Case Study: Sperry Van Ness International Corp. achieves streamlined deal tracking and time savings with ClientLook

Sperry Van Ness International Corp. - Customer Case Study

Justin Langlois is the managing director and co-founder of SVN | Graham, Langlois & Legendre, a commercial real estate firm launched in 2014 that handles multifamily, office, retail, self-storage, land and industrial transactions. With a 20-person advisory team and data scattered across Gmail and spreadsheets, the office needed a simple, mobile-friendly system to centralize contacts, properties and deal tracking and to streamline onboarding for new brokers.

They adopted ClientLook CRM, easily importing legacy data and using its training resources and responsive support to get the team up to speed. Features like the Virtual Assistant, client reporting links, iPhone app, Buildout integration and deal sheets gave real-time visibility into deal status and commissions, saving time, improving organization and correlating with higher producer revenue and smoother broker onboarding.

Sperry Van Ness International Corp.

Justin Langlois

Managing Director