I’m currently on a team of three here at the Marcus & Millichap LA office. Two of us have Apto licenses, but I am the primary user as I do business development for my team. I’ve been an Apto user for three years now. I used it in my last position at Savills before coming to Marcus. Before that, I used various other outdated CRM competitors, plus a combination of Excel and Outlook.
Today I have Apto open all day every day. It is a crucial part of my role and business development activities. I primarily use the software for cold calling and basic database maintenance of properties, companies, contacts, and ownership information. I also enjoy the reports, which help me keep track of different trends.
It’s hard for me to put an exact number on the amount of time Apto has helped me save, but it’s a lot. I’ve set up workflows to make shortcuts for various business processes and calculated the amount of time I’ve saved from not having to make a few extra clicks, and those alone have given me at least a couple days back in my life. I can therefore only imagine how many months Apto has saved me.
"I know a lot of agents still using Excel only and I don’t believe they are performing to their fullest potential. Apto is clearly a very powerful tool and it allows you to do a lot of things that an Excel spreadsheet just couldn’t."
The Apto Customer Care team has been great and is always available whenever I need help. Any time there is an element of the software I’m not familiar with, they are there to guide me.
For brokers who haven’t yet made the investment in Apto, I consider them to be handicapping themselves. I know a lot of agents still using Excel only and I don’t believe they are performing to their fullest potential. Apto is clearly a very powerful tool and it allows you to do a lot of things that an Excel spreadsheet just couldn’t. If I had a team of juniors working under me, I would absolutely make it a requirement for them to use Apto.
Apto has allowed me to be exponentially more efficient, and I can attribute my closed deals to increased efficiency. Apto is saving me time, and that equates to bottom line dollars.
See for yourself what all of the excitement is about.