ClientLook
38 Case Studies
A ClientLook Case Study
Guggenheim Commercial Real Estate, a full‑service firm founded in 1956 and led by President Michael Guggenheim, faced growing pain from having no formal CRM: the office needed better ways to share information, track deals and properties, organize contacts and vendors, and improve day‑to‑day efficiency and communication among agents and managers.
They moved the entire office onto ClientLook, using the platform’s Virtual Assistant and support team to import data and get up and running within a week. Daily use of ClientLook’s contact/property/deal connectivity and grouping features created clearer workflows, stronger internal communication, improved organization of properties and vendors, and faster deal tracking—so much so that the firm invited a ClientLook presenter to share the platform’s value with their broker network.
Michael Guggenheim
President