Organizing Your Commercial Real Estate Deal Emails

Organizing Your Commercial Real Estate Deal Emails

ClientLook commercial real estate CRM users love the ability to forward emails to their deals. Deals represent listings, tenant and buyer requirements, projects and other commercial real estate assignments. Each deal has its own dedicated email address, making it simple to attach outgoing or received emails to that deal record, regardless of what email program you use, without the need for any add-on or plugin software on your computer. You can even send and email from your mobile device or any web-based email program.

It’s A Big Deal

Unlike other commercial real estate CRM’s, ClientLook allows you to attach emails to any deal you are working on. So, in addition to having messages attached to the appropriate contacts, the system will attach the email to the deal that it relates to. For example, if you send John Smith an email regarding your listing at 123 Main Street, you can address your mail to the dedicated email address for your “123 Main Street” deal, and that email will be linked to both the deal and John Smith’s contact record. This makes it very easy to track things on the deal record, and makes reporting to your clients a snap.

Any team member who shares your ClientLook account can send an email to any deal as long as they have the unique email address for that deal.

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Simple Sending

To send email to a deal, simply enter the deal email address in the “Bcc” line of any outgoing email, or forward any received email from your inbox “To” that same deal address.

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The email will be attached to the deal as an update along with any email attachments (up to 10 per email).

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This email will also be automatically related to any of the email contact recipients found in your account as well, as long as their email address matches one of the email addresses on that contact’s record in ClientLook.

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Automatically storing emails on the appropriate deal records is something most other CRM’s don’t handle well – or at all. With ClientLook, we make it simple to track everything about a deal in one place. If you’re not a current subscriber, schedule a demo today to see how we can help you transform your business.

Already a ClientLook subscriber? Request a free Success Audit to make sure you’re getting the most out of our features.

About the Author

Chuck Cutler, MICP

Vice President, Customer Support

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