Marg Apto

Non existent support!

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.

The complexity and lack of on-boarding support without paying extra for it has me wanting to return to Clientlook.

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.

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.