Link people & properties

Description
Many ClientLook users want to import lists of properties with their owners and have those records linked to each other in their database. Sometimes those records come from an existing relational database or another CRM, other times it’s sourced from a data provider. Our import team can handle that for you, saving you countless hours over manually linking your owners and the properties they own. In addition, this service ensures that you have one copy of an owner record linked to their entire portfolio as much as possible depending on your source data.
Process involved
Linked imports normally involve:
- 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
Due to the complexity of linking records from different sources, the import timeframe can vary. We’ll get you an estimate after we see your data.
Outcome
This will help you:
- Maintain relationships between your records
- Prevent manual record linking
- Quickly establish a valuable sales asset
Intended user
Any ClientLook user with both property and owner records.
Prerequisites
Data in Excel or CSV format.
Investment
Rates start at $175/hour. Quote provided after analysis of your data.
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