Home > CRM Software > Zoho CRM > Zoho CRM vs ClientLook

Zoho CRM vs ClientLook

Last Updated: November 18th, 2024

Our analysts compared Zoho CRM vs ClientLook based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots

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Product Basics

Zoho CRM enables an organization’s sales force to work more effectively and close more deals. It incorporates lead management, marketing automation, contact management, multichannel forecasting, territory management, and a host of other capabilities.

Built with conversational AI, it supports users by predicting lead and deal success, offering a voice assistant, and suggesting activities to automate based on behavior analysis. Users can leverage workflow automation to streamline manual tasks and stay on top of performance with real-time reporting and analytics.

ClientLook is a specialized software designed to streamline customer relationship management (CRM) tasks, making it an ideal solution for professionals seeking to enhance their client interactions and manage their business operations more efficiently. It is particularly well-suited for real estate professionals who require a tailored approach to managing their contacts, deals, and properties. One of the key benefits of ClientLook is its ability to consolidate various tasks into a single platform, offering features such as deal tracking, project collaboration, and integrated email marketing. Users appreciate its user-friendly interface and the efficiency it brings to managing client data and communications. When compared to similar products, ClientLook stands out for its focus on the real estate sector, providing specific tools and functionalities that cater to the unique needs of this industry. Pricing considerations for ClientLook involve a subscription model, with costs typically based on the number of users, making it a scalable option for businesses of different sizes. Payment is usually required on a monthly or annual basis, allowing for flexibility based on budget and usage needs.

$14/User, Monthly

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Tailored to your specific needs

$900 Monthly

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Tailored to your specific needs

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Phone

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24/7 Live Support

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Product Insights

Real-Time Data Analysis: Track KPIs across the sales cycle with advanced analytics tools providing visibility for everyone from the C-suite to sales reps. We set up dashboard widgets and customized the metrics displayed, so we could surface the most important data. The system includes standard and custom reports, which you can filter to locate specific information and blend to create multidimensional reports.
AI-Powered Performance Optimization: Use Zia is the system’s conversational AI assistant and helps users get more done and work smarter. We searched through our database by sending a request via text. You can use Zia to improve data accuracy, optimize timing for emails and calls, and understand the sentiment behind the emails your leads and customers send.
Automated Lead Creation: Use the email parser tool to automate lead creation by sending email enquiries to the parser email that extracts the information. You can then reduplicate and approve the leads to ensure they’re good. We could add and color code tags, create custom views for leads and view leads in Zoho sheets.
Support Mobility: Mobile CRM apps for both Android and iOS devices provide users with immediate access to important information, no matter where they are. Sales reps can view daily activities and optimize in-person meetings with geo-location. They can also manage records even while offline — all changes automatically sync once their device reconnects. The card scanner app, supported on iOS and Android devices as well, enables users to digitally capture business cards at events and meetings.
Personalized Solutions: Use the developer platform for full control over your software ecosystem. Unify data across business systems, develop apps and boost the capabilities of the CRM interface with a combination of tools including widgets, a REST API and SDKs for web and mobile. We found that it incorporates both code and WYSIWYG elements so users of all technical levels can leverage it successfully.
Easy To Set Up: Speed up the onboarding process via Zwitch, with the help of Zoho support staff or use the built-in tools to transfer from other CRM platforms. We liked how easy it was to navigate the header-style menu. Add new products, contacts and accounts with the same form style. Set up was also a breeze with helpful pop-ups and links to knowledge base articles if we got stuck.
Tailor-Made Customizations: Create your own workflow rules. We tested out adding a “Big Fish” tag when leads recorded an annual revenue of above $100,000 and a follow-up automation. You can also use the Kiosk Studio to build page layouts and automations, its a bit more technical but offers helpful pop-ups and tips. We were also able to create a rule that assigned all leads that started with a 222 area code to a specific user.

Cloud-Based Deployment: No need to invest in hardware, as cloud-based deployments are handled by the service provider.
Intuitive Interface: A simple, intuitive interface ensures all information is organized systematically.
Stakeholder Organization: Manage all stakeholders like builders, developers, brokers, investors, owners and tenants right from the platform with dedicated portals for each group.
Mobile Apps: Fully-featured mobile apps are available on both Android and iOS devices with an auto-sync feature to manage work efficiently while on the go.
Time Management: Manage time efficiently as well as more properties. Book more sales and lease agreements with centrally managed data and activities, virtual assistants and a mobile app.
Integrations: Integrate with tools like REALTORS Property Resource (RPR), The Analyst PRO, Mailchimp, Buildout, and Google apps to create a powerful, interconnected resource.

Sales Force Automation: Automate tedious sales tasks such as lead generation and routing, data entry, email notifications, field updates and more. Optimize lead management, deal management, account management, contact management, and manage workflow and assignment rules.
Process Management: Enable your sales team to follow a standardized sales strategy. Use the blueprint feature to log offline processes such as order management or deal closure, ensuring consistent execution. Create automated approvals for common activities such as vacation time requests, capital expense reports and pricing discount requests. Additionally, you can set rules for assigning leads, escalating cases and validating CRM data.
Opportunity Management: Keep everyone’s antennas tuned to the same channel with Zoho’s activity tracking for all customer interactions like emails, calls, tasks and notes. Create deals and associate them with campaigns with drop-down fields and generate multiple pipelines using the standard template or your own personalized fields You can create a custom Kanban view using dropdown options and fields.
Multichannel Support: Connect with your email platform to send emails directly from the CRM. Connect your brand’s social media channel to respond in real-time, follow relevant conversations and automate lead generation. Use the Phonebridge integration to enable sales reps to easily log and track information from calls. You can also embed live chat and lead capture forms on your website to facilitate sales, marketing and customer service efforts.
Sales Enablement: Aid sales reps in their daily jobs using features like quotes and purchase orders (via integration with Zoho’s Finance Suite), a documents library, integration with Zoho’s presentation and document creation applications, and external-facing portals for partners and vendors. It also offers a calendar, a feature called SalesInbox for prioritizing the most lucrative emails, a web meeting platform through the Zoho Meeting integration, real-time notifications, collaboration feeds and more.
Performance Management: Gauge how a product, team or region is performing with forecasting tools. Group customers based on shared attributes (region, product, etc.) with territory management and gamify elements to encourage friendly competition that boosts performance among sales reps. Zia can also help improve performance by helping you target leads that are most likely to generate revenue. Your sales reps can engage with website visitors via chatbots for web and mobile, so every query receives attention even if they’re away from their desks.
Marketing Automation: Streamline marketing efforts by segmenting customers using a range of criteria, automating lead nurturing follow-ups, creating code-free web forms to gather customer information, scanning and uploading business cards, and analyzing campaign spending. Use capabilities like end-to-end event management, email campaign capabilities, surveys, and marketing details like budgets and performance metrics. A hierarchy feature lets you hook sub-campaigns to related main campaigns.
Team Collaboration: Use Feeds as a central location for collaborating, sharing announcements and offering advice. You can integrate chat functionality to facilitate everyday tasks and automatically send real-time sales updates. Users can leave notes on records or activities and tag other team members. Other features include groups for collaborating around specific events or for specific purposes, as well as project management tools via integration with Zoho Projects.
Third-Party Integrations: Connect with more than 50 third-party apps for collaboration, document management, live chat, telephony, messaging, events and meetings, quote management, document signing, lead management, marketing automation, social media, storage and more. Integrations include G Suite, Office 365, Slack, Shopify, Mailchimp, Facebook Ads, QuickBooks, GoToWebinar, DocuSign, Dropbox and Zapier.
Security: Store critical business data in secure vaults, choose where you want your data stored (U.S. and EU data centers) and encrypt data fields. Use audit logs to track activity, enable two-factor authentication and designate which IP addresses users can use to log in. Real-time backups on multiple servers ensure you won’t lose data due to a system-based or natural disaster.

Contact Management: Manage a central record of all contact data. Import and export contact data files, scan business cards and record voicemail on the move to update contact data with the help of a virtual assistant team so that no information is left behind.
Lead Capture: Capture online leads from multiple resources and sync them directly into the platform. Once synced, these leads are checked for duplication by virtual assistants and are routed through standard, user-defined operating procedures.
Property Tracking: Manage a commercial real estate database by maintaining a central record of properties, images, contacts, availability and other features.
Deal Management: Record deals with a summary of activities, files and updates in one place. Aids client collaboration to facilitate deal progress.
Pipeline Tracking: Stay ahead of every opportunity by tracking deal value, projected close date, sales stage and more. Search for deals and opportunities by type, group and other custom filters to categorize them better.
Listing Management: Manage listings with detailed information on availability, pricing and expiration. Publish these listings online to various service providers and use virtual assistants to update listings later.
Activity Management: Schedule activities related to contacts, deals, properties and comps. Sync them to the calendar to get notifications about calls, meetings, tours, lease expiration, option renewals and more.
Email Integration: Connects an email program to ClientLook to enhance communication. Once integrated, associate emails and attachments with a specific deal to improve organization and make information easier to track.
Client Collaboration: Provide better services to clients using dedicated client portals to:

Communicate with clients to share offers, brochures and reports.
Record insights from calls, marketing campaigns and tours.
Maintain a real-time activity feed.
Search and download files and add comments.
Stay engaged and get a better chance at closing a deal.

Virtual Assistant: A team of virtual assistants can manage time-consuming workflows for clients. These include contact management, listing management, manual data entry and data enrichment, tenant verification, email marketing, research liaison and tour verification.

Product Ranking

#9

among all
CRM Software

#23

among all
CRM Software

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Analyst Rating Summary

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User Sentiment Summary

85%

of users recommend this product

Zoho CRM has a 'great' User Satisfaction Rating of 85% when considering 11200 user reviews from 5 recognized software review sites.

74%

of users recommend this product

ClientLook has a 'good' User Satisfaction Rating of 74% when considering 13 user reviews from 2 recognized software review sites.

5.0 (20)

3.6 (12)

4.1 (2656)

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5.0 (1)

4.3 (6776)

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4.5 (797)

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4.2 (951)

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Awards

Synopsis of User Ratings and Reviews

Work Offline: Users who mention this feature say the platform functions well even when used in offline mode.

Business Management: The system monitors business performance, populates the website with suitable visitors and keeps a tab on productivity and output, eliminating unmatched customers and removing hassle according to users who mention this aspect.

Affordable: Users said the software is budget-friendly as compared to other CRM systems and has considerably more adaptive features for the price.

Integrations: Reviewers appreciated Zoho’s integration with in-house tools that support unified workflows, flexibility and email functionality.

Targeted Search: Users praise ClientLook's ability to quickly pinpoint specific properties and contacts using its robust search filters. This allows them to efficiently identify potential leads and opportunities.

Simplified Data Management: ClientLook's intuitive interface makes it easy to input, organize, and track client and property data. This streamlines workflows and reduces the time spent on administrative tasks.

Effective Deal Tracking: The platform's deal management features provide a clear overview of all active deals, allowing users to monitor progress, identify potential roadblocks, and close deals more efficiently.

Learning Curve: Users mentioned some features and customization requires additional time and learning to implement.

Customer Support: Zoho’s customer support and inquiry resolution isn’t very responsive, according to users who refer to support. However, the chat support is comparatively better.

Lags and Delays: Reviewers noted there is sometimes a lag in notifications for email tracking and updates.

Limited Customization: Users express frustration over the inflexibility of customizing certain features, particularly reporting and data visualization. This lack of adaptability can make it challenging to tailor the platform to specific business needs.

Steep Learning Curve: The platform's user interface, while considered clean, is not particularly intuitive for new users. Many find the initial learning curve to be quite steep, requiring significant time investment to become proficient.

Occasional Performance Issues: Some users report experiencing occasional slow loading times and system glitches, particularly when dealing with large datasets. These performance hiccups can disrupt workflow and impact productivity.

Zoho CRM is a cloud-based CRM solution that serves businesses of all sizes and across various industries. It provides users with real-time data analysis, AI-powered sales performance optimization and extensive automation and customization. You can streamline workflows and improve sales efficiency with lead nurturing, deal management, and third-party integrations.During our test run of their free trial, we loved working with standout features like the customizable dashboard, automated lead creation via the email parser and drop-down linking for account, product, lead and quote creation.However, users report a learning curve associated with full feature utilization and customization. Additionally, some advanced features and functionalities require upgrades to higher tiers making it expensive for smaller teams. Overall, Zoho CRM offers an interoperable solution for businesses looking for a customizable, affordable CRM platform.

Let's take a closer look at what users have to say about ClientLook. ClientLook users appreciate its simplicity and ease of use, especially compared to more complex CRM systems. The interface is clean and intuitive, making it easy to find the information you need. Users also praise ClientLook's customer support, which is known for being responsive and helpful. However, some users find that ClientLook lacks certain features that are available in other CRM systems, such as marketing automation and social media integration. Additionally, ClientLook's reporting capabilities are somewhat limited. These limitations may not be dealbreakers for smaller businesses or those who don't need a lot of bells and whistles. But for larger businesses or those with more complex needs, a more comprehensive CRM system might be a better fit. ClientLook seems to be a good fit for commercial real estate professionals who need a simple, easy-to-use CRM system with excellent customer support. If you're looking for a CRM system with all the bells and whistles, ClientLook might not be the best choice. But if you need a solid CRM system that's easy to use and gets the job done, ClientLook is worth considering. Keep in mind that the CRM landscape is constantly evolving, so it's always a good idea to check for the latest information and reviews before making a decision.

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FAQ

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