Smart sheet as a CRM
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[{"id": "f7c2fhd", "text": "I'm the founder of Apto. We very rarely migrate new customers in from smartsheets. But I think any feedback maybe biased because they've chosen not to continue there. The lack of prevalance may be helpful to you. Good luck!", "replies": [{"id": "f7c2qgq", "text": "What? I know what apto is but what are you trying to say?", "replies": [{"id": "f7c359k", "text": "There's probably a dozen other ways people database their business. Smartsheets doesn't seem to be one that many people use. I'm assuming there's probably good reason for that but I don't know why.", "replies": [{"id": "f7c3b3e", "text": "Gotcha. I\u2019m interested in apto but it\u2019s pretty in depth it seems like and I am looking for something that is may lead a little more simple and good for following up.", "replies": [{"id": "f7c3m6f", "text": "That makes sense. Have you looked At some of the free crms that aren't cre specific? We're working a new lightweight one but it's gonna be about before it's out", "replies": [{"id": "f7c5ayn", "text": "We have some brokers on Apto and they seem to really like it. \n\nAs a company we have tried creating a CRM system and it is an expensive process and it always fails. Every two-five years, like clockwork, another corporate initiative.  \n\nRecently we went with Salesforce with low adoption rates. The goal is to plug that data into other applications we got going on. It is hard to force people to switch and we got people on REA Apps and maybe even RealHound. \n\nThe APTO brokers have stayed with APTO since they want to keep their info siloed and we have not forced them to switch. Seems mostly for our office teams here.", "replies": [{"id": "f7c6cv8", "text": "So... We have a skunkworks project that addresses the adoption problems you just outlined. Super excited about it\n\nBut adoption is really hard in this space. Traditional adoption strategies don't work in CRE", "replies": [{"id": "f7c89mo", "text": "CRE is a laggard in terms of technology but it seems we are finally due a golden age of proptech and \"disruption\" into an industry that has resisted it so far.   \n\nJLL on their Q3 earnings call is launching JLL Technolgies and hired a bunch of Silcon valley types. (https://www.us.jll.com/en/newsroom/new-jll-technologies-group-to-be-led-by-mihir-shah-and-yishai-lerner)\n\nCBRE is redoing their entire research department with more of a focus on data and business intelligence. Everyone else will later copy whatever it is they are doing. \n\nSo I am hoping you can take full advantage of what is likely to be a bunch of loose money being poured into this space for the next year or so.", "replies": [{"id": "f7coh3s", "text": "Totally. I've been look forward to the shift for a long time. But I'm still cautious in the optimism around the CBRE and JLL programs. Right decisions... they just have to get those massive changes through organizations that aren't fans of change.", "replies": [], "depth": 9}], "depth": 8}], "depth": 7}], "depth": 6}], "depth": 5}, {"id": "f7caymh", "text": "Love me some PipeDrive", "replies": [], "depth": 5}, {"id": "f7l0exr", "text": "Last week, I launched a mobile app to make it easier to network with people based on their investment criteria: [targets.towerhunt.com](https://targets.towerhunt.com). It's specifically designed for commercial real estate investment (not leasing), and it's searchable. Please give it a try and ask any questions you'd like.", "replies": [], "depth": 5}], "depth": 4}], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "f7cnshy", "text": "The CRE company I work for uses Smartsheet for deal tracking and project management. For CRM, try ClientLook.\n\nEdit: Probably worth mentioning the company put me in charge of finding the best software(s) for our needs and I couldn't find anything better for the money, that would also be worth the hassle of switching to, and worth taking the downtime to learn how to use.", "replies": [{"id": "f7cw0ha", "text": "Do you recommend client look? Currently assessing between client look, realnex, and apto", "replies": [{"id": "f7cwib0", "text": "I recommend clientlook but I don't have experience with the others, so I can't compare them. I'm not sure what your needs are, so I can't say for sure it's the best thing for you. I believe you can try it out before paying for it. If that's not available on the website, I can almost guarantee you can call someone there and ask for a demo.", "replies": [], "depth": 3}], "depth": 2}], "depth": 1}]