Case Study: SVN Rich Investment Real Estate Partners achieves streamlined deal management and faster onboarding with ClientLook

SVN Rich Investment Real Estate Partners - Customer Case Study

James Bean is a veteran commercial real estate broker (SVN | Rich Investment Real Estate Partners) who returned to California after 15 years and manages a large portfolio—over 5,000 properties and 3,500 contacts—while running a one-person practice focused on investment sales. He had been frustrated by overly complex CRMs that demanded too much data entry and didn’t fit his workflow, and needed a simple, reliable system that would organize properties and contacts, support marketing, and integrate with his existing tools.

ClientLook handled a seamless import of his data and provided an intuitive platform with Google sync, an iPhone app, a Virtual Assistant, easy file/email linking, and contact groups for streamlined marketing, plus responsive training and support. James was up and running in under a week, cut down on manual data entry, improved deal and property tracking, and regained time to focus on brokerage and business development.

SVN Rich Investment Real Estate Partners

James Bean

Vice President