How To Customize Your CRM

ClientLook commercial real estate CRM allows you to customize the way your account works to suit your specialty and the way you prefer to work. Here are five things you should take a look at today.

To get started, go to the Setup module. Click your name in the upper right corner of any ClientLook CRM page and choose “Setup.” The setup module is divided into tabs, each of which contain all sorts of options. When you make changes on any tab, be sure to click the

How To Customize Your CRM

ClientLook commercial real estate CRM allows you to customize the way your account works to suit your specialty and the way you prefer to work. Here are five things you should take a look at today.

To get started, go to the Setup module. Click your name in the upper right corner of any ClientLook CRM page and choose “Setup.” The setup module is divided into tabs, each of which contain all sorts of options. When you make changes on any tab, be sure to click the “Save changes” button at the bottom.

BCC: ClientLook On Your Outgoing Emails

When you click on a contact’s email address in ClientLook, we will automatically start up your default email program and compose an email to that address. If you would like a copy of that email attached to the contact’s record in your ClientLook database, all you need to do is add your personal ClientLook forwarding address as a bcc: on the email.

You can set ClientLook to do this automatically by checking the box at the bottom of the email tab labeled “Automatically add my personal ClientLook email address as a BCC recipient whenever I click a contact’s email address in my account.” Now every time you send a message, the email will be transcribed into an update on that contact’s record.

Add Your Additional Email Addresses

When you send an email into ClientLook, the first thing we do is verify that it came from you. We’ll automatically allow email from the address that you use to log in to ClientLook. If you have additional addresses that belong to you that you want us to recognize as your own for this purpose, simply add them in the “Authorized email addresses” section on the email tab. That way, emails you send into ClientLook from those addresses will attach to your contacts.

Choose Your Client Collaboration Options

When you create a “deal” in ClientLook, you can choose to share that with your clients so they can log in at any time and get live updates on that assignment (learn more about our online deal “war room”). You can set default options on the “Preferences” tab so that your most often-used sharing options are selected automatically when you create something in ClientLook and share it with that deal. Please note that you can always override this default as needed.

Select Your Startup Page

When you first start ClientLook, it automatically opens the “contacts” module by default. However, you can choose which module starts first by selecting a different option from the “Startup page” list. Now you can start with the page that makes the most sense to you based on how you work.

Customize The Relationships Between Records

You can define how contacts relate to properties, how contacts and companies relate to comps, listings and deals, and even how contacts relate to each other. Although ClientLook automatically includes the most common relationship types, you can add whatever makes sense to you on the “Relationships” tab.

For example, I’ll edit the “Property” relationships, which define how contacts and companies relate to a property. In the screen below, you can see I’ve added “In House Leasing Agent” and “Lender” to the other built-in options that you would find in your ClientLook account.

There are many other options available in the “Setup” module. Be sure to check out all the tabs here for other ways you can customize your ClientLook account to suit your preferences!

ClientLook is the only all-in-one CRM built specifically for the commercial real estate industry. 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.

How To Use Your CRM: Tips and Best Practices

We all know that simply having a CRM isn’t enough – you actually have to use it to reap the rewards. If you’re new to using a commercial real estate CRM software to manage your business, you may be wondering

How To Use Your CRM: Tips and Best Practices

We all know that simply having a CRM isn’t enough – you actually have to use it to reap the rewards. If you’re new to using a commercial real estate CRM software to manage your business, you may be wondering how to get started. When you sign up for a CRM, like ClientLook, you’ll want to set yourself up for success to having a consistent routine. Start your day in your CRM, keep it updated, and end your day in your CRM. Doing so will help you stay organized, boost your productivity, and even help you impress your clients (and win more deals too!). Wondering how to use your CRM software? Use these tips to hit the ground running.

Import Your Data

As a commercial real estate broker, your CRM is the hub for all of your contacts, properties, deals, and tasks. When you first sign up for a CRM, you’ll want to import all of your information. Gather all of this data from your Excel spreadsheets, OutLook, and Google, and import it into your CRM so everything is together in one easy to reference location. While you’re doing this, take a few minutes to make sure your data is accurate and complete. You’ll thank yourself later when you go back to look up a contact or property and all of the information is up to date.

Schedule Tasks

One of the great things about a CRM is it’s ability to help you stay organized. Never let important dates slip your mind. Instead, schedule follow ups and reminders within your CRM. For example, let’s say you call a potential client and he asks you to call him back in 30 days. Instantly set up a task so in 30 days you’ll have a reminder. When you get in the habit of scheduling your tasks, starting your day becomes much easier because all of your tasks are easy to reference. Start your day in your CRM by following up on these items.

Keep It Updated

Your CRM is only as good as the data it contains. That’s why keeping your contacts, deals, and property information updated is critical. Thankfully, ClientLook subscribers have access to our team of back office assistants who are standing by to help you with these updates. Let’s say you have a meeting with potential new clients. Simply take a photo of their business cards, send it to our team, and they will handle the data entry for those new contacts in your CRM. Anything that you can do within ClientLook, our team can also assist you with! Check out this related post on How To Leverage Our Back Office Assistant Team to learn how you can maximize your efficiency.

Leverage Email Marketing

Email marketing is one of the best marketing tactics for your commercial real estate business. But, we all know that it can be time consuming and hard to integrate with your CRM. With ClientLook, we integrate seamlessly with Mailchimp so you can accelerate your deal making. It only takes a few minutes to set up, and then you’re on your way to saving time and having valuable insights readily available to you. Get all the details in this Mailchimp Integration post.

Work From Anywhere

As a commercial real estate professional, you’re on the go a lot. Stay connected and have all of your CRM data in the palm of your hand with our commercial real estate mobile app. Access your entire database anytime, anywhere. Plus, the auto-dialer prompts you to input the outcome of every call so no detail gets forgotten. Get the ClientLook mobile app today.

At ClientLook, our team is dedicated to helping you get the most out of our commercial real estate CRM. Our team knows the CRE industry, and we understand your unique business. If you’re not a current subscriber, schedule a demo today to see how we can help you take your business to the next level.

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

Summer 2022: Tips For CRE Brokers

With Memorial Day right around the corner, we’ve arrived at the unofficial start to the summer. The summer season is a bit unpredictable

Summer 2022: Tips For CRE Brokers

With Memorial Day right around the corner, we’ve arrived at the unofficial start to the summer. The summer season is a bit unpredictable for most commercial real estate brokers since many of your clients may be traveling, co-workers are out of the office more than usual, and day to day schedules seem to vary. Don’t get off track this summer; instead use this time to boost your productivity and set your goals for the remainder of the year.

Evaluate Your Goals

What goals are you hoping to accomplish by the end of the year? Whether it’s a financial goal, a certain amount of closed transactions, or gaining a set number of new clients, now is the time to focus on those goals and make your game plan. It may help to break your goals down into smaller milestones, such as accomplishing a certain amount each month until you reach your final end goals. Take advantage of the summer months to be as productive as you can.

Review Your Marketing Strategy

Now is the perfect time to evaluate your marketing strategy. How are you currently marketing your commercial real estate business? Are you happy with the results of your marketing efforts, or do you think it’s time for a change? Staying active on social media is important during this time. With less face to face interaction, you still want to stay on the top of your customers minds. You can also create a monthly newsletter, update your website, or start writing a blog. If you’re already doing all of these things, take some time to look over the results of your efforts to find the areas that you can improve.

Focus On Personal Development

Many of the top industry professionals say they spend quiet time reading a non-fictional book every day. Others listen to business podcasts or attend development conferences (which are now being hosted virtually). As you continue to advance in your business, there is always something new to learn. From sales and marketing strategies, to leadership principles and team building tips, there is always a topic that you can dive into to further develop your skillset. Making your health a top priority can have a positive impact on your business as well. Try to reduce your stress by exercising each day, getting enough sleep, and fueling your body with healthy foods.

Update Your CRM

While I highly suggest keeping your commercial real estate CRM updated on a daily basis, if you haven’t been doing this, use a slow day to update your database. Are all of your contacts, properties, deals, and tasks up to date? Is there new information that you need to input? A strong database can be your secret weapon in this business so making sure it’s working for you should be a top priority this summer. If you need help entering new contact information, feel free to reach out to our exclusive Virtual Assistant team; they can help you save a ton of time! If you’re not a current ClientLook subscriber, schedule a demo today to see how our commercial real estate software can help you transform your business.

Use The Down Time

If your clients are out of town and you’re not doing as many property tours or client’s meetings this summer, use the extra time to your advantage. Now is the perfect time to get caught up on all those tasks on your to-do list that you’ve been brushing aside. Prioritize the tasks that you’ve been putting off and jump right into getting them completed. Not only will you feel relieved when that pile of paperwork isn’t sitting on your desk anymore, but you will be able to refocus your attention to the more important tasks.

Are you a ClientLook subscriber? If so, schedule a free Success Audit to make sure you’re getting the most out of our features. Read this post to learn more about what the Success Audit is, and find out about the personalized action plan that you will receive afterward.

Tips For Delivering A Killer CRE Presentation

As a commercial real estate professional, keeping your pipeline full of work means having to master the art of client presentations.

Tips For Delivering A Killer CRE Presentation

As a commercial real estate professional, keeping your pipeline full of work means having to master the art of client presentations. While some people naturally thrive in this area, others are not as excited about putting together a presentation and pitching themselves to potential clients. If you fall in the latter group, here are six tips to help you deliver a killer CRE presentation.

Be Prepared

This sounds like a no-brainer but take some time to do your homework before the presentation. Know who you will be meeting with, their roles, and a history of the company. Are they a new or established business? How many other properties do they have? Why are they looking to lease or purchase a new property? Understanding who you’re talking to and what their current position is, will help you tailor the presentation to meet their precise needs. Plus, the clients will take notice of a CRE broker who genuinely cares about their company.

Use Visual Aids

Some people find it helpful to create a PowerPoint (or similar) presentation. This can be a good way to visually get their attention and illustrate a point that you’re trying to make. However, you want to keep your visual aids as simple as possible. Use short bullet points that relate to the points you’re making and use a large photo on each slide if needed. Avoid too much text and cluttering the slides with too many images or logos. Remember that your visual aids should reinforce your message, not be a distraction to your audience.

Practice, Practice, Practice

Be aware of how much time you have for your presentation, and then practice making sure you can stick to it. The more you practice your CRE presentation, the more prepared and relaxed you will feel going into it. If possible, ask your teammates or friend to listen to your presentation and give you their honest feedback. Do you sound confident? Does everything you’re saying make sense? Is anything confusing or not accurate? Is there anything that you can do to improve? Take this constructive criticism to further improve your presentation, and then practice it again.

Show Your Passion

People want to work with people that they feel comfortable with. Show your personality in your presentation, as well as your passion and excitement for the work. A lot of times, clients will hire the CRE broker who is the most eager to help them – not necessarily the most qualified. You can also use a bit of humor to help put the clients at ease and make them feel more relaxed. Remember that your body language also sends an important message, so make eye contact, stand up straight, and look confident yet approachable.

Differentiate Yourself

With so many commercial real estate brokers competing for the same clients, it’s important that you differentiate yourself. While your personality and expertise will play a large role here, so will the processes and systems that you have in place to service your clients better than the competition. With ClientLook CRM you have a team – literally a dozen people – who are standing by to help you. Our team of back-office assistants are experts in our commercial real estate software, and they understand your business. Allow them to keep your CRM up to date; input new contact information; schedule follow up tasks; and help you accomplish more. Plus, your clients will be thrilled to know that they can access their property data at any time with ClientLook. You choose what information you want them to see, and this allows them to self-service their desire for updates on their property. If you’re client prefers a traditional report, we have that handled for you as well. Learn more about our client collaboration features here.

Finish Strong

Close your presentation with a solid ending. Conclude an important story; tell the clients exactly how you plan to help them; and let them know what they next steps would be if they choose to move forward with you. After the presentation, send a quick email to everyone who was in the room to thank them for their time and ask them if they have any follow-up questions.

The more you do client presentations, the more prepared you will feel. As a CRE professional, it’s a part of your job and a great way to keep work flowing in. Above all, remember that you are there to serve your clients and their needs should always be your top priority. If you can make that clear, you’ll be on your way to having a killer CRE presentation.

See how our commercial real estate CRM can help you win more deals by scheduling a demo today. We’re proud to be the only all-in-one CRM made specifically for the CRE industry. We understand your business and we know how to help you take it to the next level.

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

How To Best Use Your Commercial Real Estate CRM

We all know the importance of having a CRM for your commercial real estate business, but simply having one and actually

How To Best Use Your Commercial Real Estate CRM

We all know the importance of having a CRM for your commercial real estate business, but simply having one and actually using it to its full potential are two different things. Use these tips to get the most value and long-term benefit from your commercial real estate CRM.

Customize Your Setup

When you first sign up with a new CRM provider, it’s important to take a little time to set it up to best suit your needs. With ClientLook, our CRM is built specifically for the commercial real estate industry, so it’s already set up for your business. However, we do have several customization features to allow you to personalize your set up. Check out this related post on How To Get Started With ClientLook and this post on How To Customize Your CRM.

Import Your Data

A CRM is only as valuable as the information it contains for your commercial real estate business. For that reason, you’ll want to consistently import your contacts, properties, and deals into the system and keep those updated as needed. All of the information you put into your CRM will be there for you when you need it – but if you put nothing into it, you’ll get nothing out of it. Check out this related post for more great tips.

Schedule Your Tasks and Follow-Ups

Don’t forget to follow up with your contacts! Schedule your tasks and follow-ups within your commercial real estate CRM to ensure that nothing falls through the cracks. You can simply schedule a follow-up with each of your clients every three months to check in, or add a specific date based on a conversation you had with a potential client. Maintaining relationships with your clients is vital to your business, and once all of your follow-ups are in your CRM, you can run on auto-pilot each day to accomplish those tasks.

Utilize The Back Office Assistant Team

One of the unique features that sets ClientLook apart from other CRM’s is our back office assistant team. Our team knows ClientLook inside and out, and they are ready to help you with your CRM updates, data entry, and much more! Check out this related post on How To Leverage Our Back Office Assistant Team to learn how you can maximize your efficiency. Spend your time building relationships and closing deals, and let our team handle the rest.

Integrate Your Email Marketing

Email marketing is one of the best marketing tactics for your commercial real estate business. But, we all know that it can be time consuming and hard to integrate with your CRM. With ClientLook, we integrate seamlessly with Mailchimp so you can accelerate your deal making. It only takes a few minutes to set up, and then you’re on your way to saving time and having valuable insights readily available to you. Get all the details in this Mailchimp Integration post.

Stay Connected From Anywhere

As a commercial real estate professional, you’re on the go a lot. Stay connected and have all of your CRM data in the palm of your hand with our commercial real estate mobile app. Access your entire database anytime, anywhere. Plus, the auto-dialer prompts you to input the outcome of every call so no detail gets forgotten. Get the ClientLook mobile app today.

At ClientLook, our team is dedicated to helping you get the most out of our commercial real estate CRM. Our team knows the CRE industry, and we understand your unique business. If you’re not a current subscriber, schedule a demo today to see how we can help you take your business to the next level.

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

How CRE Brokers Can Benefit From SMART Goals As a commercial real estate professional, setting goals for your business can mean the difference between having an average year and an exceptional year. Studies show that people who are intentional about their goals are more likely to achieve them. It reminds me of the quote “if […]

The post How CRE Brokers Can Benefit From SMART

How CRE Brokers Can Benefit From SMART Goals As a commercial real estate professional, setting goals for your business can mean the difference between having an average year and an exceptional year. Studies show that people who are intentional about their goals are more likely to achieve them. It reminds me of the quote “if […]

The post How CRE Brokers Can Benefit From SMART Goals appeared first on Commercial Real Estate CRM.

How CRE Brokers Can Maximize Their Productivity Stop wishing for more hours in the day, and instead focus on boosting your efficiency. As a busy commercial real estate professional, time is money. Work smarter, not harder, with these tips on how CRE brokers can maximize their productivity: Use A CRM If you want to utilize […]

The post How CRE Brokers Can Maximize Their Productivity

How CRE Brokers Can Maximize Their Productivity Stop wishing for more hours in the day, and instead focus on boosting your efficiency. As a busy commercial real estate professional, time is money. Work smarter, not harder, with these tips on how CRE brokers can maximize their productivity: Use A CRM If you want to utilize […]

The post How CRE Brokers Can Maximize Their Productivity appeared first on Commercial Real Estate CRM.

Commercial Real Estate Terms You Need To Know If you read my previous post, The Top Ten Commercial Real Estate Terms You Need To Know, you may recall that I mentioned that there is an endless list of commercial real estate terms you will inevitably encounter. In order to expand on that list, I wanted to […]

The post Commercial Real Estate Terms You Need To Know appeared first on

Commercial Real Estate Terms You Need To Know If you read my previous post, The Top Ten Commercial Real Estate Terms You Need To Know, you may recall that I mentioned that there is an endless list of commercial real estate terms you will inevitably encounter. In order to expand on that list, I wanted to […]

The post Commercial Real Estate Terms You Need To Know appeared first on Commercial Real Estate CRM.

Why You Need A Commercial Real Estate CRM You may be wondering “what is a CRM and why do I need one”? You may have also noticed that the industry’s top producers rely on their CRM and use it on a daily basis. A good commercial real estate software CRM (customer relationship management) is designed to help […]

The post Why You Need A Commercial Real Estate CRM

Why You Need A Commercial Real Estate CRM You may be wondering “what is a CRM and why do I need one”? You may have also noticed that the industry’s top producers rely on their CRM and use it on a daily basis. A good commercial real estate software CRM (customer relationship management) is designed to help […]

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The Client Experience: How To Retain Your CRE Clients Keeping your commercial real estate clients happy, and your pipeline full, is a top priority for CRE brokers. Once you put in the time and effort to gain a new client, the next step is keeping that client for ongoing projects. Focus on the client experience […]

The post The Client Experience: How To Retain Your CRE Clients

The Client Experience: How To Retain Your CRE Clients Keeping your commercial real estate clients happy, and your pipeline full, is a top priority for CRE brokers. Once you put in the time and effort to gain a new client, the next step is keeping that client for ongoing projects. Focus on the client experience […]

The post The Client Experience: How To Retain Your CRE Clients appeared first on Commercial Real Estate CRM.

Free CRM For New CRE Professionals Did you know that we offer our commercial real estate software at no cost for four months as part of our New To Business program? Yes, you read that correctly; get ClientLook CRM for FREE for four months if you’re a new broker that’s just starting your career in […]

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Free CRM For New CRE Professionals Did you know that we offer our commercial real estate software at no cost for four months as part of our New To Business program? Yes, you read that correctly; get ClientLook CRM for FREE for four months if you’re a new broker that’s just starting your career in […]

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Commercial Real Estate Website Best Practices Having a website for your commercial real estate brokerage is an essential part of your marketing strategy. Over the years, websites have become much more robust and have changed from being simply informational to more interactive. Your viewers want to find information quickly and easily, and there are some […]

The post Commercial Real

Commercial Real Estate Website Best Practices Having a website for your commercial real estate brokerage is an essential part of your marketing strategy. Over the years, websites have become much more robust and have changed from being simply informational to more interactive. Your viewers want to find information quickly and easily, and there are some […]

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Email Marketing Tips For CRE Professionals Whether you’re using Mailchimp, Constant Contact, or any other email provider, email marketing is one of the most effective ways to reach your current and potential customers. Since email is such a common form of communication, it’s important to make your email stand out. In a full inbox, how […]

The post Email Marketing Tips For CRE Professionals

Email Marketing Tips For CRE Professionals Whether you’re using Mailchimp, Constant Contact, or any other email provider, email marketing is one of the most effective ways to reach your current and potential customers. Since email is such a common form of communication, it’s important to make your email stand out. In a full inbox, how […]

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Prospecting Like A Pro: Tips For CRE Professionals When it comes to keeping your pipeline full, prospecting is key. Most of the top industry professionals schedule time to prospect everyday. Whether or not this comes naturally to you, you can prospect like a pro with these tips for commercial real estate professionals: Schedule Your Prospecting […]

The post Prospecting Like A Pro: Tips For

Prospecting Like A Pro: Tips For CRE Professionals When it comes to keeping your pipeline full, prospecting is key. Most of the top industry professionals schedule time to prospect everyday. Whether or not this comes naturally to you, you can prospect like a pro with these tips for commercial real estate professionals: Schedule Your Prospecting […]

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Five Essential Commercial Real Estate Software Features Having a CRM for your business can make a huge difference in your overall success. Not only does the software help you get organized, it can also help you to boost your productivity and win more deals. As you’re shopping around for CRM software, make sure the one […]

The post Five Essential Commercial Real Estate

Five Essential Commercial Real Estate Software Features Having a CRM for your business can make a huge difference in your overall success. Not only does the software help you get organized, it can also help you to boost your productivity and win more deals. As you’re shopping around for CRM software, make sure the one […]

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Develop Your Personal Brand To Become A CRE Leader Whether you are new to the commercial real estate industry, or a seasoned professional, it’s important to develop your CRE personal brand. While most people think of big companies when they hear the word “brand”, you have a personal brand image whether you know it or […]

The post Develop Your Personal Brand To Become A

Develop Your Personal Brand To Become A CRE Leader Whether you are new to the commercial real estate industry, or a seasoned professional, it’s important to develop your CRE personal brand. While most people think of big companies when they hear the word “brand”, you have a personal brand image whether you know it or […]

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How To Leverage Our Back Office Assistant Service In order to get the most out of a commercial real estate CRM like ClientLook, you need to be committed to logging your daily activity. Everyone knows it’s vital to document conversations with clients, and it’s also critical that you update lease expirations, square footages and requirements. […]

The post How To Leverage Our

How To Leverage Our Back Office Assistant Service In order to get the most out of a commercial real estate CRM like ClientLook, you need to be committed to logging your daily activity. Everyone knows it’s vital to document conversations with clients, and it’s also critical that you update lease expirations, square footages and requirements. […]

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