Case Study: ReMax Commercial Brokers achieves streamlined deal management and boosted productivity with ClientLook

ReMax Commercial Brokers - Customer Case Study

Jon Smith is a licensed realtor with ReMax Commercial in Metairie, Louisiana, specializing in multi-family and retail investment deals. Before ClientLook he split contacts and notes across HubSpot, Excel, and Outlook, used a whiteboard to track his pipeline, and spent excessive time on manual data entry—making his workflow inefficient and hard to scale.

ClientLook provided a commercial-real-estate–specific CRM that fit his daily workflow: his Excel database was imported the same day, the Virtual Assistant handles business card and contact entry, and deals are tracked in custom groups with client access and mobile support. The result was an immediate productivity boost—less admin time, seamless end-to-end deal tracking, better pipeline visibility, useful integrations (Google, MailChimp, RPR), and high-touch support that helped him get the most from the system.

ReMax Commercial Brokers

Jon Smith

Licensed Realtor