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The Apto Team

Apto, the commercial real estate software company, is the #1 CRM and deal management platform for commercial real estate brokers, with more paid users than any other service. Apto was built by and for brokers to help them manage contacts, properties, listings and deals from anywhere, on any device. Apto customers include thousands of independent brokers around the world, as well as multinational brokerages CBRE, JLL, NKF, Cushman & Wakefield and others. Headquartered in Denver, Apto is one of the fastest-growing private companies in the U.S., as ranked by Inc. magazine three years in a row.

Recent Posts

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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[Assessment] How do your time management skills stack up?

By The Apto Team on Sep 20, 2018

For many commercial real estate brokers, it often feels like there is not enough time in the day to get everything done. You're meeting with clients, touring properties, managing the details of any given deal, and so on.

But when you manage your time efficiently, you're able to take more control of your deals—and your income.

Take this quick assessment and get your time management report card today, then get resources to help you improve.

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The latest and greatest data sources for CRE

By The Apto Team on Sep 11, 2018

52-CRE-Data-Sources-Cover-UpdatedIn terms of commercial real estate data sources, there are a few big names out there that most brokers use. They’re the largest—and the most expensive—but they’re not the only ones in the game. There are a number of smaller, niche companies that provide information on lease/sales transactions, ownership info, mortgage/financial data, property data, listings, and more.

All brokers need data, so it’s no surprise that the 52 Commercial Real Estate Data Sources ebook has been our most popular resource to date. And now we’ve updated it with the latest and greatest data sources for 2018 and beyond!

Here are some of the companies that have been added for the 2018 edition of our ebook.

Topics: CRE Tech
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New Apto National Broker Buzz Poll reveals: What commercial real estate brokers really think about WeWork, coworking trend

By The Apto Team on Sep 6, 2018

20180403-wework-houston-galleria-offices-4_320x180Commercial real estate brokers generally are not threatened by WeWork and the overall co-working trend, according to the latest Apto National Broker Buzz Poll, which was conducted the week of August 20.

The poll asked specifically: “How much of a threat is WeWork to the CRE brokerage business?” Here’s how brokers responded:

Topics: Industry News
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5 CRE marketing tactics to learn before the end of the year

By The Apto Team on Sep 4, 2018

rcm-marketing-320x189Marketing in commercial real estate has to be more than just sending out a few emails now and then and posting your listings on LoopNet. This strategy won’t set you apart from competitors, because your competitors are doing the same things—the monthly newsletter, the listings on LoopNet, the social media post now and then…the list goes on.

In an industry like CRE, you need to make sure you are where your clients are in order to increase your presence and opportunity to close deals.

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[Infographic] One simple strategy to improve your long-term odds

By The Apto Team on Aug 21, 2018

How’s your long game?

I’m not talking about golf. I’m talking about following up and nurturing relationships over time, especially ones with previous clients.

Keeping in touch with these people is a no-brainer, but you’d be shocked at how many brokers lose track of this over time. That’s why you need a system in place to keep you organized and put your information to work for you. You own the relationship itself, but it doesn’t hurt to get an automated reminder to call once a month or once a quarter.

Get a demo of Apto

Take a look at this infographic to see how this one simple tactic can set you up for success in your market.

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