ClientLook
38 Case Studies
A ClientLook Case Study
Bob Rich of Benson & Mangold Real Estate in Easton, Maryland, is a commercial real estate adviser specializing in land, farms, woodlands and income-producing properties across the Delmarva. He had built a large, detailed contact database but was managing client communications and records in Gmail — a manual, time-consuming system that couldn’t scale and made data migration feel daunting.
Bob chose ClientLook for its industry focus, ease of use and strong support; the team (Nathan handled the overnight migration and Greg provided coaching) moved his entire database and trained him on advanced features. ClientLook centralized emails, files and tasks into one organized CRM, saved him countless hours each month, became his daily “base camp,” and enabled him to serve clients more efficiently.
Bob Rich