Name: Aptly
Author: Invisible Apps

Help Desk

Web and Video Conferencing

Customer Support

Feature Management

Functional Testing

Mind Mapping

Development

Business Intelligence (BI)

Calibration Management

Collaboration

Dropshipping

Enterprise Search

Integrated Workplace Management (IWMS)

Intellectual Property (IP) Management

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

Employee Performance Management

HR Management

On-Demand Payment

Payroll

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

3D Printers

3D Printing

Business Process Automation

Cloud Storage

Configuration Management

DevSecOps

Disk Cloning

Fraud Detection

IT Professional Services

Integration Platform as a Service (iPaaS)

Interoperability

Metadata Management

Network Access Control (NAC)

Network Performance Monitoring

Remote Monitoring and Management

SaaS Backup

Scale-Out Storage

Server Virtualization

Static Application Security Testing (SAST)

Storage Area Network

Test Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Ecommerce Personalization

Email Marketing

Event Management

Marketing Attribution

Marketing Automation

Search Marketing Intelligence

Social Media Advertising

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Sales

Secure Service Edge (SSE)

Security

Car Rental

Construction Accounting

Direct Secure Messaging

Home Health Care

Hospital Management

Medical Office EMR & EHR

Population Health Management

Veterinary

Vertical-Specific

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Aptly is an AI-powered communication platform specifically designed for the real estate industry. According to the vendor, it aims to streamline communications, convert more leads, manage any workflow, retain customers, and enable remote work for modern property teams. It is suitable for property management companies of all sizes, from small-scale operations to large enterprises, and is utilized by property managers, leasing agents, real estate agents, property owners, and facility managers.

## Key Features

**Streamline Communications**: According to the vendor, Aptly allows property teams to capture leads from various sources such as email, SMS, calls, and web forms. It offers a chatbot that can qualify leads on the website and inbox, self-scheduling of tours and meetings online, real-time sync of individual and group email addresses, tracking and analysis of phone calls, and rich text messaging through SMS. Additionally, Aptly enables the capture of leads from web forms without the need for coding.

**Convert More Leads**: The vendor claims that Aptly helps property teams automate routine sales, marketing, and support functions. It engages website visitors 24/7 through a chatbot and automatically captures leads from any marketing source. Real-time reports and insights can be generated, processes can be standardized with error-proof capture, and integrations with property management software can trigger processes. Aptly also allows for customization of fields, relationships, and views, as well as the addition of code-free automations to reduce human error. Tasks can be assigned to teammates and external contacts, and key metrics can be tracked through customizable dashboards.

**Manage Any Workflow**: According to the vendor, Aptly enables property teams to track and manage any workflow, from leads to move ins/outs. Workflows and customer communication can be automated, and collaboration and task management can be done efficiently. The platform also facilitates the standardization of processes with error-proof capture, triggers processes through property management software integrations, and provides customization options for fields, relationships, and views. Code-free automations can be added to reduce human error, tasks can be assigned to teammates and external contacts, and key metrics can be tracked through dashboards.

**Retain Customers**: The vendor states that Aptly helps property teams retain customers by surfacing critical customer data from conversations, workflows, and surveys. It calculates customer happiness with real-time surveys and allows for personalized communication based on a history of interactions. The platform also provides insights into the performance of ad sources and teams through real-time reports, and it enables the creation of a comprehensive 360° customer view with every interaction and property management data.

**Work Anywhere**: According to the vendor, Aptly empowers remote property teams to stay productive and collaborative. It facilitates collaboration on tasks, setting priorities, and keeping teams aligned. Workloads can be managed and progress can be monitored in real-time. Communication and lead tracking can be done using shared inboxes, and calls, emails, texts, and web forms can be tracked and analyzed. Access and management of workflows are possible from any location, and the platform is built by a remote team that uses Aptly themselves.

Starter

Professional

Unlimited

Free Forever

CRM Bundle

Aptly

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Invisible Apps

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Aptly

Overview

What is Aptly?