Case Study: Tri-Oak Consulting Group achieves stronger owner prospecting and streamlined transaction management with ClientLook

Tri-Oak Consulting Group - Customer Case Study

Tri-Oak Consulting Group, founded by Greg Fitzgerald, is a net-lease commercial real estate brokerage specializing in Dollar General stores across nine states. After using a generic CRM, the firm needed a CRE-specific solution to relate owners to properties, support a disciplined prospecting program (the “8 touches”/33 annual touches), enable mobile access, and improve team collaboration and transaction management.

ClientLook gave Tri-Oak a commercial-real-estate–focused CRM that links owners, contacts, properties and deals, lets the team customize follow-up workflows, and provides a fast iPhone app plus MailChimp integration. The five-person team adopted the system daily, boosting prospecting and owner farming, saving time on marketing, keeping their database current, and changing the way they run their business.

Tri-Oak Consulting Group

Greg Fitzgerald

Founder