Getting Started

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

Share information in ClientLook

ClientLook is a cloud-based CRM that allows you to share a common database with coworkers. Anything you enter such as contacts, projects or updates can be shared with everyone in your account or made private to you.

Features include:

Specify sharing for each contact, company, project, update, activity and file.
Choose to share with “everyone” in your subscription or keep data private to you.
Sharing can be combined so that shared contacts can have private updates, etc.
Centralize all your ...

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7
MAR

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Categories: Getting started, Videos

Import data into ClientLook

Create your database in the cloud in just minutes. Import an unlimited number of contacts and companies from any CSV formatted file into ClientLook.

Features include:

Handles CSV files with any field configurations
Provides easy-to-use field mapping capability
Automatically creates both contacts and related companies
Performs duplicate checking
Creates groups each for imported list

Add custom fields to ClientLook

ClientLook is fully customizable and allows you to add an unlimited number of custom fields. Create your own fields to track anything you want to accommodates your changing data needs.

Features include:

Add an unlimited number of custom fields for contacts, companies and projects.
Choose from a list of field types such as text, number, percent, date and currency.
Use any combination of your custom fields in advanced searches to find anything fast.
New fields are automatically shared with everyone ...

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29
JAN

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Edit your ClientLook profile

Everyone has their own personal profile page in ClientLook. Your co-workers can visit your page to view your latest updates and learn how to reach you. You can edit your profile to upload your photo, update your contact info, change your password and more.

Features include:

Upload your photo to personalize your posts
Modify the login ID and password associated with your account
Update the contact information that’s available to your co-workers

<a class="ka_button small_button" href="http://clientlook.com/edit-clientlook-profile" rel="bookmark" title="Edit your ClientLook profile"><span>Continue Reading →</span></a> <div class="post_date"> <span class="day">27</span> <br /> <span class="month">JAN</span> </div> <div class="post_comments"> <a href="http://clientlook.com/edit-clientlook-profile#post-comments"><span>0</span></a> </div> <a class='post_share sharelink_small' href='http://clientlook.com/edit-clientlook-profile' data-gal='prettySociable'>Share</a> </div> <div class="post_footer"> <div class="post_cats"><p><span>Categories:</span> <a href="http://clientlook.com/category/videos/getting-started" title="View all posts in Getting started" >Getting started</a>, <a href="http://clientlook.com/category/videos" title="View all posts in Videos" >Videos</a></p></div> </div> </div> <div class="blog_wrap post-7644 post type-post status-publish format-standard hentry category-getting-started category-videos"> <div class="post_title"> <h2><a href="http://clientlook.com/sharing-info-in-clientlook" title="Sharing information in ClientLook">Sharing information in ClientLook</a></h2> </div> <div class="post_content" > <p>Video: The basics of sharing updates, contacts, companies and projects in ClientLook.</p> <p> <iframe src="http://player.vimeo.com/video/35665159" width="500" height="281" frameborder="0" webkitAllowFullScreen mozallowfullscreen allowFullScreen>