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:

6 ways to generate more referrals

Referrals are an amazing way to pick up new business, but you don’t have to sit around waiting for them to happen! Asking for referrals should be an automatic part of your process, just like following up with contacts or prospecting for new leads.

Consider this: People referred to you by your loyal clients are 37% more likely to stick around, according to Deloitte. But without those referrals, you’re missing out on valuable opportunities, since word of mouth can influence 20-50% of all purchasing decisions.

It’s clear that referrals are a valuable source of new business. Here’s how you can get even more of them:

Topics: Best Practices

The 4 craziest prospecting stories you told us

There are plenty of blog posts out there with tips to cold call, network, persuade, etc. In other words, there are plenty of prospecting tactics, but sometimes it’s helpful to remember that at the end of the day, it’s just two people making a connection in occasionally random ways.

We recently solicited your most surprising prospecting stories, and are pleased to share four experiences. 

Here are the craziest, funniest, most random broker prospecting stories we could find, filled with crazy characters, mysterious LLCs, celebrities, and an introduction in Antarctica.

Topics: Interviews

[Free ebook] The Broker's Guide to More Efficient Prospecting

If we were telling you about a beginner’s guide to prospecting in commercial real estate, we would talk about networking and canvassing. There would be advice about how to talk to people everywhere, all the time. You’d find tips for cold calling and email outreach, and guidance on scheduling and tracking your efforts.

But this ebook isn’t a beginner’s guide. This is for brokers who are past the struggles of the early years, where organization is still a work in progress. This is for brokers who are ready to build a scalable process that ensures their pipeline stays full and the paychecks keep coming. We assume that you have centralized technology and a CRM, not just a collection of Excel spreadsheets. (If not, start with A Practical Guide to CRM for Commercial Real Estate).

And we’re going to be honest—to become an expert, you need to put in the work. There are ways to be more efficient, but there are no true shortcuts. To make more money, you need to invest in technology and take the time to implement better processes. But it’s worth it.

Topics: Best Practices Efficiency

4 brands getting experiential retail right

It’s no secret that brick and mortar retailers are switching things up in an attempt to stay relevant. Companies of all shapes and sizes are feeling the heat from Amazon and the general shift in consumer preferences.

To be more specific, consumers are becoming are less and less interested in things. They want experiences, even in their shopping routines. Hence the idea of “experiential retail,” an attempt to create a well-rounded or interesting experience for shoppers outside of just the purchase of goods. If done right, these experiences keep people in the store longer and are also highly shareable on social media.

Here are four retailers who are doing it right:

Topics: Industry News

3 products to help you prospect, get paid, and be productive anywhere

Hopefully you read this blog because you trust us to provide important industry news, best practices, and other tips and trends. But we’d remiss if we didn’t occasionally tell you what’s new at Apto. And there’s been a lot this year! We’ve been hard at work in our effort to bring you more features and products that will make your life as a commercial real estate broker much easier.

Topics: CRE Tech

Brokers: Are you implementing these 5 content marketing best practices?

As a commercial real estate broker, you know how challenging it can be to market both yourself and your properties. There are more channels to communicate than ever before, yet it’s often harder to connect with the people most likely to do business with you.

Marketing has evolved over the years, and now the idea of “content marketing” is central to any strategy. Content marketing means “creating, publishing, and distributing content for your target audience -- usually online -- the goal of which is to attract new customers.” Essentially, information created by you is distributed to your target audience to provide value to them. It works by boosting your website in search engines and creating a brand of verifiable expertise.

Topics: Best Practices Efficiency

Greatest hits: Take your CRE marketing game to the next level

The way we market commercial real estate properties, brokerages and our personal brands is changing. Gone are the days of sending out a few flyers and waiting for the phone to ring.

There are many new strategies and factors to take into account as you consider your marketing plan. Catch up with this list of our most popular CRE marketing resources.

Topics: Best Practices

Expert perspective: 5 articles from Apto founder and CEO Tanner McGraw

Our founder and CEO worked in commercial real estate brokerage for a decade before starting Apto. With background in brokerage and tech, he has a unique perspective to offer on the industry and where it’s headed.

Here are five of his most popular articles.

Topics: Best Practices CRE Tech

6 times you knew you needed a better CRM but ignored the signs

When it comes to the systems we use regularly, we may see the signs that we need to upgrade or change our ways, but we often ignore them. Because let’s face it, it’s easier to keep doing what we’re doing.

This is especially true for CRM systems and the processes you use to run your brokerage.

Topics: CRE Tech Efficiency

Be a better broker—in two minutes

Want to improve your prospect-to-client conversion rates? Build momentum and rapport at your first meeting with a new client? Learn the details of a property inside and out?

We've got you covered. The Best Practice Video Library provides proven strategies for running a successful commercial real estate brokerage—and shows you how Apto can help. 

Topics: Best Practices