Buildout CRM

“As a workflow tool, it’s great. We might have 10 people all working on the same deal or property — putting information in, making notes, changing things, updating — so we’ve got a lot of triggers to notify us about certain activities or timelines. Rethink keeps things moving smoothly but it also pulls key information into the reporting dashboard, which gives us visibility we never had before.”

"When it came to CRM we realized we really need 3 core items, 1. a customizable platform. We needed something that we could modify over time. 2. Integration with other products. We need contacts to flow into Outlook, we need to connect to our marketing solutions, etc. 3. a collaborative relationship with the company behind our CRM. We wanted someone with technical and real estate experience who we could partner with. We looked at everyone in the market and chose [Buildout CRM] because they checked all of these boxes."

"You need a database that you can add to and grow overtime as your network and business grows. We are a shop that is heavily focused on collaboration, and Apto helps us do that really well.”