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Apto

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Apto

Overview

Synopsis

Created by commercial real estate brokers, Apto streamlines the entire deal lifecycle. Apto serves nearly 10,000 commercial real estate brokers and is the CRM of choice for 6 of the top 8 CRE brands.

Category

Real Estate CRM

Features

• The Appexchange provides users with the ability to utilize the best of integrable tech, which gives an advantage over the competition
• Reflect the relevant company numbers by selecting the Company Performance Dashboard
• Email integration syncs email, calendar, contacts, and tasks seamlessly into the CRM
• Speed cold calling with click-to-dial functionality and easy call logging and follow up

License

Proprietary

Price

• $129 / month per user

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 Enterprise (>1001 employees)

Company

Apto

What is best?

• Reflect the relevant company numbers by selecting the Company Performance Dashboard
• Email integration syncs email, calendar, contacts, and tasks seamlessly into the CRM
• Speed cold calling with click-to-dial functionality and easy call logging and follow up

What are the benefits?

• Find likely buyers immediately
• Automate frequent activities
• Track level of interest for every deal
• Search your entire property inventory

PAT Rating™

Editor Rating

Aggregated User Rating

Rate Here

Ease of use

7.6

5.3

Features & Functionality

7.7

9.0

Advanced Features

7.5

9.0

Integration

7.6

8.4

Performance

7.7

8.7

Customer Support

7.5

8.6

Implementation

8.9

Renew & Recommend

9.1

Bottom Line

Apto is the only web-based CRE software for managing contacts, properties, listings, and deals—anywhere, from any device.

7.6

Editor Rating

8.4

Aggregated User Rating

2 ratings

You have rated this

Created by commercial real estate brokers, Apto streamlines the entire deal lifecycle. Apto serves nearly 10,000 commercial real estate brokers and is the CRM of choice for 6 of the top 8 CRE brands.

Apto is the only commercial brokerage software that lets you manage the entire lifecycle of your deals on a single platform, from prospect to pitch to close. It is built on the Salesforce.com platform, which means it's more powerful, stable and secure than any other CRM. Apto will become the hub of an industry ecosystem that’ll change the way commercial property is purchased, sold, leased and managed.

Win more business by connecting with the right people at the right time. With strategic call lists based on set criteria, account insights, and personal context, contact highest value leads and build meaningful connections quickly.

Be prepared for each call with a portfolio list, map, engagement history, and open tasks on one screen. Always be on top of renewals and know when to list a space with built-in stacking plans. Track, manage, and execute deals from start to finish with a simple interface and intuitive workflow that drives everything forward.

Stay hyper-organized by keeping all important documents attached to a deal and keep momentum with a task playbook and sales funnel.

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