I’m part of an eight-member CBRE team here in Saddlebrook and we all use Apto to help with the sale of apartment buildings in New Jersey. Seven years ago, we were REA users. When we first took a look at Apto, it was obvious there was more functionality, better tracking, better sharing between team members, the software was cloud-based, etc. There were too many benefits to list and therefore making the switch was a no-brainer.
Today, Apto is the foundation of our business. As a team, we’ve databased all of the apartment buildings in our market with ownership records in Apto. Our sales brokers use that list to contact owners, take notes within the software and schedule follow-ups. If an owner isn’t selling right now, we make a note of their status and Apto reminds us a month or two down the road to follow up for another opportunity. The tasks and reminders feature alone has helped us find deals we otherwise wouldn’t have.
I personally use Apto for managerial and operational tasks, like monitoring our team’s pipeline. I track everything from our pursuits and listings to under contract, and closed deals. We use these pipeline reports to discuss priorities and next steps in team meetings.
"In addition to helping us find new business opportunities, Apto saves us around eight hours per week. Having everything in one place all synced up and not having to toggle between spreadsheets and windows saves time and brainpower and minimizes stress."
In addition to helping us find new business opportunities, Apto saves us around eight hours per week. Having everything in one place all synced up and not having to toggle between spreadsheets and windows saves time and brainpower and minimizes stress.
When it comes to working with the Apto team, our experience has been seamless. Truly no complaints. They are constantly looking for new ways to optimize a process or decrease the time it takes to complete a task. We’re in touch frequently and they always respond quickly and are very helpful. Plus, I really like the content they post on LinkedIn. The Apto team shares helpful tips and tricks and they are always adding something of value to the public knowledge base. We see the company constantly evolving and adapting and we like that because we are always looking to improve our own business and database.
Recently we had someone in our office come up to me and ask what we use and why do we use it. After showing him Apto and explaining why we decided to make it the backbone of our business, he wanted a demo of the software for himself. And now he’s already a user! You simply can’t be without it in our business.
See for yourself what all of the excitement is about.