Join Our Mailing List

We will not share your data. View our Privacy Policy.


How to use your CRM: Tips and best practices

LightBox Profile
LightBox Insights
August 12, 2021 3 mins

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 have 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 its 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.

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.

Join Our Mailing List