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Average Ratings 0 Ratings

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ease
features
design
support

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Description

All of your essential information—such as contacts, companies, and properties—arranged in a manner that aligns with your thinking and reflects your working style. Enhance your organization and efficiency with our cloud-based, relational software designed specifically for commercial real estate brokers. The tabbed interface consolidates all your relationship information, enabling you to forge connections swiftly and increase your business opportunities. Minimize the time spent navigating through numerous pages by having everything necessary for quickly establishing contacts—like targeted call lists and contact details—conveniently organized in one location. Generate professional-grade property websites with information automatically drawn from your CRM to attract more qualified leads. With just a few clicks, you can create a custom property site and share the URL with your key prospects, ultimately driving more qualified leads for your listings in a fraction of the time. This streamlined approach not only saves time but also empowers you to focus on building relationships and closing deals effectively.

Description

In the pursuit of growth, it’s common to become overly focused on acquiring new leads while overlooking the potential benefits of nurturing your current clients. Attracting a new client can cost brokers up to five times more than retaining an existing one, making it crucial to value those you already have. After all the effort put into gaining their business, maintaining their loyalty should be a top priority. This is where Sherlok comes into play, offering proactive automated client retention solutions. With the help of AI, Sherlok identifies which clients are at the highest risk of leaving and prioritizes them for repricing opportunities. Moreover, if additional savings can be accessed, Sherlok’s Instant Refi comparison tool will generate valuable refinance leads for brokers. You can relax as Sherlok diligently analyzes your client portfolio, continuously monitoring their interest rates to discover when they might qualify for better rates. By harnessing this technology, you can ensure your clients remain satisfied and loyal to your services.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

GlobaliD
SyncApps

Integrations

GlobaliD
SyncApps

Pricing Details

$89 per user per month
Free Trial
Free Version

Pricing Details

$89 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Apto

Founded

2011

Country

United States

Website

www.apto.com

Vendor Details

Company Name

Sherlok

Country

Australia

Website

www.sherlok.com.au

Product Features

Commercial Real Estate

Brand Management
CRM
Cash Flow Analysis
Critical Date Alerts
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Real Estate Marketing

Advertising Management
CMA
CRM
Contact Management
Email Marketing
Lead Generation
Listing Management / IDX
Presentation
Reporting / Analytics
SEO
SMS Marketing
Social Media Marketing
Virtual Tour
Website Builder

Product Features

Real Estate Marketing

Advertising Management
CMA
CRM
Contact Management
Email Marketing
Lead Generation
Listing Management / IDX
Presentation
Reporting / Analytics
SEO
SMS Marketing
Social Media Marketing
Virtual Tour
Website Builder

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