Case Study: Coldwell Banker Commercial achieves faster deal flow and streamlined team collaboration with ClientLook

Coldwell Banker Commercial - Customer Case Study

Keith Kite is Managing Partner of The Kite Team at Coldwell Banker Commercial in Vero Beach, Florida, with 30+ years’ experience in retail and medical office properties. His team was juggling ACT!, Google and Excel spreadsheets, creating disorganization and slow deal movement that relied on long email chains instead of a single, usable system.

They adopted ClientLook after a conference demo and quickly imported data with help from an intern and ClientLook’s Virtual Assistant. The CRM’s iPhone app, deal-flow tools and integrations with Buildout, Google and RPR centralized contacts and activities, sped up collaboration between Keith and his son, and reduced email clutter — delivering smoother operations and faster deal progression with responsive vendor support.

Coldwell Banker Commercial

Keith KiteManaging

Partner