San Antonio Commercial Advisors
San Antonio Commercial Advisors is a full-service commercial real estate firm in San Antonio, TX and a member of the Cushman & Wakefield Alliance. It has provided unsurpassed client-oriented commercial brokerage services since 1989, and is one of the most recognized and respected commercial real estate firms in the San Antonio area.
We had an opportunity to speak with Brent Smith, Managing Director of San Antonio Commercial Advisors and longtime Apto customer, on how Apto’s technology has helped his business.
“There are a lot of people in the CRE industry still using Outlook for contact management or Excel as a flat database, but that creates information silos. For us, having everyone on the team use the same system gets rid of those silos and increases collaboration. We don’t have to worry about entering duplicate data or searching for information in multiple systems. Technology should be an enabler not a limiter—having everything in one place is incredibly important to our team and ultimately increases our effectiveness.
We’ve been using Apto for four or five years now and find it to be the best CRM and deal management solution in the industry. The combination of a CRE-focused solution and the reliability of a cloud-based system is what initially attracted us to Apto’s platform and why we continue to use it today. Apto felt natural to us. It wasn’t a solution in a different vertical trying to add on a new revenue stream. It’s a solution tailored to commercial real estate, and it solves common problems in the industry. We prefer a cloud-based solution for the security and convenience. We don’t have to update 15 desktops when an upgrade comes out or maintain servers.
In commercial real estate, the individual broker’s needs are different from management’s needs. Brokers want efficient contact management, while managers are often focused on the reporting capabilities and back-office operations. With the right technology, it’s not either or—you get both.
The reason we continue to use Apto is because it gives everyone on our team the context and content they need for every interaction with a prospect or client. It enhances our professionalism and ability to service the client. And being more efficient with an increased speed of delivery means our team can spend their time generating business, not operating the business. It also opens us up to new markets because we’re equipped to handle additional business. Apto is truly a best-of-breed solution, and that’s why our team has used it and trusted it for so long.”