Every customer receives basic setup of their account, including security and permission settings, license provisioning, and access to Apto customer support. Customers that purchase 2+ licenses of the Pro package receive additional team enablement training.
For the Basic package, data import services are available for purchase. For the Pro package, one spreadsheet upload per license is included with your Apto subscription, or one database per organization. There may be additional charges for further data uploads. Talk to your sales rep for more info.
I've used several CRM systems in the past and Apto is absolutely the best. The implementations process was better than anything I’ve ever experienced. They take the time to walk you through the system and empower you to be successful using it.Read more
President / Wheeler Commercial
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. It’s also great having the context I need on hand to make a connection.Read more
Principal Broker / Commercial Northwest
Apto provides value immediately. Research for a cold call could take anywhere from three to five minutes if you do it the old way. If you make 10 calls, that’s almost an hour down the drain right there. With Apto, it takes 10 seconds to a minute to find all relevant information about a contact.Read more
Associate / Marcus & Millichap