Case Study: SVN | The Martin Group achieves team-wide cloud CRM adoption and streamlined deal tracking with ClientLook

SVN | The Martin Group - Customer Case Study

SVN | The Martin Group, led by Steve Martin, is a three‑generation commercial real estate firm specializing in multifamily, retail and investment properties across Indiana and Kentucky, with 41 years’ experience and $500M+ in transactions. After using multiple CRMs, the firm needed a simple, fully cloud‑based solution that supported easy data migration, full-office adoption, mobile updates, calendar sync and integrations to centralize contact, property and deal histories and streamline client reporting.

The firm implemented ClientLook across the entire office. ClientLook’s easy conversion, Virtual Assistant, iPhone app and Google calendar sync — plus integrations with Analyst Pro and Buildout — let the team capture notes and tasks on the go, maintain complete property and contact histories, and generate client reports quickly. The result was full adoption, improved workflow and productivity, faster client updates, and high satisfaction with ClientLook’s ongoing support.

SVN | The Martin Group

Steve Martin

Executive Director