Your marketing efforts are another chance to stand out from your competition, but you don't want to sink countless hours into formatting brochures or exporting emails from one system just to upload them into another. Apto enables you to create beautiful marketing materials—and send them to the right people—with ease, from the system you're already in. From interactive websites to email segmentation and marketing activity reports, see how we can save you time and energy while boosting your marketing efforts.
Create presentation-quality property websites in minutes so you can save time while generating qualified leads. Using a beautiful website template, you can instantly create a unique property site that's auto-populated with the details from your CRM. Send the URL directly to your top prospects or post it on listing sites. Either way, every inquiry stays centralized within Apto for easy follow-up.
Whether you're emailing a client from Outlook or sending a mass newsletter to your database through Mailchimp or Constant Contact, we're integrated holistically with the email providers you're already using. All the tasks, contacts, and events that you keep in email can be accessed right in your CRM. And if you want to send a mass email to a targeted group of contacts, you can do that from Apto, too. No matter what other platforms you use, everything stays centralized in your system of record so you never lose track.
Part of great marketing is showing it off to your client and keeping them apprised of your progress. Marketing activity reports help you both impress your clients and keep them up to date of your efforts. You can monitor the actions you've taken to market the listing—from emails to tours and beyond. Then send along a report to any relevant parties, or see where you need to focus your efforts.
Every time you talk to a contact, you can make a quick note of what they're looking for: whether they want to buy or lease in a certain area, an asset type they're interested in, or even a note about the trends in their existing portfolio. Then once you have a listing, you can pull a quick report to see your high probability leads and start calling. You can also use the list to prospect even if you don't have a listing you're working at the moment.
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.
I chose to make the switch to Apto because of how intuitive and user-friendly the UI is. With Apto, I can be more analytical and focus my time and efforts on what’s really going to generate business and help me build a pipeline.
Since using Apto, I've become 60% more productive. From a numbers standpoint, I know how long it took me to make 100 calls before, and I know I can do it in less than half the time now.
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.
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.
Apto allows me to track everything, including deal-specific details. Apto is a huge time saver; it’s how we start and end our days.
I wouldn't be able to do the amount of prospecting I currently am without Apto, and I’ve created a lot of new business opportunities for myself.