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Apto Reviews & Product Details - Page 2

Apto Overview

What is Apto?

Apto is the leading CRM and deal management software for commercial real estate brokers. Whether you’re an individual broker or part of a team, Apto is your one-stop shop for all the tools you need to manage your contacts, unlock more leads, close more deals, and grow your business. Features: - Built-in Property Data - Contact Management - Prospecting Tools - Deal Management - Reports & Dashboards With all of your data organized the way you think and applied the way you work, it’s clear why Apto is the commercial real estate software of choice for nearly 10,000 brokers worldwide. Apto was founded in 2012 and our headquarters are located in Denver, CO.

Apto Details
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Product Description

Apto is a Full-Blown Commercial Real Estate Brokerage App for tracking contacts, properties, and your real estate transactions

How do you position yourself against your competitors?

What sets us apart is our deep commitment to the broker community. We still live by our foundational principle, “created by and for brokers.” Spending time with brokers, whether customers or not, is built into the processes and workflows of each department. We have varied and thorough channels to make sure we’re getting broker feedback in real time.

We’re well beyond our humble CRM beginnings, but we’re still completely focused on our original mission: building tools brokers love.


Seller Details
Seller
Apto
Year Founded
2012
HQ Location
Denver, Colorado
Twitter
@Aptotude
4,066 Twitter followers
LinkedIn® Page
www.linkedin.com
5 employees on LinkedIn®

Natalie P.
NP
Overview Provided by:

Recent Apto Reviews

CB
casey b.Small-Business (50 or fewer emp.)
0.5 out of 5
"If you are considering Apto as your new CRM; Don't Do It"
Apto is our CRM and has been for the past 5+ years. It functions as a basic database CRM and we have 10,000+ contacts and 6,000+ properties in the...
Becky J.
BJ
Becky J.Small-Business (50 or fewer emp.)
4.5 out of 5
"Like the fact that everything is interconnected and easy to switch between."
It's fast and easy to input information into the database and it's also customizable. I like the ability to be able to see all the important infor...
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
2.0 out of 5
"Review of Apto"
It does allow to store and retrieve a tremendous amount of data.
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Apto Media

Apto Demo - Apto Prospecting Console
Reduce time spent clicking and scrolling with everything you need to make connections quickly—like strategic call lists and contact info—organized for you in one place.
Apto Demo - Apto Property Sites
Instantly create a unique property site and send the URL to your top prospects so you can get more qualified leads for your listings in less time.
Apto Demo - Apto Dashboards & Reports
Get visibility into your pipeline and client interactions so you have the necessary tools to manage your business and plan for the future.
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37 Apto Reviews

3.3 out of 5
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37 Apto Reviews
3.3 out of 5
37 Apto Reviews
3.3 out of 5

Overall Review Sentiment for AptoQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Verified User in Commercial Real Estate
AC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Apto?

Integrations with Salesforce and streamlined setup. Review collected by and hosted on G2.com.

What do you dislike about Apto?

Not enough flexibility in terms of naming objects/fields. Review collected by and hosted on G2.com.

Recommendations to others considering Apto:

Use it. Review collected by and hosted on G2.com.

What problems is Apto solving and how is that benefiting you?

Getting our Database in order and tracking our deal pipeline. Review collected by and hosted on G2.com.

Verified User in Commercial Real Estate
UC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Apto?

The reminders you can set for yourself are very helpful. Seeing how your volume of calls compares to those at your company helps motivation. The flow of the program is easy to follow. Review collected by and hosted on G2.com.

What do you dislike about Apto?

Very small dislike for how strict you have to be for search criteria when creating a report. There is a learning curve but once learned, easy to implement. Review collected by and hosted on G2.com.

What problems is Apto solving and how is that benefiting you?

Reminding myself to follow up with clients. Communication with management. Communication with marketing. Review collected by and hosted on G2.com.

Verified User in Commercial Real Estate
AC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Apto?

The commercial real estate components are thought out (yes some words they choose for describing fields show they don't have as much commercial real estate experience), but for the most part - many items were thought of that are useful to us. Review collected by and hosted on G2.com.

What do you dislike about Apto?

The whole leasing component... stacking plans seemed awesome in theory but the spaces get tied to wrong leases when you progress deals and it's just a mess if you have a big retail center for lease. Also, dislike that they won't continue on with Apto Commissions (leaving us to figure out invoicing and payment details ourselves.) Wish this was 1. still available 2. not an extra cost. Review collected by and hosted on G2.com.

Recommendations to others considering Apto:

Have someone at your company who can configure your Salesforce - Apto Org. well. Review collected by and hosted on G2.com.

What problems is Apto solving and how is that benefiting you?

Reporting of deals. Only some people at the company are tech savy enough to progress deals, which shows the interface isn't intuitive to everyone. Review collected by and hosted on G2.com.

Verified User in Real Estate
UR
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
What do you like best about Apto?

You can make it as detailed or simple as you want. It's really up to you. Review collected by and hosted on G2.com.

What do you dislike about Apto?

Customer service is terrible. They used to have a call line you could call w/ questions. Now they have a ticketing system where it's impossible to get someone on the line. They email you 24 hrs later, you respond, wait another 24 hours, you respond, wait another 24 hours. What should be a 10 minute call takes a week to resolve. It's insane. Review collected by and hosted on G2.com.

Recommendations to others considering Apto:

Purchase if you have the time to build it out. Review collected by and hosted on G2.com.

What problems is Apto solving and how is that benefiting you?

Client relationship manager. Review collected by and hosted on G2.com.

Brett T.
BT
Sales Representative | The Retail Investment Group
Commercial Real Estate
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Apto?

I really like how Apto tracks my prospects and the ease to record activity. Apto also prompts you for follow up dates which I have found useful so contact do not slip between the cracks. Review collected by and hosted on G2.com.

What do you dislike about Apto?

Entering contacts/properties is very time intensive. For a single property, you first have to set up a company record, then a contact record before you link to a property record. While it is an intensive process, if you do it properly it creates a bullet proof, comprehensive database. Review collected by and hosted on G2.com.

Recommendations to others considering Apto:

If you are willing to invest your time and effort into building a database, I honestly think Apto is a great way to go. Apto leverages the power of the salesforce platform with a great CRE skin. Review collected by and hosted on G2.com.

What problems is Apto solving and how is that benefiting you?

As a fairly new broker who is focused primarily on outbound activity, Apto has become vital to tracking opportunities and holding me accountable to my necessary outbound prospecting. I recommend it to everyone in my office. That being said not everyone has liked it. Review collected by and hosted on G2.com.

Stephen S.
SS
Senior Associate / Team Operations
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Apto?

My favorite part of Apto is the ability to set reminders easily and that it is able to easily track calls and notes on calls. Review collected by and hosted on G2.com.

What do you dislike about Apto?

The one thing that I dislike about Apto is the time consuming efforts to enter each piece of info on a prospect, but it should pay off in the long run. I would prefer is you could download a file into apto and have it auto create contacts and companies. Review collected by and hosted on G2.com.

Recommendations to others considering Apto:

Apto can be overwhelming at times with the amount of time it takes to enter data into the system, but once you get the hang of it, its very helpful Review collected by and hosted on G2.com.

What problems is Apto solving and how is that benefiting you?

I am a real estate broker that uses the application when cold calling. I have been able to take notes whilst calling and it automatically saves the data. It has helped me when i forget info about a prospect or whether i have left them a voicemail recently/what our recent conversation was about. Review collected by and hosted on G2.com.

Chris W.
CW
Vice President of Sales
Commercial Real Estate
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Apto?

I like the ability to track deal flow and print out reports and the ability for the team to make changes, and that is about it. Review collected by and hosted on G2.com.

What do you dislike about Apto?

They truly do get you to sign up and promise the world and then once that contract is signed, all promises go out the window. I dont think anyone in the organization has any real estate experience. We wanted something basic that would notify us when a critical date for a contract came up. Though they have the timelines, they said no one ever uses those. Really?

The customer service is the worst, you talk with one person and they point the finger somewhere else. Review collected by and hosted on G2.com.

What problems is Apto solving and how is that benefiting you?

The problem is data conversion - we paid extra to have my REA database converted over and there was no consistency on what was transferred. I needed to go through each contact to ensure the data was correct. There are so many bugs with this program. Review collected by and hosted on G2.com.

Greg L.
GL
2020 - 2021 President of the Florida CCIM Chapter's East Coast District
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
(Original )Information
What do you like best about Apto?

Nothing. Their sales people will tell you that Apto will do anything you want it to; don't believe them. I think they are on a tear to grab as much market share as they can to make themselves a buy-out/take-over candidate or to sell out to a more "real" competitor. Review collected by and hosted on G2.com.

What do you dislike about Apto?

After repeated affirmations from their sales and tech support staff that the program would do what I wanted - which was to link contacts to properties to related lending sources (debt and equity) - it did none of those things. They wasted eight months of implementation time, and ever after never having used the program, I had to fight with them to obtain a full refund. I was also never made aware at all about the OEM and Embedded Licensing restrictions that these 'app skin' providers face as part of using SalesForce as their data engine. This severely limits the customization and flexibility required in designing a truly dynamic, interactive, and robust database. Review collected by and hosted on G2.com.

Recommendations to others considering Apto:

All of the CRE CRM programs offer widely different features, and appeal to users of diverse technological and CRE skill sets. I would strongly recommend that in addition to honestly assessing your tech savvy, and how much of an IT/administration role you want to play in the implementation and data management process, to identify the top five most important things you want your database to accomplish for you. Some users will want an multi-layered, inter-relational database with all data fields connected and referenced - while others may want customizable reporting, pipeline tracking, deal progression, and something that facilitates more back-office operations. I also suggest obtaining a customized demo or tutorial showing EXACTLY how that program will meet your most important needs. Many offer free trial periods, or will allow you to access a 'dummy' database so you can directly test the features that are most important. Review collected by and hosted on G2.com.

What problems is Apto solving and how is that benefiting you?

The only thing Apto provided me was an 8-month delay in my data implementation. There was no benefit - only agita and frustration. Review collected by and hosted on G2.com.

Verified User in Real Estate
UR
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Apto?

I've never been a huge fan of any CRM, but for the time that I used this with my group, it did seem to cover all of the essentials and basics that you would want a CRM to cover. Review collected by and hosted on G2.com.

What do you dislike about Apto?

Again - most of my dislike is not geared towards Apto, but more appropriately headed towards my dislike for all CRM's. Never found one that I like. If there was one thing that I didn't like - I don't think my CRM synced directly to my email. This could have been more of a user error though - now that I'm thinking about it. Review collected by and hosted on G2.com.

Recommendations to others considering Apto:

One recommendation that I can make is making it more syncable to emails. Again - not sure if it was a user based error - which it most likely was. Review collected by and hosted on G2.com.

What problems is Apto solving and how is that benefiting you?

Apto is good for a CRM and tracking deals and clients. Review collected by and hosted on G2.com.

Verified User in Real Estate
AR
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Apto?

Apto tailors our CRM to our specific business niche. Review collected by and hosted on G2.com.

What do you dislike about Apto?

May need 3rd party apps instead of native apps for certain functions. Review collected by and hosted on G2.com.

Recommendations to others considering Apto:

It's an investment in making your business better! Review collected by and hosted on G2.com.

What problems is Apto solving and how is that benefiting you?

All-in-one CRM. Review collected by and hosted on G2.com.