Case Study: Lee & Associates achieves seamless, mobile CRM and significant time savings with ClientLook

Lee & Associates - Customer Case Study

Allen Buchanan of Lee & Associates is a long‑time commercial real estate broker and top producer who needed a modern, property‑centric CRM to replace an aging REA system. His team wanted seamless integrations with tools like BuildOut, Analyst Pro, and MailChimp, easy anywhere access on phone/tablet/desktop, simple team sharing, and a faster, more collaborative workflow.

ClientLook delivered a quick, 20‑minute data migration and tied into existing tools while offering a mobile app, integrated war room, Dropbox document linking, unlimited support, and a Virtual Assistant. The result: faster, more efficient deal and pipeline management, improved team collaboration and forecasting, and measurable time savings—plus responsive service that keeps the platform aligned with the team’s needs.

Lee & Associates

Allen C. Buchanan

Principal