We have certainly had our fair share of frustrations with Apto. We used to have great experiences with Apto Support-- they used to be quick to respond and resolve our issues, even if it was a little bit out of their "scope." More recently, however, we do not get timely responses (I'm on day 8 of waiting for a response, currently) and when we do hear back, it's usually "a Salesforce problem", not theirs, or not in their scope of support services. We get non-helpful responses more times than not. I will say, when we do get helpful responses, they're great. I've had a few good experiences with Chloe and she was very helpful.
For example, we were having an issue with our workflow automations working correctly, and requested that they take a look to see what might be the problem. They responded by saying that they don't support that, and that's a Salesforce's function. We were under the assumption that since Apto is built on Salesforce, we'd be able to get support for any function of Salesforce that Apto uses, especially since the workflow automation was part of the sales pitch. We were given the option instead to pay a third party to set up the work flows. We had them set up, they just weren't working correctly.
Overall, the CRM is not very intuitive, and some of the most confusing parts of it are locked for customization, so we can't change some of the wording to fit our company's "language". Again, when we've contacted support on changing the name of objects, we're given the option of contacting a third party and paying for customization services. Very disappointing response for a software that's selling point is that it's customizable.
If you're looking at purchasing this software for your brokers, understand that the product "out of the box" is pretty difficult to use effectively, and you will likely need to invest in customization services to make it worth it. It's also worth considering paying for a service that will train you to use it as well. The new Apto Learning Center is nice, which contributes to the 2 Stars, but it would still be nice if Apto offered some sort of "Starting from the Beginning" training.
Despite our frustrations, we're sticking with the software since we've invested a considerable amount of time and money in to it. We really hope that Support ups it's game a little bit and is most customer-focused in its responses. Even if it's a Salesforce problem, the users are Apto customers, so they should be taken care of by Apto Support.
Review by Chuchi Koudmani1 year ago
Excellent infrastructure upon which to build a commercial real estate brokerage empire! My company, Elifin Realty in Baton Rouge, LA, is being built on Apto and we've experienced incredible levels of success. Apto has an excellent product and gives excellent service!
Review by Armanian1 year ago
I thought the product was streamlined and good.
Review by Alexsue1 year ago
Excellent support. The new product is really impressive. We're already seeing increased adoption and have lots of confidence that the dollars will follow. We took the time to understand the old product and found the value but you have to invest the time.
Review by Honi Ekarika1 year ago
I don't think anything really needs to be changed at this time.
Review by Rawn1 year ago
As a brokerage coordinator, I am the logistical support behind my team's operation. Apto is the logistical support behind me! So helpful to be able to assign tasks to my team members and to have 360 visibility into every deal! Couldn't recommend more. Worth every penny.
Review by DmB Wickramaratna1 year ago
Interface isn't very user friendly for beginners. As as admin, it is also difficult to work on the back-end at times. But all in all, the system is nicely constructed and when fluent, I can see the benefits it has to offer.
Review by MrsRaw1 year ago
First, we love Apto as it keeps our salesperson completely organized and on top of his game.
Apto customer service is very responsive and helpful.
4 stars instead of 5 simply because there are some quirks in the transition to the updated Salesforce platform which are frustrating and we end up having to switch back and forth between platforms to achieve our preferred results.
Review by Whiselor1 year ago
You will need to focus on technical help for your initial integration and roll-out, but the product is excellent once you have it installed. I recommend it for medium and large organizations or small organizations that have tech-savvy brokers. We make more money because we use APTO.
Review by TrueKeralite1 year ago
Out of the 7 times I've used the call-in support, only one time could they fix my problem. It was a rookie problem too. Since then the call-in support group makes this software experience, horrible. Mostly when I ask for help, they have no clue whats going on. Or they make me feel like they know how to do 15-25 things really good, but since the thing I'm calling about is not one of those items, it's beyond the scope of the support. I've reached out to Facebook Help Groups and have gotten things fixed faster from people in Russia than Apto Support. Mention you want to add a license and Apto Sales cant call you quick enough. It's very unprofessional. Hire more effective support, not ones who huff and puff. Looking back, these things that I had to get fixed, were no-brainers for any SF user with a small amount of setup experience. Also the support docs Apto has in the help section, respectfully I find them incredibly useless and damn near insulting how much time was spent making them. Other than that, I do like the integration overall. I feel strongly that the support staff is embarrassing Aptos image. That is my fair and honest review. It's not meant to be insulting.
Review by Shaella1 year ago
Have used for 4 years. Quick onboarding processing, continual training on a variety of subject matters and quick support feedback for more complicated tasks.
Review by Rueth Derrow1 year ago
Apto is an absolutely terrific product; I use it every day in my business as does the rest of my team!
Review by Ngenyi1 year ago
Apto is pretty easy to use. Prospect and Nurture (which connects to Apto) has one limitation that makes it super frustrating for everyone at our company. When building a new list of prospects it makes you choose from a section called "contact frequency" and the lowest frequency is 30 days. If you call someone on the list - they don't show up again on that list again for 30 days. This makes no sense for our business (Commercial Real Estate) as we usually follow back up with people one to two weeks later and even sooner if we just had a meeting or proposal with them. We asked for them to reduce this limitation to 1 week or just remove it but they haven't done anything about it. They told us a work-around idea that includes setting tasks for everyone you contacted but this defeats the purpose of having tasks which I use only for the most important follow ups. This limitation has forced me to make calls from regular Apto which is slow and tedious and my call volume in recent weeks has been cut in half because of it. I know that everyone at our company would really appreciate this to be updated in Prospect and Nurture as soon as possible.
Review by Pennycrayon1 year ago
Best real estate database out there. Apto finally figured out how to have a relational database where the building and the owner are different records. You can do everything in this database.
Review by Hadewig1 year ago
Apto has been very helpful in keeping my client contacts and important dates in order. I have trouble with the views and cannot seem to sometimes accomplish certain fuse that I want to see on my CRM. The webinars and videos I really don't find very helpful. Apto is more you need to use it to understand it hands on.
Review by Sezza1 year ago
Apto is a great tool but there are some very important features that were never developed. Example, the ability to upload linked contacts, companies and properties all at once from an excel spreadsheet. You must go through the migration team and do this in multiple phases rather then being able to upload on your own. It costs $400 every time to do this. Also, the sales and customer service team is nearly un-responsive.
Review by Rawf1 year ago
Everyday I am getting more organized and efficient using Apto. It is a powerful enough CRM to get the job done and still easy to use. The response to our questions have always been addressed quickly even though we are a small user. The only reason I give 4 stars instead of 5 is because I have not been able to interface Apto with Outlook for Apple without sending all my data through a third party app.
Review by Baran1 year ago
I find Apto very easy to use, but I wish it was easier/user-friendly to customize tabs and searchable fields. Currently, the new customizations we require for our business is taking up a majority of one of my team members time to setup.
Review by Dilyn1 year ago
The complexity and lack of on-boarding support without paying extra for it has me wanting to return to Clientlook.
Review by Ellio1 year ago
Apto is a great tool for our company. It integrates well with Salesforce and helps us easily track things.
Review by Gysbert1 year ago
As a tenant rep broker, I am meeting with hundreds of people every month. Every conversation is unique, important, and requires follow up. Whether it's checking in on a lease expiration, leveraging my stacks and market knowledge for lease negotiations, or giving a congratulatory call about a family wedding, Apto allows me to stay on top of everything.
If done right, these relationships should last a career. Having Apto to ensure that nothing slips through the cracks is essential. I have tried Excel, Salesforce, and other CRE specific softwares, but nothing keeps me on my game like Apto.
Review by Bras Elsigood1 year ago
Apto is a very good program.
Review by Baqir1 year ago
My team and I have been very satisfied with APTO. Although there have been some kinks here and there, which is to be expected when migrating to another CRM after years of using another one; however, the tech and support staff at APTO have been excellent. They are diligent, courteous and efficient.
Review by Ndza Filmperson1 year ago
It's been a year since we started with this program - the mapping has taken far too long to get to a point where agents can get into the program and actually use it. We see the light at the end of the tunnel :)