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Apto High Level Overview

In this video, you'll learn how our CRM organizes your data the way you think and applies it the way you work. Get an overview of our most popular features, including mapping, call lists, contact dashboards, deal management tools, and more.

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Mapping functionality

A picture is worth a thousand spreadsheets. Prospect and win deals with visual, interactive tools to analyze your market. Turn location-driven observations into action with smarter call lists and deeper insights.

 

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Prospecting and follow-up

As a broker, your relationships are the core of your business. Your CRM handles the organization of these relationships, but leaves something to be desired when it comes to taking action. Apto has reoriented the broker experience on the actions needed to build relationships and grow your business.

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Call lists

If you want to grow your business, you need a dedicated, strategic approach to prospecting and follow-up. You need to know who in your market to call, why you're talking to them, and how often you should check in. See how you can do that in Apto.

 

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