ClientLook CRM - Detailed Review
Real Estate Tools
ClientLook CRM - Detailed Review Contents
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ClientLook CRM - Product Overview
ClientLook Overview
ClientLook is a specialized CRM (Customer Relationship Management) system specifically crafted for real estate professionals, particularly those in the commercial real estate sector.Primary Function
ClientLook’s primary function is to help real estate agents, developers, and brokers manage their client relationships, streamline sales processes, and optimize their overall business operations. It focuses on enhancing communication, client engagement, and sales efficiency.Target Audience
The target audience for ClientLook includes commercial real estate professionals such as agents, developers, brokers, investors, owners, and tenants. It is particularly suited for those who need a simple, easy-to-use CRM system with strong customer support.Key Features
Here are some of the key features that make ClientLook a valuable tool for real estate professionals:Contact Management
Allows users to manage a central record of all contact data, import and export contacts, and even scan business cards to update information.Lead Capture
Enables the capture of online leads from multiple sources and syncs them directly into the platform, checking for duplication and routing them through standard operating procedures.Property Tracking
Maintains a central record of properties, including images, contacts, availability, and other features. This includes integration with property data from LightBox, providing geographical, financial, and demographic data.Deal Management
Records deals with summaries of activities, files, and updates in one place, facilitating client collaboration and deal progress.Pipeline Tracking
Tracks deal value, projected close dates, sales stages, and more, allowing users to categorize deals by type, group, and custom filters.Listing Management
Manages listings with detailed information on availability, pricing, and expiration, and publishes these listings online to various service providers.Activity Management
Schedules activities related to contacts, deals, properties, and comps, and syncs them to the calendar for notifications.Email Integration
Connects email programs to ClientLook, associating emails and attachments with specific deals to improve organization.Client Collaboration
Provides dedicated client portals for communication, sharing offers and reports, recording insights, and maintaining a real-time activity feed.Virtual Assistant
Offers a team of virtual assistants to manage time-consuming workflows such as contact management, listing management, manual data entry, and email marketing.RPR Integration
Integrates with Realtors Property Resource (RPR) to provide instant access to demographic data, mapping capabilities, and extensive property analysis and reporting tools. ClientLook’s intuitive interface, excellent customer support, and cloud-based deployment make it an attractive option for commercial real estate professionals looking to streamline their operations and enhance client relationships. ClientLook CRM - User Interface and Experience
User Interface Overview
The user interface of ClientLook CRM is designed to be intuitive and user-friendly, making it accessible for commercial real estate professionals to manage their contacts, properties, and deals efficiently.Ease of Use
ClientLook is praised for its simplicity and ease of use. It is described as “virtually training-free,” with a straightforward onboarding process that allows users to start using the platform within minutes. The interface is straightforward, enabling users to quickly organize and manage their contacts, track properties, and handle deal-related activities without needing extensive training.User Experience
The user experience is enhanced by several key features:Intuitive Contact Management
ClientLook allows users to build relationships through easy contact management. It helps in organizing and managing contacts efficiently, which is crucial for building better relationships in the commercial real estate industry.Integrated Property Data
Users can import properties nationwide from LightBox, enabling real-time updates on ownership changes, sales, financial history, and more. This integration helps in creating a comprehensive property database.Deal Tracking and Pipeline Management
The platform allows users to track listings, requirements, and other deal-related activities in one place. It includes features like virtual deal rooms where users can organize updates, calls, activities, files, and emails.Mobile Accessibility
ClientLook offers highly-rated mobile apps for both iPhone and Android, allowing users to access their entire commercial real estate business on the go. This mobile accessibility ensures that users can provide better service with instant access to contacts, properties, and deals.Additional Support
ClientLook also includes a free Back-Office Assistant team that helps with data entry, online lead capture, appointment scheduling, and listing administration. This support ensures that users can focus more on their core business activities while the administrative tasks are handled efficiently.Customization and Support
The platform offers unlimited support, customization, and personalized training, which further enhances the user experience. Users can customize the platform to fit their specific needs, and the top-rated customer service ensures any issues are addressed promptly.Conclusion
Overall, ClientLook CRM is designed to be simple, smart, and intuitive, making it an effective tool for commercial real estate professionals to manage their business operations seamlessly. ClientLook CRM - Key Features and Functionality
ClientLook CRM Overview
ClientLook CRM is a specialized software for commercial real estate professionals, offering a range of features that streamline customer relationship management, property tracking, and sales processes. Here are the main features and how they work:Contact Management
ClientLook allows you to manage a central record of all contact data. You can import and export contact files, scan business cards, and even record voicemail to update contact information. This feature is further enhanced by a team of virtual assistants who can enter contacts into the system, ensuring no information is missed.Lead Capture
The CRM captures online leads from multiple sources and syncs them directly into the platform. These leads are checked for duplication by virtual assistants and routed through standard operating procedures defined by the user. This ensures that leads are managed efficiently and consistently.Property Tracking
ClientLook maintains a central database for commercial real estate properties, including details such as images, contacts, availability, and other relevant features. This database is enriched by integrations with services like LightBox’s property data service, LandVision, which provides real-time updates on ownership, sales, and financial history.Deal Management
Users can record deals with a summary of activities, files, and updates in one place. This feature aids in client collaboration, facilitating the progress of deals by keeping all relevant information organized.Pipeline Tracking
ClientLook enables you to track deal value, projected close date, sales stage, and more. You can search for deals and opportunities using custom filters to categorize them better, ensuring you stay ahead of every opportunity.Listing Management
The software allows you to manage listings with detailed information on availability, pricing, and expiration. Listings can be published online to various service providers, and virtual assistants can update these listings as needed.Activity Management
You can schedule activities related to contacts, deals, properties, and comps, and sync them to your calendar. This feature provides notifications for calls, meetings, tours, lease expirations, and option renewals, keeping you organized and on track.Email Integration
ClientLook connects with your email program, allowing you to associate emails and attachments with specific deals. This enhances communication and makes information easier to track and organize.Client Collaboration
The CRM provides dedicated client portals to improve client services. Through these portals, you can communicate with clients, share offers, brochures, and reports, record insights from calls and marketing campaigns, maintain a real-time activity feed, search and download files, and add comments. This engagement helps in staying connected with clients and increases the chances of closing deals.Virtual Assistant
A key feature of ClientLook is the access to a team of virtual assistants. These VAs can manage time-consuming workflows such as contact management, listing management, manual data entry, data enrichment, tenant verification, email marketing, research liaison, and tour verification. This significantly reduces the workload on CRE professionals and in-house admin staff, allowing them to focus on core business activities.Integrations
ClientLook integrates with various services like LightBox’s LandVision, Xceligent CDX, and CommercialSearch. These integrations provide real-time property data and research, enabling users to access comprehensive property information and publish listings directly from the CRM platform.Automated Marketing Tools
The software includes automated marketing tools such as email campaigns and personalized property recommendations. These tools help agents stay top-of-mind with clients and ensure that clients receive relevant and timely information.Analytics and Reporting
ClientLook offers powerful analytics and reporting features that allow real estate professionals to monitor performance metrics, identify sales trends, and make informed decisions to drive business growth.AI Integration
In terms of AI integration, while the sources do not explicitly mention AI-driven features, the use of virtual assistants and automated workflows suggests a level of automation that streamlines tasks, making the platform more efficient and user-friendly. However, specific AI-driven functionalities are not detailed in the available resources. ClientLook CRM - Performance and Accuracy
Performance
ClientLook is praised for its simplicity and intuitive interface, making it easy for commercial real estate professionals to manage contacts, track properties, and schedule tasks. Users appreciate that it is “virtually training-free” and offers top-rated customer service and an easy onboarding process. The software excels in tracking properties and transactions, allowing users to import properties nationwide and receive real-time updates on ownership changes, sales, and financial history. This integration of property data through LightBox APIs enhances its functionality significantly. ClientLook also performs well in deal tracking and pipeline management, enabling users to log activities, store documents, and forecast their pipeline. The ability to link properties to prospects, clients, and decision-makers is particularly useful for commercial brokers.Accuracy
The accuracy of ClientLook is supported by its comprehensive data management capabilities. It allows users to build their own proprietary CRE database by importing data from LightBox, ensuring accurate and up-to-date information on properties, sales, and financial history. Users can track sale and lease comps accurately, adding these to existing property records and converting listings into comps once deals close. This feature helps in providing precise and reliable market data to clients.Limitations and Areas for Improvement
Despite its strengths, there are some limitations and areas where ClientLook could improve:Data Input Time
Some users find that inputting information can be time-consuming, even with the virtual assistant feature. Sometimes, it may be more efficient to do it manually rather than relying on the assistant.User Interface
There are complaints about the number of clicks required to perform basic tasks and the lack of a quick, global search function. This can make navigation less efficient.Speed
The platform can be slow, with users experiencing delays indicated by a “working” tab. This might be due to infrastructure limitations, but it affects user experience.Mobile and General Performance
While the mobile app is highly rated, some users experience general slowness and delays on the web platform, which can hinder productivity.Conclusion
ClientLook CRM is a strong tool for commercial real estate professionals, offering a range of features that enhance contact management, property tracking, and deal pipeline management. However, it has areas for improvement, particularly in reducing the time spent on data input, streamlining the user interface, and improving the overall speed and performance of the platform. Addressing these issues could further enhance its performance and accuracy, making it an even more valuable asset for its users. ClientLook CRM - Pricing and Plans
The Pricing Structure of ClientLook CRM
ClientLook CRM, a specialized CRM for commercial real estate professionals, is structured into several plans to cater to different needs and preferences.
Monthly Plan
Pricing
This plan is priced at $129 per user per month. It is ideal for those who prefer a month-to-month commitment rather than an annual subscription.
Features
- Extensive support options such as virtual assistant services, in-app chat support, and a comprehensive video library for training.
Annual Billing Plan
Pricing
This plan is priced at $1,068 per user per year, which works out to approximately $89 per month.
Benefits
It is more cost-efficient for users who can commit to an annual subscription.
New To The Business (N2B) Program
Overview
For new brokers, ClientLook offers a free 4-month subscription as part of their N2B program.
Support
This program includes special attention from the Customer Success and Virtual Assistant teams, helping new brokers get started with the CRM without the initial cost burden.
Key Features Across Plans
- Intuitive contact management
- Deal tracking and pipeline management
- Integrated property data from LightBox
- Tracking of sale and lease comps
- Mobile app access
- Extensive API integrations (e.g., Google Drive, MailChimp)
- Virtual assistant services for data entry, lead capture, and listing administration.
Conclusion
In summary, ClientLook CRM offers flexibility with both monthly and annual plans, along with a free option for new brokers, ensuring that users can choose the plan that best fits their needs and budget.
ClientLook CRM - Integration and Compatibility
Integration with Other Tools
ClientLook integrates seamlessly with a variety of other tools and services, enhancing its functionality and convenience. Here are some key integrations:Real Estate Platforms
ClientLook can connect with platforms like RPR (Realtors Property Resource) and TheAnalyst PRO, which are essential for commercial real estate professionals.Marketing and Communication Tools
It integrates with services such as Google and MailChimp, allowing for streamlined communication and marketing efforts.LightBox Data Services
ClientLook can import property data from LightBox’s national database, providing real-time updates on ownership changes, sales, financial history, and demographic data. This integration enables users to combine LightBox data with their own proprietary data for comprehensive market insights.Compatibility Across Devices and Platforms
ClientLook is highly compatible across various devices and platforms, ensuring that users can access and manage their data from anywhere:Mobile Apps
ClientLook offers highly-rated mobile apps for both iPhone and Android devices. These apps allow users to access their entire CRE business on the go, including contacts, properties, deals, and more. The apps also support auto-dialing and syncing with Google.Cross-Device Compatibility
The CRM platform can be accessed natively on any device and operating system, making it versatile for different user preferences.Browser Access
In addition to mobile apps, ClientLook can be accessed seamlessly through the built-in browser of any phone or tablet, ensuring consistent functionality across different devices.Additional Support and Customization
ClientLook also offers additional support features that enhance its compatibility and usability:Virtual Assistant Team
The platform includes a free Virtual Assistant team that can handle tasks such as data entry, online lead capture, and listing administration, further streamlining the user experience.Custom Fields and Import Options
Users can add an unlimited number of custom fields and import data from CSV files, allowing for personalized tracking and management of contacts and properties. Overall, ClientLook CRM is designed to be highly integrative and compatible, making it an effective tool for commercial real estate professionals who need a simple, yet powerful CRM solution. ClientLook CRM - Customer Support and Resources
ClientLook CRM Customer Support
ClientLook CRM offers a comprehensive array of customer support options and additional resources, ensuring that users can maximize the benefits of the platform with ease.
Customer Support
ClientLook is renowned for its top-rated customer service. Here are some key support features:
- Unlimited Support: Users have access to unlimited support, which includes customization and personalized training to ensure a smooth onboarding process.
- Back-Office Assistant Team: This team is available to handle various tasks such as data entry, online lead capture, and listing administration. Users can submit requests via voicemail or email, and the team will manually complete these tasks, sending a confirmation email upon completion.
- Success Audit: ClientLook offers a Success Audit, a 15-minute interview conducted by their Success Team to help subscribers get the most out of the CRM. This audit is aimed at optimizing the user’s experience and ensuring they are leveraging all the features effectively.
Additional Resources
ClientLook provides several resources to help users get the most out of their CRM:
- Video Library: Users have access to over 100 videos that include training, how-to tutorials, and webinars. This library is available for users to access at their own pace.
- Mobile Apps: ClientLook offers highly-rated mobile apps for both iOS and Android devices, allowing users to manage their CRE business on the go. These apps provide full-featured functionality and auto-sync capabilities.
- Integration with Other Tools: ClientLook integrates seamlessly with various other CRE solutions such as REALTORS Property Resource (RPR), The Analyst PRO, Buildout, Mailchimp, and Google applications. This integration ensures a robust and interconnected resource for users.
- Real-Time Collaboration: The platform allows real-time collaboration through features like virtual deal rooms, where users can organize updates, calls, activities, files, and emails. This facilitates seamless communication with clients and team members.
- Customization and Personalized Training: ClientLook offers customization options and personalized training to fit the specific needs of each user. This ensures that the CRM is tailored to the user’s workflow and preferences.
Accessibility and Ease of Use
ClientLook is known for its simplicity and ease of use. The platform is virtually training-free, with an easy onboarding process that allows users to start using the CRM in just minutes. The intuitive interface ensures that all information is organized logically, making it easy for users to manage contacts, track properties, and handle deals efficiently.
ClientLook CRM - Pros and Cons
Advantages of ClientLook CRM
User-Friendly Interface
ClientLook is known for its simple and intuitive interface, making it easy to use even for those without extensive training. The on-boarding process is quick, and users can start using the platform in just minutes.
Integrated Property Data
ClientLook integrates with LightBox’s property data service, LandVision, providing real-time updates on ownership, sales, financial history, and more. This integration helps users build a comprehensive property database.
Virtual Assistant Support
One of the unique features of ClientLook is its Virtual Assistant (VA) team, which assists with tasks such as data entry, online lead capture, and listing administration. This significantly reduces the workload for CRE professionals and in-house admin staff.
Mobile Accessibility
ClientLook offers highly-rated mobile apps for Android and iOS, allowing users to manage their CRE business on the go. The app provides instant access to contacts, properties, deals, and more.
Contact and Deal Management
The platform excels in contact management, enabling users to organize and manage contacts efficiently. It also offers deal tracking features, allowing users to monitor every stage of their transactions and track their pipeline.
Customizable Reporting
ClientLook allows users to generate presentation-quality reports, including comp reports and market reports. The platform also features a collaborative war room for real-time client updates.
Privacy and Security
ClientLook provides robust privacy options, including private databases with custom settings for controlling data visibility within an organization. This ensures that sensitive information remains secure.
Disadvantages of ClientLook CRM
Limited Reporting Capabilities
While ClientLook offers customizable reports, it lacks the ability to save or automate these reports. Users have to recreate reports from scratch each time, which can be time-consuming.
Limited Integrations
ClientLook has limited external third-party integrations, particularly lacking integrations with email and calendar services. This can be inconvenient for users accustomed to using other tools for their daily tasks.
No Automated Invoicing
The platform does not offer automated invoicing features, which is a significant drawback for businesses that rely heavily on invoicing as part of their operations.
Limited Customization Options
ClientLook has limited overall customization options, which might not cater to the specific needs of all users. This lack of flexibility can be a drawback for businesses with unique requirements.
Pricing Considerations
While the pricing is scalable based on the number of users, starting at $129 per month or $1,086 per year, some users might find it on the higher side, especially if they are comparing it with other CRM solutions.
By weighing these pros and cons, users can make an informed decision about whether ClientLook CRM aligns with their specific needs and preferences in the commercial real estate sector.
ClientLook CRM - Comparison with Competitors
ClientLook CRM
ClientLook is a specialized Real Estate CRM that helps professionals manage client relationships, streamline sales processes, and enhance client engagement. Here are some of its unique features:Unique Features
- Lead Management and Contact Organization: ClientLook offers powerful lead management, contact organization, and property tracking capabilities.
- Sales Pipeline Management: It includes tools for managing the sales pipeline, tracking client interactions, and scheduling appointments.
- Automated Marketing: The software features automated marketing tools such as email campaigns and personalized property recommendations.
- Analytics and Reporting: ClientLook provides strong analytics and reporting features to monitor performance metrics and identify sales trends.
- Mobile Apps and Integrations: It has full-featured mobile apps and integrates with various products like REALTORS Property Resource (RPR), The Analyst PRO, Mailchimp, and Google applications.
Alternatives and Competitors
Lofty (formerly Chime)
Lofty is another AI-powered CRM that stands out for its ease of use and comprehensive features:Key Features
- AI Assistant: Lofty includes an AI assistant that engages with leads 24/7 and learns from interactions.
- Geo-Farming Tool: It has a built-in geo-farming tool to help locate seller leads in specific neighborhoods.
- Dynamic CMA and Automated Social Media Marketing: Lofty offers a Dynamic Comparative Market Analysis (CMA) and automated social media marketing tools.
Ylopo
Ylopo is an AI-based digital marketing platform focused on lead conversion:Key Features
- AI Text and Voice: Ylopo features AI Text and AI Voice tools that have had significant engagement rates with real estate clients.
- 24/7 Availability: The AI Voice tool is available around the clock to interact with leads.
HouseCanary
HouseCanary offers advanced AI tools for real estate investors:Key Features
- CanaryAI: This is a real estate assistant powered by generative AI, helping with property valuation, market forecasting, and end-to-end investment solutions.
- Institutional-Grade Data: It integrates high-quality data with AI technology for comprehensive analytics.
Zillow and Realtor.com
While not direct CRM alternatives, these platforms use AI in real estate in different ways:Key Features
- Zillow’s Zestimate: Uses AI to estimate property values based on digital photos and other metrics, with a high accuracy rate.
- Realtor.com: Utilizes AI to comb listings, generate leads, and customize the user experience based on user preferences.
Key Differences and Considerations
- Specialization: ClientLook is highly specialized for real estate professionals, particularly in commercial real estate, while Lofty and Ylopo have broader applications but still within the real estate sector.
- AI Integration: Lofty and Ylopo have more pronounced AI assistants that interact directly with leads, whereas ClientLook’s AI is more focused on analytics and automated marketing.
- User Interface and Ease of Use: All three platforms are known for their intuitive interfaces, but Lofty is particularly highlighted for its ease of use across various technical skill levels.
ClientLook CRM - Frequently Asked Questions
Here are some frequently asked questions about ClientLook CRM, along with detailed responses to each:
What is ClientLook and what is it used for?
ClientLook is a customer relationship management (CRM) software specifically designed for commercial real estate (CRE) professionals. It helps users manage contacts, track properties, handle deals, schedule tasks, and more, all within a single platform.
How much does ClientLook cost?
ClientLook offers two main pricing plans:
- Month-to-Month Plan: $129 per user per month.
- Annual Billing Plan: $1,068 per user per year, which works out to less than $100 per month.
What features does ClientLook offer?
ClientLook includes a variety of features such as:
- Contact Management: Organize and manage contacts efficiently to build better relationships.
- Property Tracking: Import and manage property data with real-time updates on ownership, sales, and other changes.
- Deal Tracking: Monitor every stage of transactions and track deal-related activities in one place.
- Pipeline Tracking: View a consolidated pipeline and monitor deals by various criteria.
- Listing Management: Manage and market listings with detailed information.
- Mobile App: Access the platform through highly-rated mobile apps for iOS and Android.
- Virtual Assistant: Utilize a team for data entry, lead capture, and listing administration.
How does ClientLook integrate with other tools?
ClientLook integrates with several common commercial real estate tools, including LightBoxRE, TheAnalystPro, REALTORS Property Resource (RPR), Mailchimp, Buildout, and Google apps. These integrations help streamline workflows and enhance functionality.
What kind of support does ClientLook offer?
ClientLook provides extensive support options, including:
- Virtual Assistant Team: Helps with data entry, online lead capture, appointment scheduling, and listing administration.
- In-app Chat Support: Available for immediate assistance.
- Phone Support: Access to phone support for any issues.
- Video Library: Over 100 videos for training, how-to tutorials, and webinars.
- Success Audit: A 15-minute interview with the Success Team to help subscribers get the most out of the CRM.
Is ClientLook easy to use and set up?
Yes, ClientLook is known for its intuitive interface and ease of use. It requires virtually no training, and users can be up and running within minutes. The onboarding process is also highly rated and straightforward.
Can I use ClientLook on my mobile device?
Yes, ClientLook offers highly-rated mobile apps for both iOS and Android devices. You can also access the platform through any mobile browser, ensuring you can manage your CRE business on the go.
What kind of reporting and collaboration tools does ClientLook offer?
ClientLook provides features for creating presentation-quality reports and collaborative deal rooms. You can share comp reports with clients, use integrated collaborative war rooms, and maintain real-time activity feeds to enhance client communication and collaboration.
Does ClientLook offer a free trial?
Yes, ClientLook offers a free trial. You can request a demo or start a free trial to experience the features and benefits of the platform before committing to a subscription.
How does ClientLook handle data entry and lead capture?
ClientLook offers a virtual assistant team that can help with data entry, online lead capture, and other administrative tasks. This team ensures that no information is left behind and that leads are properly routed and managed.