Join a community

Join a community to share ideas, files and web links with your connections in ClientLook Scoop. View all the past updates and comments in a community.

Features include:

  • Join a community to collaborate with other members
  • Visit community pages before deciding to join
  • View all available communities from a master list
  • Join/leave with one click
  • Send and accept community invitations view email

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Add a community
Scoop activity feed
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Add a social network community in Scoop

Use ClientLook Scoop to add your own social network community to collaborate with your team, interest group or office. Improve communication and reduce the need for email.

Features include:

  • Create a public or private community
  • Invite connections to join
  • Share ideas, files and web links
  • Collaborate with your group in a private, virtual online space
  • Search updates and comments in Scoop

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Scoop activity feed
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ClientLook CRM overview

See an introduction to ClientLook’s simple all-in-one CRM and project management system in the cloud.

Features include:

  • Simple CRM for contact and calendar management
  • Integrated project collaboration with unlimited participants
  • Built-in Scoop private social network to communicate better
  • Unlimited file and data storage
  • Sync with mobile devices and Google

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Import data
Viewing projects
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Scoop activity feed overview

Scoop provides a real-time activity feed everything that goes on in your business. View updates, comments and files posted by your connections and community members. You’ll also any activity within your CRM contacts, company and projects.

Features include:

  • See real-time activity posted by your connections and community members.
  • Stay on top of every update, event, task and comment posted in your CRM.
  • View the profile page of team members to see their activity.
  • Unlimited online file storage.
  • Find anything by ...
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Add a Scoop update

Add updates to Scoop to share ideas, file and web links with your followers or other community members.

Features include:

  • Add an update for your followers with one click
  • Easily add a file or web link to any update
  • Share an update with just a community
  • Use as an alternative to internal email

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Add a community
Join a community
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Exporting records to Excel

Export any list of contacts, companies and projects to Excel. Export your entire database, just a group, or even manually selected records. It’s easy. Use your exported data as the source for mailers, email dispatches and more using your favorite software or provider.

Features include:

  • Export your entire database or a subset of records to Excel.
  • Works with contacts, companies or projects.
  • Exports all standard fields as well as your custom fields.
  • Easily export a group.
  • Export file is ...
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Follow connections in ClientLook Scoop

ClientLook CRM includes a corporate social networking module called Scoop. Use it to connect with coworkers in a whole new way. Follow any of your “connections” to receive their real-time stream of updates, files and web links.

Features include:

  • A directory of connections displays everyone in your company.
  • View a profile page for any connection to see updates and contact info.
  • Follow any connection to receive that person’s Scoop updates.

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Search for projects in ClientLook

ClientLook is an all-in-one CRM that features integrated project collaboration. Create projects to share updates, files, emails and more with anyone you choose. Create as many projects as desired and use convenient searching to find anything.

Features include:

  • Find projects by entering keywords.
  • Search for any project shared with you.
  • Search for project in which you are participant regardless of the creator.

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