Schedule an event in ClientLook

Video: Schedule an event for contacts and projects in ClientLook.

Next steps?

Signup for a free trial and experience ClientLook for yourself.
Watch more tutorials in our video showcase.
Learn more about ClientLook.

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Add a contact update in ClientLook

Video: Add a contact update to build better relationships.

Next steps?

Signup for a free trial and experience ClientLook for yourself.
Watch more tutorials in our video showcase.
Learn more about ClientLook.

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Add a new contact to ClientLook

Video: Add a new contact to ClientLook.

Next steps?

Signup for a free trial and experience ClientLook for yourself.
Watch more tutorials in our video showcase.
Learn more about ClientLook.

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Manage contacts in ClientLook

Video: Manage contacts in ClientLook and build better relationships.

Next steps?

Signup for a free trial and experience ClientLook for yourself.
Watch more tutorials in our video showcase.
Learn more about ClientLook.

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Import data into ClientLook

Video: Importing contacts and companies from any CSV formatted file into ClientLook.

Next steps?

Signup for a free trial and experience ClientLook for yourself.
Watch more tutorials in our video showcase.
Learn more about ClientLook.

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Add custom fields to ClientLook

Video: How to add custom fields to ClientLook to track anything you want.

Next steps?

Signup for a free trial and experience ClientLook for yourself.
Watch more tutorials in our video showcase.
Learn more about ClientLook.

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Edit your ClientLook profile

Video: How to edit your ClientLook profile to add your photo, update your contact info, change your login credentials and more.

Next steps?

Signup for a free trial and experience ClientLook for yourself.
Watch more tutorials in our video showcase.
Learn more about ClientLook.

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Sync ClientLook with Google

Video: Sync ClientLook contacts and events with your Google account.

Connect your Google account to ClientLook to sync to just about any mobile device, tablet and Outlook.

Avoid duplicates on initial sync

Before initiating your sync for the first time, please ensure that there are no duplicate contacts across any device(s) that you intend to sync with ClientLook. Otherwise these contacts may become duplicates in your synced accounts.

Sync ClientLook with ...

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Sharing information in ClientLook

Video: The basics of sharing updates, contacts, companies and projects in ClientLook.

Next steps?

Signup for a free trial and experience ClientLook for yourself.
Watch more tutorials in our video showcase.
Learn more about ClientLook.

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Login to your ClientLook account

Video: Login to your ClientLook account anywhere online.

Next steps?

Signup for a free trial and experience ClientLook for yourself.
Watch more tutorials in our video showcase.
Learn more about ClientLook.

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Company searching in ClientLook

Video: Find a company in ClientLook by name using the keyword search feature.

Next steps?

Signup for a free trial and experience ClientLook for yourself.
Watch more tutorials in our video showcase.
Learn more about ClientLook.

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Happy New Year from ClientLook

We’re working hard to help make 2012 your best year ever!

Thanks for your business, and for helping make ClientLook the fastest growing CRM solution in our industry. We genuinely appreciate that you’ve chosen us, and we’re working hard to provide continued refinements to help you achieve your 2012 goals.

Some of the great things we’ve got planned for you over the next couple of months include:

  • Syncing. Wireless two-way sync to your mobile device.
  • Automated project updates. Send ...
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ClientLook Preview

This is a video that describes all the features of ClientLook. Pretty cool, huh?

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Technology Gift Suggestions

This month’s technology review is a little different from previous issues. With only a few shopping days left in this festive holiday season, we thought we would offer some last minute technology gift selections for those of you still searching for the perfect holiday gift for a loved one, coworker, or yourself.

iPad

The iPad is Apple’s game changing tablet device is the technology hit of the year. No wonder, considering what a great piece of equipment it is. We reviewed this ...

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The iPad for Commercial Real Estate

These days more business people see the obvious benefits of adopting tools and services that compliment a virtual business environment. Working anywhere, anytime while continuously engaging with your team and clients is critical to the success of any mobile business professional. Within the next couple years, I believe most of the applications you use will be “in the cloud”. In that case connecting to the cloud is what it’s all about, and this article explores how Apple’s new iPad could ...

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National Licensing Agreement with Sperry Van Ness

PRESS RELEASE
Laguna Niguel, CA – ClientLook, the innovation leader in online project management and productivity tools for business professionals, has signed an agreement with Sperry Van Ness to provide their more than 800 Advisors with ClientLook’s complete line of subscription services. These services include the currently available ClientLook Project Management system for commercial real estate, the new corporate social networking application Scoop, and the upcoming ClientLook CRM.

ClientLook will be made available to Advisors as an integrated part of the ...

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CCIM Document Library Powered By ClientLook

PRESS RELEASE
Chicago, IL – CCIM Technologies, Inc. (CCIM TECH), the leading provider of informative GIS applications for the commercial real estate industry, has signed an agreement with ClientLook, who will power the new STDB Document Library. The STDB Document Library now makes a vast library of virtual information available to CCIM Members that was previously too difficult to organize and too large to distribute through normal channels. The STDB Document Library, powered by ClientLook, contains files and links to ...

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10 Cloud Computing Strategies

If you’re not running your business in the cloud then chances are you’re spending more time and money on technology and hardware than your competitors. These days there are simpler, more cost effective cloud-based alternatives for most of the tools you use routinely. Everything from your phone system to accounting software is available online – and it really works too. There’s a whole new world out there for businesses in case you haven’t taken a look lately. And it’s probably ...

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iPhone Essential Apps

It’s hard to talk about technology without mentioning the iPhone and it’s larger brother, the iPad. No single electronic device in the last several years has had as big an impact on personal communications and productivity. The modern PDA has become synonymous with these ubiquitous Apple inventions in a way that no previous device has. The staggering number of programs available to run on these devices – known as “apps” or applications – exceeds 250,000, placing the iPhone in a ...

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Web Conferencing Software

Web conferencing software allows you to conduct live online virtual meetings with participants located anywhere. You can make remote sales presentations, hold team meetings, jointly edit documents and more through your computer without geographic constraints. There are lots of choices when it comes to web conferencing software though. Some are free and others charge a fee. Which ones work best?
At ClientLook we use web conferencing software all day, every day. It’s the cornerstone of our sales, customer support and ...

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