Link people & properties

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.

    Request info

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