ClientLook
38 Case Studies
A ClientLook Case Study
Carrick Young is an Associate Broker at Cushman & Wakefield in San Jose focused on office tenant representation. As a newly licensed commercial real estate professional building his business, he needed a simple, reliable CRM to replace notebooks and manual tracking—Salesforce felt too overwhelming and inefficient for his day-to-day prospecting and deal work.
He adopted ClientLook, using a shared account and its Virtual Assistant to automate data entry, BCC email filing, contact tracking, tasks and events, backed by responsive support. The result: significant time savings, better-organized contacts and meeting notes, more consistent follow-ups, and a more productive, scalable way to launch his CRE career.
Carrick Young
Associate Broker