ClientLook

ClientLook by LightBox is an all-in-one CRM platform designed specifically for commercial real estate (CRE) professionals. According to the vendor, it aims to streamline and automate processes to optimize efficiency and effectiveness in managing contacts, properties, deals, and tasks. ClientLook targets small to large commercial real estate firms, including commercial real estate brokers, property managers, real estate developers, investment sales professionals, and commercial lenders.

Key Features

Effortless CRM software: According to the vendor, ClientLook is designed to be an easy-to-use CRM solution that requires minimal training. Users can quickly onboard and start using the software within minutes. The vendor also offers unlimited support, customization, and personalized training to users.

Integrated property data & listings: Users can import and input property details to build their own proprietary CRE database. The vendor claims that LightBox's property data service provides real-time updates on ownership changes, sales, financial history, demographics, and more. Custom property fields can be created, and intuitive searching allows users to find the information they need. Properties can be related to people, deals, documents, and more in one place.

Track sale & lease comps: Users can easily track deals occurring in their market. The vendor states that comps can be added to existing property records, and listings can be converted into comps once the deal closes. Comp reports can also be shared with clients.

Monitor CRE deals & pipeline: Users can monitor every stage of their transactions and track their pipeline from deal commencement to closing. According to the vendor, updates, calls, activities, files, and emails can be organized in one place online. Emails and file attachments can be electronically connected to deals and clients. The software also offers pipeline management features to help users stay on top of every opportunity.

Go mobile: ClientLook offers highly-rated mobile apps for iPhone and Android devices, allowing users to access their entire CRE business on the go. Users can access contacts, properties, deals, and more from any device and operating system. The vendor claims that features such as email integration, contact dialing, and call outcome recording are available.

Integrated & customized reporting: Users can showcase their expertise with presentation-quality reporting. According to the vendor, ClientLook allows users to send clients traditional market reports or utilize the fully integrated collaborative war room feature for a high-tech approach.

Leverage & outsource CRM support: ClientLook includes a Back-Office Assistant team that provides support to subscribers. According to the vendor, the team can assist with tasks such as data entry, online lead capture, appointment scheduling, and listing administration.

Success audit: Users can request a Success Audit, a 15-minute interview conducted by ClientLook's Success Team to help subscribers get the most out of the CRM.

Video library: Subscribers have access to over 150+ videos for training, how-to tutorials, and webinars.

Contact Management: ClientLook provides tools for efficient contact management, including task and event management features. According to the vendor, custom fields can be added to ensure no data is missed.