Apto Reviews 27

In the 20 Years I've been in commercial real estate, this is the worst CRM I've ever used! I've had it for two years. I will be switching at the end of this year. My experience includes losing data in the first six months of use due to a conflict with an older office suite i had, then losing data due to Google Chrome use and I was advised to use Firefox, to this day I have issues with syncing with Outlook and data being lost. The platform is entirely too complex. Worst of all, the process with customer support was a trial and error process, they got back to me in a timely manner, but they really had no answers for me for the issues I had and we had to recreate each issue to find potential solutions.

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.

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!

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.

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.

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.

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.

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.

Have used for 4 years. Quick onboarding processing, continual training on a variety of subject matters and quick support feedback for more complicated tasks.

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.

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.

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.

I thought the product was streamlined and good.

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.

Apto is a great tool for our company. It integrates well with Salesforce and helps us easily track things.

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.

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.

I don't think anything really needs to be changed at this time.

Apto is an absolutely terrific product; I use it every day in my business as does the rest of my team!