Add a contact update in ClientLook

Add a contact update in ClientLook CRM

Maintaining a history of everything you do helps build better relationships. ClientLook makes it easy to contribute contact updates to track phone calls, meetings, completed tasks and more. With unlimited file storage you can add as many files as you want too. Updates and files can be related to your deals as well, which allows your participants to collaborate in real-time on everything you choose to share.

Features include:

  1. Instantly log a quick update for a contact with just one click.
  2. Intuitive social networking-like user interface is super simple.
  3. Co-workers and project participants can “comment” on updates to create conversation threads.
  4. Offline reporting mechanism exports updates and files to Excel.
  5. Find anything using a fast keyword search to retrieve specific updates.

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About the Author

Michael Griffin

Michael Griffin - President & CEO, ClientLook, Ltd.

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