Deal management

Deal management

  • Description

    Learn how to win business and accelerate every transaction using our exclusive deal management features. ClientLook is not only a CRM, but also a sophisticated client collaboration platform. Discover all the ways that you could be leveraging features to capture deal activity, organize emails, automate your client reporting and more.

    If you’re interested in developing a level of client service that’s truly differentiating, then this service is for you.

    Session components

    During this session you’ll learn how to:

    • Create a deal to track any type of assignment
    • Share deals with teammates even if they don’t share your account
    • Effortlessly log the outcome of all activities
    • Connect pertinent incoming and outgoing emails to a deal
    • Link prospects to deals so nothing falls through the cracks
    • Manage your pipeline and prioritize activities
    • Invite clients to collaborate in real-time
    • Create traditional marketing reports for clients
    • Pitch your new collaboration capabilities to win business


    The main benefits of this session include:

    • Organize deal activity in the easiest way possible
    • Accelerate every deal
    • Deliver the best client service of your career
  • Intended user

    Brokers or admins responsible for managing deal activity and client reporting


    This 60-minute live web session is $225. Attendees unlimited. Recording provided.

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