Apto Reviews & Product Details

I love that Apto provides an all in one solution. I have a contact database that cross links to my property database as well as all my listings and deals. I also love the fact that I am building my own Comp database Review collected by and hosted on G2.com.

IT takes some time to learn but it is not hard. IT is just as a broker we have limited time. The more you use it the better you get. Review collected by and hosted on G2.com.

The ability to link properties to a contact Review collected by and hosted on G2.com.

The Apto maps feature is dated and does not always work like it should. Review collected by and hosted on G2.com.

It keeps my calls and conversations and allows me to remember what we spoke about Review collected by and hosted on G2.com.

Contacts can get lost if you don't add them to groups Review collected by and hosted on G2.com.

Integrations with Salesforce and streamlined setup. Review collected by and hosted on G2.com.

Not enough flexibility in terms of naming objects/fields. Review collected by and hosted on G2.com.

The reminders you can set for yourself are very helpful. Seeing how your volume of calls compares to those at your company helps motivation. The flow of the program is easy to follow. Review collected by and hosted on G2.com.

Very small dislike for how strict you have to be for search criteria when creating a report. There is a learning curve but once learned, easy to implement. Review collected by and hosted on G2.com.

The commercial real estate components are thought out (yes some words they choose for describing fields show they don't have as much commercial real estate experience), but for the most part - many items were thought of that are useful to us. Review collected by and hosted on G2.com.

The whole leasing component... stacking plans seemed awesome in theory but the spaces get tied to wrong leases when you progress deals and it's just a mess if you have a big retail center for lease. Also, dislike that they won't continue on with Apto Commissions (leaving us to figure out invoicing and payment details ourselves.) Wish this was 1. still available 2. not an extra cost. Review collected by and hosted on G2.com.

You can make it as detailed or simple as you want. It's really up to you. Review collected by and hosted on G2.com.

Customer service is terrible. They used to have a call line you could call w/ questions. Now they have a ticketing system where it's impossible to get someone on the line. They email you 24 hrs later, you respond, wait another 24 hours, you respond, wait another 24 hours. What should be a 10 minute call takes a week to resolve. It's insane. Review collected by and hosted on G2.com.

I really like how Apto tracks my prospects and the ease to record activity. Apto also prompts you for follow up dates which I have found useful so contact do not slip between the cracks. Review collected by and hosted on G2.com.

Entering contacts/properties is very time intensive. For a single property, you first have to set up a company record, then a contact record before you link to a property record. While it is an intensive process, if you do it properly it creates a bullet proof, comprehensive database. Review collected by and hosted on G2.com.

My favorite part of Apto is the ability to set reminders easily and that it is able to easily track calls and notes on calls. Review collected by and hosted on G2.com.

The one thing that I dislike about Apto is the time consuming efforts to enter each piece of info on a prospect, but it should pay off in the long run. I would prefer is you could download a file into apto and have it auto create contacts and companies. Review collected by and hosted on G2.com.

I like the ability to track deal flow and print out reports and the ability for the team to make changes, and that is about it. Review collected by and hosted on G2.com.

They truly do get you to sign up and promise the world and then once that contract is signed, all promises go out the window. I dont think anyone in the organization has any real estate experience. We wanted something basic that would notify us when a critical date for a contract came up. Though they have the timelines, they said no one ever uses those. Really?

The customer service is the worst, you talk with one person and they point the finger somewhere else. Review collected by and hosted on G2.com.

Nothing. Their sales people will tell you that Apto will do anything you want it to; don't believe them. I think they are on a tear to grab as much market share as they can to make themselves a buy-out/take-over candidate or to sell out to a more "real" competitor. Review collected by and hosted on G2.com.

After repeated affirmations from their sales and tech support staff that the program would do what I wanted - which was to link contacts to properties to related lending sources (debt and equity) - it did none of those things. They wasted eight months of implementation time, and ever after never having used the program, I had to fight with them to obtain a full refund. I was also never made aware at all about the OEM and Embedded Licensing restrictions that these 'app skin' providers face as part of using SalesForce as their data engine. This severely limits the customization and flexibility required in designing a truly dynamic, interactive, and robust database. Review collected by and hosted on G2.com.

I've never been a huge fan of any CRM, but for the time that I used this with my group, it did seem to cover all of the essentials and basics that you would want a CRM to cover. Review collected by and hosted on G2.com.

Again - most of my dislike is not geared towards Apto, but more appropriately headed towards my dislike for all CRM's. Never found one that I like. If there was one thing that I didn't like - I don't think my CRM synced directly to my email. This could have been more of a user error though - now that I'm thinking about it. Review collected by and hosted on G2.com.

Apto tailors our CRM to our specific business niche. Review collected by and hosted on G2.com.

May need 3rd party apps instead of native apps for certain functions. Review collected by and hosted on G2.com.

We are using this software as a CRM and also to track our pipeline. The software has a lot of great features and the interface is good. One of the features that I like the most is the automated reporting feature. It will email me when certain conditions are met. The salesforce app for the iPhone is also very handy. Review collected by and hosted on G2.com.

One of the things I do not like is the way that contacts are entered. You have to enter the company first and then enter in the contact and it has to be done in a certain order. It would be better if you could create it all from the same page as opposed to having to close out one page to do the other. Review collected by and hosted on G2.com.

Easily to set up the reminder, that's the most important for me. Review collected by and hosted on G2.com.

Fill out the field by putting information requires much time, therefore the price is a little bit high. Review collected by and hosted on G2.com.

The platform can capture many details and pieces of information. Also can be linked to your phone. Review collected by and hosted on G2.com.

The product is not customizable enough so a user can mold it to his or her individual needs. Review collected by and hosted on G2.com.

Apto is extremely customizable with a flexible layout. Review collected by and hosted on G2.com.

The lack of customer support for mac users especially up front when selling users on their product. Exact requirements were difficult to find and the salesperson (also using a Mac) never mentioned there would be separate requirements to sync with my other programs. Review collected by and hosted on G2.com.

Taylored to CRE industry. Stacking charts are good. Review collected by and hosted on G2.com.

Difficult to data mine. support is limited. Original design structure is Mickey Mouse. Review collected by and hosted on G2.com.

The platform is well designed, easy to use as a beginner. Support is fine util you pay, after that you just looking for them and their time frame is weeks. Review collected by and hosted on G2.com.

Support. Support its just missing. I was forced not to work for three weeks because of that. Especially Jacqueline on support she doesn't know our business neither the platform Review collected by and hosted on G2.com.

Apto is a good option to capture data and info and store in one location. Easy to sync contacts and information to outlook which is very beneficial. The fact that it is able to work on mobile applications and desktop as well makes it easy to use wherever you are. Review collected by and hosted on G2.com.

I dislike the amount of tabs there are that don't necessarily connect well to one another. For example, for me to enter a contact I have to first enter a company in a separate tab before I can then enter the contact. There is a lot of unnecessary back and forth steps I find in the interface that are time consuming and unnecessary. Review collected by and hosted on G2.com.

The accounting software and CRM. The accounting software that we use is very well This also links with other websites Review collected by and hosted on G2.com.

The CRM takes extra steps to add contacts. When adding contacts you have to add the company in first and then the contact and address Review collected by and hosted on G2.com.

Apto team and support continuously update and add features to the software as necessary. Many features available, software specifically tailored to CRE. Review collected by and hosted on G2.com.

High level of customization sometimes leads to difficulties in setting up reports that should be easy to configure. There have been several bugs in certain modules including deal booking and commissions. Review collected by and hosted on G2.com.

ease of use. Keeps track of calls made, can easily make notes after each and have contacts for each company all in one place. also can use on the go with iPhone app. Review collected by and hosted on G2.com.

Inputting the data is a tedious task. People in our organization are still concerned over transparency and have not fully utilized it to its potential Review collected by and hosted on G2.com.

The marketing of the product, which it failed to live up to. Review collected by and hosted on G2.com.

Bad customer service. Did not work as advertised. Review collected by and hosted on G2.com.

I like that all of my coworkers can register their clients so everyone can see and to avoid stepping on eachother's toes. Review collected by and hosted on G2.com.

I dislike how complicated and long everything takes. You have to enter a company name, then a contact, then a pursuit.... I wish I could just do that all at the same time. Review collected by and hosted on G2.com.