I was an ACT! user for 25 years. At the time it seemed functional enough, but it was really the first software of its kind. You didn’t have the ability to enter properties, so you couldn’t relate deals to contacts and companies. You really couldn’t relate anything to anything, in fact, which is really what we needed.
As the team grew, we switched to another CRE software. However, we quickly learned that we needed the ability to oversee the back end of the software to eliminate duplicates and protect the integrity of the data.
Two years ago, we evaluated Apto but ended up going with another CRM designed for commercial real estate. However, we began experiencing issues with customer support, and that impacted adoption internally.
Ultimately, we ended up with Apto, and the experience has been fantastic!
"The level of service, care, commitment is better than any I’ve had with any other vendor."
The whole support team and rest of the staff at Apto have been great through the transition, upload, and cleanup of our data. The level of service, care, commitment is better than any I’ve had with any other vendor. We’re making progress on internal adoption, and I love the capabilities and what Apto can do.
We do a lot of institutional asset-based leasing, so reporting is critical. I like that deals, pursuits, and Prospect & Nurture are all right there, and I love the integrations with Cirrus and Hubspot because they add great depth in data utilization.
Overall, I love the Apto team’s commitment to making sure things are right and working well for our business. We’ve been thrilled with the experience.
See for yourself what all of the excitement is about.