Case Study: Lee & Associates achieves streamlined contact management and boosted efficiency with ClientLook

Lee & Associates - Customer Case Study

Will Poole, an associate at Lee & Associates – LA North Calabasas, specializes in leasing and selling industrial and office properties across Southern California. As a relatively new broker building a pipeline and leveraging a unique network, his key challenge was organizing contacts, improving daily efficiency, and having mobile access to client information to grow his business.

By adopting ClientLook CRM, including its Virtual Assistant and iPhone app, Will centralized his contacts, streamlined workflows, and accessed client histories on the go—making the system the backbone of his operations. With hands-on support from the ClientLook team, he has boosted efficiency, better categorized prospects into a pipeline, and positioned himself for continued growth as he adopts more features.

Lee & Associates

Will Poole

Associate