped Fuel Business Growth A good commercial real estate CRM software platform improves efficiency and client service by organizing your information into one integrated system. It saves loads of time, because it automatically tracks many routine processes and assembles related information for quick retrieval. By enabling more efficient operations, your CRM can

3 Ways Your CRM Can Make You More Productive Being more productive is all about managing time. How you spend the time you’re given determines how much you get done, so taking control of your schedule is at the heart of increased productivity. Digital tools let you manage details and see the big picture, so

Checklist: 8 Tips for Getting the Most Out of Your CRM In many cases, we don’t fully utilize the tools we have available, simply because we’re unaware of useful options. It can be impossible to find the time to fully explore digital platforms, like a commercial real estate CRM, so you may miss out on

Connect RPR to ClientLook in 60 seconds A commercial real estate CRM has tremendous potential, well beyond basic contact management. Its utility has a lot to do with the fact that so many aspects of the CRE business can be assembled into one system. This allows you to manage your scheduling, transactions, marketing, and listings

ClientLook added to CCIM Affinity Benefit program It’s now even easier for CCIMs to subscribe to the ClientLook commercial real estate CRM. Testimonial from Gary Ralston, CCIM, SIOR Don’t take our word for it. ClientLook is a leading commercial real estate CRM used by the industry’s top CCIMs nationwide. CCIM signup process If you’re a

ClientLook’s Commercial Property Media Gallery Your commercial property database in ClientLook commercial real estate CRM includes a media module with a photo gallery that you can use to upload and retrieve property photos and other images that relate to the properties you track. The Media Gallery Drag and Drop Upload Your Photos Are Uploading Setting

Property or Deal? (Most likely, both!) One of the questions people ask most frequently is “Should I add this as a property in ClientLook, or a deal?”. Usually, the answer is “Both!”. Property Records in ClientLook Property records in ClientLook are designed to stay in the system forever. A property record consists of all the

5 Best Practices to Increase Your Email Open Rates Email marketing is one of the most affordable and effective ways to market and engage your current clients and prospects as a commercial real estate professional. However, email marketing only works if your recipient actually opens your email to read it. So how can you increase

Implementing a Company-Wide CRM To Fuel Brokerage Growth CRM (customer relationship management) systems have evolved over the years and have become an integral part in many company’s growth and follow-up strategies. Whether a small real estate boutique or a national commercial real estate brand, a well-designed, company-wide CRM can help keep all players organized, increase

The Major Benefits of a CRM Rollout (And the Stats to Prove It) As your company grows and adds more clients and leads, you will face challenges if you’re not relying on some type of software system to help manage your data. As most people know, there are so many benefits to implementing a CRM

Inviting Your Clients To The ClientLook Deal “War Room” Real-time Commercial Real Estate Deal Collaboration in ClientLook By now most of you probably know that as a ClientLook user, you can set up an online “war room” for each of your ClientLook deals and invite your clients to collaborate on the deals you are working

Sending a MailChimp Campaign via ClientLook If you’re doing any kind of commercial real estate marketing, then you’re probably quite familiar with MailChimp. MailChimp is a popular email marketing solution that’s used by millions. On top of being able to create emails that look great, MailChimp also has the ability to manage all of your

3 Internet Lead Conversion Tips for CRE Technology is everywhere. It offers amazing conveniences with instant access to news, media, information and more. Because of the accessibility we expect instant gratification. Your potential clients (in this case Internet leads) expect an immediate response when they indicate interest. If you’re not responding in a timely way,

Are Your Brokers Using Their CRM? Here’s How to Help You are a forward-thinking broker, right? You understand the importance of managing and converting leads and how this is instrumental to the success of your business. In fact, you’ve likely purchased and implemented commercial real estate software designed to assist in these areas —most commonly,

3 Ways Your CRM Can Build Customer Loyalty As a busy commercial real estate professional it’s easy to get hyper-focused on discovering new leads and converting them into clients. But, there’s great value in building customer loyalty and focusing on retention of existing clients, which can bring great repeat and referral business. With your hectic

Building Your Commercial Real Estate Brand Via Your CRM There are so many benefits of using a cloud-based CRM as a part of your commercial real estate software toolkit. You’ll have the ability to build better relationships with current and future clients. Plus, you’ll also be engaging a powerful engine to build your personal brand

4 Hot Lead Gen Tactics for Commercial Real Estate In the competitive world of commercial real estate, being on top of your game is key to your success. Whether you’re a newer broker or a broker with years of experience, keeping up with the latest lead generation tactics will help ensure you’ve got plenty of

How To Export Contacts From LinkedIn Unless you are stuck in 1999, there’s a good chance that you use LinkedIn. Many ClientLook users have asked us how to get their LinkedIn contacts into their ClientLook CRM contact list. Fortunately, it’s incredibly easy. Step 1 – Exporting contacts from LinkedIn Step 2 – Importing your contacts

5 Smart Ways To Grow Your Email List Email marketing is an important part of any commercial real estate operation. There are many advantages to growing the depth and quality of your email list. Having a robust list of potential and past clients that you can communicate with is key in lead generation and lead

3 Email Marketing Mistakes Everyone Makes (And How to Fix Them) In the world of real estate, your business depends on your ability to market not only your listings, but also yourself — your personal brand. Perhaps one of the most prevalent ways to do so is via email marketing. But, how can you ensure

Why Your Clients Benefit from Your CRM There are so many benefits to using commercial real estate software like an industry-specific CRM in your business, but do your clients understand why this makes you better? Do they know how it improves your communcation and why it helps market properties better, faster, and more efficiently? The

Will Your Technology Platform Attract Millennial Brokers? There’s no denying that the pace of technology change in the commercial real estate industry has been historically slow. But, we’re in an age where millennials are a big portion of the workforce — and this group is highly tech-savvy. With over one-in-three workers today are millennials (ages

Pulling A Prospect List For A Deal You’ve set up a “Deal” in ClientLook for an assignment, listing or project you’re working on. You’re talked to some people about the deal – potential investors, tenants interested in the space, other brokers with interested prospects. You’ve created “Updates” or notes on their contact records to document

CommercialSearch lead capture The commercial real estate industry uses CommercialSearch by Xceligent as an online property marketplace. Brokers rely on it to market their availability to the world. A rapidly growing community of prospective buyers and tenants uses it to find their next acquisition or space. With hundreds of thousands of listings, CommercialSearch is becoming

Advanced searches in ClientLook Searching in ClientLook is incredibly powerful yet very simple. Unlike some other CRM solutions that require you to first create a “View” and then go back and run it just to do a simple search, ClientLook makes it easy to quickly find anything you are looking for instantly. You can search

Your CRE CRM 2017 Shopping List In order to be a successful commercial real estate broker, you need to create and maintain relationships with a number of people. With the advancements in software technology over the past decade, CRM applications have become much more powerful and efficient. This has caused an increase in expectations of

3 Time Management Tips for Commercial Real Estate Brokers Good time management skills are an important component that helps determine success in business. While this applies in virtually every field, it’s especially true in the commercial real estate industry where brokers are expected to meet with clients throughout the week. Being known as someone who’s

5 Best Practices for Commercial Real Estate Email Campaigns An excellent email marketing campaign can help your CRE business steadily grow over time. It allows you to keep repeated clients in the loop while simultaneously reaching out to new prospects. If you’re looking to expand your influence and generate interest in your services, consider applying

5 Ways CRM Can Reduce Costs for Your Brokerage Relying on commercial real estate software to organize and help you manage your day-to-day tasks in commercial real estate can help you work smarter and more cost effectively. A good CRM helps you stay organized and prepared for the business week, so that you’re able to

How to get ClientLook free for four months Are you a new broker that’s just starting a career in commercial real estate? Then you can use ClientLook at no cost for four (4) months as part of our New To The Business (N2B) program. You’ll receive special attention from our Customer Success and Virtual Assistant

4 Signs Your CRM Isn’t Working for You There’s nothing more frustrating that trying to use a commercial real estate CRM that just isn’t working. Adding a CRM to your business is supposed to help you in a number of important ways. In an industry that depends on creating new relationships and staying in touch

4 Ways to Get A CRE Assignment Over The Phone There will be a point in time where you’ll need to get that next assignment over the phone. The nature of the commercial real estate industry is busy, so there will be times when your schedule is too hectic to sit down and meet with

5 Tips for Adding More Contacts to Your CRM Sales success in commercial real estate is often a numbers game, and in order to be successful, you’re going to need to expand your network and meet new people. Adding a CRM to your business will help you be efficient and work more effectively, but you

4 Must-Watch CRE Technologies for 2017 Relying on more technology in the workplace isn’t just a millennial thing, it’s the sign of a changing market. Like other industries that rely on making connections and building relationships, the amount of technology in the field of commercial real estate is projected to grow in 2017. The best

Get the Most Out of Your CRM: 4 Quick Tips If you’ve added a CRM system to your growing company, then you’re already aware of how CRMs can improve your commercial real estate business. As you start 2017, you probably have hopes of growing your business or increasing the number of deals closed from the

ClientLook 2017 Winter Release Announcement We just deployed our biggest upgrade ever. The changes were automatically applied to all ClientLook users accounts. The new release contains some exciting new features including a new listings module and integration with Xceligent. We had a record breaking webinar on January 5th to showcase everything. In case you missed

ClientLook’s Best CRE Blogs of 2016 We covered a lot of topics in 2016 and got loads of feedback. As a way to start 2017 we thought we’d look back at the posts that seemed to resonate most with the commercial real estate community. Here’s a list of the top ClientLook blog from 2016 along

10 Reasons Your CRE Business Needs a CRM in 2017 Achieving success in commercial real estate takes time and a lot of work. Among other things, In order to perform at your best you should be consistently doing the following: Networking and building relationships. Maintaining a database of industry-related contacts. Generating and following leads. Commercial

3 Ways to Work Smarter, Not Harder Are you hoping to make 2017 the year you do bigger and better things in commercial real estate? Many of us walked into the New Year with the expectation of taking our company to new heights. However, increasing your clientele and landing those big deals also means that

Helping Baby Boomers Adapt to a New CRM System It’s no secret that millennials are more likely to use technology to help them in their day-to-day job activities. It’s also no secret that some of the older generation has a reluctance to using new technology. They have enjoyed success just fine before the invention of

3 Ways the Cloud is Changing the Way We Work The introduction of cloud technology revolutionized the way we used the Internet. Suddenly, all of our important information was backed up and stored in a central location – a location that we can assess from any computer and mobile device. These days cloud technology has

5 Must-Know Tips for Writing Persuasive Emails Cold calling is difficult enough, but it becomes even harder to turn a prospect into a lead when your channel of communication is email. Email is less personal than phone calls and therefore require more persuasion and tactful creation —but that doesn’t mean they can’t be successful in

5 Ways CRE Brokers Can Boost Productivity There simply isn’t enough time in the day for everything on a commercial real estate professional’s task list. From networking, touring properties and meeting with clients, there are so many things you need to get done in a day. To help make the best use of your time,

5 Best Practices for Making Your CRM Part of Your Daily Routine Your commercial real estate CRM is essentially your business partner – you work together to manage and maintain a successful business. From updating listings to following up on client meetings, your CRM can truly change the way you do business for the betteras

CRE Brokerage Then and Now: How Tech is Changing Technology is changing how we work every single day. It feels like there’s always a new app or device with the potential to change the methods we use every day to use our jobs – especially in the commercial real estate industry. Let’s take a closer

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

Connect Spaceful to ClientLook Tour books in minutes – not hours Spaceful not only offers the easiest and fasted way to create a tour, but it also creates both hard-copy and digital editions of the tour. The digital tours are optimized for mobile access and feature real-time collaboration and photo capture capabilities. This is the

Commercial Real Estate Coaches And Consultants You Need To Know A growing trend reported by ClientLook subscribers is the use of commercial real estate coaches and consultants. The services offered by these companies are diverse and include things like personal development, new broker training, technology consulting and more. They seem to provide something for everyone.

Why You Need a Virtual Assistant As a commercial real estate professional, your most valuable resource is time. Among other things you invest your time in prospecting, meeting with clients, and closing deals. The fact is that brokers who invest more time on tasks that generate the highest return typically make the most money. Those

4 Ways to Gain Referral Business by Staying Top-of-Mind Staying “top of mind” is a phrase that commercial real estate professionals should make sure they are very familiar with. Your past clients are a rich source of new business. They are a wonderful source for referrals. Staying in touch with them over time helps ensure

5 Tips for Writing Subject Lines that Get Emails Opened Think about how you react when you receive a new email. Before you even consider opening it, you read the subject line to determine if it’s something you may be interested in. In the commercial real estate industry, we receive emails constantly throughout the day,

3 Summertime Productivity Hacks for Brokers The typical life of a commercial real estate broker is already full of distractions that can hinder productivity and cause unnecessary stress. Now summer rolls along and offers even more challenges to achieving your activity and financial goes. It seems like the next months months are always the toughest

4 Lead Generation Deal Killers (and How to Fix Them) Finding new leads is so important in commercial real estate. Having a strong and expanding client base helps drive your business to new levels. There are some common mistakes to avoid to ensure that you’re not hurting your lead generation efforts. Read on to learn

3 Strategies for When Your Pipeline Starts to Dry Up Every commercial real estate broker needs to maintain a solid and healthy list of clients in order to achieve their income goals. But what happens when your pipeline starts to dry up? What ways can you find new clients? It’s time to be creative and

4 Marketing Strategies That Didn’t Exist When You Started As A Broker Those who have worked in the commercial real estate industry for a long time know that things have changed considerably over time. New technology has changed how deals are closed, how brokers communicate with clients and how people work on a daily basis.

4 Quick Tips for a Weekly CRM Clean Up Cleaning up your commercial real estate CRM may not be one of your weekly tasks, but it should be. Your CRM (customer relationship manager) is one of the most vital tools you’ll use in your business every day and by ensuring that the data is correct,

The Great CRE CRM Debate Rod Santomassimo and the crew at The Massimo Group hosted the Great CRE CRM Debate – Round 2. They assembled a huge audience of commercial real estate professionals eager to hear about CRMs. It was awesome. I was one of a handful of virtual speakers tasked with delivering a product

4 Big CRE Brokerages Doing Social Media Right Although the commercial real estate industry is notorious for being slow to adopt new technology, there are firms that are truly killing it on social media. There are several things that make a CRE brand influential on social media, including a consistent presence, engagement with others, a

3 Ways All-in-One Systems Boost Productivity Using an all-in-one commercial real estate CRM can take your business to the next level when it comes to efficiency and productivity. The right CRM system is a good investment for managing clients and serving their every need, but CRMs can also boost productivity and create a healthier bottom

4 Ways To Get More Email Signups From Your Website Driving traffic to your commercial real estate website is tough, and trying to get people to sign up to receive your emails may seem impossible at times. Not only do you want people to sign up for your emails, but you want to ensure that

6 CRM Features You Need To Be Successful All commercial real estate CRMs (customer relationship managers) are not created equal. The more modern all-in-one solutions help you get more done within one application. The goal is help you manage all of your client data, activity and communications most effectively. A CRM can be a tremendous

Do These 5 Things Every Day to Up Your Prospecting Game Prospecting is a big part of every commercial real estate professional’s job. Without prospecting, you can’t gain new clients and without new clients, your business will remain stagnant. Prospecting should be a daily item on your checklist and should be something you spend plenty

ClientLook Summer Release The ClientLook Summer Release is here! It’s packed with lots of new features to make your ClientLook experience even better. Your account was automatically upgraded last night so there’s nothing you need to do. We always highlight the key changes of every new release on our Roadmap page, but we wanted to

3 Ways to Use MailChimp For Email Marketing Email marketing is one of the most effective ways to grow your commercial real estate business. Managing your growing email list and sending campaigns can be very challenging though. There are tremendous advantages to integrating an email marketing system with a commercial real estate CRM (customer relationship

4 Data-Backed Best Practices for Email Subject Lines Email marketing has become one of the most successful forms of marketing in commercial real estate. There are supposed to be 3 billion people using email by 2020 according to Hubspot. The statistics behind email marketing have proven it to be one of the most effective ways

5 Time Management Tips from Today’s Top Entrepreneurs It’s easy to think that committing long hours to close deals, prospect and meet with clients automatically means that you’re using your time effectively and efficiently. That might not be true. According to some highly successful entrepreneurs, the way you’re actually spending your time may not be

What is Social Prospecting? (and Should You Be Doing It?) The opportunity to engage with potential clients through social media is more prevalent than ever. Many commercial real estate companies have had great success using this strategy. This process is called social prospecting, and it can help keep your pipeline full. Let’s take a look

Michael Griffin Interviewed by Duke Long ClientLook Founder and CEO Michael Griffin was recently interviewed by Duke Long. Listen to this entertaining and informative 30-minute podcast to hear about: ClientLook’s rapid growth over the last year How ClientLook successfuly competes with Salesforce Update on integration with Xceligent and other tech partners Success of the Virtual

5 Ways to Build Relationships with Proper Contact Management How successful can your business truly be without having excellent communication with your market? You should be utilizing all of the features your commercial real estate CRM offers, but especially contact management. Don’t make staying in contact with prospects and clients a juggling act; simply start

How to Avoid Being the Annoying Broker on LinkedIn LinkedIn is a powerful social media platform that can help build your commercial real estate brand and connect you with others who may be able to further your professional goals. But, don’t make the mistake of misusing the platform! Let’s take a look at some things

4 Tips For Filling Your Lead Pipeline This Fall As the fall and winter seasons approach, it’s important to make sure your lead pipeline is full and that you are generating new leads and nurturing existing ones. Since the commercial real estate market traditionally slows down as the holidays approach, you need to make sure

4 Tips For Creating CTA’s That Actually Work Your call to action (CTA) tells site visitors what to expect when they fill out the form on your website or click on your ad. It’s important to understand what specific messaging will affect your audience in the most successful way. For your commercial real estate readers,

4 Reasons All CRE Professionals Need A CRM If you aren’t using a commercial real estate CRM in your day-to-day business then you are missing out on many opportunities to increase your sales, grow your clientele and streamline data entry. Here are four reasons all commercial real estate professionals need to be using a CRM:

How To Import Contact Groups Into ClientLook CRM ClientLook CRM gives you the ability to import contacts from a spreadsheet. When you import contacts, we automatically create a contact group – or two – for you. A question that we are frequently asked by users who have imported contacts into ClientLook is “What’s the difference

3 Ways Your CRM Can Improve Client Communications As you continue to grow your commercial real estate business and your client base, it’s important to utilize all of the features of your customer relationship management (CRM) software to ensure that you are nurturing leads and managing all of your clients efficiently. After all, success in

5 Actionable Ways to Build A Robust Email Database According to Hubspot, your email marketing database degrades by about 22.5% every year. This large decline is mostly due to subscribers who change their job (and email address), people unsubscribing from your email list, or subscribers abandoning old email addresses and creating new ones. With email

The New Face of Scoop Your commercial real estate CRM software should make it easy to recall any information you’ve entered over the years, whether it relates to a contact, a company, a deal you’re working on or a property you’re tracking. ClientLook makes it simple and fast to do this using the filter in

10 Sales Gurus to Follow on Social Media for Ultimate Inspiration If you are looking for some inspiration to increase your sales, look no further than these ten sales gurus’ social media accounts. They are experts in business and utilize all that social media has to offer to boost their sales strategies. For inspiration and

Property Marketing Made Easy with ClientLook and Buildout Did you know that ClientLook and Buildout have teamed up to offer you an easy way to market your commercial real estate properties? You can quickly create professional marketing materials and streamline your listing process by sending your ClientLook properties and listings directly to Buildout. ClientLook CRM

Supercharge Your Activity Reporting with ClientLook We’ve added a new feature to ClientLook that’s going to allow you to be much more responsive to your clients when reporting on deal activity. As you may know, a “Deal” in ClientLook is anything that you might get paid for – a listing, a tenant rep assignment, a

Five Tips For Developing Your Personal Brand When you hear the word “brand” you may instantly think of top companies such as Apple, Starbucks, Nike, or BMW. These Fortune 100 companies literally spend a fortune on making sure that their branding is exactly how they want it to be, that they’re targeting their ideal customer,

Five Tips For Finishing 2017 Strong It’s hard to believe that 2017 is almost over. I think every year goes by faster and faster, and it seems like each year gets busier and a bit more hectic. As a commercial real estate professional, managing your never-ending to-do list and being on your A Game is

How To Merge Groups In ClientLook Users frequently ask how to add the members of one group to another, or how to merge groups. The most common reason for doing this is to add a list of recently imported contacts to an existing contact group. For example, you might have an existing group of 150

The Best Technologies For All CRE Professionals To Utilize Have you ever really thought about how much technology has a positive impact on your day to day life? It’s amazing to see how different our lives are today compared to just a few years ago, and this fast-paced era of new technology isn’t going to

Xceligent Closes Down We were saddened to learn that Xceligent, one of ClientLook’s newer technology integrations, discontinued operations on Thursday, December 14, 2017. Xceligent data is no longer available to its subscribers or the public through any of Xceligent’s corporate product offerings nor through third-party technology solutions like ClientLook. Xceligent’s decision has caused us to

Social Media Marketing Tips For CRE Professionals As a commercial real estate professional, you have to be concerned not only with your current clients, but with reaching a wider audience of potential clients as well. In order to grow your business, you need to grow your clientele and close more deals. Thankfully, social media can

Sharing Screen Captures and Videos With Jing One of the support tools that we use here at ClientLook CRM to share screen images and short videos with our users is called Jing. Jing is a free service from TechSmith, the company behind the popular SnagIt and Camtasia programs. It allows you to grab an image of

ClientLook’s Best CRE Posts From 2017 We’re kicking off the new year with a look back at our most popular blog posts from 2017! From CRM productivity tips, to social media and branding, we covered topics that the entire commercial real estate community can benefit from. As we dive into 2018, check out these helpful

How To Relate Multiple Contacts To A Deal We recently added a new feature to the ClientLook commercial real estate CRM that allows users to relate a list of contacts to a deal at once. This can be used for many things; perhaps you have an existing deal for an investment sale and have related

ClientLook CEO, Michael Griffin, Interviewed by Duke Long Listen to this entertaining and informative 30-minute podcast between ClientLook Founder and CEO, Michael Griffin, and Duke Long to hear about: The inside scoop on the Xceligent bankruptcy How Xceligent’s bankruptcy affects the Clientlook integration What does a growth strategy look like today for new business startups? How

2018 Commercial Real Estate Conferences Mark your calendar for some of the best commercial real estate conferences in 2018! From listening to top speakers in the industry, to attending continuing education classes, commercial real estate conferences will keep you up to date with current trends. Plus, industry events are one of the best ways to

The Benefits of A CRM For Your CRE Business You started in the commercial real estate industry to be successful, to follow your passion, and to provide value for your clients. Commercial real estate professionals are usually goal-oriented and driven toward success; so if you’re not using a CRM (customer relationship management), like ClientLook CRM,

How To Customize Your ClientLook Page Size ClientLook gives you the ability to customize the size of your list pages and to jump directly to any point within that list. It’s a feature that many people never discover so come with us and learn how to “see things your way!” When you open most modules

Stand Out From The Crowd: How To Differentiate Yourself In a saturated commercial real estate market, you need to stand out from the crowd and differentiate yourself from your local competitors. While experience, market knowledge, and customer relationships are definitely important in growing your business, let’s talk about how you can rise above and be

ClientLook 2017 Year In Review Watch this insightful and informative 8-minute overview video by Michael Griffin, President and CEO of the ClientLook commercial real estate CRM to hear about: ClientLook’s success in 2017 A recap of our 2017 software development initiatives (Listings, Integrations, Tenant Tracking, and Mobile) How to differentiate yourself and win more clients

Why You Need A Blog For Your Commercial Real Estate Business Having your own professional blog is one of the best ways to promote your commercial real estate business. Blogs have taken off over the past several years and are now considered a necessity for companies to have. Let’s talk about why a blog is

How To View The Latest Update For Deals In ClientLook Many of you have asked for a quick way to see when the most recent update on a deal occurred for each of the contacts and companies related to that deal. You asked – we delivered! Deals in ClientLook – which can be any assignment

Save Time and Increase Your Productivity With These Tips Busy. That’s the one word that I keep hearing from people when I talk with them. While being busy can be a great thing, there are also only so many hours in the day so you must use your time as efficiently as possible. Thankfully, the

How To Use Twitter For Your CRE Business Did you know that Twitter is one of the most popular and widely-used social media platforms for Commercial Real Estate? That means that your colleagues, other business professionals, and your potential clients are using Twitter so you should be as well. If you’re a bit unsure how

How To Set Your Sharing and Collaboration Preferences Anything you add to ClientLook commercial real estate software – a contact, a property, an individual update on a record – can be shared in different ways with other users you share your account with or your outside collaborators (clients that you invite to the online “war

The Top 5 Most Impactful ClientLook Features Watch this informative video by Michael Griffin, President and CEO of the ClientLook commercial real estate CRM to hear about the top 5 most impactful ClientLook features. It doesn’t matter if you’re new to ClientLook or an experienced veteran, you will learn something that will benefit your business

Leverage Our Exclusive Virtual Assistant Team To Accomplish More By now I’m sure you’ve heard that our commercial real estate software subscription includes our exclusive Virtual Assistant team. The VA’s are one of our most popular features, and for good reason. Not only does having a VA save you a ton of time, but it

How To Use A Search To Create A Group The ClientLook commercial real estate software gives you the ability to search your database in real time for items that meet criteria you specify, such as contacts, properties, etc. We also give you the ability to create “Groups” that can be used over again. These groups

Establishing Your Commercial Real Estate Marketing Goals “A goal without a plan is just a wish.” That is one of my favorite quotes since it applies to every area of your life. While I’m sure that you have set some deliberate sales goals for your commercial real estate business, don’t forget about establishing your marketing

Using LinkedIn To Grow Your Commercial Real Estate Business As a busy commercial real estate professional, you may be a bit unsure about adding another item to your already busy to-do list. However, you should definitely consider making LinkedIn a part of your business and marketing strategy. Not only is it a completely free platform,

Tesla Model S Review For Commercial Real Estate Since June 2012 Tesla has produced about 300,000 vehicles in its Fremont, CA factory. Back in early 2013 I made the bold decision (for me) to purchase a top of the line Tesla Model S. My car was vehicle number 12,755. What have I learned as an

How To Merge ClientLook Accounts You and some other team members have been using ClientLook commercial real estate software for a while now, but your accounts are separate so you don’t share contacts, property records or calendars. With the recent addition of our listings module, and the upcoming release of our comps (lease and sale

Using Email Newsletters As Part of Your CRE Marketing Strategy Email marketing is currently one of the most popular forms of marketing, and it could make a big difference in your commercial real estate business. Email newsletters are the perfect way for you to keep in touch with current and prospective clients and are a

2017 DNA of CRE Survey Results Have you ever wondered how you compare to other commercial real estate agents across the country? What is “average” and how do you stack up among your competition? Well, you no longer have to wonder because The Broker List and Buildout have teamed up for the third consecutive year

New Feature: Quick View Status For Each Contact Related To A Deal We added a new feature to our commercial real estate software last week allowing you to see the category of the last update you linked to a deal for each contact who is related to that deal. This is an expansion of the

The Benefits of A Mobile CRM For Your CRE Business I’m sure you know the benefits of a CRM for your commercial real estate business, but have you taken full advantage of the benefits of having a mobile CRM? As a busy CRE professional, your days are spent touring properties, meeting with clients, prospecting, writing

Developing Your Commercial Real Estate Elevator Speech “You only get one chance to make a good first impression.” It may be an overused saying, but it’s completely true. As a commercial real estate professional, everyone you meet could be a potential client. That’s why you should have a short and sweet elevator speech ready to

How To Send A Buildout Email Campaign Using Your ClientLook Contacts ClientLook commercial real estate software integrates with Buildout, a popular marketing platform for commercial properties. With a click of the mouse, you can instantly upload a ClientLook CRM listing to your Buildout account or download a Buildout property into ClientLook. Buildout prepares stunning marketing

How To Win Business Using Online Collaboration Last week our Founder and CEO, Michael Griffin, recorded and posted a video that showcases the deal management and client collaboration features that our commercial real estate software offers. While I highly recommend that you watch the informative and entertaining 16 minute video (posted here), take a look

How Leading CRE Professionals Are Benefiting From ClientLook Whether your an established commercial real estate professional, or you’re just getting started in the industry, a CRM can play a huge role in your overall success. You’ve heard that our commercial real estate software can help you get (and stay!) more organized, help you boost your

How To Add Data Columns To The List View When Searching ClientLook subscribers frequently ask how they can add specific data columns to the main list view in any module in our commercial real estate software. For example, if you are doing a search for tenants in a specific size range with leases that expire

Get Six Months Free With Our New To Business Program Have you heard the news?! ClientLook is thrilled to offer our commercial real estate software at no cost for six months as part of our New To Business program. Yes, you read that correctly; get our CRM for FREE for six months if you’re a

How ClientLook Is Beating Salesforce At It’s Own Game Earlier this month Duke Long interviewed our Founder and CEO, Michael Griffin to talk about our commercial real estate software. The entertaining and informative podcast is available here for you to listen to; and the main highlights are detailed in the blog post below. How did

ClientLook’s New “Help Center” ClientLook’s customer support is the best in the industry; just check out any of the ClientLook reviews provided by our commercial real estate software customers! Subscriber support is currently provided via: Phone Email In-app “chat” support Video tutorials Group webinar training Personal one-on-one assistance and coaching from our Success Team We

How To Reach A Wider Network and Win More Clients In commercial real estate, building strong business relationships is an essential part of your business. Keeping your lead pipeline full and plenty of deals on your plate is the goal of every broker; so how exactly can you do this? Let’s talk about a few

What Is Content Marketing – And Why Do You Need It? As a commercial real estate agent, content marketing is a way to attract more clients, build your personal brand, and help with your SEO marketing strategy. Essentially, content marketing is sharing valuable information that will interest and appeal to your target audience. Whether you’re

Boost Your Likeability Factor With These Tips By now you’ve surely learned that the commercial real estate industry is all about relationships, who you know, and your contacts. While you need to have knowledge of your local market, and the skills necessary to close a deal, having a likeable personality will go a long way

How To View Updates Your Way In Deals The “Updates” section of a ClientLook “Deal” shows every past update (including attachments) that you have related to the deal. This includes: Updates created for a contact or company Events whose Start Date is in the past Tasks marked as completed Emails connected to the deal The

The 5 Top Apps For Commercial Real Estate Conducting business the old-fashioned way — checking the classifieds, noting the “For Sale/For Lease” signs you spot on your way to work, and chatting with your network of broker friends — can be an unbelievably stressful and time consuming undertaking. There’s no question that commercial real estate

The Top 5 Email Mistakes You’re Probably Making Email has been a part of our lives for a long time now, but it seems like I receive – and send – more and more emails as each year passes. Commercial real estate agents are using email to communicate with clients, co-workers, and vendors so it’s

How Drones Are Impacting Commercial Real Estate Effectively marketing a commercial property is probably one of the most difficult things to do in business today. The competition is brutal and can be cut throat, partly because online listings generate most of the leads and almost every buyer or tenant today begins their search online. More

Overcome The Summer Slow Down With These Tips Summer is in full swing now and many commercial real estate professionals say the summer months are their slowest time of the year. With clients traveling, kids out of school, and the beautiful weather outside it can be tempting to slow down a bit. While it’s important

Collaborate With Your Team Using Our “Comment” Feature If you share your ClientLook commercial real estate software account with a team, then you have a great opportunity to increase your collaborative effort by using the “Comment” feature in ClientLook. Any time someone creates an “update” on a record – whether it be a contact, company,

How To Talk About Your Accomplishments Without Sounding Like You’re Bragging We all know people who can easily talk about their accomplishments and have no problem sharing their achievements with everyone they meet. However, many people struggle with talking about themselves since they are worried that they will sound like they’re bragging or being arrogant.

Five Ways To Market Your Commercial Real Estate Business In today’s unbelievably competitive market there’s no shortage of potential ways to market yourself and your commercial real estate business, but finding the right strategy is not an easy feat. Getting in front of the right customers is becoming increasingly difficult online and off-line. Successful marketing

The Top 7 Commercial Real Estate Associations For You To Join As a commercial real estate professional, you have the opportunity to join and take advantage of several industry specific associations. Not only do these organizations provide you with wonderful networking events, but they also help you to differentiate yourself from your competitors, and stay

How To Schedule Activities For Team Members If you share your ClientLook commercial real estate CRM account with other members of your team, then sharing calendars and assigning tasks to these other team members is simple. View A Shared Calendar A ClientLook calendar displays future activities. To view calendars for yourself and your team, simply

How To Use Online Collaboration Tools In Your CRE Business Commercial real estate companies and CRE professionals can benefit from web-based collaboration platforms that allow them to meet with colleagues, prospects and clients in real-time online. Commercial real estate was one of the many industries to be impacted by the rise of the internet. Some

5 Things Not To Say During A Presentation Listing presentations are important to your career as a commercial real estate broker, so it’s essential to always go in prepared with what you’re going to say – but also with what you should not say during a presentation. Put your best foot forward, showcase your unique

How To Customize Your ClientLook Start Page Did you know that you can choose which page appears first when you login to our commercial real estate software? When you initially login to ClientLook CRM you’ll see the “Contacts” module and a list of the 25 contact records you have interacted with most recently. This is a

The Top 5 Traits of Successful Commercial Real Estate Brokers No one ever said that being a commercial real estate broker would be easy; in fact, it’s quite the opposite. Professionals in this industry will tell you that it can be difficult to break into, and everyday they are hustling to get new clients and

How All CRE Professionals Can Benefit From An Extranet With so much competition in the commercial real estate industry, it’s important to stand out and differentiate yourself. When you’re speaking with a potential new client, or doing a listing presentation, you should include information that many other brokers won’t think to talk about. That’s where our commercial

How To Ask The Right Questions To Get The Right Answers Being a successful commercial real estate broker involves having good communication skills. Even though you are working on property related transactions, there are multiple people involved so communication is key. While negotiation skills are important, it’s also essential that you have the right information

How To Get Help With ClientLook ClientLook is designed to be simple to use, but should you ever need support we are only a click, call or email away. Here’s a quick rundown of the various ways you can find answers to your questions about our commercial real estate software. Video Library We have over

The Top 10 Career Podcasts To Boost Your Motivation In today’s competitive commercial real estate market it’s important to continually push yourself to continue learning. Whether you have already found great success in your career, or you’re looking to reach the goals you set for yourself, being inspired and motivated on a daily basis will

How To Perform A Mail Merge In Word Using An Excel Spreadsheet As a commercial real estate professional you spend a lot of time with clients. Whether you are negotiating a deal, touring a property, or doing a presentation, your time is a valuable commodity. In addition, trying to keep your pipeline full and finding

How To Create A Better Work-Life Balance With Your CRE Career Creating a good work-life balance seems to be a goal that many commercial real estate professionals want, yet they have no idea how to actually achieve it. As an entrepreneur it can be hard to set boundaries because you don’t want to miss an

Michael Griffin, ClientLook Founder & CEO, Interviewed by Duke Long Listen to this entertaining and informative 22-minute podcast between Founder and CEO of the ClientLook commercial real estate CRM software, Michael Griffin and Duke Long to hear about: Have commercial real estate services become a commodity? How was it before there were any commercial real

How To Add Tenant Lease Information In ClientLook ClientLook commercial real estate software makes it easy to track tenant lease information for contacts or companies and link that information to the appropriate property record within our CRM. The example below assumes that you have already created a record in ClientLook for both the tenant and

Expand Your Reach With These Social Media Tips There’s no denying that social media is here to stay and you can vastly expand your reach with the right social media strategy in place. Commercial real estate professionals have jumped into using social media to not only market their business but to gain new clients as

The Best Excel Tips For Commercial Real Estate Professionals As a commercial real estate professional, Microsoft Excel is an important part of your workday. Despite its frequent use, it’s crazy all the tricks and shortcuts you probably don’t know exist. A common response after showing people some of them are “no way, I never knew

How CRE Professionals Can Boost Their Productivity There’s only 24 hours in a day, yet some commercial real estate professionals are way more productive than others. What do they do that you don’t? How are they using their time more efficiently than you are? Learn how you can boost your productivity, and how our commercial

When To Use A Field Verses A Group In ClientLook ClientLook commercial real estate software gives you the ability to create custom fields to hold any data point you care to track. It also allows you to create groups and assign your contacts, companies, deals or properties to those groups. One of the questions users ask frequently is

How Millennial’s Are Changing Commercial Real Estate There’s no denying that Millennial’s are coming into the commercial real estate industry by storm, and they are ready to hit the ground running. Millennial’s, sometimes referred to as “Generation Y”, are those who were born between the early 1980’s and 1990’s. See how Millennial’s are affecting the

How To Overcome The Challenges of Working From Home More and more companies are embracing telecommuting, working from home, and/or working remotely (working somewhere other than in an office), and many commercial real estate professionals have the freedom to work where ever they choose to. People tend to have an idealistic view of what it’s

The Top 5 Ways To Become A CRE Power Broker Welcome to commercial real estate; where the sky is the limit and big dreams can become reality. This industry isn’t for the weak or light-hearted, but those who are passionate, persistent, and ambitious can become the best of the best. Here are the top five

The Evolution of The CRE Industry Those of you who have been in the commercial real estate industry for awhile may be noticing changes in the air. The industry is evolving as more and more Millennial’s are coming on board and technology is driving major shifts in how business is conducted. Our commercial real estate

SIOR 2018 Fall World Conference Recap ClientLook commercial real estate CRM software was honored to be a sponsor of the SIOR 2018 Fall World Conference that took place in Denver, Colorado on October 11-13, 2018. Our Founder and CEO, Michael Griffin, and our Vice President, John Dawson, were both in attendance. The SIOR World Conference

Commercial Real Estate CRM Software Must Haves Technology has managed to make its way into almost facet of how we live and do business these days. Whether it’s a smartphone, tablet, or computer, we are typically never without some form of technology nearby. As more and more technology is becoming available and playing an increasing

CORFAC 2018 Fall Summit Recap ClientLook commercial real estate CRM software was honored to be a sponsor at CORFAC’s 2018 Fall Summit in London, England. The event was held at the prestigious Waldorf Hilton on September 23-26, 2018. ClientLook Founder and CEO, Michael Griffin, had the honor of moderating a panel discussion about “Artificial Intelligence and Its Impact on

iOS vs. Android: Which Is The Better Platform? If you’re in the market for a new smartphone you will most likely be looking at a phone running Google’s Android OS or Apple’s iOS mobile operating systems. Which is better? Realistically both systems have their strengths and weaknesses. These two platforms account for more than 99 percent of all

2018 KW Commercial Retreat Recap ClientLook commercial real estate CRM software was honored to be a sponsor of the 2018 KW Commercial Retreat that took place in San Antonio, Texas on October 15-17, 2018. Our Founder and CEO, Michael Griffin, and our Sales Director, Christopher Griffin, were both in attendance. Michael Griffin had the honor

How To Get The Most Out Of Your Commercial Real Estate CRM Garbage in, garbage out. It’s an old adage we’ve all heard before, but nowhere is it more applicable than with your commercial real estate CRM software. Your CRM is one of your most valuable business assets, but it’s a give and take relationship

2018 NAI Global Convention Recap On September 24-26, 2018 ClientLook commercial real estate CRM software was honored to be a sponsor of the 2018 NAI Global Convention in Austin, Texas. Our Vice President of Sales, John Dawson, was in attendance and thoroughly enjoyed talking to all of the NAI professionals during the event. This convention

Tips For A Successful Office Relocation Moving your commercial real estate office from one location to another is often necessary as your business grows. However, it is also a big undertaking and it’s easy to become overwhelmed during the process. You can make the process flow as smoothly as possible by planning ahead and using

Discover Amazing New Features Track comparable sales and leases Alert your back office because comps have arrived. ClientLook now delivers the industry’s most comprehensive platform for tracking commercial real estate sale and lease comps. Plus there’s a reporting module for branded output. We’ve thought of everything to make this a turn-key solution for your comp

The Top Ten Commercial Real Estate Terms You Need To Know Every industry has its own jargon, and commercial real estate is no different. From ‘Escalations’ to ‘Tenant Improvements’ to ‘Broker Opinion of Value’, it can all seem like a confusing foreign language for those who are new to the business. Below are the top ten commercial real estate

2018 Lee & Associates Broker Summit Recap On October 17-19, 2018 ClientLook commercial real estate CRM software was honored to be a sponsor of the 2018 Lee & Associates Broker Summit that was held in Las Vegas, Nevada. Our Vice President of Sales, John Dawson, was in attendance during the entire event and was happy to see so

How To Relate A Contact (or Company) To Other Contacts and Companies Up until now, you could only relate a contact to one company, typically the company they worked for within our commercial real estate CRM software. With the introduction of the new Winter 2018 release, you can now relate contacts to other contacts and to

How CRE Professionals Can Finish 2018 Strong Where did 2018 go? It’s hard to believe that we are down to the final few weeks of the year. If you’re anything like many of the commercial real estate professionals that I’ve been speaking with, you have a never-ending to-do list and prioritizing your tasks has become

How Technology Is Affecting the Commercial Real Estate Industry Commercial real estate is one of the busiest industries in the country today. Part of its growth and profitability has been the direct result of the development and implementation of technology. Whether you are a proponent or not, technology is constantly advancing, forcing all of us

How CRE Professionals Can Embrace The Holiday Slow Down Happy Holidays! Many commercial real estate brokers report that their schedule slows down a bit during Christmas week and New Years week. Since many of your clients may be traveling, or taking time off themselves, your meetings and property tours typically come to a stand still

2019 Commercial Real Estate Conferences Plan ahead and mark your calendar for some of the best commercial real estate conferences in 2019. Stay on top on current trends, network with top professionals, and hear some of the best speakers in the industry at these conventions. SIOR World Conferences Spring Conference: April 10-13, 2019 in Washington, DC

ClientLook’s Best CRE Blogs of 2018 We posted a ton of blog posts in 2018 that the entire commercial real estate community can benefit from. As a way to kick off the new year, we wanted to highlight the posts that seemed to resonate the most with our readers. As we get started with 2019,

New To CRE: Here’s 8 Questions To Ask The Boss It’s the beginning of the year, and many companies will be holding meetings to talk about the goals and plans for 2019. As a commercial real estate professional, it’s always good to understand the direction that your company is heading and what the main priorities

Work Smarter Not Harder: How To Overcome Productivity Killers The world is loaded with distractions that prevent you from getting your work done and have a negative impact on your productivity. Getting the most out of every day is about working smarter not harder. As your work day is finishing up, how many times have

The Best Marketing Strategies For Commercial Real Estate Professionals Let’s talk about marketing. As a commercial real estate professional, you have to get comfortable with marketing and self-promotion. Times have changed and marketing should now be a primary focus in your business if you want to keep your pipeline full. From social media, to websites,

Tips For Purchasing Commercial Real Estate CRM Software Managing your business data isn’t to be taken lightly. After all, missing an important date or detail could cost you and your company money. Keeping this in mind, using software designed specifically for the commercial real estate industry should be an essential part of your day. Many

How To Convert A Listing To A Lease or Sale Comp ClientLook CRM now includes a powerful lease and sale comparable tracking system. It’s the perfect place to store all the information you’ve gathered on deals in your market. If you’ve been using ClientLook commercial real estate software to track your internal listings, then it’s

How Client’s Decide Who To Work With Have you ever actually thought about how clients decide who they want to work with? If you’re new to the commercial real estate industry, these tips will help you to get new clients. If you’re a seasoned pro, you can benefit from the refresher to help keep your

How To Reorder Your Tabs In ClientLook One of the feature requests we receive often from our commercial real estate software users is to allow you to change the order of the tabs on a detail record, whether it be contacts, deals or any other record. You asked – we listened! The ClientLook Winter 2018 Release

The Top CRE Professionals You Should Follow On Twitter Are you using Twitter to market your commercial real estate business? If not, you should be! Twitter is a free source of marketing for your company and a powerful way to reach potential clients and other industry professionals. The people below have mastered the art of

Commercial Real Estate Terms You Need To Know If you read my previous post, The Top Ten Commercial Real Estate Terms You Need To Know, you may recall that I mentioned that there is an endless list of commercial real estate terms you will inevitably encounter. In order to expand on that list, I wanted to

Get The Most Out of LinkedIn With These Tips LinkedIn is a necessary part of your business marketing strategy. In fact, LinkedIn is the most popular social media platform for business use. Potential clients, investors, co-workers, and vendors are all using LinkedIn to boost their business, and you should be as well. Check out these

ClientLook’s Top-Notch Customer Service Reviews I have the pleasure of speaking with some of our commercial real estate software users about their experience with our CRM, and our excellent customer support is always a praised feature. I think we can all agree that customer service has declined in a lot of industries over the years.

How To Record Your Mobile Phone Calls In ClientLook If you’re like most commercial real estate professionals, you spend a lot of time on your cell phone. Being out and about while talking to prospects and clients shouldn’t mean the results of those calls don’t get recorded. ClientLook’s mobile apps make it easy! ClientLook’s iPhone

How To Export Contacts From Outlook To Excel Manually exporting contacts from Microsoft Outlook 2013, 2016 or Office 365 into Excel is easy. Exporting is beneficial if you need to transfer your contacts into a different application like our ClientLook commercial real estate software, or if just want to make a backup of your data.

CORFAC Spring 2019 Conference Recap ClientLook commercial real estate CRM software was honored to be a sponsor at CORFAC’s 2019 Spring Conference in Scottsdale, Arizona last week. The event was held at The Scott Resort and Spa on February 20-23, 2019. ClientLook Founder and CEO, Michael Griffin, had the opportunity to address the technology panel during their education

Email Marketing Tips For CRE Professionals Whether you’re using Mailchimp, Constant Contact, or any other email provider, email marketing is one of the most effective ways to reach your current and potential customers. Since email is such a common form of communication, it’s important to make your email stand out. In a full inbox, how

How To Export Your Google Contacts To Excel As a Gmail user you may have the need to export your Google contacts. Whether you are importing them into a different application like our commercial real estate CRM software, or just backing them up, this post will walk you through the process. Exporting your Google contacts

Why You Need A Commercial Real Estate CRM Have you noticed that most of the top commercial real estate brokers use a CRM daily? A good commercial real estate software CRM (customer relationship management) is designed to help you run your business more efficiently and can help you make more money. If you’re on the

How To Produce Comp Reports In ClientLook In case you missed the big news, ClientLook commercial real estate software recently added a lease and sale comparables module that allows you to track deals in your market in-house. But what fun would that be if we didn’t give you a way to produce attractive presentation quality

How To Merge Duplicate Records In ClientLook You have been asking us for a tool to find and merge duplicate records within our commercial real estate software, and this week we released it. You can now find duplicate contacts, companies and properties using criteria you specify, and then merge those records together. I’ll illustrate how

Ten Recommended Business Books For CRE Professionals Multiple studies have shown that reading can help improve brain function and contributes to keeping your memory sharp. As a commercial real estate professional, reading will not only provide you with motivation and critical business knowledge, but it will also play a key role in keeping your brain

What Is The Best CRM For Commercial Real Estate in 2019? Playing by different rules Generic CRM solutions like Salesforce and Microsoft Dynamics are so successful because they provide amazing enterprise software solutions to the world’s biggest companies. By definition, “enterprise CRM software” refers to an application designed to satisfy the needs of the organization

How To Find New CRE Clients With These Prospecting Tips Keeping your pipeline full is a top priority for commercial real estate brokers. While it’s great to have current clients who bring you repeat business, its’s also important to know how to find new clients. Prospecting doesn’t have to be a game of luck if

Accomplish More With Our CRM Virtual Assistant Team Did you know that our commercial real estate software includes our exclusive Virtual Assistant team? That’s right; your ClientLook subscription gives you access to one of our most time saving features! Our users rave about how helpful the VA’s are; how much time they save; and how

How To Stand Out In The Commercial Real Estate Industry Whether you are new to the commercial real estate industry or a seasoned professional, it’s important to differentiate yourself from your competition. Most markets are saturated with CRE brokers, but there will always be the top dogs that rise above the rest. Combine our commercial

Schedule Your Free ClientLook CRM Success Audit Hey ClientLook subscribers, have you had a recent Success Audit? A Success Audit is a 15 minute interview conducted by our commercial real estate software experts here at ClientLook. We call them the Success Team and they are dedicated to helping our subscribers get the most out of

SIOR 2019 Spring World Conference Recap ClientLook commercial real estate CRM software was honored to be a sponsor of the SIOR 2019 Spring World Conference that took place in Washington, DC from April 10th-13th. Our Founder and CEO, Michael Griffin, and our Sales Director, Christopher Griffin, were both in attendance at the ClientLook booth. The

Social Media Checklist For CRE Professionals When it comes to social media, consistency is key. Every industry – including commercial real estate – is benefiting from using social media to reach their ideal audience and build their brand. However, don’t just rely on your companies marketing department to handle the social media, since they are

Provide Better Client Service With Online Deal Collaboration ClientLook commercial real estate software offers exclusive online deal collaboration capabilities. They’ll help you win business and communicate with your clients in the easiest and most effective way possible – online. This promotes your ability to deliver the best client service of your career. In this previous

How To Embrace Technology In Your CRE Business There’s no denying that technology has completely changed the way we all live our lives. From smart phones, to electric cars, to being able to access information with a simple Google search. The commercial real estate industry may have been slower to embrace the advances in technology,

Personality Traits of The Industry’s Top CRE Brokers Have you ever wondered if you have what it takes to be one of the best commercial real estate brokers in the industry? How do you stack up compared to the “top dogs”? Do you share similar worth ethic or personality traits with the industry leaders? Surprisingly,

ICSC 2019 RECon Conference Recap ClientLook commercial real estate CRM software was thrilled to be a part of the ICSC 2019 RECon conference that took place in Las Vegas, Nevada from May 19-22, 2019. Our Vice President, John Dawson, was in attendance. RECon is the leading conference for the retail real estate industry, and gives

Export CRE Properties and Owners ClientLook is the perfect commercial real estate software to track properties and their respective owners. Periodically exporting properties is useful for things like mailers or to perform geospatial analysis. Now your property exports from ClientLook not only include property characteristics, but also the contact details of the related owner. This

The CRE CRM Debate of 2019 Have you ever wondered what is the best CRM for commercial real estate, how you can utilize a CRM to prospect for leads, or which features of a CRM you should use to help your marketing efforts? If you’re like most commercial real estate professionals, you want to get

Summer Slump? How To Embrace This Season In Your CRE Business The days are heating up but your schedule may be cooling down. Welcome to summer! This season is a bit unpredictable for most commercial real estate brokers since many of your clients may be traveling, co-workers are out of the office more than usual,

2019 Lipsey School of Real Estate Recap The Lipsey School of Real Estate is a three day live event developed specifically for commercial real estate professionals. This years event was held in Orlando, Florida from June 5th through 7th and ClientLook Founder and CEO, Michael Griffin was honored to be a presenter. Michael had the

How CRE Professionals Can Benefit From Blogging If you don’t have your own CRE blog yet, you’re missing out. Not only is blogging a great way to reach potential clients, but it’s also an inexpensive way to market your business. Here are a few of the perks of starting your own commercial real estate blog:

How To Set Your Work Day Up For Success We all have the same 24 hours in a day, but why do some people accomplish more in that time period than others? If you’re wanting to stay ahead of your commercial real estate competition, use these productivity tips to set up your day for success:

How To Attract Top CRE Agents To Your Brokerage In today’s competitive commercial real estate market, attracting and retaining top agents to your brokerage should be one of your main concerns. The best agents want to work with the best companies, but they’re also looking for the “total package” that includes more than just a

Networking Tips For CRE Professionals Networking is an important part of being a commercial real estate broker. However, many agents don’t like networking and put off attending events so they don’t have to do so. If you’re not taking advantage of all the benefits of networking, then you’re missing out on potential clients for your

ClientLook’s Self-Help Resources The support team at ClientLook is here to help you whenever you need personal assistance with our commercial real estate software. However, we also provide a variety of self-help resources that you can access any time you want, including off-business hours. Here are the easiest ways to find what you’re looking for:

Cold Calling Tips For Commercial Real Estate Agents I’ve heard that with the rise of technology, cold calling is on it’s way out. But for many commercial real estate agents, cold calling can make a huge impact on your business. Cold calling puts you in the driver seat and lets you be proactive about finding

How Direct Mailers Can Boost Your Commercial Real Estate Business Marketing your commercial real estate business should be a top priority for all active agents. The goal is to keep your pipeline full and have a consistent stream of work. While most commercial real estate brokers don’t have a background in marketing, there are many

How To Find A Commercial Property Owner As a commercial real estate professional, your goal is to get more clients and close more deals. The challenge of finding the names of ever-changing property owners can be very difficult though. Your ability to discover this critical information is one of the most important ingredients to your

How To Integrate Email With Your CRM You need to integrate email with your CRM in order to work at peak efficiency. One of the most common questions asked by subscribers of the ClientLook commercial real estate CRM is “How do I attach incoming and outgoing emails to the appropriate contact records?”. The answer is

Develop Your Personal Brand To Become A CRE Leader Whether you are new to the commercial real estate industry, or a seasoned professional, it’s important to develop your CRE personal brand. While most people think of big companies when they hear the word “brand”, you have a personal brand image whether you know it or

2019 KW Commercial Real Estate Summit Recap ClientLook commercial real estate CRM software was honored to be a sponsor of the 2019 KW Commercial Real Estate Summit that took place in Carlsbad, California on August 26-28, 2019. Our Founder and CEO, Michael Griffin, our Vice President, John Dawson, and our Success Manager, Austin Dawson, were

ClientLook Commercial Real Estate Assistants You know the value of having a commercial real estate CRM. But, are you glued to your computer to keep your CRM updated? Do you find yourself spending days, nights, and even weekends staring at the screen? Take back your valuable time with the help of the ClientLook assistants today.

How To Import A Contact List Into MailChimp One of the great features we offer with our commercial real estate CRM is an integration with MailChimp. However, we are frequently asked how to manually import a contact list into MailChimp. Moreover, once those contacts are imported into Mailchimp, many of you want to know how

2019 NAI Global Convention Recap On September 9-12, 2019 ClientLook commercial real estate CRM software was honored to be a sponsor of the 2019 NAI Global Annual Convention in Las Vegas, Nevada. Our Vice President of Sales, John Dawson, was there throughout the entire event, and our CEO, Michael Griffin, was in attendance on September 11.

How To Get The Most Out of CRE Conferences Commercial real estate conferences are finally getting back into full swing. While COVID caused all conferences in 2020 to be canceled, 2021 has brought a new found normalcy to virtual conferences. While many people are starting to gather in person again, it’s a great opportunity to

Top 3 CRM Features To Boost Your Sales Making our commercial real estate CRM software work for you is easy as 1-2-3. Here are three things you should do every day to make sure you’re staying on top of what’s important in your CRE business. #1: Add and Update Your Contacts Building and maintaining relationships

CORFAC Fall Summit 2019 Recap ClientLook commercial real estate CRM software was honored to be a sponsor at CORFAC’s 2019 Fall Summit in Philadelphia, Pennsylvania last week. The event was held at The Logan Hotel on September 18-21, 2019. ClientLook Founder and CEO, Michael Griffin, and ClientLook Sales Director, Christopher Griffin, were both in attendance. Michael Griffin,

How To Improve Your Commercial Real Estate Website It’s nearly impossible for most businesses today to not have a website. As a commercial real estate professional, your website has the power to have a positive – or negative – impact on your business. While having a website is essential, these tips will help you take

Win More Deals With Your Commercial Real Estate CRM Keeping your pipeline full is a top priority for most commercial real estate brokers. While your marketing strategy and your customer service skills play into this, your commercial real estate software can also help you win new deals. At ClientLook, our CRM is built specifically for

The Best Podcasts For CRE Professionals To Listen To Over the years, the commercial real estate industry has changed quite a bit – thanks to the advances in technology – so staying ahead of the curve is more important than ever. While attending CRE conferences, reading the latest books, and networking are all important, listening

How To Relate A CRM Update To Multiple Records By now, I’m sure you have all had the opportunity to create updates within our commercial real estate CRM. An update is simply a note, a historical reference, an email, or any other item of significance that you want to store on a record, whether that’s

SIOR 2019 Fall World Conference Recap ClientLook commercial real estate CRM software was honored to be a sponsor of the SIOR 2019 Fall World Conference that took place in Portland, Oregon from October 17th-19th. Our Founder and CEO, Michael Griffin, and our Vice President, John Dawson, were both in attendance. Over 900 commercial real estate

2019 Lee & Associates Broker Summit Recap On October 23-24, 2019 ClientLook commercial real estate CRM software was honored to be a sponsor of the 2019 Lee & Associates Broker Summit that was held in Las Vegas, Nevada. Our CEO, Michael Griffin, and our Vice President of Sales, John Dawson, were both in attendance. Michael

How To Customize Your CRM ClientLook commercial real estate CRM allows you to customize the way your account works to suit your specialty and the way you prefer to work. Here are five things you should take a look at today. To get started, go to the Setup module. Click your name in the upper

The Top Five ClientLook Blog’s of 2019 (So Far) When it comes to sharing commercial real estate information, we pride ourselves on having a relevant blog that benefits the entire industry. The ClientLook blog is filled with marketing related posts, tips on how to maximize your efficiency with our commercial real estate software, as well

Tips For Delivering A Killer CRE Presentation As a commercial real estate professional, keeping your pipeline full of work means having to master the art of client presentations. While some people naturally thrive in this area, others are not as excited about putting together a presentation and pitching themselves to potential clients. If you fall

Organizing Your Commercial Real Estate Deal Emails ClientLook commercial real estate CRM users love the ability to forward emails to their deals. Deals represent listings, tenant and buyer requirements, projects and other commercial real estate assignments. Each deal has its own dedicated email address, making it simple to attach outgoing or received emails to that

How To Find Anything In Our Commercial Real Estate CRM Scoop is the place where you will find all the updates you and your team have ever entered into any module within our commercial real estate CRM. What many people don’t realize is that it’s also the best place to quickly search for any word

10 CRE Instagram Accounts You Should Be Following I’ve noticed lately that residential real estate companies have jumped on the Instagram bandwagon, but commercial real estate professionals have been a bit slower to get on board. With over 1 billion active Instagram users, your current and potential clients are likely scrolling through their feed now.

How To Boost Client Engagement This Holiday Season The year may be coming to an end, but now is the perfect time to boost engagement with your commercial real estate clients. While other brokers may be winding down for the year, you can separate yourself from the pack by going the extra mile. The holiday

How To Boost Your Commercial Real Estate Business In 2020 ClientLook President and CEO, Michael Griffin, recently hosted a live webinar to give viewers a preview of our upcoming new email marketing features. This webinar was our largest in company history, and was attended by commercial real estate professionals who are looking for a better

How To Leverage Our Back Office Assistant Service In order to get the most out of a commercial real estate CRM like ClientLook, you need to be committed to logging your daily activity. Everyone knows it’s vital to document conversations with clients, and it’s also critical that you update lease expirations, square footages and requirements.

ClientLook Acquired By LightBox Today I am thrilled to announce that ClientLook has been acquired by LightBox. LightBox was established in 2018 by combining proven brands to create new solutions to facilitate transparency, efficiency and insight within real estate workflows. This is great news for our subscribers, our team, and the industry. Watch the video

Our Top 10 CRM Blog Posts From 2019 Our commercial real estate software is user-friendly and simple to use, but we’re always here to give you a few pointers. We keep our blog updated on a consistent basis to provide you with the best-practices to get the most out of our CRM, as well as

New Year, New Goals! Set Your CRE Business Up For Success The new year brings new possibilities for your commercial real estate business. It’s around this time of the year that many of us will sit down and make a game-plan for the year. Hit the ground running this year by having the following systems

Why A CRM Is Necessary For Your Commercial Real Estate Business Every commercial real estate professional should be using a CRM. There are so many aspects of your business that can benefit – including getting more organized, boosting your productivity, and even winning more deals. While using a CRM is important, choosing the right one

Mailchimp Integration For ClientLook Connecting Mailchimp to ClientLook is easy, and requires just minutes to setup as described below. The integration is free, but you may incur a fee to use Mailchimp depending on the size of your list. Not a ClientLook subscriber yet? Then schedule a demo to learn more. You could be building

Ten Blog Posts From 2019 All CRE Professionals Should Read Commercial real estate professionals are all looking for valuable content, and clear and concise answers. At ClientLook, our CRM software is built specifically for the CRE industry. We know your business and we want to help you grow in any way that we can. That’s

How To Market Your Commercial Real Estate Business in 2020 As a commercial real estate professional, your goal is to keep your pipeline full, and your marketing strategy will have a direct impact on that. I’m sure you’re trying to keep your existing clients, while at the same time appeal to new clients, so you’ll

Prospecting Like A Pro: Tips For CRE Professionals When it comes to keeping your pipeline full, prospecting is key. Most of the top industry professionals schedule time to prospect everyday. Whether or not this comes naturally to you, you can prospect like a pro with these tips for commercial real estate professionals: Schedule Your Prospecting

Life After Acquisition I Think Much Bigger Now Prior to our acquisition the common strategy at ClientLook was finding ways to do more with less. We got really good at it, but we were always resource constrained. Deciding how to invest our limited capacity was the trick to prospering. We could afford to fail, but

How To View Your Documents With File Attachment View Organizing your files and email attachments in our commercial real estate CRM is simple using the “Attachments View”. It’s already easy to attach files to your updates anywhere in ClientLook, and since your storage is unlimited you can upload as many documents as you like. One

Networking Tips For CRE Conference Season With so many great conferences coming up, you’ll surely have plenty of time to network and make valuable connections. Use these networking tips for CRE conference season to get the most out of the experience: Do Your Homework Before you attend a commercial real estate conference, do a little

How To Use Instagram To Market Your CRE Business When it comes to marketing your commercial real estate business, social media should be included in your strategy. While Facebook, Twitter, and LinkedIn have been the top three platforms that most CRE professionals have been using, Instagram is seeing a huge increase of CRE users. Take

How To Work Remotely From Home Across the globe, we are facing unprecedented times. The COVID-19 pandemic has resulted in schools closing and most people working remotely from home. For those of you who have never worked remotely, follow these tips to get the most out of your workday. Use Technology To effectively work from

How To Relate Multiple Contacts To A Deal Within our commercial real estate CRM, deals represent any assignment you are working on that may result in you getting paid. Relating your prospects to those deals allows you to track activity with those people as it applies to the deal. While you can certainly attach people

How I Built A Successful Business Working From Home Fortunately I found success by creating a company that was entirely virtual where everyone worked from home. We leveraged technology for every business process. Even though our team would span 7 U.S. states, 4 countries and 6 time zones we never felt disconnected. Despite our physical

New Commercial Real Estate CRM Features ClientLook commercial real estate CRM founder, Michael Griffin, hosted a live webinar on April 9, 2020 to give viewers a first-hand look at our first big upgrade of the year. The upgrade rolled out a big improvement to our Mailchimp integration along with enhanced email marketing capabilities. Plus, Michael

How To Pivot Your CRE Business During COVID-19 We are currently living in unprecedented times. The COVID-19 pandemic has shut down all non-essential businesses across America, and forced millions of others to work remotely from home. As a commercial real estate professional, you may be wondering how you can keep your business moving forward with

How To Back Up Your ClientLook CRM Data Keeping your commercial real estate software data in the cloud makes sense. It’s available anywhere and you don’t need to worry about doing your own regular backups. Everything is safely stored online and off-site. Keep Your Data In The Cloud The ClientLook commercial real estate CRM is

How To Best Use Your Commercial Real Estate CRM We all know the importance of having a CRM for your commercial real estate business, but simply having one and actually using it to its full potential are two different things. Use these tips to get the most value and long-term benefit from your commercial real

Using Facebook To Grow Your CRE Business Whether you’re new to the commercial real estate industry, or a seasoned professional, Facebook should be a part of your overall marketing strategy. In the CRE industry, Facebook, Twitter, LinkedIn, and Instagram are the top social media platforms used. Your potential and current clients expect to find your

Commercial Real Estate Website Best Practices Having a website for your commercial real estate brokerage is an essential part of your marketing strategy. Over the years, websites have become much more robust and have changed from being simply informational to more interactive. Your viewers want to find information quickly and easily, and there are some

ClientLook Power Tip: Using The Fast Search Bar One of the first things I notice when working with our commercial real estate software subscribers in ClientLook is that many people don’t use the fastest method of finding their records within ClientLook – the fast search bar. It works for contacts, companies, deals, properties, listings and

The Client Experience: How To Retain Your CRE Clients Keeping your commercial real estate clients happy, and your pipeline full, is a top priority for CRE brokers. Once you put in the time and effort to gain a new client, the next step is keeping that client for ongoing projects. Focus on the client experience

The Best Apps For CRE On The Go The way we conduct business has drastically changed over the past several years. Commercial real estate agents are no longer in the office all day, or tied to a landline phone for client communication. Now that we have smart phones and advanced technology, you can run your

How To Boost Your CRE Business During Uncertain Times Let’s face it; we’re facing unprecedented times due to COVID-19. While most commercial real estate professionals are working from home and have modified most aspects of their day-to-day business routine, it’s important to focus on the new opportunities and pivot your approach. Use these tips to

ClientLook Power Tip: Copying Contact Information Here’s a really cool feature that you might have missed in since it doesn’t stand out. Our commercial real estate CRM software has the ability to grab the contact information for any contact in your database and copy it to the clipboard, allowing you to paste that data into

How CRE Brokers Can Maximize Their Productivity Stop wishing for more hours in the day, and instead focus on boosting your efficiency. As a busy commercial real estate professional, time is money. Work smarter, not harder, with these tips on how CRE brokers can maximize their productivity: Use A CRM If you want to utilize

Free CRM For New Commercial Real Estate Brokers Are you new to the commercial real estate industry? If so, you may qualify to receive our commercial real estate CRM software at no cost for six months as part of our New To The Business program. Yes, you read that correctly; get our CRM completely FREE

Get Started With Our Commercial Real Estate CRM Welcome to ClientLook! Our commercial real estate CRM software is easy to use and user-friendly, but we’ve put together a few tips to help you get started on the right foot. After you sign up for ClientLook, hit the ground running with these simple steps: Import Your

How You Can Benefit From Our Virtual Assistant Team One of the amazing features that set’s our commercial real estate CRM apart is our exclusive back office assistant team. Known internally as the Virtual Assistant’s, or VA’s, they are ready to help you get the most out of ClientLook. Here’s how you can benefit from

How To Relate Contacts and Companies to Your Deals Our commercial real estate CRM software makes it easy to keep all of your data organized. In addition to adding participants (what we call “Collaborators”) to your deals, you can also relate or ‘tag’ contacts and companies to their commercial real estate deals, the same way

Accelerate Your Success With Our CRE Success Services At ClientLook, we are dedicated to helping you grow your CRE business. That’s why our commercial real estate software also offers a huge range of Success Services that can help you take your business to the next level. From data conversion and web-based instruction to customized onsite

The Top Five ClientLook Blog Posts of 2020 (So Far) At ClientLook, we strive to share information about our commercial real estate software as well as valuable information that will help all CRE professionals succeed. Each week, we publish a blog post written specifically for the commercial real estate industry. From ClientLook tutorials, to marketing

Summer 2020: Tips For CRE Brokers Welcome to Summer 2020! This summer is unlike any other in the past. Due to COVID-19, the world is operating at a different pace. Don’t let the unprecedented circumstances slow down your commercial real estate business. Instead, use these tips for CRE brokers to make the most of the

Five Essential Commercial Real Estate Software Features Having a CRM for your business can make a huge difference in your overall success. Not only does the software help you get organized, it can also help you to boost your productivity and win more deals. As you’re shopping around for CRM software, make sure the one

How To Personalize Your CRM Account With Custom Fields ClientLook commercial real estate software comes pre-configured with basic fields to hold information on your contacts, companies, deals, properties, listings and comps. In addition to these built-in fields, you can add additional custom fields to cover anything you might need to track. Adding a field to

The Perks of A Mobile Commercial Real Estate CRM Software The industry’s top producers rely on commercial real estate software to keep their businesses running smoothly. They start their day looking over their tasks in their CRM, and they end their day making sure all of their contacts, deals, and property information is up to

How Your Commercial Real Estate Website Can Benefit From SEO Your website is one of the best ways to market your CRE business. Current and potential clients are looking at your website to learn more about your company, the services you offer, and what properties you have available. Instead of relying solely on direct traffic

How To Build Your CRE Business From Your Home Office It’s safe to assume that this year hasn’t turned out like most people planned. Due to COVID-19, the way we do business has completely changed. With offices closed, and restrictions in almost every industry, it’s a challenging time to be a commercial real estate broker.

How CRE Professionals Can Boost Their Visibility On LinkedIn Social media is a great way to market your commercial real estate business. While all platforms offer something unique, LinkedIn is the leading social network for business professionals. With over 675 million monthly users on LinkedIn, you can effectively market your business and reach new prospects.

2020 Commercial Real Estate Virtual Conferences Virtual conferences were rare six months ago. Due to COVID-19, in person conferences have been canceled and replaced with virtual events. While it’s great that these conferences are still happening, use these tips to make the most of the upcoming 2020 commercial real estate virtual conferences: Sign Up and

How CRE Professionals Can Finish 2020 Strong This year may not have turned out how you originally anticipated, but don’t write off the entire year yet. As we enter into the final few months of 2020, now is the time to be intentional about reaching your goals. Here are five ways that CRE professionals can

How CRE Brokers Can Benefit From SMART Goals As a commercial real estate professional, setting goals for your business can mean the difference between having an average year and an exceptional year. Studies show that people who are intentional about their goals are more likely to achieve them. It reminds me of the quote “if

How To Import Properties With Linked Owners ClientLook commercial real estate CRM software users frequently import a list of properties, then, after doing research into ownership, create contact records for those owners and relate them to the properties. But, what if you have a list of properties that already includes the ownership data and you

The Top CRE Accounts To Follow On Instagram If you’re looking for new ways to market your commercial real estate business, check out Instagram. While the platform itself is not new, the CRE industry has been slower to market there. However, the companies below are using Instagram to its full advantage. With over 1 billion

The Best CRM Software For The CRE Industry Every commercial real estate professional should be using a CRM to efficiently run their business. With several CRM’s out there to choose from, how do you know which one will work best for your unique needs? ClientLook is the only all-in-one CRM built specifically for the commercial

How To Market Your Commercial Real Estate Business There are so many ways to market your CRE business. Some brokers excel at marketing and self-promotion, and others struggle with knowing where to begin. While some of these marketing strategies may not come naturally to you, they are easy to learn. The key to a successful

CRE Broker Tech Tools To Elevate Your Business ClientLook Founder, Michael Griffin, presented the LightBox suite of broker products to a national webinar audience on October 22, 2020. The latest technology tools for commercial real estate brokers can take your business to the next level. From CRM to mapping and marketing, these tools can help

Stay Organized With ClientLook’s “Groups” Feature “Groups” within our commercial real estate CRM software allow you to create lists and organize your records. Each module in ClientLook – contacts, companies, deals, properties, comps and listings – can have its own set of groups. Groups are a great way to categorize things that couldn’t necessarily be

Tips For Using Your Commercial Real Estate CRM Software The best CRM is the one that you’re going to use consistently. The value of a CRM comes from the information that you put into it (quality in equals quality out). Whether you just signed up for a CRM, or you’ve had an account for awhile

CRM Software Features You Need In Your CRE Business When it comes to choosing a commercial real estate CRM software, we understand that there are several options to consider. The best CRM is the one that you are actually going to use, so it must be user-friendly and intuitive to navigate. In addition, there are

How CRE Brokers Can Benefit From Virtual Meetings The way we live and work has drastically changed over the past eight months. As a commercial real estate professional, your days used to consist of face to face client meetings and property tours. Now, those in person events are no longer happening or have been modified.

How To Disconnect A Contact From A Company One of the most frequent questions we receive is how to disconnect a contact from the company they are related to, and/or relate that contact to a different company within our commercial real estate CRM software. Meet Alex Miller. He’s the Vice President of Acquisitions for Champion

5 Ways To Boost Your Personal Development As a commercial real estate professional, you stay up to date on changes in the industry. You’re constantly focusing on CRE trends in the market, and of course you take your continuing education classes. However, focusing on your personal development can have a positive impact on your business

How To Take Your CRE Business To The Next Level Setting goals for your commercial real estate business is the key to continued growth. Our commercial real estate CRM software can help you make 2022 your best year yet. See how you can boost your productivity, get organized, and make more money in 2022. Read

How To Win More Commercial Real Estate Deals With ClientLook ClientLook is the commercial real estate CRM that gives you the ability to invite your clients to participate in the online deals you set up for their assignments. This competitive advantage can be a seriously differentiating factor when you are attempting to win business. Let’s

Our Top 10 CRM Blog Posts From 2020 At ClientLook, our commercial real estate CRM software is intuitive and easy to use. However, that doesn’t stop us from giving you tips to make the most out of your CRM. We strive to share valuable information that will help all CRE professionals. From ClientLook tutorials, to

Why You Need A Commercial Real Estate CRM You may be wondering “what is a CRM and why do I need one”? You may have also noticed that the industry’s top producers rely on their CRM and use it on a daily basis. A good commercial real estate software CRM (customer relationship management) is designed to help

Must-Have CRM Software Features For CRE Professionals If you want to take your commercial real estate business to the next level this year, having a CRM is essential. From getting organized, to elevating your productivity, to winning more deals, a CRM is a necessary part of your business strategy. While you’re taking time to research

Your CRM New Year’s Resolution It’s January, the time of year many of us make some New Year’s resolutions. Of all the things I can think of to make your commercial real estate business more effective, ramping up your sales and leasing efforts by getting more committed to yourself through your CRM software is at

New Year, New Commercial Real Estate Goals The new year brings new possibilities for your commercial real estate business. It’s around this time of the year that many of us will sit down and make a strategy for the year. Hit the ground running this year by having the following systems set up for your

Get The Most Out of Your CRM Software Having a commercial real estate CRM software is essential for running your business in the most efficient way. However, having a CRM and using it to its full potential are two different things. Use these tips to get the most value and long-term benefit from your commercial

How To Accomplish More In Your CRE Business We all have the same 24 hours in a day, yet some commercial real estate professionals accomplish a lot more than others. While there is no secret formula that is guaranteed to boost your productivity, you can use these tips to accomplish more in your CRE business:

How To Get Started With ClientLook CRM So you just signed up for ClientLook commercial real estate software – congratulations! Now, how do you get started? Here are the first things you should do to get off to a great start: Import Your Existing Contacts Chances are that you have a list of contacts somewhere. Whether they are

Social Media Tips For Commercial Real Estate Professionals To keep your pipeline full as a commercial real estate professional, it’s essential that you continually reach a wide audience of potential clients. In order to grow your business, you need to grow your clientele and close more deals. Thankfully, social media can help with your marketing

Commercial Real Estate Marketing 101 Whether you’re a new agent or a seasoned broker, marketing is an essential part of your commercial real estate business. Not only does an effective marketing strategy build your brand, but it also helps you to keep your pipeline full. Marketing doesn’t have to be complicated or overly time consuming

Remote CRE: Use These Apps To Work From Anywhere Due to COVID, the way we work has changed over the past year. While most commercial real estate professionals used to work in the office, many are now working remotely. Don’t let your business take a hit; instead pivot your approach to adapt to the virtual

How To Market Your CRE Business With Email Newsletters Using emails to market your commercial real estate business could be a great marketing strategy. Email newsletters are the perfect way for you to keep in touch with you current and prospective clients, and is a great way to build trust and keep your company at

Tips For Using Your ClientLook Email Address Keeping track of all your emails and adding updates to ClientLook via email is fast and easy. Simply create a unique “contact” name in your email program. Your personal ClientLook forwarding address looks something like “contactemail.38473625@e-clientlook.com”.  That’s not a particularly user friendly email address. One of our staff members

Free CRM For New CRE Professionals Did you know that we offer our commercial real estate software at no cost for four months as part of our New To Business program? Yes, you read that correctly; get ClientLook CRM for FREE for four months if you’re a new broker that’s just starting your career in

The Best Mobile CRM App For The CRE Industry Top producers in the commercial real estate industry rely on our CRM software to stay organized and boost their daily efficiency. They start their day looking over their tasks in their CRM, and they end their day making sure all of their contacts, deals, and property information

ClientLook Infrastructure Upgrade This morning ClientLook completed an upgrade to its infrastructure due to the rapid growth experienced after the acquisition by LightBox. In fact despite a challenging commercial real estate market, 2020 was the most successful year in our company’s history. A hardware upgrade was necessary in order to better serve existing subscribers today,

Get The Most Out of Your CRE Website As a commercial real estate professional, your website has the power to have a positive – or negative – impact on your business. It allows you to make a great first impression, attract new clients, and promote your CRE services. While having a website is essential, these

Find A Commercial Property Owner With These Tips The challenge of finding the names of ever-changing property owners can be very difficult. Your ability to discover this critical information is one of the most important ingredients to your success as a commercial real estate broker. This post describes some of the best ways to find

Commercial Real Estate Auctions There has been a lot of conversation about commercial real estate auctions lately. While auctions have long been a part of the CRE industry, there is reason to expect an influx of new auction listings to hit the market within the next 6-18 months as owners are looking to liquidate assets.

How To Edit Your ClientLook CRM User Profile Your personal profile in ClientLook commercial real estate CRM allows you to input your personal contact information. It is then available to your team internally when they click on your name, and is attached to anything you have entered into ClientLook. It is also visible to your

Tips For Working Remotely With Your CRE Team Before March of 2020, most commercial real estate professionals worked in the office the majority of the time. Teams were located together, so they knew how to communicate and interact face to face. Due to COVID, many CRE professionals were forced to leave the office with no

The Benefits of Off-Market CRE Properties Over the years, off-market CRE deals have increased in popularity. The commercial real estate market can be competitive, but off-market properties have several benefits for CRE brokers and their clients. From less competition to the ability to connect directly with property owners, it can be a win-win for everyone

Cold Calling Tips For CRE Brokers Many commercial real estate agents rely on cold calling to boost their business. Cold calling puts you in the driver seat and lets you be proactive about finding your next client. Plus, our commercial real estate software can help you stay organized and on top of your calls. To

How To Use Technology To Boost Your CRE Business As a commercial real estate professional, technology can help you take your business to the next level . There’s no denying that technology has completely changed the way we all live our lives. From smart phones, to electric cars, to being able to access information with

Why You Need A CRM In 2021 The top producing commercial real estate brokers realize the importance of utilizing a CRM. If you’re on the fence or currently wondering why you need a CRM in 2021, this post will show you how a commercial real estate CRM can help you take your business to the

Reach A Wider Audience With A CRE Blog If you don’t have your own CRE blog yet, you’re missing out on tons of great marketing benefits. Not only is blogging a great way to reach potential clients, but it’s also an inexpensive way to market your commercial real estate business. Here’s how you can reach

Top ClientLook Blog Posts of 2021 (so far) It’s hard to believe that we are almost half way through 2021. As the end of June is approaching are you staying organized, winning new deals, and boosting your business in every way possible? Are you on track to hit your commercial real estate goals for the

Summer 2022: Tips For CRE Brokers With Memorial Day right around the corner, we’ve arrived at the unofficial start to the summer. The summer season is a bit unpredictable for most commercial real estate brokers since many of your clients may be traveling, co-workers are out of the office more than usual, and day to

Your CRE Marketing Goals A goal without a plan is just a wish.” That is one of my favorite quotes since it applies to every area of your life. While I’m sure that you have set some deliberate sales goals for your commercial real estate business, don’t forget about establishing your marketing goals. Marketing is the

How To Write Email Subject Lines That Get Attention Think about how you react when you receive a new email. Before you even consider opening it, you read the subject line to determine if it’s something you may be interested in. In the commercial real estate industry, we receive emails constantly throughout the day, and

What CRM Is Best For The Commercial Real Estate Industry? When it comes to using a CRM software, there are so many aspects of your commercial real estate business that can benefit – including getting more organized, boosting your productivity, and even winning more deals. While using a CRM is important, choosing the right one

How To Become A Top CRE Broker In Your Market When it comes to being a top producing commercial real estate agent, there are several factors that can make you stand out from the competition. From your market knowledge, to your personality, and your ability to close even the hardest deals, these skills will work

How To Use Your CRM: Tips and Best Practices We all know that simply having a CRM isn’t enough – you actually have to use it to reap the rewards. If you’re new to using a commercial real estate CRM software to manage your business, you may be wondering how to get started. When you

How To Network In 2021 There’s no denying that life in 2021 feels far from “normal”. More and more people are working full-time from home, while other offices have adopted a hybrid approach. While there are pros and cons to this new structure, it can be a challenge to network and meet new people during

How To Win More CRE Deals and Impress Your Clients When it comes to building your commercial real estate business, winning new projects is essential for growth. That’s where our commercial real estate CRM software comes into play. See how you can win more CRE deals and impress your clients with the help of our

2021 Commercial Real Estate Conferences Networking, prospecting, and nurturing relationships are all essential to a broker’s success in the commercial real estate industry. As many CRE professionals know, conferences and events are some of the best opportunities to build your network while also learning about industry trends. Plan ahead and mark your calendar for some

How To Quickly Clean Up Your CRM Software Cleaning up your commercial real estate CRM software may not be one of your weekly tasks, but it should be. Your CRM (customer relationship manager) is one of the most vital tools you’ll use in your business every day and by ensuring that the data is correct, you

Commercial Real Estate Associations As a commercial real estate professional, you have the opportunity to join and take advantage of several industry specific associations. Not only do these organizations provide you with wonderful networking events, but they also help you to differentiate yourself from your competitors, and stay on top of the ever-changing trends in

Common CRE Terms You Need To Know Every industry has its own jargon, and commercial real estate is no different. From ‘Escalations’ to ‘Tenant Improvements’ to ‘Broker Opinion of Value’, it can all seem like a confusing foreign language for those who are new to the business. Below are the common commercial real estate terms

How To Give An Impressive CRE Presentation As a commercial real estate professional, keeping your pipeline full of work means having to master the art of client presentations. While some people naturally thrive in this area, others are not as excited about putting together a presentation and pitching themselves to potential clients. If you fall

How CRE Professionals Can Finish 2021 Strong Where did 2021 go? It’s hard to believe that we are down to the final quarter of the year. If you’re anything like many of the commercial real estate professionals that I’ve been speaking with, you have a never-ending to-do list and prioritizing your tasks has become a

How To Win CRE Business Using Online Client Collaboration Did you know that our commercial real estate software offers deal management and client collaboration features? These unique features set ClientLook apart from other CRM’s, and can help you take your business to the next level. Use these tips to win CRE business using online client

How To Engage With Your CRE Clients During The Holidays It’s the beginning of November, which means the holidays are right around the corner. While other commercial real estate brokers may be winding down for the year, you can separate yourself from the pack by going the extra mile. The holiday season is a great

CRM Webinar For Commercial Real Estate Professionals Our commercial real estate CRM can help you build better relationships, so you can make more money. On December 8, 2021, ClientLook Founder, Michael Griffin, presented this webinar to show you how you can reach your goals faster with the help of our commercial real estate CRM software.

Our Top 10 CRM Blog Posts From 2021 At ClientLook, our commercial real estate CRM software is intuitive and easy to use. However, that doesn’t stop us from giving you tips to make the most out of your CRM. We strive to share valuable information that will help all CRE professionals. From ClientLook tutorials, to

CRE Broker Success In 2022 The new year is a great time to evaluate your goals and the current processes you have in place for your commercial real estate business. Remember that a new date on the calendar wont change anything unless you take action. CRE brokers can make 2022 their best year yet with

What Is The Best CRM For Commercial Real Estate in 2022? For the last 25 years, one of the most common things I’m asked is: What is the best CRM for commercial real estate? I’ve made a career out of cracking the code on this so I’m the guy to ask. Every commercial real estate