Case Study: NAI Capital achieves faster onboarding and improved field productivity with ClientLook

NAI Capital - Customer Case Study

Caleb Hodge is an associate in the Tenant Consulting Group at NAI Capital in West Los Angeles who joined commercial real estate as a newly licensed broker and needed a way to build a book of business, manage prospects, and stay productive while canvassing and meeting clients. His team wanted a CRM tailored to tenant-rep work that was easy to adopt, would consolidate contacts and property data, and eliminate time-consuming manual entry so they could spend more time prospecting and servicing clients.

They implemented ClientLook, leveraging an initial data import, onboarding webinars and one-on-one training, the mobile iPhone app, and the Virtual Assistant to turn property photos into contact records. The result was faster data capture, seamless mobile productivity, improved team communication, and measurable efficiency gains that helped Caleb grow his pipeline and hit the ground running in his new CRE role.

NAI Capital

Caleb Hodge

Associate