Apto Reviews in January 2025: User Ratings, Pros & Cons

Disappointed

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 ...

Call-in support is disgraceful and ineffective. Get someone in there that can help properly.

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 ...

Apto is a great tool but there are some major flaws

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.

The complexity and lack of on-boarding…

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

One Frustrating Limitation

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 ...

"Apto is too complicated"

What do you like best about Apto? I like that all of my coworkers can register their clients so everyone can see and to avoid stepping on eachother's toes. What do you dislike about Apto? I dislike how complicated and long everything takes. You have to enter a company name, then a contact, then a pursuit.... I wish I could just do that all at the same time. What problems is Apto solving and how is that benefiting you? I am trying to keep track of all of my phone calls that I have made, all ...

In the 20 Years I've been in commercial…

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 ...

Non existent support!

Date of experience: February 27, 2018

"Mac users beware"

What do you like best about Apto? Apto is extremely customizable with a flexible layout. What do you dislike about Apto? The lack of customer support for mac users especially up front when selling users on their product. Exact requirements were difficult to find and the salesperson (also using a Mac) never mentioned there would be separate requirements to sync with my other programs. Recommendations to others considering Apto: If you have a Mac ensure that you are using the correct Exchange ...

"If you are considering Apto as your new CRM; Don't Do It"

What do you like best about Apto? Apto is our CRM and has been for the past 5+ years. It functions as a basic database CRM and we have 10,000+ contacts and 6,000+ properties in the system. What do you dislike about Apto? Do NOT switch to Apto. While it may look good on the surface, they have technicians constantly tinkering in the background and they regularly break things. Right now we are having to manually audit through over 5,000 companies who mysteriously had their contacts ...