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How to win CRE business using online client collaboration

LightBox Profile
LightBox Insights
October 28, 2021 4 mins

Did you know that our commercial real estate software offers deal management and client collaboration features? These unique features set ClientLook® apart from other CRM’s, and can help you take your business to the next level. Use these tips to win CRE business using online client collaboration:

Client Communication Is Key

Are your clients aware of how much time and effort you put into selling or leasing their property? While you are working hard and putting in a significant amount of time, your client may not see everything you’re doing. As a commercial real estate broker, client communication is essential! LightBox ClientLook® is fundamentally designed to help you deliver the best client experience in the easiest way possible.

Track What You Do

No matter what your commercial real estate specialty is, ClientLook® CRM can help you deliver an amazing – and differentiating – level of service. You can easily build a solid reputation simply by tracking everything that you do. Start by focusing on tracking the outcome of these three main items.

  1. Activities (such as calls and meetings)
  2. Emails
  3. Document Management

While this may sound a little daunting at first, ClientLook® makes tracking everything a simple process, and by using these proven strategies you will keep your clients engaged and in awe of the work that you’re doing.

Create A Deal and Start Tracking

In ClientLook® you will use a deal to track everything that happens with an assignment, and you will create contacts. You can easily relate contacts to deals and add an update directly to the deal or directly to the contact after a meeting or a phone call with that person. This ensures that all of your updates are linked to each particular deal.

When you’re away from the office you can easily keep track of your updates by using our iPhone app, or send the update directly to our exclusive back office assistant team. With so many options at your fingertips, you will never forget to document an update again!

Easily Manage Deal Related Emails

As you know, a tremendous amount of deal activity is done via email. Fortunately, ClientLook® makes it simple to organize all of this correspondence. Within ClientLook®, each deal has it’s own BCC email address – meaning that all you have to do is BCC this email address on all deal related emails and a copy will automatically be linked to that deal. This includes the body of the email message as well as any attachments so everything is easily accessible with just a few clicks of the mouse. If you simply follow this procedure as you’re working throughout the day, you will instantly organize every email that you send and receive, and those emails will be linked to both your related contacts and deals.

Document Management

Another way to add files is by manually uploading them to a deal. Simply enter a description, click file and manually select the file. Once you’ve saved it, you will notice that the file appears within the updates tab. Your goal is to relate all deal related agreements, reports, and brochures to your deals in electronic format. Doing so ensures that these documents are easily accessible to you and your clients now, and also in the future.

Your Client Portal

The last piece of the puzzle for winning business using online client collaboration is through your client portal. The client portal is where your clients will go to view the activity on any assignment that they have given you. Using ClientLook®, you can give your clients access to particular deals and they can self-serve their need for updates and information. Your clients can access this portal through a web browser or through the iPhone app. Plus, your client access is completely free – it’s all included with your subscription! Once you give your clients access, they can login whenever they want to browse updates, download files, and add comments that you can see in real time.

The benefit to you is that you’re now capable of delivering a differentiating level of client service with minimal effort. If you’re looking for a more traditional approach, you can create an offline report for your clients or you can send an email to your clients that provides them access with one click to view their client portal. This helps to ensure that your clients stay continually engaged in your deal efforts.

ClientLook®’s deal management and client reporting capabilities should be a part of every deal pitch you make. It doesn’t matter what your specialty is; by using ClientLook® to organize your business you will accelerate your deal making, you will win more business, and you will be providing the best client service.

If you’re not using LightBox ClientLook® for your business, you’re working too hard. ClientLook® is the only all-in-one CRM built specifically for the commercial real estate industry. See how it can save you time, boost your productivity, and increase your income by scheduling a demo today.

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