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About

Apto, a commercial real estate CRM, is a start-up that emerged from frustrated real estate brokers in Houston, who couldn’t find the right CRM for their commercial real estate practice. Built for Salesforce.com, Apto was created from brokers’ perspectives and with them in mind. The software focuses on keeping the entire process, from the initial interview or listing to final sale, on one streamlined platform and accessible through one dashboard. Moreover, it allows users to simplify listings, client management, and client data. The cloud-based Apto helps users manage clients, properties, and listings in a multi-device format that is easy to navigate.

More specifically, Apto allows users to build a comprehensive database to store current and potential clients, listings, and data history. This database lets users browse availabilities against clients needs efficiently, using real-time listings. Moreover, Apto features personal customization so that users can manage their own dashboards and keep key attributes consistently visible and accessible. It lets users set up their own goals and milestones and keeps track of each deal at every stage, from inception to completion. Because the CRM is cloud based, brokers can access any aspect of the listing or transaction at any time and from multiple devices.

Not only can Apto manage realtor-client interactions and sales, but the CRM also works for the back-end operations of the office, simplifying payment and calculations. Apto can create and send invoices, manage payments, and organize commissions.

Real Estate Tech News calls Apto CRM “a well-rounded CRM,” with significantly unique and useful features, such as offering tracking and ‘social intelligence’. The review also remarks on the security and stability gained from being built on the long established Salesforce.com platform. In addition to their CRM, Apto is an award-winning business, named one of the ‘best places to work’ by Inc. Magazine and Denver Business Journal.

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