Videos

Tutorials for everything in ClientLook.

  • ClientLook Commercial Real Estate CRM Webinar: December 2019

    ClientLook Commercial Real Estate CRM Webinar: December 2019

    Learn how our commercial real estate CRM software can help make 2020 your best year yet. Watch ClientLook President and CEO, Michael Griffin, give a preview of our upcoming new email marketing features on December 5, 2019. NOTE: For a preview of ClientLook’s pending upgrade, fast-forward to the 32:08 mark and the Campaign Connect section […]

  • ClientLook Webinar For Sperry Commercial

    ClientLook Webinar For Sperry Commercial

    Watch ClientLook Founder and CEO, Michael Griffin, present the latest version of ClientLook commercial real estate CRM to the Sperry Commercial audience on December 3, 2019.

  • Why CRMs Fail and How To Make Them Succeed

    Why CRM Rollouts Fail and How To Make Them Succeed

    Michael Griffin, President & CEO of ClientLook commercial real estate CRM software, reveals the reasons that most CRM rollouts fail and how to make them succeed. Learn how all CRE professionals can maximize their success with a CRM in this informative video.

  • Royal LePage Commercial Presentation

    Royal LePage Commercial Presentation

    Watch Michael Griffin, President & CEO of ClientLook commercial real estate CRM software, present this webinar to the Royal LePage Commercial audience on November 14, 2019, and you’ll discover why ClientLook is trusted by the industry’s top producers.

  • Commercial Real Estate CRM Webinar For Century 21

    Commercial Real Estate CRM Webinar For Century 21

    Watch Michael Griffin, President & CEO of ClientLook commercial real estate CRM software, present this webinar to a national Century 21 audience on November 12, 2019, and you’ll discover why ClientLook is trusted by the industry’s top producers.

  • ClientLook Overview For AIR CRE

    ClientLook Overview For AIR CRE

    Watch ClientLook Founder and CEO, Michael Griffin, present the latest version of the ClientLook commercial real estate CRM to an AIR CRE audience on October 22, 2019.

  • Commercial Real Estate Assistants

    Commercial Real Estate Assistants

    If you’re not using ClientLook, then you’re working too hard. Discover how our team of back office assistants can fuel your business growth through greater efficiency and credibility. Nothing else compares. Presented by Michael Griffin, ClientLook founder.

  • Michael Griffin's Video Podcast with Duke Long

    Michael Griffin’s Video Podcast with Duke Long

    Last week, ClientLook founder and CEO, Michael Griffin had the opportunity to participate in a video podcast with Duke Long. Listen to this informative podcast to learn why so many commercial real estate companies still use outdated technology; why every company thinks their product is the best, yet they still struggle; and who the major […]

  • Massimo Group CRE CRM Debate of 2019

    The Massimo Group CRE CRM Debate of 2019

    Watch company founder and CEO, Michael Griffin, present the ClientLook commercial real estate CRM software as part of The Massimo Group CRE CRM Debate of 2019. Hear how to best utilize a CRM to prospect for leads, which features of a CRM you should use to help your marketing efforts, and much more in this […]

  • Best CRM For Commercial Real Estate

    What Is The Best CRM For CRE in 2019?

    ClientLook Founder and CEO, Michael Griffin, is an expert on the topic of CRM’s. Check out his latest video where he reveals the core features of the industry’s best CRM’s. Looking for more details? Check out this blog post to read about the distinct list of proven CRM features that are relied upon by our […]

  • 2018 Year In Review_ClientLook CRM

    2018 Year In Review

    Watch Founder and CEO, Michael Griffin, provide an overview of ClientLook’s success and top innovations from 2018. Plus, get the inside scoop on how we plan to make 2019 our best year ever in this informative video:

  • Why Commercial Real Estate CRMs Fail

    Learn Why So Many CRM Rollouts Fail

    More than 80% of new ClientLook commercial real estate subscribers convert from failed CRM rollouts. Learn Michael Griffin’s tips for avoiding CRM failure in this informative video:

  • ClientLook for SVN

    ClientLook Spring Webinar for SVN

    Watch company founder Michael Griffin provide an overview of the ClientLook commercial real estate CRM software to a national audience of SVN Advisors.

  • Using Deals and Client Access/Reporting Webinar

    Using Deals and Client Access/Reporting Webinar

    Watch Chuck Cutler of ClientLook commercial real estate software present the latest version of ClientLook CRM on March 14, 2018 to learn all about using Deals and Client Access. In this 35 minute training session you’ll learn how to: – Setup deals and invite your clients – Adding updates to share with clients – Using our […]

  • ClientLook CRM 2017 Recap

    ClientLook 2017 Year In Review

    Watch this insightful overview by Michael Griffin, Founder and CEO of the ClientLook commercial real estate CRM. Learn about ClientLook’s success in 2017 and get the scoop on future product innovations.

  • KW Commercial training

    KW Commercial Training

    ClientLook President and CEO, Michael Griffin, presents the latest version of the ClientLook commercial real estate CRM to KW Commercial on November 15, 2017.

  • RPR Commercial

    Webinar: Connect RPR to ClientLook

    Webinar hosted by ClientLook and RPR to showcase new integration.

  • TheAnalyst Pro

    Connect TheAnalyst® PRO to ClientLook

    Generate property analysis using TheAnalyst® PRO in ClientLook.

  • Connect RPR to ClientLook

    Connect RPR to ClientLook

    Activate RPR property reporting, demographics, and market analysis.

  • Webinar: Connect Buildout to ClientLook

    Webinar hosted by ClientLook and Buildout to showcase new integration.

  • Connect Buildout to ClientLook

    Learn how to send ClientLook properties to Buildout.

  • Send a MailChimp campaign

    See how easy it is to send a MailChimp campaign using ClientLook.

  • CRE CRM Debate ClientLook

    Great CRE CRM Debate

    Michael Griffin’s demo of ClientLook during the Great CRE CRM Debate.

  • virtual assistant update

    Log an update with the Virtual Assistant

    Learn how to use the Virtual Assistant to log an email via phone or email.

  • Commercial real estate property detail

    Property record overview

    Check out this overview on commercial real estate properties in ClientLook.

  • Add a commercial real estate property

    Add a property

    Learn how to add a property in the ClientLook Property Tracking System.

  • property tracking system

    Property Tracking System Introduction

    Watch an introduction of the new Property Tracking System by company founder Michael Griffin.

  • ClientLook Overview by Michael Griffin

    See a ClientLook presentation, including details of the Xceligent integration, given by Michael Griffin.

  • Google Apps for Commercial Real Estate

    Learn how to use Google Apps in commercial real estate.

  • How to succeed using cloud-based CRM

    Learn how to maximize success in commercial real estate using a cloud-based CRM solution.

  • How to use an iPad to run your CRE business

    Learn how to use an iPad to run your commercial real estate business. Become more mobile and stay productive everywhere.

  • Attach email to contacts and deals

    Discover how easy it is to attach email to your ClientLook contacts and projects.

  • Using a Virtual Assistant in the cloud

    Learn how to use the ClientLook Virtual Assistant for commercial real estate success.

  • Top 10 cloud computing strategies for Commercial Real Estate

    Discover the Top 10 strategies for using cloud-based technology in commercial real estate.

  • Participants login

    Invite outside clients to view your deals using ClientLook. See how easy it is to collaborate.

  • Assign a new company

    Learn how to assign an existing contact to a new company in ClientLook.

  • ClientLook Virtual Assistant Overview

    An introduction to using ClientLook’s exclusive Virtual Assistant team.

  • Invite connections

    Invite connections to join an internal community in ClientLook Scoop.

  • Add a Scoop update

    An an update to ClientLook Scoop to share with your internal followers or community members.

  • Activity feed in Scoop

    Communicate internally like never before using the activity feed built into Scoop.

  • Exporting data

    Exporting any list of contacts, companies or projects from ClientLook into Excel.

  • Join a community

    Join a community in Scoop – the corporate social networking tool built into ClientLook.

  • Add a community

    Add a community to Scoop – the corporate social networking system built into ClientLook.

  • View profiles

    View the personal profile page of other users in your ClientLook account.

  • Follow connections

    Follows connections (other users in your ClientLook account) to receive their updates.

  • Setup mobile sync

    Learn how to sync ClientLook with your mobile devices.

  • Invite deal participants

    Invite outside participants (like clients) to join your deal to collaborate online.

  • Deal activities

    Learn how to add activities to your deals in ClientLook.

  • Groups for deals

    Subdivide your deals for more efficient management using groups.

  • Searching for deals

    How to create searches for deals within ClientLook.

  • View your deals

    View all the deals you’ve created or that you’ve been assigned to in ClientLook.

  • How to share data

    Learn the basics for sharing data with other users in your ClientLook account.

  • Log deal updates

    Log updates to track activities, files and email for your deals.

  • Link email to deals

    Learn how to link email from any source to your ClientLook deals.

  • Create offline reports

    Learn how to create offline reports for contacts, companies and deals.

  • Add a new deal

    Add a new deal to track any type of transaction or assignment.

  • View your activities

    See an interactive list of all of your pending activities in the special agenda view.

  • Schedule an event

    Learn how to schedule an event to manage meetings and more.

  • Schedule a task

    Learn how to schedule a task to manage callbacks, reminders, etc.

  • Account login

    Your ClientLook is accessible anywhere online. See how easy it is to login.

  • View your companies

    View the list of companies shared within your ClientLook account.

  • Add a company

    Learn how to track an unlimited number of companies in ClientLook.

  • Add a company update

    Add a company update to track activities, files, emails and more.

  • Company searching

    Searching for companies is fast, flexible and easy.

  • Company groups

    Subdivide your companies using groups to better manage your data.

  • Add a contact update

    Add a contact update to track past activities, files, emails and more.

  • Add a contact

    Learn how easy it is to add new contacts to your ClientLook account.

  • Contact groups

    Subdivide your ClientLook contacts for better organization using groups.

  • Contact searching

    Searching for contacts in ClientLook is fast and easy.

  • Schedule a contact task

    Schedule a task for a contact in your ClientLook account.

  • Schedule a contact event

    Schedule an event for a contact in your ClientLook account.

  • View your contacts

    View the list of contacts in your ClientLook account.

  • Edit your profile

    Edit your profile in ClientLook to share personal contact details.

  • Add custom fields

    Customize ClientLook by adding custom fields to track anything you want.

  • Import data

    Import data from any CSV file into ClientLook. Learn how easy it is.