Product roadmap

  • Features for next build

    These are the new features scheduled for our next release.

    Comps module
    95

    1. Track proprietary sale and lease transactions
    2. Advanced search and query capability
    3. Comprehensive presentation-quality reporting
    Revised user interface
    95
    1. Introduce a whole new level of intuitive design
    Android mobile app
    95
    1. Our highly acclaimed mobile app for Android devices

    Fast followers

    These are the features scheduled for production next.

    Expanded deals module
    20
    1. Advanced opportunity tracking and pipeline management
    2. Requirements module

  • Planning stages

    These are on our radar and currently undergoing needs analysis.

    Interactive dashboards
    20
    1. Sales management dashboards
    2. Personal activity metrics
    Commission tracking system
    15
    1. Personal commission tracking
    2. Scoreboard and sales ranking
    Suggest a feature

History of past updates

ClientLook subscribers enjoy frequent, free upgrades that are deployed automatically throughout the year. Browse our release notes to better appreciate our evolution.

March 30, 2018 – “Tail End of Winter” Release

Release notes

This release added enhancements to Deals and the data importer plus some bug fixes.

Product enhancements

  1. You can now quickly see the category of each contact’s last update on a deal.
  2. The Deal module has been changed to full screen mode like the property module
  3. A new “View by company” option for updates has been added to Deals; see the “Options” menu
  4. Standard users can now be given the optional ability to edit updates created by other account users
  5. When importing contacts or properties, you now have the option to either self-serve your import (for 1000 records or less) or send your import file to our import team. For imports containing over 1000 records, your import will be sent to us to process for you. This will ensure the highest data quality.
  6. The “Description” field for deals has been expanded to 3,000 characters

Bug fixes

The following reported bugs were resolved in this build.

  1. Fixed an issue where exporting only selected records after searching didn’t work
  2. Fixed an issue where creating a lookup of contacts related to properties would skip contacts with multiple relationship types
  3. Fixed an issue where the deal list wouldn’t sort correctly by “close date”

Summary of 2018 updates

February 2, 2018 – Winter Release

Release notes

This release added “Last update” visibility for deal participants plus some bug fixes.

Product enhancements

  1. You can now quickly see when the last update was added to a deal for each of the contacts related to that deal. We’ll have an article with complete details on our blog on Tuesday.

Bug fixes

The following reported bugs were resolved in this build.

  1. Fixed an issue where groups were not properly created when importing contacts
  2. Fixed an issue where editing an update removed an attachment
  3. Fixed an issue where “primary client” couldn’t be selected on a deal
  4. Fixed an issue where clicking the task grid caused an error
  5. Fixed an issue where certain sales stage picklist items were missing

January 5, 2018 – Maintenance Release

Release notes

This release added the ability to relate multiple contacts to a deal at once plus some bug fixes.

Product enhancements

  1. You can now relate multiple contacts to a deal all at the same time. See our blog post for more details.

Bug fixes

The following reported bugs were resolved in this build.

  1. Fixed an issue where deleting a company would not delete the related contacts
  2. Fixed an issue where relationships assigned to inactive users couldn’t be edited
  3. Fixed an issue where groups assigned to inactive users would disappear
  4. Fixed an issue where web links from company records weren’t working
  5. Fixed an issue where email activity reports weren’t being sent

Summary of 2017 updates

November 27, 2017 – Fall Release

Release notes

This release introduced our new iPhone app, new emailed activity reporting for your clients plus some bug fixes.

Product enhancements

  1. Our long-awaited iPhone app has been released! It’s amazing – download it now by searching for “ClientLook” in the Apple App Store on your iPhone.
  2. You can now generate activity reports for all your deals at once and have them sent to your clients. For more information, see our blog post about this game changing new feature.

Bug fixes

The following reported bugs were resolved in this build.

  1. Fixed an issue where the “Suite” field on a contact-property relationship wouldn’t accept non-numeric characters
  2. Fixed an issue where the contact list couldn’t be sorted by custom columns
  3. Fixed an issue where a web link attached to an update would be hidden
  4. Fixed an issue where contacts could not be removed from a group en masse
  5. Fixed an issue where the “Recent campaigns” list would miss some recently accessed email campaigns
  6. Fixed an issue where the sort order for activities was incorrect
  7. Fixed an issue where a keyword search in Scoop would miss certain emailed updates

September 15, 2017 – Maintenance Release

Release notes

This release was primarily focused on some bug fixes.

Product enhancements

  1. Xceligent “land” properties can now be imported through our integration
  2. The company name field has been expanded from 50 characters to 70 characters
  3. The “Suite” field in our new tenant/property relationship feature is no longer limited to numeric characters

Bug fixes

The following reported bugs were resolved in this build.

  1. Fixed an issue where Scoop would not show all shared updates to an outside deal collaborator
  2. Fixed an issue where the paging was broken when navigating in the recipient list of marketing campaigns
  3. Fixed an issue where changes to listings were not properly updated in BuildOut
  4. Fixed an issue where the links to attachments on email updates were being suppressed
  5. Fixed an issue where custom fields of the URL type were not displaying hot links
  6. Fixed an issue where the contact grid columns were rendered incorrectly when using the search bar
  7. Fixed an issue where the relationship column was suppressed for contacts on the “People” tab of Xceligent properties

August 18, 2017 – Summer Release

Release notes

This major upgrade includes enhanced sharing, speed enhancements, new relationship options and tenant tracking, enhanced BuildOut and Xceligent integration and much more.

Check out our blog post explaining all the great new features in more detail.

Product enhancements

  1. Better contact sharing – we simplified the way that contacts are shared in a multi-user account.
  2. Scoop gets turbocharged – significant speed improvements and a new full-screen format.
  3. Relationship can now be privatized – allowing confidential relationships to remain that way.
  4. New tenant tracking features – you can now specify tenancy details when linking contacts to their properties.
  5. Search by NAICS code – we added a searchable NAICS code field to company records. Thanks to our pal Gary Ralston for this suggestion.
  6. Listing import from Xceligent – you can now import your listings as well as your properties from Xceligent eliminating re-keying.
  7. Enhanced BuildOut integration – you can now push ClientLook properties to your BuildOut account, in addition to the listings push we already offered.
  8. Better control over what your outside collaborators see – specify exactly which updates your clients will see in the online “war room” for each of your deals. Thanks to our friends at Lee & Associates for this suggestion.
  9. Added sharing options for your MailChimp campaigns – you can now specify which of your shared account users can access a marketing campaign.
  10. Communities have been discontinued.
  11. Google contact sync now pushes only from ClientLook to Google, the pull from Google has been discontinued.

Bug fixes

The following reported bugs were resolved in this build.

  1. Fixed an issue where the listing start and expiration dates could not be searched in “advanced search”.
  2. Fixed an issue where the recipient list of a marketing campaign could not be exported.
  3. Fixed an issue where the date range filter in Scoop was inaccurate under certain circumstances.
  4. Fixed an issue where deleting the primary broker on a listing would delete the listing.

March 30, 2017 – Integration with Spaceful by Xceligent

Release notes

This release introduced a new integration partner and bug fixes.

Product enhancements

  1. Added integration with Spaceful by Xceligent, which allows you to create elegant tour books in minutes. Learn more.
  2. Added an automated Xceligent property importer to facilitate the transfer of Xceligent property data without the need for field mapping.
  3. Moved the location of the “Share with” picklist in updates, events and tasks to make it more obvious who you are sharing updates with.

Bug fixes

The following reported bugs were resolved in this build.

  1. Fixed a couple issues with the MailChimp integration which prevented sending campaigns under certain circumstances.
  2. Fixed an issue where the email campaign totals displayed did not line up with the campaign contact lists.
  3. Fixed an issue where sublease listings did not show “sublease” properly in the list view.
  4. Fixed an issue where metric measurements were not always displayed properly on a property detail page,
  5. Fixed an issue where removing a deal contact could also remove the primary client.
  6. Fixed an issue where property exports could include duplicated entries.
  7. Fixed an issue that prevented images from being removed from a listing record.

January 4, 2017 – Winter Release

Release notes

This major upgrade was dedicated to the introduction of our new Listing management module, as well as integration with Xceligent and CommercialSearch. It also includes enhancements to our Buildout integration, bug fixes and user interface improvements.

Listings management module

  1. Create sale and lease listings for any ClientLook property.
  2. Track spaces within multi-tenant availability.
  3. Upload images and files related to the property, the space, or the listing – you choose!

Xceligent integration

  1. Xceligent subscribers have the ability to import properties from Xceligent and maintain your own editable property record in ClientLook. All the property specifics and public record data is included.
  2. View real-time Xceligent availability, comps, tenants, owners and other related property contacts from within the property record in ClientLook.
  3. Relate your own ClientLook contacts and listings to any imported property.
  4. If you already have a property in ClientLook, you can use a special link utility to relate it to its corresponding Xceligent record in order to receive research updates.

CommercialSearch integration

  1. Publish your ClientLook listings directly to the CommercialSearch listing marketplace.
  2. Any edits to previously published listings will be published automatically.

Online lead capture

  1. Designate that leads generated from your CommercialSearch listings are automatically sent to the Virtual Assistant team for processing in your ClientLook account.
  2. Send leads from Xceligent’s Direct service to the VA as well. This ensure that listings hosted by Direct on your website are quickly handled.

Enhanced Buildout integration

  1. Push new ClientLook listings to BuildOut.
  2. Automatically send listing edits to Buildout as well.
  3. Send listing photos to Buildout for use in brochures and marketing material.
  4. Download properties from Buildout directly into your ClientLook property module.

Enhanced MailChimp integration

  1. Updated to Version 3 of MailChimp’s API.
  2. Improved the timeliness of scheduled campaigns.
  3. Increased responsiveness of real-time engagement stats (opens, clicks, etc) for your email recipients in ClientLook.

User interface improvements

  1. New list view for displaying contacts, companies, properties and listings with definable page size and speedy navigation.
  2. New export options include not only Excel, but also CSV, PDF, Word and HTML.