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Capital Markets
ClientLook®: The All-In-One CRM Platform for CRE Sales Profesionals
Looking for a streamlined CRM platform? ClientLook was built from the ground-up to suit your needs. Manage contacts, track properties, manage deals, schedule tasks and more with ease. It’s a commercial real estate CRM software solution that works for you and your CRE business.
For more information: call 888-552-5665
For sales: sales@clientlook.com
For support: support@clientlook.com
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Key Benefits
Contact management
Effortless CRM software
- ClientLook® is the easiest CRM solution in the industry. In fact, it’s virtually training-free.
- Our top-rated customer service and the easiest on-boarding process mean you could be using ClientLook® in just minutes.
- You get unlimited support, customization and personalized training.
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Integrated property data & listings
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Import and input every property detail to build out your own proprietary CRE database.
- Build your own property database by importing from the LightBox data service with over 155 million records nationwide
- Receive on-going, real-time updates to changes in ownership, sales, financing and more
- Create custom property fields and use intuitive searching to find what you need
- Relate properties to people, deals, documents and more in one place
Track sale & lease comps
Finally! An easy way to track all the deals that occur in your market.
- Add sale and lease comps to existing property records.
- Convert listings into comps once the deal closes.
- Share comp reports with your clients.
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New Deal, Activity & Pipeline Tracking
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Monitor every stage of your transactions and track any type of deal all in one place including your pipeline and all deal-related activities.
- Track listings, requirements and more.
- View a consolidated pipeline spanning all deal types.
- Collaborate in real-time with clients and team members.
- Leverage your virtual deal room to:
- Organize updates, calls, activities, files and emails.
- Integrate both incoming/outgoing emails and attachments.
- Store deal-related files.
Integrated & customized reporting
Win more assignments by offering a whole new level of service.
- Showcase your expertise with presentation-quality reporting.
- Use ClientLook to send clients a traditional market report or go high-tech with the fully integrated collaborative war room feature. You’ll offer something for everyone.
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Mobile App
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Go mobile to get more done – anywhere
- Rely on ClientLook’s highly rated mobile apps to take your entire CRE business on the road.
- Access natively by downloading our innovative iPhone and Android apps. Also works seamlessly on the built-in browser of any phone or tablet.
- Provide better service with instant access to contacts, properties, deals and more. Send emails that automatically connect to records. Auto-dial contact and record call outcomes.
Leverage & outsource CRM support
Engage our Back-Office Assistant Team
ClientLook is the only commercial real estate CRM software that includes a Back-Office Assistant team that is standing by to handle your requests. Free to all ClientLook subscribers.
They help with data entry, online lead capture, appointment scheduling and even listing administration – so you don’t have to.
If you’re not using ClientLook, then you’re working too hard.
For sales: sales@clientlook.com
For support: support@clientlook.com
Success audit
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Have you had a recent Success Audit?
A Success Audit is a 15-minute interview conducted by our commercial real estate software experts here at ClientLook. We call them the Success Team and they are dedicated to helping our subscribers get the most out of our CRM.
Success Audit Request
To request audit: success@clientlook.com
What’s included
Build relationships
Created to help you build better relationships as easily as possible.
Updates & activities
Do more every day with simplified task and event management.
Custom fields
Add custom fields to ensure no piece of data goes missing.
Your own proprietary database
Import or add properties with real-time updates and changes.
Manage listings
The easiest way to manage and market every listing you have.
Track comps
The most convenient place to store completed lease and sale deals.
Manage deal activity
Effortlessly track every type of deal and its activities all in one place.
Real-Time Collaboration
Integrate all emails and attachments to share deal activity and documents.
Pipeline tracking
View consolidated pipeline and monitor deals by broker, stage, value, etc.
Access anywhere
Access ClientLook® through any mobile browser without the need for an app.
Download app
Use native iOS and Android apps for a richer mobile experience.
Mobile sync
Sync calendar and send contacts to your mobile device to stay in touch.
Remote data entry
Rely on our team to enter business cards, schedule activities and more.
Listing administration
Update listings and publish online with a phone call to our team.
Online lead capture
Direct leads from your website to be entered automatically.
Pricing
$1,068
Annual Plan
Pay upfront.
Save big.
per user per year
(effectively $89/month)
$129
Monthly Plan
Pay as you go.
Most flexible plan.
per user per month
(month-to-month term)
convert to annual anytime
$0
4 Months Free
New broker plan.
Less than 6 months in CRE.
per user for 4 months
(then $99 per month thereafter)
verification required
Customer Reviews
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