ClientLook
38 Case Studies
A ClientLook Case Study
Don Morrow, Senior Vice President in the Investment Sales Division at NAI Horizon in Phoenix, specializes in office and industrial investment sales and needed a better way to manage property and ownership data than scattered Excel sheets. He was looking for a flexible, easy-to-use CRM that would streamline contact follow-up, support mobile access, and let him customize fields and groups to match his business workflow.
He started using ClientLook in May 2018; the ClientLook team imported his data and linked contacts to properties so he could use the system right away. With customizable fields, follow-up reminders, email integration and an iPhone app, Don has become more organized and productive, maintains a more accurate database, and receives fast, helpful support from the ClientLook team.
Don Morrow
Senior Vice President