The Apto Team

The Apto Team

Created by and for commercial real estate brokers, Apto is the leading web-based software platform for managing customer relationships, properties, listings, deals and back-office. Apto serves thousands of commercial brokers and is the CRM of choice for 6 of the top 8 CRE brands. Apto's world-class CRM platform is optimized to meet the needs of CRE brokers, and can be further customized to brokerage workflows and business requirements. Apto is the only platform that allows brokers to manage the full lifecycle of a deal anywhere, from any device.

Recent Posts by The Apto Team:

What's changed for Coy Davidson's CRE business, and how he's delivering more to clients

Coy Davidson is a Houston-based broker who has been in the commercial real estate business for 27 years—and he still enjoys it! These days he focuses on healthcare, as well as tenant representation for businesses.

He’s well aware that how companies found space 20 years ago is archaic compared to what they do today. Clients expect more because there’s someone out there providing more--and brokers have to keep up. He notes: "As I've seen technology start to make its way into the CRE industry, really the people that are succeeding are the people that are bringing new efficiencies.”

Learn more and see how Coy gets a competitive advantage by watching the video below.

Topics: Interviews

Product review: How Apto Maps helps CRE brokers visualize their market

This product review by Franco Faraudo appeared in Propmodo. Read an excerpt below. 

Apto Maps helps commercial real estate brokers prospect and win deals by providing visual, interactive tools to analyze a market. It’s a new feature in the Apto suite of cloud-based CRM tools built on the Salesforce.com platform.

Topics: Company Updates CRE Tech

How’s your pipeline right now? Here are 3 things to do to keep it full.

The first quarter of 2018 is over. We hope you’re currently working deals, but it’s important to keep up any momentum you have when it comes to prospecting. Before you know it, Q2 will be over, and then summer will be over, and you’ll be scrambling to close those last deals of the year.

Make sure you’re working to keep your pipeline full--you’ll be glad you did whenever the season slows down. Let’s look at a few ways to stack your pipeline to keep it moving all year.

Topics: Best Practices Efficiency

What's most important to you when it comes to CRE tech?

When you’re evaluating a new CRE technology for your business, you probably have a few specific things you’re looking to accomplish. Maybe you want a better workflow for prospecting and following up, or perhaps you just want task prioritization and management.

Whatever it is, Apto can help. Get a personalized look at our tools by selecting what you’re looking for.

Topics: CRE Tech Efficiency

Check out this year’s DNA of #CRE Report

Have you seen the DNA of CRE survey yet? Buildout and theBrokerList teamed up for the third year in a row to examine the genetic makeup of the commercial real estate industry.

Take a look at how the #CRE world works for both brokers and marketers. Plus, the uncovered data provides a benchmark to see how you stack up against your peers across the country!

We’ve included the broker breakdown below, and you can check out the rest here.

Topics: Industry News

What does the democratization of CRM mean for CRE?

Before the days of more sophisticated technology, businesses had to manually stay up-to-date with their schedules, client information, and all other important data.

And many still do. Small businesses in particular are less less likely to have more advanced technology due to cost. Instead, they often still rely on spreadsheets or handwritten notes, which only increases the likelihood of making careless mistakes, like forgetting commitments or losing important information.

These days, thanks to new technology, staying organized is easier--and cheaper--than ever. While commercial real estate has traditionally lagged behind new technology, we’re starting to catch up. New customer relationship management (CRM) platforms designed specifically for CRE started to spring up a few years ago, and are continuing to mature and become more popular, easier to use, and less cost-prohibitive.

Let’s take a look at how the democratization of CRM plays out.

Topics: CRE Tech

Brokers, are you up to speed on these 3 business trends?

We’re still adjusting to the New(ish) Year and all the buzzwords and trends that come with it. Whether it’s different consumer patterns or expectations, commentary on workforce changes, or just new best practices, it’s worth brushing up on the latest trends. Here are three that you should take note of as you work to advance your business in 2018.

Topics: Best Practices

A visual to show you our latest visual tool―Apto Maps

If a picture is worth a thousand words, then a map is worth a thousand spreadsheets. 

That’s why we created Apto Maps. This new tool within Prospect & Nurture helps you prospect and win deals by giving you visual, interactive tools to analyze your market. You’ll be able to turn location-driven observations into action with smarter call lists and deeper insights.

Take a look, then request a demo to get a more detailed introduction.

Topics: Company Updates CRE Tech

Partners, integrations, and apps: 29+ ways technology can and should fit with your workflow

59c9921faca4f_jobs_report_career_business_people_computer_laptop_technology_CRE_tech-320x218.jpgYour workflow as a broker has about a million moving parts. From prospecting and building relationships to marketing and deal management, you have your work cut out for you.

It can be overwhelming to evaluate and optimize for each part of the process, and it’s wise to try and keep things as simple as possible. There are many products out there that can cover a lot of bases at once. And those core products often can and should integrate with easy-to-use apps and other tools to keep your workflow centralized.

That’s why we’re focused on simplicity in our product. We want to provide you with tools you love to use, and to that end, we want you to keep using the tools you already know and love.

Topics: Company Updates CRE Tech

[Tip sheet] 31 Quick and Dirty Prospecting Tips for Commercial Real Estate Brokers

Prospecting for new business is the lifeblood of a commercial real estate broker. To be successful, you need to build strong relationships and continually grow your network.

That’s why we pulled together a tip sheet to help you up your prospecting game at every stage of the process. These tips are short and sweet but are meant to inspire you to think of your workflow anew, from the technology you use to conversion metrics to relationship-building techniques and beyond.

Topics: Best Practices