Case Study: NAI Glickman Kovago & Jacobs achieves streamlined workflows and faster reporting with Buildout CRM

NAI Branch Voted Best in Local Market Says Customer Service, Technology Set Them Apart

NAI Glickman Kovago & Jacobs, a rapidly growing full‑service commercial real estate firm in Worcester, MA, needed a modern CRM to help brokers serve client needs across brokerage, construction and property management while reducing time spent on tracking listings, deals and end‑of‑year NAI reporting. To replace a previously "clunky" system, the firm adopted Buildout CRM’s cloud‑based commercial real estate brokerage platform.

Buildout CRM centralized contacts, companies, properties and notes, added mobile field access, easy data import and configurable workflows, and eliminated manual and duplicate work for large mailings and reports. As a result, the team of a dozen brokers can pull end‑of‑year and transaction reports quickly instead of spending hours on physical files, adoption has aided recruiting, and Buildout CRM’s responsive support helped the firm integrate the platform smoothly.

NAI Glickman Kovago & Jacobs

Susan Rich

Executive Administrator and Marketing/Graphics Manager