Case Study: SVN Miller Commercial Real Estate achieves streamlined deal management and consistent prospecting with ClientLook

SVN Miller Commercial Real Estate - Customer Case Study

Bob Greenlee is the founder of an investment real estate firm and managing director of SVN’s Easton, MD office, combining brokerage, valuation and economic consulting. His challenge was acute time pressure—100% billable work left no time for marketing or prospecting, and his records were a mix of spiral notebooks and Outlook, making it difficult to coordinate appraisal, brokerage and asset-management assignments across people, properties and deals.

He implemented ClientLook for its tight integration with BuildOut and MailChimp, plus a responsive support and Virtual Assistant team, and migrated his Outlook data into a linked people‑property‑deal database. The platform turned his sales confirmation process into a prospecting engine, centralized tasks and timelines, sped up data uploads, and captured more of his business in one organized system while freeing him to keep billing at full capacity.

SVN Miller Commercial Real Estate

Robert Greenlee

Managing Director and Senior Advisor