Verified User in Commercial Real Estate
AC
Verified User in Commercial Real Estate
Small-Business (50 or fewer emp.)
"Very Useful"
4.5/5
What do you like best about Apto?

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

What do you dislike about Apto?

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

Verified User in Commercial Real Estate
UC
Verified User in Commercial Real Estate
Mid-Market (51-1000 emp.)
"Great CRM making day to day much easier"
5/5
What do you like best about Apto?

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.

What do you dislike about Apto?

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.

Verified User in Commercial Real Estate
AC
Verified User in Commercial Real Estate
Small-Business (50 or fewer emp.)
"Apto - Limited by Salesforce but appreciative of their commercial real estate customization"
3.5/5
What do you like best about Apto?

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.

What do you dislike about Apto?

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.

Verified User in Real Estate
UR
Verified User in Real Estate
Enterprise (> 1000 emp.)
"Decent product, TERRIBLE customer service"
2.5/5
What do you like best about Apto?

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.

What do you dislike about Apto?

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.

Brett T.
BT
Brett T.
Sales Representative | The Retail Investment Group
Commercial Real Estate
Enterprise (> 1000 emp.)
"Very satisfied "
5/5
What do you like best about Apto?

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.

What do you dislike about Apto?

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.

Stephen S.
SS
Stephen S.
Senior Associate / Team Operations
Enterprise (> 1000 emp.)
"Aptotude is a great tool to keep track of prospects for Brokers"
3.5/5
What do you like best about Apto?

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.

What do you dislike about Apto?

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.

Chris W.
CW
Chris W.
Vice President of Sales
Commercial Real Estate
Small-Business (50 or fewer emp.)
"Better Solutions than Apto out there"
0/5
What do you like best about Apto?

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.

What do you dislike about Apto?

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.

Greg L.
GL
Greg L.
2020 - 2021 President of the Florida CCIM Chapter's East Coast District
Enterprise (> 1000 emp.)
"Apto = HORRIBLE! Don't waste your time like they wasted mine."
0/5
What do you like best about Apto?

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.

What do you dislike about Apto?

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.

Verified User in Real Estate
UR
Verified User in Real Estate
Small-Business (50 or fewer emp.)
"Apto for my CRM"
3.5/5
What do you like best about Apto?

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.

What do you dislike about Apto?

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.

Verified User in Real Estate
AR
Verified User in Real Estate
Small-Business (50 or fewer emp.)
"Essential for Commercial Real Estate"
5/5
What do you like best about Apto?

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

What do you dislike about Apto?

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