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 organization is included. There may be additional charges for further data uploads. Click here or 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."
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.
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.
With Apto everything is tied together; an owner can be tied to multiple properties in various capacities. Business owners with multiple locations may own several properties but also lease several others. Apto allows me to organize and understand portfolios in a manner not available in the other CRMs we considered.
"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."
"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."