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Aptly

CRM & workflow management for property teams

1-20 employees
  • B2B
  • Real Estate
  • SaaS
  • Automation
  • Sales
San Rafael, CA

Company mission

To empower property teams to convert more leads and delight customers at every stage of their journey through one refreshingly easy platform that combines CRM and workflow management.

Our take

Aptly is designed to help property teams convert, support and impress customers at every stage of their journey. It works by streamlining communication, conversion, retention and workflow management, so that workers can focus their energy on more bringing more value to the business.

Among the platform's features are a team inbox, which collects every customer conversation across email, phone, SMS, and web into a single shared place; automation capabilities for routine sales, marketing and support functions; a industry specific workflow tool; and its "Happiness Score", which summarizes critical customer data to support higher retention.

By targeting property teams specifically, Aptly is helping businesses operating in this space to digitise faster and without having to build their own infrastructure. Thought there are many competitors in the CRM space, this specialization should give the company a leg up moving forward as it moves to secure more users and grow its footprint.

Steph headshot

Steph

Company Specialist at Welcome to the Jungle

Funding (1 round)

Nov 2017

$2m

SEED

Total funding: $2m

This company has top investors

Leadership

Gregory Horion

(Co-Founder)

Previously worked as a Software engineer at BigCommerce. Also worked as Full-stack Ruby Developer at Real Page, Inc and Belighted.

Previously the Board Advisor at Frontsteps. Was previously the Principal at JHS properties. Was also the Founder/CEO of PlanChat, Inc.