Apto
The #1 CRM and deal management software for commercial real estate brokers.
Overview
Apto is a comprehensive customer relationship management (CRM) and deal management software built specifically for the commercial real estate industry. Acquired by Buildout, it is designed to help brokers manage their entire deal lifecycle, from prospecting and contact management to tracking deals and managing back-office tasks. It is built on the Salesforce platform, offering robust customization and integration capabilities.
✨ Key Features
- Contact Management
- Property and Listings Management
- Deal Management and Pipeline Tracking
- Prospecting Tools
- Commission Tracking
- Reporting and Dashboards
- Back-Office Management
🎯 Key Differentiators
- Built on the Salesforce platform
- Comprehensive end-to-end deal lifecycle management
- Strong focus on broker-specific workflows
Unique Value: Provides a single source of truth for all brokerage activities, from relationship management to closing and commission tracking.
🎯 Use Cases (4)
✅ Best For
- Centralizing broker operations
- Tracking deal flow from start to finish
- Managing client and property data
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Residential real estate
- Small brokerages needing a very simple, low-cost solution
🏆 Alternatives
Offers deeper customization and a more robust feature set compared to simpler CRMs, leveraging the power of the Salesforce ecosystem.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise tier)
💰 Pricing
✓ 14-day free trial
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