Apto Solutions: Enhance Your CRM with Twopir Consulting

Apto is the #1 CRM and deal management software for commercial real estate brokers

Apto is the #1 CRM and deal management software designed specifically for commercial real estate (CRE) brokers, helping them stay competitive and efficient. Are you looking to be the top broker in your area? Or, do you want to maintain your edge? Adopting Apto can give you the advantage you need, and Twopir Consulting is here to support a smooth, successful implementation on the Salesforce platform.

Why Apto for CRE Brokers?

Apto is a deal management software built to empower CRE brokers by helping them manage data, enhance prospecting, and build a strong reputation for being responsive and efficient. Apto streamlines deal flow and provides critical tools that support every stage of the sales cycle, enabling brokers to close more deals with ease.

Key Features of Apto

Property Data Management

Easily access and manage extensive property information, helping brokers make informed decisions and optimize deal strategies.

Contact Management

Keep all contact information organized and accessible, making it simple to track interactions and build stronger relationships with clients and prospects.

Prospecting Tools

Apto provides specialized tools to identify new opportunities, create action-oriented call lists, and unlock new leads, giving brokers a competitive edge.

Marketing Tools

Create impactful marketing campaigns with Apto’s integrated tools, designed to showcase properties and attract the right buyers or tenants.

Deal Management

Track every deal from start to finish, with visibility into each stage of the pipeline, ensuring no detail is missed and every opportunity is maximized.

Reports & Dashboards

Gain insights with robust reports and dashboards, including predictive analytics that help brokers prioritize deals and track commissions for better revenue forecasting.

How Twopir Consulting Can Help

Apto Implementation with Salesforce

Twopir Consulting has successfully implemented Apto on the Salesforce platform for numerous clients. We ensure a smooth setup, allowing brokers to maximize Apto’s capabilities.

Deal Prioritization & Revenue Tracking

We configure Salesforce with Apto to help brokers track commissions, enabling them to easily predict revenue growth. Our setup includes custom reporting on critical criteria such as expiring leases or closed deals, giving brokers the data they need to act proactively.

Workflow Optimization

Our team helps streamline workflows and improve client interactions, ensuring that brokers have everything they need at their fingertips—from property data to task reminders and follow-up actions.

Results You Can Expect

With Apto, brokers can expect a comprehensive CRM solution that offers:

• Centralized Data Management: All critical data in one place, making it easy to access information.
• Predictive Insights: For better decision-making and growth potential.
• Improved Reputation: Be known as a tech-savvy and responsive broker.
• One-Stop-Shop for Deal Management: From property data to auto-populated property sites, Apto provides everything needed to manage and close deals.
• Enhanced Efficiency: Reduce data entry, streamline team coordination, and save time on manual tasks.
• Robust Comp Database: Track comparable property deals for better market analysis.
• Consistent Follow-Ups: Never miss an important client interaction or task.

Conclusion

Apto is the ultimate CRM and deal management solution for commercial real estate brokers, and Twopir Consulting specializes in seamless Apto integration with the Salesforce platform. With Apto, brokers gain access to a suite of powerful features that streamline workflows, enhance efficiency, and drive business growth. From property data management to prospecting tools and deal tracking, Apto has everything needed to stay ahead in the industry. Trust Twopir Consulting to guide you through the implementation process and unlock the full potential of Apto for your brokerage success.

For assistance with Salesforce and Apto integration, please contact us directly by completing the form below.