ClientLook
38 Case Studies
A ClientLook Case Study
Doug Molyneaux, Managing Director of NAI Sawyer in Mississippi, runs a busy commercial real estate practice focused on investment sales and retail development. He needed a simple, industry-specific CRM that supported complex deal teams and client reporting—after struggling with ACT! and a costly, overcomplicated Salesforce implementation, he sought a solution that was easy to adopt and could centralize communications and project data.
ClientLook provided that solution: quick data conversion, a straightforward interface, Virtual Assistant and mobile app, and Mailchimp integration. By inviting team members and clients into projects and BCC’ing emails, Doug built searchable, chronological deal records and generated fast client reports. The result was improved collaboration and transparency across multi‑party deals, greater client accountability, significant time savings, and reliable, responsive support.
Doug Molyneaux
Managing Director