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:

3 ways retail can keep brick and mortar relevant

Do you remember shopping with your parents when you were a kid and enjoying an ice cream as payoff? Even though retail has changed dramatically in recent years, that combination of experiences in your memory is what is helping keep brick and mortar retail stores relevant today.

Despite the rise in online retail, there are still reasons why some customers prefer in-store experiences. Some want to physically touch the product, browse more options, or just the enjoy shopping experience itself.

It’s a competitive market, but there are ways traditional retail stores can keep customers coming through their doors.

Topics: Industry News

6 must-ask interview questions to assess emotional intelligence

Emotional intelligence is the hidden super power that separates top performers from the rest.

Emotionally intelligent people are far more likely to be successful, not because of luck, but because they’ve mastered the 11 psychological skills we cover in this ebook. People are far more likely to do business with those they like, even if a better deal exists elsewhere.

As a commercial real estate professional, your ability to detect emotional intelligence in others is just as important as your ability to operate with emotional intelligence yourself. You might feel like a one-man show at times, but the people with whom you surround yourself will either help or hurt your chances of success. So when interviewing job candidates, you need to sharpen your emotional intelligence detection skills.

Here are some revealing interview questions to keep in your back pocket:

Topics: Best Practices

18 apps that should integrate seamlessly with your CRM

When writing about broker productivity and management, we sometimes use the term “tech stack,” which refers to a set of tools that helps you do the core parts of your job. That includes a system for customer relationship management, prospecting, marketing, etc.

It can be overwhelming to evaluate and optimize for each process, and we do urge you to keep it 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.

Apto, for example, gives you access to thousands of business apps from the Salesforce AppExchange. Here are 18 of the most popular broken down by category.

Request a demo of Apto today 

Topics: CRE Tech

5 tools to keep you productive from virtually anywhere

These days, being tech savvy isn’t just convenient—it’s practically required. Cloud technology has revolutionized the way we do business, especially in commercial real estate. No longer are brokers expected to travel with paper files in the trunk of their car. Now they have access to all of their documents, contacts, and spreadsheet information on their phone.

The good news is that technology is becoming more and more intuitive and easy to adopt. Here are 5 tools that all CRE professionals need to always have on hand.

Topics: Best Practices CRE Tech Efficiency

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