Getting started
Get an overview of all the basics to jump start your use of ClientLook.
Login to your account
How to access your online account anywhere.
Edit your profile
Change your email or password, upload a photo and more.
Add custom fields
Add custom fields to track just about anything.
Sharing information
The basics of sharing updates, contacts, companies and projects.
Import data
Import contacts and companies from any CSV data source.
Setup Google sync
Wireless two-way mobile device sync with Google.
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Simple CRM for everyone
Unlimited free 14-day trial. No credit card required.
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