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Showing posts with label integration. Show all posts
Showing posts with label integration. Show all posts

Friday, March 10, 2017

Now, Send TheAnalyst PRO Widget Generated Leads to ClientLook

We are happy to announce our newest integration with ClientLook. Now, leads generated from your TheAnalyst® PRO-powered widgets can go straight to your ClientLook Virtual Assistant! Save significant time processing and responding to the incoming leads that are critical to your success.

Each widget-generated lead can be entered into ClientLook by their Virtual Assistant team. All you have to do is follow up! Leave all the manual data entry to ClientLook.

This service is entirely free for TheAnalyst PRO and ClientLook users and takes only seconds to enable.

Here’s all you have to do:

1. Log in to the website version of TheAnalyst PRO at https://www.theanalystpro.com/





 2. Select 'Widget Tools' button on the left-hand side of your screen.



3. Scroll to the bottom of the Widget Tools screen to the section titled 'CLIENTLOOK LEAD INTEGRATION'. Enter your ClientLook account email address and your instructions to the Virtual Assistant team for the appropriate action to take with widget-generated leads (for example: “Add leads to my Prospect group, “Schedule a next-day follow up for all new leads” or “Relate leads to my deals”). Click the 'Enable ClientLook Lead Integration' button to enable this new feature.



That’s it! Now, all of the TheAnalyst PRO leads you receive via email will also automatically be routed to the ClientLook Virtual Assistant team for processing.

For detailed instruction on placing TheAnalyst PRO widgets on your website or blog and connecting to your ClientLook account, watch our instructional video:


CRE Tech's Lead Generation Web Widgets Powered by TheAnalyst PRO from CRE Tech, Inc. on Vimeo.



Questions regarding this new feature can be directed to support@cretm.com.



Monday, January 30, 2017

Lee & Associates' Allen Buchanan on Using TheAnalyst® PRO for Speed-to-Market Transactions


CRE Tech's Founder & CEO, Todd Kuhlmann, caught up with Allen Buchanan, Principal at Lee & Associates headquarters in Orange, California, earlier this month.

In this video testimonial, Allen shares how
TheAnalyst® PRO helped them sign a $9M investment deal. 
 


“We started using TheAnalyst® PRO because we were intrigued by its integration with ClientLook. We appreciate the simplicity of TheAnalyst PRO and its ability to produce professional reports in a very short period of time. My associate and I used TheAnalyst PRO to complete a 10-year cash flow in minutes. That report helped us sign a $9M investment deal. As all of you in the business know, speed-to-market is key, and that's why we rely on TheAnalyst PRO.”
Photo of Allen Buchanan of Lee & Associates

Allen Buchanan, Principal of Lee & Associates – Orange





Thursday, March 24, 2016

TheAnalyst® PRO Software Now Integrates with ClientLook


ClientLook and CRE Tech®’s TheAnalyst® PRO users have something to celebrate! TheAnalyst® PRO and ClientLook are now integrated so you can connect easier than ever before.

A recent partnership between CRE Tech®, Inc., and CRM leader ClientLook has resulted in the ability to seamlessly access and run TheAnalyst PRO reports, analysis and mapping tools directly from your ClientLook properties screen. 

Get Connected
See how easy it is to set up your connection:



https://vimeo.com/159712877



A Beatiful Partnership
CRE Tech president and founder, Todd Kuhlmann, explains:

“ClientLook is a powerful and easy to use CRM solution built from the ground up for CRE professionals. With TheAnalyst® PRO software we share the same philosophy – provide the most powerful software to make commercial real estate practitioners money – and make it simple for them to use!”


“The world of CRE technology is too fragmented. Our goal is to connect the industry’s leading tools within ClientLook to create efficiency for our users,” described ClientLook President & CEO Michael Griffin.

“TheAnalyst PRO integration allows our mutual subscribers to provide faster and more comprehensive service to their clients without redundant data entry or wasted time.”


What's Next?
This is Phase 1 of the integration between the two technologies. Future developments are in the works.