Pipeline tracking

• Manage your pipeline and forecast

  Stay on top of every opportunity using the pipeline management features built into every deal. View opportunities by type, group or any searchable field. Track the value of your deals, projected close date, sales stage and more. You can even share opportunities across ClientLook accounts when you’re co-brokering a commercial real estate opportunity. Closed deals stay archived forever to allow for future analysis.

Complete Features List

• Contact management

  Build relationships
  Updates and activities
  Email marketing
  Custom fields
  Contact searches

• Property tracking

  Every property detail
  Create your property universe
  Linking contacts and properties
  Manage listings
  Custom fields
  Property searches

• Deal making

  Manage deals
  Client collaboration
  Email integration
  Pipeline tracking

• Integrations

  Buildout
  TheAnalyst PRO
  RPR
  MailChimp
  Google

• Mobile

  ClientLook App
  Google sync
  Anywhere access

• Virtual Assistant

  Contact management
  Online lead capture
  Listings administration