Import contacts and companies
Description
Most ClientLook users have existing contact data they need to import, from various sources – a former CRM, an email system such as Outlook, cell phone contacts, data from various research services or title companies, etc. We’ll help you get those people and companies into ClientLook with this turnkey service. Leave the data hassle to us and spend your time focusing on deal making.
This is ideal for initial data transfers for new accounts and the transfer of archived data from legacy products.
Process involved
This is the typical process for importing data:
- We’ll work with you to export or gather your data from it’s current source
- We analyze your data and give you a price and time quote
- When you’re ready, we’ll take care of everything for you.
Timeframe
Contact imports normally take 2-3 days, depending on the complexity and current processing queue.
Outcome
This will help you:
- Ensure your existing contacts transfer smoothly
- Save valuable selling time
- Skip duplicates
Intended user
Any ClientLook user with existing contacts.
Prerequisites
Data in Excel or CSV format.
Investment
Rates start at $175/hour. Quote provided after analysis of your data.
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