Case Study: KW Commercial boosts team productivity and streamlines deal management with ClientLook

KW Commercial - Customer Case Study

KW Commercial New Hampshire, led by Director of Operations Kristine LaPorte, needed a CRM that would unify a dispersed commercial real estate team, centralize contacts and deal information, track key transaction dates, and improve marketing and client communication. The team had found Salesforce cumbersome and slow to adopt, so they required a user-friendly, industry-specific solution that could be adopted quickly with minimal training.

They switched to ClientLook in 2015 and migrated their data in days with ClientLook’s support. The platform’s mobile app, Mailchimp and Buildout integrations, and Virtual Assistant improved on-the-go note-taking, marketing tracking, task management and team communication. As a result, agents are having more productive conversations, marketing ROI is measurable, workflow transparency has increased, and team members who actively use the database have seen measurable business growth.

Kw Commercial

Kristine LaPorte

Director of Operations