ClientLook
38 Case Studies
Case Study: Cherry & Associates achieves streamlined collaboration and faster deal tracking with ClientLook
A ClientLook Case Study
Cherry & Associates - Customer Case Study
Cherry & Associates broker Drew McDaniel, a Nashville commercial real estate specialist focused on tenant representation, needed a CRM that matched his fast-moving workflow. After experiencing cumbersome, low-adoption systems at prior firms (APTO, REApps, ACTS), he wanted something simple, customizable, and mobile-friendly that would let his team share information and track deals from first meeting through closing.
They adopted ClientLook in 2018 and found onboarding straightforward via CSV import. The platform’s easy updates, customizable deal fields, iPhone app, BCC email capture, and Virtual Assistant — plus responsive support — streamlined prospecting and team collaboration. As a result, Drew’s team saves time, communicates more smoothly in the field, and can quickly see contact histories and deal status, enabling more effective client conversations and increased productivity.
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Cherry & Associates
Drew McDaniel
Cherry & Associates