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The Apto Team

Apto is the leading CRM and deal management software for commercial real estate brokers, with more paid users than any other provider. Apto was built by and for brokers to help them manage contacts, properties, listings, and deals—anywhere, from any device. Apto’s customers include thousands of independent brokers around the world, as well as multinational brokerages like CBRE, JLL, NKF, and Cushman & Wakefield. Headquartered in Denver, Apto is one of the fastest-growing private companies in the U.S., as ranked by Inc. magazine.

Recent Posts

[Infographic] The CRE Digital Marketing Checklist

By The Apto Team on Dec 18, 2018

Thinking about revamping your digital marketing strategy for 2019? Look no further.

Digital marketing isn't just the territory of millennials or technology companies. The term simply refers to any efforts to promote yourself or your brokerage on the internet, and it should an important part of your business strategy.

Here's a quick-hit strategic checklist to make sure you're doing it right.

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Why now is the time to invest in CRE technology for 2019

By The Apto Team on Dec 11, 2018

59bec6362d43b_TechnologyHow did your 2018 resolutions shape up? Did you mean to adopt a new CRM this year, revisit your marketing tactics, or rethink your prospecting workflow? Whatever your goals, there’s CRE technology that can help you reach them.

And if you haven’t gotten around to those resolutions yet, it’s not too late! Now is the perfect time to invest in a new CRM and new tools to improve your workflow. Use the momentum and energy of the New Year to set your future self up for success. Not only will you be able to hit ground running in 2019, but you even get tax benefits by making the purchase in 2018. Most businesses can claim a deduction for the entire cost of technology and other equipment during the same year they make their purchases.

Let’s take a look at a few of the ways CRE tech can help you fulfill your resolutions in the New Year.

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The best of commercial real estate data sources: demographics + broker databases

By The Apto Team on Dec 4, 2018

There are a vast number of companies that provide commercial real estate data, and it can be difficult to sort through them or know which ones are the best. We’ve gathered 52 top notch companies that provide commercial real estate data and categorized them into the following categories: Lease/Sales Transactions, Ownership Info, Mortgage/Financial Data, Property Data, Listings/Availabilities, Short-term/Coworking Space, Demographics, Geolocation, and Broker Databases.

Here is a preview of some of the companies you'll find in our ebook, 52 Commercial Real Estate Data Source Services.

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Brokers are buzzing about cannabis real estate deals as 3 more states vote to legalize marijuana

By The Apto Team on Nov 20, 2018

marijuana-vote-825604-edited-1

With voters having just approved the legalization of marijuana in three more states, Apto this week released the results of its latest Apto National Broker Buzz Poll, which was conducted earlier this month.

Incidentally, we named our periodic surveys “Apto Broker Buzz Polls” before cannabis real estate deals were in the news. We don’t mean to suggest that brokers are always buzzed! LOL.

On election day in the U.S., which was November 6, voters in Michigan legalized marijuana for recreational use, and voters in Missouri and Utah legalized the use of medical marijuana. Now, 33 states and the District of Columbia have enabled the sale of some form of legal marijuana.

The latest Apto poll surveyed commercial real estate brokers in the states that allowed for the sale of some form of legal marijuana prior to the recent election. Those states included: Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Hawaii, Illinois, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, Vermont, Washington (State) and West Virginia.

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[Product videos] Take a look at Apto’s latest and greatest

By The Apto Team on Nov 13, 2018

Did you miss our recent webinar? We did a quick runthrough of Apto’s latest and greatest features to show you how Apto is driving deal flow more efficiently and effectively for nearly 10,000 commercial real estate brokers.

In case you missed it, we wanted to go ahead and share the recording so you can watch at your leisure. (And if you’re short on time, we also shared a few shorter videos showcasing our favorite features.)

When you're ready for a more personalized look, go ahead and request a demo of Apto.

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8 marketing tools all brokers need to try

By The Apto Team on Nov 6, 2018

rcm-marketing-320x189You may have gotten to a point where you feel comfortable and confident in your processes as a broker. If you’ve been in the industry for a good few years, maybe by now you feel organized, experienced, and knowledgeable.

But beware of a comfort that leads to complacency. To stay ahead of your competition, you need to make sure you’re up-to-date with the latest tools and technology that can help you be more efficient.

Start working smarter and try out some of these CRE marketing tools to see if they’ll work well for you.

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5 ways to keep even the most difficult clients happy (and stay sane in the meantime)

By The Apto Team on Nov 1, 2018

broker-shaking-hands-224097-edited-1You spend a lot of time building your network in commercial real estate. You’re busy prospecting for new business, establishing rapport with clients, asking for referrals, going to conferences, and so on. 

And if we’re being honest, you’re not going to get along with all those people. There will be plenty of folks along the the way who will be challenging to work with for one reason or another. We’ve known some brokers who are established enough to choose who they work with, but for many brokers, you just have to push through the more difficult personalities.

And when it’s with a client, it can be especially important to make sure they stay happy.

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Webinar: Take a look at maps, deal boards, call lists, integrated news, and more

By The Apto Team on Oct 30, 2018

APTO_Deals Mock-up-2-webJoin us for a live webinar on Wednesday, Nov. 7 at 1 p.m. CT to see how Apto is driving deal flow more efficiently and effectively for nearly 10,000 commercial real estate brokers.

We’ll show you our latest and greatest features, including: mapping functionality, an interactive deals board, intelligent call lists, integrated CRE news, and enhanced tenant rep functionality.

Register now


Here’s a little bit more of a preview about what you’ll see.

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How to tell if you need to upgrade your CRM

By The Apto Team on Oct 23, 2018

agile-post-its-320x213Excel spreadsheets. A precise email folder structure in your Outlook. Color-coded post-it notes. Salesforce. A CRE-dedicated technology that stores your data.

Whether you think of it as a CRM or not, every commercial real estate broker has a way to track and manage their prospect and client relationships. That’s what CRM is after all―customer relationship management. It refers to technology that helps you track, manage, and analyze interactions with contacts, whether they're prospective or current clients. It is generally a catchall term for the technology that enables these processes, but you could consider the more basic systems above as CRM (if you’re feeling generous).

5 warning signs that you might need a new system

If you’re comfortable with your income, you feel like you have plenty of time to get your work done, and have never missed a deadline or let a key detail slip, then you probably don’t need to upgrade whatever system you have in place.

But if not, it’s worth exploring if you need a new CRM.

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A formula to increase opportunities for new business

By The Apto Team on Oct 11, 2018

If you want more opportunities to win new business, you don't have to prospect more aggressively. You just have to prospect smarter.

It starts by ensuring you contact the right people at the right time. To do that, you need to have your information organized the right way. Then you have to have the right information on hand to make a quick connection.

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