Case Study: NAI Capital saves time and closes more deals with ClientLook

NAI Capital - Customer Case Study

Brad Fox, a senior associate at NAI Capital specializing in Southern California industrial and land transactions, needed a CRM that fit his mobile, deal-focused workflow. His prior systems (ACT and Apto) were too complicated and required time-consuming data entry and searching for emails and updates, which made it hard to keep deals and client information organized while he was frequently out in the field.

ClientLook provided a simple, commercial-real-estate–focused interface with fast data import and a Virtual Assistant to handle data entry, plus an iPhone app, MailChimp and NAR integrations, custom fields, and automatic email linking. The result: immediate access to deal records and updates, significant time savings, better tracking of leads and transactions, more time to focus on clients and closing deals, and consistently responsive support from the ClientLook team.

NAI Capital

Brad Fox

Senior Associate