Case Study: NAI Cascade achieves streamlined pipeline management and boosted productivity with ClientLook

NAI Cascade - Customer Case Study

Jenn Limoges is a broker with NAI Cascade in Central Oregon who specializes in medical, office, multifamily and investment properties. Working in a small market where brokers must wear many hats, she needed an easy-to-use CRM to manage a high-volume pipeline, track communications and tasks, and replace a cumbersome previous system (Apto) that hindered adoption.

Jenn implemented ClientLook in 2014 and says the onboarding was smooth with support handling data uploads. ClientLook’s email BCC, task reminders, notes and single-entry workflows made it simple to capture deal history and stay organized, improving pipeline visibility, day-to-day efficiency and client relationships while enabling her to use the CRM consistently.

NAI Cascade

Jenn Limoges

Broker