Customer relationship management software—commonly known as CRM—refers to technology that helps salespeople track, manage, and analyze interactions with prospective and current clients. For commercial real estate in particular, it helps brokers keep track of contacts, properties, comps, listings, and more.
Standard CRMs provide security and accessibility. Best-in-class CRMs go a step further than that and actually give you tools to take action on your data and make you more efficient. That's why Apto is more than just a contact database. Our software drives deal flow more efficiently and effectively for commercial real estate brokers.
When you log into Apto, the first thing you see on your homescreen is a list of the most important tasks you have for the day. Maybe that's checking in with a client you closed a deal with six months ago, or maybe it's time to send a marketing activity report to one of your current clients. Whatever is most pressing and time-sensitive is what you see first thing when you log in. If you want the list in email form, you can also have it sent to your inbox every morning.
Create strategic lists that allow you to prospect or market your deals with ease. These can be related to a variety of criteria, from contact types to property or comp information. Create a list of investors in a certain city, for example, or owners in a specific neighborhood. Filter by market, submarket, property type, expiring leases, loan maturity—whatever makes sense for your business. Create and save these lists so you can come in each day and start prospecting, or find buyers or tenants for a new listing quickly.
A deal pipeline and accompanying reports allow you to execute deals with ease, tracking what matters while you work. You work through deals in four stages: pursuits, listings/assignments, in contract, and closed. Any information you enter or change stays centralized, and every stage has its own place to store relevant information, from marketing activity reports to appraisals, inspections, due diligence, and more.
With this feature, you'll find all your relationship details in one place, helping you make connections quickly and win more business. Create groups in your CRM, such as past clients, retail tenants, industrial property owners, or whatever makes sense for your business. Then when it's time to prospect, you can choose a strategic segment to work through. You have an easy call list with the relevant information right there: including properties owned or leased, deal involvement, needs expressed, past engagement activities, prior conversations, and more. Once the call is done, quickly log it and record any follow-ups or notes. Then move on to the next.
If you represent tenants or landlords, you can use stacking plans to stay focused and organized. This feature provides a comprehensive visual of a building, making it easier to track tenants, manage your space, or understand the property's financial health. Track spaces and any additional information you'd like, including suite number, lease information, size, etc. The stacking plan automatically populates the details in a simple visual that helps you size up the building at a glance and focus your efforts. You can use our mobile app to make updates while you're onsite.
If you work on a team of brokers, these dashboards can provide helpful visuals that track the metrics that matter to all of you. Combine whatever reports you want into one centralized dashboard so you can always have visibility into team performance. Many brokers track closed commissions by brokers, team pipeline, prospecting activity, and more.
Yes, your data is securely consolidated and connected in one place. And then some. But we're not just a CRM—we've built sales tools so that your data is organized the way you think and applied the way you work.
Apto's venture capital backing means we get to invest heavily in product development. We devote serious resources to our product and make ongoing improvements based on broker input.
Our founder was a CRE broker for more than a decade, but that's not why we say we're by and for brokers. We are deeply engaged in continuous customer feedback and improvement for every new feature we release.
Apto is trusted by nearly 10K brokers. Our customers estimate that using Apto helps them save nearly six hours a week—an average of 295 hours per year. They also report a 610% annual ROI from their purchase.
Apto is great for client and lender tracking since you can filter contacts and companies to narrow down who you need to be speaking with. For example, if someone reaches out regarding a $10 million financing assignment in Arlington, VA, I pull up Apto. It tells me who is doing those deals in that area and what that would look like at a high level so I can provide informed feedback.Read more
Director / Phillips Realty Capital
I personally have Apto open 100% of the time. I get into the office and start my day by going through my pipeline in Apto and looking at my pending deals, active pursuits, etc. Next, I make calls, which are dictated by what’s on my Apto task list. For two hours every morning, it’s me, Apto, and a phone. As a team, we keep track of every deal and detail in Apto—due diligence, important deal milestones, etc.Read more
President & CEO / Elifin Realty
Apto allows me to track everything, including deal-specific details. There are eight reports that we compile into one dashboard, and it gives us a real-time look into expired leases and listings for example. It reminds us when to follow up with existing clients or prospects so we don’t miss out on opportunities for new business. Apto is a huge time saver; it’s how we start and end our days.Read more
SVP / Cushman & Wakefield | Thalhimer