Case Study: Lee & Associates streamlines operations and wins more listings with ClientLook CRM

Lee & Associates - Customer Case Study

David Bolt, Senior Vice President and Principal at Lee & Associates in Newport Beach, specializes in leasing and selling industrial and office properties around South Orange County. He struggled with older, cumbersome CRMs that made data management, consistent follow-up, and pipeline visibility difficult—especially given a busy schedule of meetings, property tours and prospecting—and was looking for a web-based solution built for commercial real estate.

ClientLook provided a simple, web-based CRM tailored to commercial real estate, handled the data import, and offers features that saved time (a Virtual Assistant for data entry, BCC email archiving, and MailChimp integration) and improved organization. The result was better follow-up consistency, clearer pipeline and activity management, stronger marketing tracking, and even a competitive edge in winning listings through client collaboration tools—leading Bolt to recommend ClientLook for its ease of use and responsive support.

Lee & Associates

David Bolt

Senior Vice President and Principal