ClientLook
38 Case Studies
A ClientLook Case Study
Ben Boeshaar, an Associate Broker at Sperry Commercial in McHenry, IL, specializes in retail, multi-family and vacant land across Illinois and Wisconsin. Needing more than Outlook to manage contacts, properties, deals, tasks and timely follow-ups — plus the ability to capture notes while in the field — he sought a commercial real estate–focused CRM that fit his workflow.
He switched to ClientLook about 18 months ago and was up and running in roughly two hours with help from ClientLook’s support and Virtual Assistant team. The platform’s deal/property/contact linking, task reminders, iPhone app for on-the-go dictation, and VA data-entry support improved his organization, follow-up cadence and time management, while client access to records increased transparency — delivering a clear productivity boost and a consistently positive support experience.
Ben Boeshaar
Associate Broker