Case Study: Norton Commercial achieves better organization and business growth with ClientLook

Norton Commercial - Customer Case Study

Gerald Lambert, a senior broker in Norton Commercial’s Asset Management and Brokerage Services division, needed a simple, reliable CRM tailored to commercial real estate. Busy and highly structured, he’d tried Salesforce (Power Broker), Contactually and Apto but found them either too complex or lacking support; he needed an easy-to-use system to keep tasks, follow-ups and direct-mail outreach organized without a large team.

He switched to ClientLook, using its Virtual Assistant for fast data conversion and entry, the iPhone app for access on the go, and built-in task scheduling, reminders, client reporting and an interactive “war room.” With hands-on support and training, Gerald was up and running quickly, saved time on administrative work, improved follow-up tracking and client communication, and feels well positioned to grow his business.

Norton Commercial

Gerald Lambert

Senior Member