Apto | Visual customer relationship management

Customer relations in commercial real estate are essential. Tanner McGraw, founder of Apto, explains how his platform helps agents communicate and close deals with potential clients.

Name of product | Apto

Price | £97/month

Target | Commercial real estate sales and letting agents

Challenge | I was a commercial real estate broker in the US before starting Apto. I was frustrated by the lack of specialised technology available to manage customer relationships, including the lack of specialised software to track and manage commercial and multifamily property sales and letting assignments.

I wanted to help agents grow their businesses and save time by automating many aspects of brokerage business operations, so I founded Apto.

Solution | Apto is web-based software that allows agents to manage contacts, properties, listings, and transactions anywhere from any device. It’s a visual and user-friendly platform.

Some of Apto’s features include:

“Deals” – With a simple dashboard, agents have everything they need to work and close deals faster. They’re able to track, manage, and execute transactions from start to finish with an intuitive workflow that drives every deal forward.

“Maps” – This new functionality helps agents prospect and win new assignments by providing visual, interactive tools to analyse their market.

“Prospect & Nurture” – With strategic telephone call lists based on set criteria, account insights, and personal context, agents can contact their highest value leads and build meaningful connections quickly.

Outcomes | Apto streamlines agents’ workflows and automates manual tasks so they can prospect more efficiently and close sale and lease assignments faster. Apto customers report that they save an average of over 300 hours per year by using Apto.

Clients | Nearly 10,000 property professionals use Apto. Customers include CBRE, JLL, Cushman & Wakefield, Colliers International and NAI Global.