Create offline project reports in ClientLook

Let’s face it. You can’t expect that all of your project participants will log into their free ClientLook accounts to access your team’s activity online. To keep those people in the loop however, you can create an offline report of your activity.

Features include:

  • Create an offline report for any project, contact or company.
  • Filter report data to by keywords or date range.
  • Reports are rendered as an Excel spreadsheet that is fully customizable.
  • The spreadsheet includes active links ...
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Send email updates to a ClientLook project

Adding updates to your ClientLook projects via email is fast and convenient. Simply use the special email address assigned to your project and contribute updates through your mobile device or favorite email software.

Features include:

  • Saves time by transforming emails into project updates in seconds
  • Accepts messages copied or forwarded from any mobile device or email software
  • Enforces strict security to prevent unauthorized use
  • Easiest way for emails to become a part of your project chronology
  • Enables super-fast searching of message ...
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Add a project update

Video: Add an update to one or more ClientLook projects.

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 project to ClientLook

Create an unlimited number of project in ClientLook to track any type of assignment. Post updates, share files and invite as many participants as you’d like. Use the integrated project calendar to stay on top of activities, and enjoy unlimited online storage space.

Features include:

  • Collaborate in real-time with an unlimited number of project participants.
  • Share updates and files, and schedule activities related to your project.
  • Share project contents with with all participants or privatize as desired.
  • Participant can ...
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View projects in ClientLook

Video: View all of your 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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Schedule a task in ClientLook

Video: Schedule a task for a contact or project 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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Schedule an event in ClientLook

Schedule events in ClientLook for any type of time-related activity. Relate events to contacts and/or projects for a complete 360 degree view of your calendar. Use our two-way sync to ensure that your events flow between ClientLook in the cloud and your web-enabled mobile devices, Google and Outlook.

Features include:

  • Keep all your scheduled events in one place in the cloud.
  • View, add and edit events from any connected device through wireless syncing.
  • Delegate events and include multiple attendees.
  • Enable ...
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View activities in ClientLook

Video: View all of your events and tasks scheduled 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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Create company groups in ClientLook

Video: Create groups of companies in ClientLook. Great for marketing.

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

Find any company in ClientLook within seconds. Use the simple keyword search tool or the powerful and intuitive advanced search module.

Features include:

  • Instantly find companies using any part of a company name
  • Search on any field or combination of fields
  • Search for a range of values within your custom fields
  • Easily save results to a group
  • Limit results to private records or your assigned companies

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