Case Study: Coldwell Banker Commercial achieves streamlined workflows and real-time client updates with ClientLook

Coldwell Banker Commercial - Customer Case Study

Todd Payne, Managing Director of Coldwell Banker Commercial NRT (formerly Goodfellow Real Estate), leads a 17-broker office handling office, medical and investment transactions. The firm needed a commercial real estate–specific CRM that would centralize contacts and communications, be mobile-friendly, integrate with marketing tools, and allow an easy, low-cost migration from their legacy system while giving clients real-time visibility into deal activity.

They implemented ClientLook, with ClientLook’s team migrating their data and getting the office up and running within a week. Using a shared database, BCC email capture, a mobile app, Buildout and MailChimp integrations, and a virtual assistant service, the office streamlined workflows, eliminated duplicate data entry, improved client transparency with live deal updates, gained actionable email analytics, and saved significant time—especially for brokers on the road—backed by responsive support.

Coldwell Banker Commercial

Todd Payne

Managing Director