ClientLook

Open your laptop on Monday morning and get straight to work. Start by connecting your email and calendar so every message, meeting, and follow-up lands on the right record automatically. Import contacts from your phone or a CSV, map the fields, then tag people by role—investor, tenant, landlord, lender—so you can filter in seconds. Build saved views for hot pursuits, renewal watchlists, and new inquiries. Log calls from the mobile app during site tours, attach photos and notes, and let the AI summarize long email threads into bullet-point next steps. No manual required; you’ll be productive in your first session.

Capture demand without babysitting your inbox. Route website form fills straight into the system and auto-assign them by territory, property type, or team. Use marketing workflows to send a targeted drip to prospects, then let the AI draft personalized outreach and meeting recaps. Every touch—call, text, email, social DM—lands in a single timeline so you always know who engaged and when. Create proposals from templates, generate quotes, and track who opened what. If a referral comes in, attribute it to the source and trigger a thank-you email and task for your next check-in.

Run deals like a playbook. Define stages that match your process (qualification, tour, LOI, lease, closing) and attach activities to each so nothing slips. Weight opportunities by probability to build a real forecast, not a guess. The system flags stalled pursuits, upcoming option dates, and key expirations. Share a secure client workspace to exchange documents, collect tour feedback, and track open questions in one place. When a transaction closes, press one button to generate a comp record with the essential fields pre-filled—terms, dates, participants, and documents—ready for analysis and future pricing support.

Keep your inventory accurate and market-ready. Track properties and availabilities, link them to owners and active pursuits, and broadcast updates to curated investor or tenant lists. Real-time sync ensures your data matches other platforms you rely on, from email to marketing tools. Use dashboards to monitor pipeline health by submarket, broker, or asset class; export polished reports for weekly client briefings. If you track building metrics via sensors, pull that data into your property records for richer conversations about performance. Centralize LOIs, leases, floorplans, and photos so your team can move fast, collaborate with @mentions, and answer client questions on the spot.