Case Study: Equity Commercial Real Estate achieves streamlined organization and closes more deals with ClientLook

Equity Commercial Real Estate - Customer Case Study

Equity Commercial Real Estate Group, led by founder Bill Colangelo in Denver, specializes in sales and leasing of office and industrial properties. After 27 years in the business Bill found his workflow fragmented — using a residential CRM and Excel to track contacts and properties, with no personal assistant to help manage day-to-day data and follow-ups — so he needed a commercial-focused solution that would consolidate his pipeline and support fieldwork.

Bill chose ClientLook after a free trial and used its Virtual Assistant to import his data, plus the iPhone app and customizable groups to capture notes and business cards on the go. With ClientLook and regular support from the team, he now has all information in one place, faster access to deal status, more efficient follow-ups, and the confidence to handle more transactions without losing critical data.

Equity Commercial Real Estate

Bill Colangelo

Founder and President