How to get started with LightBox ClientLook CRM

LightBox Profile
LightBox Insights
February 4, 2022 2 mins
Commercial Real Estate

So you just signed up for LightBox ClientLook commercial real estate software – congratulations!

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So you just signed up for LightBox ClientLook commercial real estate software – congratulations! Now, how do you get started? Here are the first things you should do to get off to a great start:

Import your existing contacts

Chances are that you have a list of contacts somewhere. Whether they are in an older desktop contact manager, in your mobile phone, in Outlook or Apple Mail, or even on a spreadsheet, we can help you get those existing contacts imported into ClientLook.

Download our mobile app

We have both iOS/iPhone and Android apps available. They are the absolute best way to keep yourself organized when you are out of the office.

Engage with your Success Manager

Your Success Manager is your personal point of contact – your ClientLook trainer, coach and support resource. When you sign up for ClientLook, we will appoint a Success Manager for you who is best suited to your specialty and experience level. The first step is usually to do a personal training session customized to your needs. After initial training, feel free to contact your Success Manager anytime you need to learn about advanced features, have technical questions or guidance on making the most of your CRM.

Watch a video or two

We have over 100 videos in our online library. You’ll find everything from system overviews by our Founder, Michael Griffin, to short clips covering individual features. Grab a coffee, pull up a chair and immerse yourself in our world.

Explore our success services

We offer tons of success services designed to help you make the most of your time and get the most benefit from our CRM. From data cleanup services to tenant research and everything in between, you’re sure to find something that we can help you with.

ClientLook is designed to be simple and easy to use; however, we’re easy to get a hold of if you have any questions. This post will detail all the ways you can reach out to us.