Prior to Apto, I was all over the place when it came to organizing my business. I’d be in CoStar trying to locate owners, then would write them down on a piece of paper, and then create a reminder in Outlook to add them as a contact. If I got a deal teed up, I’d put it in Pipedrive. However, that was not built for commercial real estate. With Apto, I realized I could load up my entire ownership portfolio and see who owns what in what area. It would allow me to make connections and bring everything full circle. So I quickly ditched the legal pads and antiquated software I was using.
Today, I’m in Apto all the time. When I first log in in the morning, it gives me a clear overview of what I have going on. I can filter for my tasks for that day and get the important ones accomplished right away.
Next, I spend a couple of hours in the prospecting tool cranking out some cold calls and doing follow-ups. Apto makes prospecting a lot more bearable because you have everything you need right in front of you. For example, when I get a new listing, the first thing I do is pull up Apto’s mapping tool and see who the neighbors are. I can then make call lists of owners in the area and parlay some listing appointments off that. Plus, I don’t have to figure out if I called someone already or not. You can store notes and files right on a contact record within Apto. For example, I’ll put together a broker opinion of value for a client and save it there. That way if I talk to them again, everything I need to know about that contact is readily available. 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.
"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."
Apto goes beyond just prospecting and helping you close deals. I also keep myself organized by using the listings and assignments tab. Here I can store important details like leasing availabilities or lock box codes. Another feature I enjoy is the dashboard and accompanying reports. Being able to see how many calls you’ve made in a week helps to keep you accountable and pace towards goals. You can forecast your pipeline and know what your fees are going to be for the next three months, six months, a year. All of this is to say that Apto is my entire business!
Software aside, the Apto team is awesome. They are one of the main reasons I wanted to share my feedback on my Apto experience. They’re very, very responsive. Whenever I have a question, I’ll email the Customer Care team with a screenshot of what’s going on and they get back to me the same day. The account executive that sold me Apto even reached out to me after the sale to see how I was doing. I’ve never experienced that before with a software company. It’s really obvious that Apto cares about their customers.
If I had to say something to a broker who hasn’t yet made the investment in Apto, or even a commercial real estate CRM for that matter, it would be this: I understand where you’re coming from, especially if you’ve been in the business for a while. I’m not going to deny that you’re going to have to put some work into it because you’re transforming your business. But it’s worth it. It’s helped my business dramatically. You are going to save time. Everything is centralized and you can track all aspects of your business. And after all, your data is only as good as what you put into it. To anybody that is thinking about making the switch, just do it. You’re going to see substantial ROI and save yourself time and heartache.
See for yourself what all of the excitement is about.