ClientLook

Import property data from LightBox into ClientLook.

Set up custom fields to track specific property attributes.

Create automated reminders for lease expirations and property maintenance.

Use the mobile app to access property information during site visits.

Generate portfolio-wide reports to identify opportunities and manage risks.

Create a new deal in ClientLook and link it to relevant contacts and properties.

Set up deal stages and automated tasks to track progress.

Use the virtual deal room to share documents and communicate with team members.

Generate pipeline reports to identify bottlenecks and forecast revenue.

Track deal activity and outcomes to improve future performance.

Use ClientLook to access market data and property comps.

Create custom report templates with branding and relevant metrics.

Generate reports for individual clients with tailored insights.

Share reports with clients via email or the collaborative war room feature.

Track client engagement with reports to improve future communications.

Integrate website lead capture forms with ClientLook.

Automatically assign leads to the appropriate team members.

Set up automated email sequences to nurture leads.

Track lead engagement and prioritize follow-up activities.

Use lead scoring to identify the most promising prospects.

Invite clients and team members to collaborate on deals in ClientLook.

Use the virtual deal room to share documents and communicate.

Assign tasks to team members and track their progress.

Set up automated notifications for important updates.

Use the mobile app to stay connected and informed while on the go.