Attended a webinar for ClientLook‘s new CRM app (due first quarter 2011). I know of several agents who use the current version now and really like it but haven’t seen it myself. This new version, though, is terrific. Nice clean interface, very “Act!-like” in that it associates events/emails/docs/whatever you can enter with a contact (and the company their associated with). Plus, you can share projects and documents with clients, team members…or anyone for that matter.
The new version will sync with Outlook (the calendar/contact information at least) and from there, you can sync with your cell phone. There’s also plenty of file storage – though not “drop-box” style (syncing versions across computers/cell phones) but I’ve seen many agents misunderstand how apps like Drop Box works, so maybe it’s just as well.
The monthly cost will be $40 – so the annual cost of close to $500 is more than you’d spend on a standalone application. But the functionality – one app that syncs everything, one place for everything – not to mention avoiding upgrade headaches, might be worth it.
Biggest hole that I can see is you’ll still need something to sync email if you’re using Outlook and not on Exchange Server (or have access to another IMAP/MAPI enabled service) but any emails you send from ClientLook can be captured in Outlook – and you can CC your ClientLook account with emails you send from Outlook or other mail apps (each project has a “personal” email address). Future enhancements will add email capture to be associated with contacts as well.
One very cool feature is the “social network” feature. For any fellow ClientLook users – team members, clients, other contacts – you’ll see a feed with their activities. I asked about integrating outside social networks – getting feeds from LinkedIn and such for your contacts. This isn’t than difficult to do anymore and they were open to the idea. And that’s probably the best thing about ClientLook. It’s built by CRE people for CRE people.