AptoReviews of apto.com

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.

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.

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.

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.