ClientLook

Open your browser, connect your inbox, and start working deals—no training marathon required. ClientLook by LightBox gets a new brokerage team productive the same day. Import contacts from spreadsheets or email, auto-dedupe, and tag investors, tenants, lenders, and co-brokers so you can filter by role or interest in seconds. Sync your calendar to capture meetings and site tours; every call, email, and note rolls into the contact timeline automatically. Set up pipelines for leasing, acquisitions, and dispositions with stages that match your process, add scoring rules to surface hot opportunities, and mirror your territories so assignments and credit are always clear.

Daily prospecting is straightforward. Pull a segment like “industrial tenants with 9–12 month expirations,” and let the built-in assistant draft an outreach email and a call script tuned to each prospect’s history. Kick off a cadence that mixes emails, scheduled calls, and portal invites, and log outcomes without switching tabs. Predictive insights flag which conversations are most likely to convert so you spend time where it counts. As interest rises, drag the deal forward, auto-create tasks for tours and proposals, and generate polished flyers or proposals from stored templates. Store OMs, leases, and floor plans in the record, keep approvals moving with automated reminders, and track referral sources that drive real pipeline. more