Case Study: Guggenheim Commercial achieves streamlined organization and increased efficiency with ClientLook

Guggenheim Commercial - Customer Case Study

Guggenheim Commercial Real Estate Group’s Holtzman Kosek Team (Doug Holtzman and Brandon Kosek) specializes in the disposition and acquisition of single-tenant net-lease retail assets nationwide. Heavy prospecting and property research left them managing contacts in Outlook and deals in Excel, which created disorganization and inefficiency as their business grew.

Adopting ClientLook provided a quick, intuitive CRM with easy data imports, strong team collaboration, and time-saving tools like a Virtual Assistant for business-card capture and an iPhone app that prompts call notes and reminders. The result was cleaner processes, better follow-up, faster deal management, and an overall elevation of their business efficiency and growth potential.

Guggenheim Commercial

Brandon Kosek

Senior Associate & Associate