Case Study: Harvey Lindsay Commercial organizes day-to-day business and boosts productivity with ClientLook

Harvey Lindsay Commercial - Customer Case Study

Michael Allen, an associate at Harvey Lindsay Commercial Real Estate in Virginia, specializes in investment, hospitality, office and retail properties. New to brokerage after a hotel-management career, he was frustrated with his previous CRM (RealNex) because it consumed too much time managing data instead of supporting client work — he needed a cloud-based, mobile, broker-friendly system that would let him spend more time selling.

After testing several platforms, Michael adopted ClientLook for its intuitive interface, mobile apps, Analyst Pro integration and the included Virtual Assistant. ClientLook’s support handled his data import, the VA processes business cards and data entry, and the mobile app gives him instant access to notes and cash‑flow analyses — freeing time for prospecting and deals, improving client interactions, and helping him maintain award-winning performance and daily productivity.

Harvey Lindsay Commercial

Michael Allen

Associate